Continue
January 2025
The Portfolio Managers Ben Cook, CFA and Josh Wein share their insights on midstream companies’ strong performance over the past year, their shareholder-friendly capital allocation approach and current valuations.
The U.S. continues to be an engine of growth when it comes to energy production. The following commentary summarizes the 2024 market and what to expect in the new year.
Following natural gas utilities’ strong 2024 performance highlighted by robust earnings growth, many factors could drive the stocks in the new year including U.S. energy policies, artificial intelligence (AI), and attractive dividend levels.
November 2024
The Portfolio Managers discuss the drivers creating a more favorable business environment for Japanese small-cap companies.
Cornerstone Mid Cap 30 Fund Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy, discuss the most recent rebalance, and highlight fundamental drivers of the portfolio.
In the following commentary, the Hennessy Japan Fund Portfolio Managers discussed a number of positive trends that could drive Japanese stocks higher. To participate, there are compelling reasons to consider an actively managed investment.
September 2024
The Portfolio Managers share their insights on midstream companies’ strong performance over the past year, companies’ capital allocation approach that is aligned with shareholders, and current valuations.
Portfolio Managers Ben Cook and Josh Wein discuss Energy sector performance in the first half of 2024, how rate cuts could affect Energy companies, mergers and acquisition activity, the adoption of renewable energy, copper producer Freeport-McMoRan, and an Energy outlook.
August 2024
The Portfolio Managers of the Hennessy Gas Utility Fund discuss how rate cuts could affect natural gas utilities, the types of companies in the AGA Stock Index, natural gas demand, renewables, utilities’ earnings growth and dividends, and current valuations.
In the following commentary, the Portfolio Managers of the Hennessy Focus Fund (HFCSX/HFCIX) cover potential beneficiaries of rate cuts, their case for cyclical areas of the market, the Fund’s earnings growth rates and valuation, new holding Floor & Decor, and their outlook for the Fund.
*Required Fields