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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.
Masa Takeda, portfolio manager of the Hennessy Japan Fund, discusses the strength of the Japanese stock market, and that market performance is not due to economic growth or currency fluctuations, but rather to improvements in corporate governance.
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
AST is building the first and only space-based cellular broadband network accessible directly by everyday smartphones with both commercial and government applications.1 With strategic investments from leading technology players such as AT&T, Verizon, Vodafone and Google, AST has the bold goal to provide uninterrupted broadband connectivity, everywhere.
With a global shift to renewable energy and rising urbanization, copper demand is expected to grow while supply remains constrained. We believe copper miners such as Freeport-McMoRan, are poised to benefit from this trend.
In this episode, Takenari Okumura, Portfolio Manager of the Hennessy Japan Small Cap Fund, talks about Japanese small caps vs. large caps, the active management advantage within Japanese small caps, Hennessy Fund’s industrial sector focus, and more.
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.
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