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March 2025
Hennessy Funds Portfolio Manager Dave Ellison discusses the key drivers behind the financial sector's strong performance in 2024, the impact of potential rate cuts and regulatory changes, and the evolving landscape of banking in 2025. He also explores the challenges and opportunities facing both large and small banks, the role of AI, and the critical risks to watch, from traditional credit concerns to transformative technological shifts.
January 2025
Portfolio Managers Dave Ellison and Ryan Kelley discuss what drove 2024 performance in the Financials sector and drivers for potential earnings growth in a lighter regulatory and declining interest-rate environment.
June 2024
In the latest episode of Viewpoints by Hennessy featuring Dave Ellison, Portfolio Manager of Hennessy’s Large Cap Financial Fund and Small Cap Financial Fund, he shares his outlook for the financial sector with insights on key holdings like Coinbase, Charles Schwab, and Visa.
May 2024
Portfolio Managers Dave Ellison and Ryan Kelley discuss their perspective and outlook on the banking industry, banks’ net interest margins and valuations. They also discuss the allocation of the Large Cap Financial Fund and the attributes they seek in smaller banks for the Small Cap Financial Fund.
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