In the News
MarketWatch - "This Single-Country Stock Picker Strategy Can Help You Diversify"Masakazu Takeda, CFA, CMAPortfolio Manager
Masa Takeda, Hennessy Japan Fund Portfolio Manager, follows a "best ideas large-cap strategy. He is upbeat about Japan's economy, due to the government's stimulus efforts during the pandemic, its economic reform policies, and a pro-business, pro-inflation central bank.
Yahoo! Finance - "Utilities, Gas Stocks Remain Attractive"L. Joshua Wein, CAIACo-Portfolio Manager
L. Joshua Wein, Co-Portfolio Manager of the Hennessy Funds Gas Utility Fund, notes that his fund is squarely focused on the distribution and transmission of natural gas. It does not bear the same commodity price risk as crude oil or natural gas, areas that can be quite volatile, creating fear in many investors.
Barron's - " Warren Buffett is Betting on Japanese Stocks. Here's How You Can Too."Masakazu Takeda, CFA, CMAPortfolio Manager
Buffett's $6 billion bet "spotlights the appeal of Japan's long-depressed stock market." Hennessy Japan Fund Portfolio Manager Masa Takeda explains how active managers in Japan have been able to gain an edge.
Yahoo! Money - "Factoring 2020 Election Investments"David Rainey, CFACo-Portfolio Manager
David Rainey, Portfolio Manager, Hennessy Focus Fund believes most of the fund’s holdings will pick up where they left off as the pandemic wanes - businesses he thinks have secular headwinds that may power earnings growth for a long time.
CNBC - "Companies that stay the course will live to see another day."L. Joshua Wein, CAIACo-Portfolio Manager
Joshua Wein, Portfolio Manager, Hennessy Funds believes companies that stay the course will live to see another day. Darden and Longhorn have significantly increased sales with curbside and takeout during the pandemic.
CNBC - "Market Fundamentals, Valuations Differ With FAANG and Momentum Stocks"Neil J. HennessyChief Investment Officer and Portfolio Manager
Neil Hennessy, Hennessy Funds CIO, describes the investment opportunities for active managers as they identify changing consumer habits due to the pandemic, including home remodeling. He also explains the importance of looking beyond the handful of big tech firms currently driving market gains.