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January 2023
Hennessy Japan Fund Portfolio Manager Masa Takeda provides an update on significant events in Japan from 2022 and gives his outlook on what 2023 might bring.
In the fourth quarter of 2022, the Portfolio Managers of the Hennessy Focus Fund added five new holdings. In this Portfolio Perspective, they share their insights on these exceptional opportunities that can provide a potentially high return on investment over time.
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) provide a recap of the equity market, discuss expectations for interest rates, and give insight into where they are finding high-quality securities.
December 2022
A “growth in disguise” company is one with compelling growth prospects yet the stock appears to be undervalued. We believe these Japanese businesses provide outsized opportunity for investors in the current environment.
Chief Investment Officer, Ryan Kelley, summarizes a look back over a volatile 2022 and reinforces that time in the market can smooth out the choppy markets, and he believes the outlook for U.S. stocks remains positive.
For the past eight years, our seasoned portfolio management team gathers in person to exchange insights on the markets and investment landscape. The macroeconomic environment, the Federal Reserve, the equity and fixed income markets, and company-specific factors provided plenty to discuss at the 2022 CIO Roundtable.
October 2022
The Portfolio Managers of the Hennessy Gas Utility Fund discuss the Fund’s composition, earnings growth, dividends, and the case for natural gas utilities and other distribution companies. They also cover how the price of natural gas affects the Fund’s holdings and highlight the portfolio’s exposure to renewables.
Portfolio Managers David Ellison and Ryan Kelley discuss banks’ net interest margins, their performance compared to the overall market, where they are seeing opportunities for both Funds, and their outlook for the Financials sector.
Hennessy Gas Utility Fund Portfolio Manager, Ryan Kelley shares his insights on the increase in natural gas production, how demand is outpacing supply, and LNG prices around the world.
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 a few fundamental drivers of the portfolio.
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