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.
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.
Chief Investment Officer Neil Hennessy sees no euphoria and explains why he believes solid fundamentals support a continued bull market.
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.
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.
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.
Portfolio Manager Masa Takeda is interviewed about his long-term, value-oriented philosophy of the Hennessy Japan Fund. He highlights reasons to be bullish about many Japanese equities.
Co-Portfolio Manager Ira Rothberg shares his insight on the Hennessy Focus Fund and the potential impact of the tariff situation.
Portfolio Manager Masakuzu Takeda discusses the Hennessy Japan Fund and the Japanese market in this feature article.
Portfolio Manager Masakuzu Takeda discusses market sentiment regarding investing in Japan and the investment philosophy of the Hennessy Japan Fund.
Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
DOE refers to the Department of Energy. EIA refers to the U.S.Energy Information Administration. FERC refers to the Federal Energy Regulatory Commission.
References to other funds should not be interpreted as an offer of these securities.