In the News
Refinitiv - "Lipper Leaders Spotlight - Hennessy Fund Generates Consistent Returns With Energy Investments"
Portfolio Manager Ben Cook explains that while many funds focus only on hydrocarbons or solely on renewables, the Hennessy BP Energy Transition Fund pivots between those sectors to maintain the best quality opportunities.
The Wall Street Transcript - "Disciplined Methodology Yields Mid-Cap Names with Momentum"L. Joshua Wein, CAIAPortfolio Manager
Josh Wein, Portfolio Manager for the Hennessy Cornerstone Mid Cap 30 Fund, says some mid-cap stocks have performed better and recovered more quickly than small- and large-cap stocks during times of crisis due to access to capital markets and ability to pivot, regroup and reorient themselves. He believes that many mid-cap stocks could make attractive takeover candidates.
TDAmeritrade - "Stock Picks: CarMax (KMX), Restoration Hardware (RH)"Brian Macauley, CFACo-Portfolio Manager
Brian Macauley, Portfolio Manager of the Hennessy Focus Fund, approaches investing with a long-term time horizon while also looking to buy opportunistically, even if it means holding the business for five or 10 years. He currently sees compelling cases for RH and CarMax.
MarketWatch - "An 'Above-Average Growth Story' Is About To Unfold"L. Joshua Wein, CAIAPortfolio Manager
L. Joshua Wein, Portfolio Manager for the Hennessy Cornerstone Mid Cap 30 Fund believes the tech sector remains the best choice for investors. He sees potential for emerging profit expansion and above-average growth in the coming quarters.
CNBC - There's Plenty Of Room For Dividend Hikes and BuybacksNeil J. HennessyChief Market Strategist and Portfolio Manager
Neil Hennessy, Chief Market Strategist and Portfolio Manager at Hennessy Funds, suggests investors focus on fundamentals. He believes the speculation supporting stocks like Bitcoin, GameStop and AMC are based on emotion and have run their course.
TD Ameritrade - Review of the Financial Services SectorDavid EllisonPortfolio Manager
Dave Ellison, Portfolio Manager of the Hennessy Small Cap and Large Cap Financial Funds, says the financial sector is one of the few that has not yet benefited from the reopening of the economy, but feels this may change in the next year or so. In recent years, the Fed has changed the game as the market is transitioning from a leverage-based to a liquidity-based economy.