Hennessy Japan Fund Portfolio Manager Masa Takeda discusses the status of "Abenomics" and structural reform initiatives, and he describes his focus on fundamentals as a long-term investor.
Large Cap Financial Fund Portfolio Managers Dave Ellison and Ryan Kelley detail their investment process, which focuses on companies with repeatable earnings and management teams with the ability to withstand storms in the credit and interest rate cycles.
Small Cap Financial Fund Portfolio Managers Dave Ellison and Ryan Kelley discuss why bank stocks in the portfolio should benefit from rising interest rates.
Hennessy Gas Utility Fund Portfolio Manager Ryan Kelley discusses main themes driving the natural gas industry, mergers and acquisitions of local distribution companies and gas companies raising dividends above historical averages.
Ryan Kelley, Portfolio Manager of the Gas Utility and Large Cap Financial Funds discusses factors driving the natural gas and financial/banking sectors. Ryan discusses the growth of the natural gas industry and how exportation is driving demand growth. He also shares his insight into how rising interest rates and proposed deregulation in the financial sector could drive earnings and the stock prices of large banks.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses his approach to concentrated investing, and he details his stock selection process. He highlights the investment case for key portfolio holdings and provides insights on the improving economic environment in Japan. Download the PDF.
Hennessy Japan Fund Portfolio Manager Masa Takeda appears on Bloomberg Radio (beginning at the 2:28 mark). He shares his insights on the government's structural reform initiatives and explains how these measures will be key to keeping the Japanese economy moving in the right direction.
Hennessy Focus Fund Portfolio Manager David Rainey discusses why he is more encouraged about U.S. equities than in the years, and he shares his outlook for GDP growth. He also describes why American Tower remains a top stock in this concentrated, "best ideas" portfolio.
Financial Funds Portfolio Manager Dave Ellison weighs in on what is next for financials under a new administration.
Hennessy Focus Fund Portfolio Manager Brian Macauley shares his thoughts on stock valuations, how large banks are a gauge of the broader economy, and why U.S. industrial stocks appear attractive.
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.