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Insights

Portfolio Manager Videos

Thoughts and Opinions
  • Insights on Japan
    Hennessy Japan Fund Portfolio Manager, Masa Takeda, discusses opportunities presented by recent market volatility and the effect of a rising yen on Japanese exporters and portfolio holdings. He shares his insights on the progress of growth initiatives and structural reforms that could continue to drive Japan's economic recovery.
  • The Benefits of Balanced Investing

    The Hennessy Equity and Income Fund Portfolio Managers share their thoughts on today's market, interest rates and where they are finding value.  Steve Goddard discusses the equity portion of the portfolio and Gary Cloud discusses the fixed income portion of the portfolio.

  • Insights on the Financial Industry  

    Hennessy Financials Funds Portfolio Managers, Dave Ellison and Ryan Kelley, discuss the transformation and current health of the financial services industry. They share their thoughts on current valuations and why large cap financials, in particular, appear to be undervalued. They highlight the importance of active management within this sector and their conviction to hold a concentrated portfolio of companies.

  • The Power of Mid-Caps
    Hennessy Cornerstone Mid Cap 30 Fund Portfolio Manager, Brian Peery, explains that some investors may be underallocated to mid-caps and shares compelling reasons why this "sweet spot" of the market deserves more investor attention. He also discusses key stock selection metrics and the disciplined and repeatable investment process that is driving the performance of this concentrated portfolio.
  • Insights on the Natural Gas Industry

    Hennessy Gas Utility Fund Portfolio Managers, Skip Aylesworth and Ryan Kelley, share their thoughts on the health of the natural gas industry in the face of volatile energy prices. They discuss new exportation initiatives, which are driving natural gas consumption, and describe why low natural gas prices can benefit the Fund's distribution-focused holdings.

  • Hennessy Focus Fund
    Hennessy Focus Fund Co-Portfolio Managers, David Rainey, Ira Rothberg and Brian Macauley, share their thoughts on current market valuations. They discuss their conviction of stock selection and the strategy behind this concentrated, "best ideas" portfolio.

Opinions expressed are those of the Portfolio Manager(s) and are subject to change, are not guaranteed and should not be considered investment advice.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted.  To view the performance for the Hennessy Gas Utility Fund as of the most recent quarter end Click here.   To view the performance for the Hennessy Focus Fund as of the most recent quarter end Click here. To view the performance for the Hennessy Mid Cap 30 Fund as of the most recent quarter end Click here.  To view the performance and risk statistics for the Hennessy Equity and Income Fund as of the most recent quarter end Click here.

Click here to view the Top 10 Holdings for the Hennessy Focus Fund. Click here to view the Top 10 Holdings for the Hennessy Japan Fund. Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.

Earnings growth is not a measure of the Fund's future performance.