Hennessy Small Cap Financial Fund (HSFNX)

Objective and Overview

The Hennessy Small Cap Financial Fund seeks capital appreciation by investing in small cap companies principally engaged in the business of providing Financial Services.

Investment Strategy

The Hennessy Small Cap Financial Fund invests in Financial Services companies with market capitalization under $3 billion, which demonstrate:

  • High quality management team with a long-term view
  • Well balanced and uncomplicated business model
  • Conservative lending culture with high quality liabilities
  • Sustainable earnings growth opportunities
  • Low cost operating structure
  • Attractive valuations relative to the industry