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August 2022
With a global shift to renewable energy and urbanization on the rise, the demand for copper is expected to grow while supply remains constrained. The Hennessy Energy Transition Fund, Portfolio Manager, Ben Cook highlights three reasons why copper producer Freeport-McMoran may be poised to benefit from this trend.
August 2020
Portfolio Managers of the Hennessy Focus Fund, David Rainey and Brian Macauley make the case for two top holdings.
November 2019
Portfolio Managers, Ryan Kelley and Josh Wein detail how the Hennessy Cornerstone Mid Cap 30 Fund utilizes a quantitative formula to select a concentrated portfolio of 30 domestic, mid-cap stocks.
September 2019
Hennessy Japan Fund Portfolio Manager Masa Takeda shares his insights on the Japanese economy, reform initiatives, and his outlook and valuations for Japanese equities. He also describes the importance of active management when investing in Japan.
Hennessy Gas Utility Fund Portfolio Managers Ryan Kelley and Josh Wein discuss the growth in production and consumption of natural gas and explain why the U.S is on pace to become the world's largest exporter. They describe how infrastructure spending can drive earnings and how portfolio companies have grown their dividend over time.
Financial Funds Portfolio Managers David Ellison and Ryan Kelley discuss the current strength and historically low valuations of the banking sector. They discuss growth drivers for banks and highlight the opportunity among diversified financial and fintech firms.
Hennessy Cornerstone Value Fund Portfolio Managers Ryan Kelley and Josh Wein discuss the quantitatively managed concentrated portfolio of large, high dividend-yielding companies.
Hennessy Cornerstone Growth Fund Portfolio Managers Ryan Kelley and Josh Wein discuss the quantitatively managed concentrated portfolio which seeks growth at a reasonable price.
June 2018
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses why he believes Japan is moving in the right direction and shares his insights on the progress of reform initiatives. He discusses the impact of a strengthening yen, and he makes the case for active managers when investing in Japanese companies.
Hennessy Gas Utility Fund Portfolio Manager Ryan Kelley discusses the health of the natural gas industry and the growth opportunities from electric power generation and exportation. He also explains how a rising interest rate environment may impact the Fund.
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