In the News
CNBC-"The Consumer is in Good Shape"Neil J. HennessyChief Market Strategist and Portfolio Manager
Despite a slowdown in revenue, Neil Hennessy, Hennessy Funds Chief Market Strategist, believes the market is in good shape heading into the holidays and anticipates a continued rally in 2024.
Bloomberg Markets - The Close, featuring Masa TakedaMasakazu Takeda, CFA, CMAPortfolio Manager
Hennessy Japan Fund Manager, Masa Takeda, views rising interest rates and inflation as good for the Japanese economy and its equity market. This may turn Japanese investors from S&P 500 companies back to Japanese companies.
Money Life With Chuck Jaffe - "The Economy Is Stronger Than People Believe It Is"David EllisonPortfolio Manager
David Ellison, Portfolio Manager of Hennessy Large Cap and Small Cap Financial Funds, has historically seen the Funds' best returns after a credit cycle and has positioned the Funds in names he believes will survive. He discusses the economy's transition from a rate focus to a credit focus and what that means for banks and credit going forward.
Market Wrap With Moe Ansari - "Outlook For The Markets & Financial Sector"David EllisonPortfolio Manager
Despite Wall Street predictions of a recession, Dave Ellison, Portfolio Manager of the Hennessy Large Cap Financial Fund, thinks the economy is doing well. With low unemployment rates and companies seeing wage gains across the board, he believes the Fed should move with caution and remain hawkish.
Bloomberg Radio - "Banking, Cybersecurity, And Green Investing"David Rainey, CFACo-Portfolio Manager
As a long-term oriented investor, Hennessy Focus Fund Portfolio Manager, David Rainey, approaches every investment as if he'll own it indefinitely. Potential investments must meet the five criteria that make up the firm's rigorous analysis.
MarketWrap with Moe Ansari - "Outlook for Oil & Energy"Ben Cook, CFAPortfolio Manager
Ben Cook, Hennessy Energy Transition Fund Portfolio Manager, believes prices for crude oil, gasoline, and diesel will continue to spike for the near term due to the tightening of supply and demand fundamentals in recent months. He thinks OPEC will continue to work toward price stability, setting up an attractive environment for the upstream sector.