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February 2022
New and innovative technology is changing just about every industry, and the Financials sector is no exception. In this Sector Highlight, we examine the digital transformation trends in the banking industry and how banks are embracing technology to adapt to consumer demands and boost growth in revenue and profitability.
Ryan Kelley, CFA, Portfolio Manager of the Hennessy Gas Utility Fund and Ben Cook, CFA, Portfolio Manager of the Hennessy Energy Fund and Hennessy Midstream Fund recently shared their insights on the natural gas and energy sectors.
CarMax is the largest retailer of used cars in the U.S. Over the last 29 years it has grown from a single store to 230 stores across the country with consumer-friendly, no-haggle pricing, and a generous return policy, a straightforward approach contrasting the traditional used car dealers.
With the coming energy transition where carbon emissions will be required to be significantly reduced, we believe natural gas plays a role as an essential bridge to a more sustainable and reliable energy future that will also help meet the needs of the growing global energy demand.
January 2022
Portfolio Managers of the Hennessy Equity and Income Fund discuss their views on higher interest rates, inflation and supply chain shortages, and the fixed income and equity markets in 2022.
The Portfolio Managers discuss how the Focus Fund has rewarded investors over the past 25 years. They also share their thoughts on how certain portfolio holdings have benefited from the inflationary environment, supply chain issues, and strong housing demand.
While the pandemic slowed deal activity, the stage is set for deal making in 2022, we examine several trends that could reshape the banking ecosystem and likely provide a tailwind to bank stocks over the years to come.
Portfolio Manager Masa Takeda discusses the new Prime Minister’s focus on growth, the effect of global supply chain issues and currency weakness on exporters, and how the Fund is currently positioned.
December 2021
Many current catalysts drive our positive outlook on Japan: Pandemic-related restrictions have been easing, Kishidanomics is underway, and valuations look attractive.
Ryan Kelley, Chief Investment Officer for Hennessy Funds, shares his thoughts on what's driving the strong stock market, reflecting on where we have come from and where we may be going in 2022.
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