In the News
CNBC: The Exchange - Brian Macauley shares his thoughts on Coronavirus-related volatility.Brian Macauley, CFACo-Portfolio Manager
Focus Fund Manager Brian Macauley discusses holdings well-positioned to withstand economic difficulties due to coronavirus as he re-evaluates each company’s strength of balance sheet, demand, revenue, and supply chain.
TD Ameritrade - Ryan Kelley on Investing In UtilitiesRyan C. Kelley, CFAPortfolio Manager
As the landscape changes for Energy, the transformation of multi-utility companies into more renewables is on the long-term horizon according to Ryan Kelley Hennessy Gas Utility Fund Portfolio Manager.
Bloomberg Radio – Ryan Kelley of the Hennessy Gas Utility FundRyan C. Kelley, CFAPortfolio Manager
Utilities have a real opportunity to switch from more traditional fossil-fuel-type sources to renewables, says Ryan Kelley Portfolio Manager of the Hennessy Gas Utility Fund. However, it must be done at a measured pace in order not to hurt the environment due to the amount of required infrastructure change needed to go straight to renewables.
Yahoo! Finance - Toby Loftin on Oil Prices and ProductionToby LoftinPortfolio Manager
Despite a recent retreat in oil prices, Hennessy BP Funds Portfolio Manager Toby Loftin looks at a longer-term investment horizon. He sees opportunity in the energy value chain including U.S.-based oil producers and midstream companies providing infrastructure for exports. He thinks risk to crude oil is an upside as U.S. producers adopt a more capital-disciplined approach.
Advisor Perspectives - Why Banks are UndervaluedDavid EllisonPortfolio Manager
Portfolio Manager David Ellison is interviewed and discusses the investment thesis for the Hennessy Financial Funds. He shares his outlook for the trends in the financial sector as well as the importance of non-bank companies in the fintech sector.
TD Ameritrade - Hennessy Funds Portfolio Manager Brian MacauleyBrian Macauley, CFACo-Portfolio Manager
Hennessy Focus Fund Portfolio Manager Brian Macauley says macroeconomic considerations are secondary and that now is the time for thoughtful investing with adherence to fundamental investing principles. He describes the case for CarMax and why he believes their omni-channel, internet-delivered model can drive performance into the next decade.