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Portfolio Perspective
Cornerstone Mid Cap 30 FundPortfolio Drivers: Industrials, Energy, and Consumer Discretionary
Neil J. HennessyChief Market Strategist and Portfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerCornerstone Mid Cap 30 Fund Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy, discuss the most recent rebalance, and highlight a few fundamental drivers of the portfolio.
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Portfolio Perspective
Japan FundA Bullish View on Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio ManagerAngus Lee, CFAPortfolio ManagerKohei MatsuiPortfolio ManagerJapanese stocks are experiencing a historic rally and the Bank of Japan has raised interest rates for the first time since 2007. With this backdrop, the Portfolio Management team discusses the market rally, interest rates, ongoing inflation, expectations for tourism, and current valuations.
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Portfolio Perspective
Focus FundOwning a Collection of High-Quality Businesses in a Continued Strong Economy
David Rainey, CFACo-Portfolio ManagerBrian Macauley, CFACo-Portfolio ManagerIra Rothberg, CFACo-Portfolio ManagerThe Portfolio Managers of the Hennessy Focus Fund discuss key market drivers from 2023, how their current watchlist has changed over the past year, new holding Altus Group and their market outlook for 2024.