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August 2023
On this episode of Viewpoints by Hennessy, Midstream Fund & Energy Transition Fund Portfolio Manager Ben Cook talks with Jay Coulter, about oil price volatility, the green energy movement, and why investors should consider midstream companies.
On this episode of Viewpoints by Hennessy, Chief Investment Officer Ryan Kelley re-caps the first half of 2023 with Jay Coulter, touching on inflation, the Fed & U.S. equity markets, and the impact of emerging AI.
July 2023
The Portfolio Managers of the Hennessy Equity and Income Fund provide a recap of the equity market, discuss expectations for interest rates, and give insight into where they are finding equity and fixed income opportunities.
On this episode of Viewpoints by Hennessy, Co-Portfolio Managers Ryan Kelley and Josh Wein join Jay Coulter to discuss natural gas, electric vehicles, utility investing and everything investors need to know about the space today.
Many midstream companies offer a higher-quality balance sheet, consistent distribution growth, and a higher distribution coverage. Read our investment case for midstream equities.
June 2023
On this episode of Viewpoints by Hennessy, Hennessy Focus Fund Portfolio Manager Brian Macauley talks with Jay Coulter about unrest in the financial sector, the impact on the residential housing market, projected Fed moves, and market volatility. They also dive into the investment cases for Warner Music, CarMax and more.
Ryan Kelley, CIO of Hennessy Funds, gives his thoughts and outlook on current issues in the market. He continues to have a positive long term view.
What do investors need to know about the investment landscape in Japan today? Masa Takeda, Portfolio Manager of the Hennessy Japan Fund, talks with Jay Coulter about the current environment in Japan. Topics that they cover include: Bank of Japan and “neutral guidance”, Japan’s current compelling valuations, Warren Buffett’s position in Japan, the investment case for Seven & I, and Mitsubishi Corporation.
In the following commentary, the Portfolio Managers of the Hennessy Focus Fund compare the portfolio’s earnings growth rates and valuations to its benchmark. They also provide insights into several holdings including O’Reilly Automotive, American Tower, Shenandoah Telecommunications, and AST SpaceMobile.
As a global conglomerate that operates businesses in various industries, Mitsubishi Corporation is Japan’s largest “sogo shosha,” uniquely Japanese trading companies.
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