Ryan C. Kelley, CFA

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27Years of Investing Experience
Ryan brings over two decades of financial services experience to his role as Chief Investment Officer and Portfolio Manager at Hennessy Funds.
Ryan began his career as an associate in corporate finance at FBR & Co., a leading investment bank, and later joined their institutional equity research team. He was named to the FBR Funds Portfolio Management team in 2005. Ryan joined Hennessy Funds in 2012 through the acquisition of FBR Funds, and he was promoted to Chief Investment Officer in 2021 to lead our team of investment professionals.
Ryan received a BA from Oberlin College, and he is a CFA charterholder and a member of both the CFA Society Boston and the CFA Society North Carolina.

Managed Funds
Fund Documents | Fund Facts | ||||
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Fund Name | Manager Commentary | Fact Sheet | MorningStar Fund Category | Inception Date | Worked on Fund Since |
Cornerstone Growth Fund | Small Blend | 11/1/96 | 2017 | ||
Cornerstone Mid Cap 30 Fund | Small Value | 9/17/03 | 2017 | ||
Cornerstone Large Growth Fund | Large Value | 3/20/09 | 2017 | ||
Cornerstone Value Fund | Large Value | 11/1/96 | 2017 | ||
Total Return Fund | Allocation--50% to 70% Equity | 7/29/98 | 2017 | ||
Balanced Fund | Allocation--30% to 50% Equity | 3/8/96 | 2017 | ||
Gas Utility Fund | Utilities | 5/10/89 | 2012 | ||
Large Cap Financial Fund | Financial | 1/3/97 | 2005 | ||
Small Cap Financial Fund | Financial | 1/3/97 | 2005 | ||
Technology Fund | Technology | 2/1/02 | 2017 |
Related Insights & News
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Investment Idea
The Power of Mid-Caps
Neil J. HennessyChief Market Strategist and Portfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerWith many small- and large-cap funds extending their reach to the mid-cap space, some investors may assume they have covered all asset classes. They could be missing out on the power of a mid-cap allocation.
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Fox Business - "How to Make Money on Natural Gas"
March 2016
Gas Utility Fund Portfolio Manager Ryan Kelley discusses why the low price of natural gas is a demand driver for companies that are focused on the distribution of natural gas.
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