L. Joshua Wein, CAIA

Co-Portfolio Manager
L. Joshua Wein, CAIA
  • 22
    Years of Investing Experience

Prior to joining Hennessy Funds in 2018, Josh served as Director of Alternative Investments and Co-Portfolio Manager at Sterling Capital Management and as Portfolio Manager at Bellator Capital Partners. He also worked as an associate equity research analyst at First Union Securities.

Josh received a BBA in Finance from Emory University and an MBA from Vanderbilt University.  He is a CAIA charterholder and member of the CFA Society North Carolina and the Chartered Financial Analyst Institute.

L. Joshua Wein, CAIA

Managed Funds

Fund Documents Fund Facts
Fund Name Manager Commentary Fact Sheet MorningStar Fund Category Inception Date Worked on Fund Since
Cornerstone Growth Fund Small Blend 11/1/96 2018
Cornerstone Mid Cap 30 Fund Mid-Cap Blend 9/17/03 2018
Cornerstone Large Growth Fund Large Value 3/20/09 2018
Cornerstone Value Fund Large Value 11/1/96 2018
Total Return Fund Allocation--50% to 70% Equity 7/29/98 2018
Balanced Fund Allocation--50% to 70% Equity 3/8/96 2018
Gas Utility Fund Utilities 5/10/89 2018
Technology Fund Technology 2/1/02 2018

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