Continue
June 2024
Portfolio Managers Ryan Kelley and Josh Wein of the Hennessy Cornerstone Growth and Cornerstone Mid Cap 30 Funds recently discussed the Funds’ time-tested investment process.
April 2024
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Growth Fund discuss the Fund’s formula-based investment strategy and how it drives the Fund’s sector and industry positioning.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Large Growth Fund discuss the Fund’s formula-based investment process and how it drives the Fund’s sector and industry positioning.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Value Fund discuss the Fund’s formula-based investment strategy and how it drives the Fund’s sector and industry positioning.
March 2024
Increased attention is being paid to the inclusion of focused mutual funds in portfolio allocations. Studies have shown that concentrated portfolios can provide meaningful performance advantages over time.
On this episode of Viewpoints by Hennessy, Ira Rothberg, Portfolio Manager of the Hennessy Focus Fund, discusses the fund’s investment criteria, navigating the current economic landscape, and his insights around consumer discretionary sectors.
February 2024
Hennessy Cornerstone Mid Cap 30 Fund (HFMDX/HIMDX) Portfolio Managers Ryan Kelley and Josh Wein recently discussed the Fund, the investment process, a few holdings, and the case for small- and mid-cap companies.
On this episode of Viewpoints by Hennessy, Ryan C. Kelley, CFA, Chief Investment Officer and Portfolio Manager, and L. Joshua Wein, CAIA, Portfolio Manager discuss the latest performance and insights of the Hennessy Cornerstone Mid Cap 30 Fund, including the performance of the fund’s current mid-cap holdings, their overarching investment strategy, and the case for investing in mid-caps today.
The 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.
December 2023
The Portfolio Managers of the Hennessy Focus Fund discuss the portfolio companies that represent the most relative opportunity, the effect of higher debt costs and consumer spending trends on holdings, the increased weighting in Cogent Communications, and their 2024 outlook.
*Required Fields
