David Ellison

Portfolio Manager
David Ellison
  • 36
    Years of Investing Experience

Dave brings over three decades of investment management experience to Hennessy Funds and has been recognized by Morningstar as the most tenured mutual fund portfolio manager in the Financial Services sector.

Prior to joining Hennessy Funds in 2012, Dave served as President & Chief Investment Officer of the FBR Funds, where he launched and oversaw the line-up of FBR Funds. David began his career at Fidelity, where he managed the Select Home Finance Fund, and he developed his investing discipline and strategy under the tutelage of famed value-investor, Peter Lynch.

Dave received a BA in Economics from St. Lawrence University and an MBA from Rochester Institute of Technology.

David Ellison

Managed Funds

Fund Documents Fund Facts
Fund Name Manager Commentary Fact Sheet MorningStar Fund Category Inception Date Worked on Fund Since
Large Cap Financial Fund Financial 1/3/97 1997
Small Cap Financial Fund Financial 1/3/97 1997

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