The Hennessy Focus Fund Managers provide insights on two of the Fund’s largest holdings and also discuss the factors behind the recent recovery in the homebuilding market.
The Cornerstone Large Growth Fund's Portfolio Managers discuss the Fund’s quantitative investment process and how it drives the Fund’s sector and industry positioning.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Value Fund discuss the Fund’s quantitative investment strategy, and how it drives the Fund’s sector and industry positioning.
Portfolio Managers Toby Loftin and Ben Cook discuss growth prospects and the outlook for distribution and dividend growth for midstream companies. They also outline how the Fund’s holdings are poised to benefit from rising global energy demand.
In the following commentary, Portfolio Managers Dave Ellison and Ryan Kelley discuss the reasons behind the selloff at the end of 2018, the outlook for short-term interest rates, and what they believe is the healthy state of the banking industry going into 2019.
In the following commentary, Portfolio Manager Ryan Kelley discusses the drivers behind the strong growth in the natural gas market in 2018, how tight inventories might cause more volatility in the gas price and the outlook for continued growth in natural gas exports.
Portfolio Managers Toby Loftin and Tim Dumois discuss the Fund’s correlation to oil prices, how energy companies are responding to shareholder preferences, and the outlook for energy markets.
Portfolio Manager Tad Fujimura shares his thoughts on Japanese stock valuations, structural reform progress, and the best way for investors to gain exposure to Japanese small-cap stocks.
Portfolio Manager Masa Takeda provides his outlook for 2019 and shares his thoughts on recent market volatility, the impact of trade tariffs, the Bank of Japan’s monetary policy, and the case for active management.
Portfolio Manager Ryan Kelley reviews the Fund’s investment strategy and discusses the Fund’s most recent rebalance and changes in the portfolio composition. He also highlights the fundamental drivers of the sectors with the highest weightings in the portfolio.