• Portfolio Drivers: Consumer Discretionary and Industrials
    Portfolio Perspective
    Cornerstone Mid Cap 30 Fund

    Portfolio Drivers: Consumer Discretionary and Industrials

    Neil J. Hennessy
    Neil J. Hennessy
    Chief Market Strategist and Portfolio Manager
    Ryan C. Kelley
    Ryan C. Kelley, CFA
    Chief Investment Officer and Portfolio Manager
    L. Joshua Wein, CAIA
    L. Joshua Wein, CAIA
    Portfolio Manager

    Cornerstone Mid Cap 30 Fund Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy, discuss the most recent rebalance, and highlight fundamental drivers of the portfolio.

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  • AST SpaceMobile: Transforming How the World Connects
    Company Spotlight
    Focus Fund

    AST SpaceMobile: Transforming How the World Connects

    David Rainey
    David Rainey, CFA
    Co-Portfolio Manager
    Brian Macauley
    Brian Macauley, CFA
    Co-Portfolio Manager
    Ira Rothberg
    Ira Rothberg, CFA
    Co-Portfolio Manager

    AST is building the first and only space-based cellular broadband network accessible directly by everyday smartphones with both commercial and government applications.1 With strategic investments from leading technology players such as AT&T, Verizon, Vodafone and Google, AST has the bold goal to provide uninterrupted broadband connectivity, everywhere.

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  • An International, Growth-Oriented Tilt in Japanese Equities
    Portfolio Perspective
    Japan Fund

    An International, Growth-Oriented Tilt in Japanese Equities

    Masakazu Takeda
    Masakazu Takeda, CFA, CMA
    Portfolio Manager
    Angus Lee
    Angus Lee, CFA
    Portfolio Manager

    The Hennessy Japan Fund Portfolio Managers discuss the Fund’s positioning given the tariff situation, as well as interest rates, yen depreciation, wage hikes, significant portfolio changes, valuations, and what they will be watching over the remainder of the year.

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