In the News
FUSE Research Network - Natural Gas, The Natural Complement to RenewablesRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerBen Cook, CFAPortfolio Manager
Overlooked in most discussions about the energy transition is the enhanced role natural gas will play going forward.
S&P Global - Gas Utility Stocks Beat the Market in Q1'21, Overcoming Chronic UnderperformanceRyan C. Kelley, CFAChief Investment Officer and Portfolio Manager
Ryan Kelley, Hennessy Funds CIO and PM of the Hennessy Gas Utility Fund, discusses the recent strong performance and dividends of natural gas utility and gas distributor companies and notes how cold weather provided a boost to stocks in the sector
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 - Finding Opportunities in Today's MarketsIra Rothberg, CFACo-Portfolio Manager
Ira Rothberg, Co-Portfolio Manager of the Hennessy Focus Fund, discusses RH's transformation from an almost bankrupt home accessories company to a leading luxury brand. He also describes how CarMax's growing omni-channel sales approach can its market share.
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.