Many midstream companies offer a higher-quality balance sheet, consistent distribution growth, and a higher distribution coverage. Read our investment case for midstream equities.
Berkshire Hathaway has increased its investment in five Japanese trading companies, Mitsubishi Corp., Mitsui & Co., Sumitomo Corp., Itochu Corp., and Marubeni, with investors taking notice. With Buffett strengthening his focus on Japan, we believe investors should as well.
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.
Deep-rooted cultural traditions of hard work and perseverance have contributed to Japan’s high-quality products, superior manufacturing, and technological innovations, resulting in a durable global competitive advantage.
The Hennessy Gas Utility Fund's Portfolio Managers attended the American Gas Association (AGA) Financial Forum to gain insight into trends affecting natural gas companies including natural gas’ role as a solution for clean energy sources and as a strategic economic asset to the U.S. The following highlights their takeaways from the Financial Forum.
New and innovative technology is changing just about every industry, and the Financials sector is no exception. In this Sector Highlight, we examine the digital transformation trends in the banking industry and how banks are embracing technology to adapt to consumer demands and boost growth in revenue and profitability.
With the coming energy transition where carbon emissions will be required to be significantly reduced, we believe natural gas plays a role as an essential bridge to a more sustainable and reliable energy future that will also help meet the needs of the growing global energy demand.
While the pandemic slowed deal activity, the stage is set for deal making in 2022, we examine several trends that could reshape the banking ecosystem and likely provide a tailwind to bank stocks over the years to come.
Many current catalysts drive our positive outlook on Japan: Pandemic-related restrictions have been easing, Kishidanomics is underway, and valuations look attractive.
Despite exceptional YTD performance, Financials sector stocks are trading at a historically low relative discount to the market. The banking industry is healthy, and a number of catalysts, including robust M&A activity, higher interest rates, and accelerated loan growth, could push bank stocks higher.