In the News
CNBC – “Leaving Rates Unchanged is Good for the Economy”David EllisonPortfolio Manager
Portfolio Manager David Ellison discusses the Fed's decision to leave rates flat and shares his thoughts about why he believes this is good news for banks and the overall economy.
Asset TV Masterclass – MLPs and EnergyBen Cook, CFAPortfolio Manager
Hennessy BP Midstream Fund Portfolio Manager, Ben Cook, shares his insights on key trends driving performance for midstream energy companies and discusses the outlook for the sector and investment opportunities for 2019.
Yahoo! Finance – “What Does a Russia-OPEC Alliance Mean for U.S. Oil Producers?”Toby LoftinPortfolio Manager
Toby Loftin, Portfolio Manager, shares his insight on a Russia-OPEC partnership and what it means for global oil prices. He says that technology has made resources more available and believes U.S. production will continue to grow.
The Wall Street Transcript - "Investing Across the Value Chain in American Energy Independence"Toby LoftinPortfolio Manager
Toby Loftin, Portfolio Manager, highlights the investment philosophy and strategy of the Hennessy BP Energy Fund. He shares his thoughts on the U.S. energy sector and stocks that support U.S. energy independence in the long-term.
Value Investor Insight - "Game Change"Ryan C. Kelley, CFAPortfolio ManagerDavid Rainey, CFACo-Portfolio Manager
Portfolio Managers David Ellison and Ryan Kelley recap changes they’ve seen in the market over the last few decades and expound on the challenges of managing financial-sector portfolios, expanding their investing opportunity set, the misuse of the term “fintech”, and some of their financial sector stock picks.
Think Advisor - "Two Compelling Investment Themes for 2019: Hennessy Funds"Neil J. HennessyChief Investment Officer and Portfolio ManagerRyan C. Kelley, CFAPortfolio Manager
Following the recent annual rebalance of the Hennessy Cornerstone Mid Cap 30 Fund, Portfolio Manager Ryan Kelley, discovered two underlying themes of the fund: Consumer Spending and Economic Growth and Capital Expenditure.