In the News
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.
CNBC - "Market Not Long in the Tooth"Neil J. HennessyChief Investment Officer and Portfolio Manager
Chief Investment Officer Neil Hennessy describes how strong fundamentals - low interest rates, low unemployment, strong consumer spending, and growing corporate cash flows - all point to a continued bull market.
Yahoo! Finance – “Is The Market In A Bull Run?”Neil J. HennessyChief Investment Officer and Portfolio Manager
Chief Investment Officer Neil Hennessy sees no euphoria and explains why he believes solid fundamentals support a continued bull market.
Yahoo! Finance - "Stocks Soar Despite Volatility Fears"Mark E. DeVaul, CFA, CPAPortfolio Manager
Equity and Income Fund Portfolio Manager Mark DeVaul shares his thoughts on the direction of interest rates, proposed tariffs, and continued market volatility. He also shares his investment case for Fund holdings Altria and Apple.
Bloomberg Radio – “G20 Has Investors Watching For Moves On Trade Talks”Ben Cook, CFAPortfolio Manager
Hennessy BP Midstream Fund Portfolio Manager Ben Cook thinks the strength in global demand is driving the oil market and sees potential for investor optimism resulting from the G20 meeting. He looks for opportunities in companies that provide stable and consistent returns.
The Wall Street Transcript - "Achieving Returns from Dividends and Stock Performance in the Natural Gas Sector"Ryan C. Kelley, CFAPortfolio ManagerL. Joshua Wein, CAIACo-Portfolio Manager
Portfolio Managers Ryan Kelley and Josh Wein discuss the 30-year-old Hennessy Gas Utility Fund. They highlight the dynamics of distribution and exportation that are driving the natural gas industry.