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January 2025
The Portfolio Managers summarize the 2024 Japanese market and discuss the compelling opportunities they are finding in undervalued Japanese small-cap companies.
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.
Ryan Kelley, Chief Investment Officer, discusses potential market volatility, opportunities in specific sectors like financials and energy, potential growth in small and mid-cap stocks and why a diversified approach is key.
On this episode of Viewpoints by Hennessy, Portfolio Manager of the Energy Transition Fund and Midstream Fund, Ben Cook discusses the evolving energy landscape and investment opportunities. Learn about the implications of a new U.S. administration on energy markets, including potential shifts in regulations and policies, how environmental regulations and policies influence investment decisions within this sector, and why the rise of AI is driving increased demand for electricity and its impact on various energy sources.
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.
This year marked the 10th Annual CIO Roundtable where our distinguished Portfolio Managers gathered to share their perspectives on the market and economy.
Learn more about the Hennessy Cornerstone Mid Cap 30 Fund, a top-performing strategy that uses a transparent, consistent, disciplined approach to identify undervalued mid and small-cap companies. Portfolio Managers Ryan Kelley and Josh Wein explain their time-tested formula and discuss why it consistently outperforms the market.
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.
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