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Feature Articles

  • 06/02/2015
    Value Investor uncovering
    Value Investor Insight, "Uncovering Value" - Hennessy Japan Fund
    In this article Portfolio Manager, Masa Takeda, makes the investment case for Mitsubishi Corp., one of the top holdings in the Hennessy Japan Fund. He  shares his view that the history and complexity of these uniquely Japanese trading houses have led to unparalleled global reach and expertise.
  • 05/18/2015
    Bloomberg
    Bloomberg Markets, Strategies Profile "Looking Under the Hood" - Hennessy Focus Fund
    This article features Hennessy Focus Fund Co-Portfolio Managers, David Rainey, Brian Macauley and Ira Rothberg, as they discuss their process to identify businesses with advantages that can drive growth.
  • 03/17/2015
    Barrons
    Barron's, "Energy Stocks That Have Actually Gone Up: 6 Picks"
    This article, featuring Hennessy Gas Utility Fund Manager Skip Aylesworth, describes the Fund's focus on the distribution side of the natural gas industry, which has allowed it to perform well despite a dramatic fall in energy prices.
  • 02/11/2015
    Investor's Business Daily
    Investor's Business Daily, "Mutual Funds: Is Growth Back?"
    This article details the outperformance of growth funds over value and core funds in the current bull market, and gives accolades to the Hennessy Focus Fund.
  • 12/10/2014
    ticker
    ticker, "Natural Gas, Natural Advantage"
    Gas Utility Index Fund Portfolio Manager, Skip Aylesworth, discusses the abundant supply of natural gas in the U.S., new demand drivers, and the compelling investment thesis for this industry.
  • 11/18/2014
    Reuters
    Reuters, "Hennessy Funds adds JC Penney, JetBlue as Bet on U.S. Consumers"
    Cornerstone Mid Cap 30 Fund Portfolio Manager, Brian Peery, is interviewed regarding favorite stock picks from the recently re-balanced portfolio. The article can be found on reuters.com
  • 09/23/2014
    Barrons
    Barron's, "6 High-Conviction Stock Picks"
    In this interview, Focus Fund Portfolio Manager, David Rainey, discusses his enthusiasm for and conviction in six "big bet" portfolio holdings.
  • 05/26/2014
    Forbes.com
    Forbes, "Secrets of a Low-Frequency Trader"
    Focus Fund Portfolio Managers, David Rainey, Brian Macauley and Ira Rothberg, discuss a number of holdings that illustrate the rigorous research involved in their stock selection process.
  • 10/01/2013
    Financial Planning
    Financial-Planning.com "An Exclusive Club"
    Focus Fund Portfolio Manager, David Rainey, discusses the Fund’s concentrated portfolio and investment process, continuing to look for a few reasonably priced stocks, as well as highlighting some of its top holdings.
  • 09/18/2013
    CNN Money.com
    CNNMoney.com "Bank Stocks Have Roared Back to Life"
    Financial Funds Portfolio Manager, David Ellison, is interviewed regarding the outlook for bank stocks. This article can be found on money.cnn.com
  • 07/31/2013
    Value Investor clean
    Value Investor, "Cleaning Up"
    Small Cap Financial Portfolio Manager, David Ellison, gives his insight about the current state of the financial industry and why he believes the foreboding and caution among financial services firms is great news for investors.
  • 09/01/2012
    AAII Journal
    AAII Journal, "Using Quantitative Strategies to Pick Winning Mid-Cap Stocks"
    Cornerstone Mid Cap 30 Fund Co-Portfolio Manager, Brian Peery, is interviewed regarding the use of quantitative stock screens in his portfolio.  This article can be found on www.aaii.com/journal

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