News & Press Center
In the News
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Bloomberg Radio - Market Uncertainty And Investing
David EllisonPortfolio ManagerDavid Ellison, Portfolio Manager of Hennessy Large & Small Cap Financial Funds, believes banks may benefit if Fed rates continue going up and remain around 2.5% for 5-10 years, however may be at risk if there is a recession and the rates are lowered again to zero.
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TD Ameritrade - Stocks To Watch: Markel (MKL) & Encore Capital Group (ECPG)
David Rainey, CFACo-Portfolio ManagerDavid Rainey, Portfolio Manager of Hennessy Focus Fund, is encouraged by the strength of the US economy, low unemployment, and people spending more. He shares two financial stocks, Encore Capital and Markel, that he believes have the potential to be leading lights for the next 5 to 10 years.
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The Wall Street Transcript - "Hydrocarbon Sector Positioned Well Even if Energy Prices Ease" April 2022
Ben Cook, CFAPortfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerIn this article, Ben Cook and Josh Wein, Portfolio Managers, discuss holdings within the Hennessy Energy Transition Fund and the Hennessy Midstream Fund and the outlook for the sector. With capital allocation discipline, strong balance sheets, and significant cash flow generation capabilities, these companies should be able to maintain the productive capacity necessary to provide meaningful total returns to shareholders over the coming years.
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TD Ameritrade - Room To Run In Energy Stocks
Ben Cook, CFAPortfolio ManagerBen Cook, Portfolio Manager of Hennessy Energy Transition Fund, believes higher oil prices are here to stay for some time. However, for investors, he sees the potential for upside given current valuations and the prospect of better financial results for many of the companies in the sector.
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Fox Business - Investor Spotlights Natural Gas And Financials
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerRyan Kelley, Chief Investment Officer of Hennessy Funds, thinks there are plenty of opportunities for investors given the growing importance of natural gas globally. He also believes that the financial sector is in a good spot.
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TD Ameritrade - "Energy Sector Funds: GASFX and HNRGX"
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerUtilities are traditionally considered solid defensive dividend paying investments. Ryan Kelley, Hennessy Funds Chief Investment Officer and Portfolio Manager, says we’re in a phase where growth rate is 6-8%, about double the historical rate.
Press Releases
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Hennessy Energy Transition Fund Named 2022 Refinitiv Lipper Fund Award Winner
The Hennessy Energy Transition Fund has received the 2022 Refinitiv Lipper Fund Award for best-in-category, risk-adjusted performance for the three-year period.
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Hennessy Funds Honored by IMEA for "Best Overall Advisor Communications" for 5th Consecutive Year
The Investment Management Education Alliance has again recognized Hennessy Funds for "Best Overall Advisor Communications."
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Claire Garvie has been named to the Hennessy Funds Board of Trustees
Hennessy Funds is pleased to announce Claire Garvie as the fifth trustee and fourth independent trustee to serve Hennessy Funds shareholders.
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Hennessy Large Cap Financial Fund Named 2021 Refinitiv Lipper Fund Award Winner
The Hennessy Large Cap Financial Fund has received the 2021 Refinitiv Lipper Fund Award for best-in-category, risk-adjusted performance for the five-year period.
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Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
Index performance is not indicative of fund performance.
Future dividend payments are not guaranteed.
DOE refers to the Department of Energy. EIA refers to the U.S.Energy Information Administration. FERC refers to the Federal Energy Regulatory Commission.
References to other funds should not be interpreted as an offer of these securities.
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