In the News
The Wall Street Transcript – "Turning to the Not-Hot Sectors for Long-Term Growth and Compelling Valuations"Ira Rothberg, CFACo-Portfolio Manager
Ira Rothberg, Hennessy Focus Fund Portfolio Manager, seeks underappreciated companies with potential to compound earnings at a mid-teens rate for the next decade. He also notes holdings poised to benefit as COVID recovery continues.
TD Ameritrade - "Dave Ellison Says Pandemic Has Shown Companies Do Not Have Credit Problems"David EllisonPortfolio Manager
David Ellison, Portfolio Manager, of the Hennessy Financials Funds, believes traditional financial stocks have been "on fire" in 2021. Interview available via the transcript.
CNBC - "A Small Move In Rates Means A Lot To The Stock Market"L. Joshua Wein, CAIAPortfolio Manager
Josh Wein, Hennessy Funds Portfolio Manager, believes that the market is adjusting to an accelerated vaccination timeline and "full" reopening of the economy and that fundamentals are better now than one year ago.
The Wall Street Transcript - "Broadening Traditional Energy Investments to Include Renewables and End Users"Ben Cook, CFAPortfolio Manager
As we recover from the pandemic, Ben Cook, Portolio Manager of the BP Energy and BP Midstream Funds, believes we will see favorable equity performance across much of the traditional energy value chain.
CNBC - "There's No Euphoria In Markets Right Now"Neil J. HennessyChief Market Strategist and Portfolio Manager
"Most companies weathered the storm in 2020 because that's what companies do," says Neil Hennessy, Hennessy Funds Chief Investment Officer. He believes volatility will continue but does not expect a bear market any time soon.
TD Ameritrade - "Ryan Kelley's Investment Opportunities In The Current Market EnvironmentRyan C. Kelley, CFAChief Investment Officer and Portfolio Manager
Ryan Kelly, Hennessy Cornerstone Mid Cap 30 Fund Portfolio Manager, believes mid- and small-caps may outperform large-caps in 2021. Beaten-up sectors like financials, energy, and utilities also show the potential to do much better.