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Insights

Portfolio Manager Videos

Thoughts and Opinions
  • Insights on the Natural Gas Industry

    Hennessy Gas Utility Fund Portfolio Managers, Skip Aylesworth and Ryan Kelley, discuss why they believe the natural gas industry is fundamentally healthy. They discuss expanding exportation and pipeline infrastructure initiatives, and they share their thoughts on the potential impact of the new administration on the sector.

  • Portfolio Insights - Hennessy Focus Fund
    Hennessy Focus Fund Co-Portfolio Managers, David Rainey, Ira Rothberg and Brian Macauley, share their thoughts on recent portfolio performance and what drives their conviction to hold a concentrated number of holdings. They provide the investment case for top holding American Tower and the reasons they expect it will be a top holding for years to come.  They also explore the impact that new policies proposed by the Trump administation might have on portfolio companies.
  • The Power of Mid-Caps
    Hennessy Cornerstone Mid Cap 30 Fund Portfolio Manager, Brian Peery, provides insights into the types of market conditions that potentially benefit the Cornerstone Mid Cap 30 portfolio. He discusses recent shifts in performance among assets classes and makes the case that mid-cap stocks could be coming into favor. Brian also shares his thoughts on the impact of policies proposed by the Trump administration and explains why small- and mid-cap stocks could be the biggest beneficiaries.
  • Insights on the Financial Industry  

    Hennessy Financials Funds Portfolio Managers, Dave Ellison and Ryan Kelley, provide insight into the run up of Financials stocks following the election and reflect on the current health of the sector.  They discuss the impact of rising interest rates on the profitability of both large and small banks, and share their thoughts on where they are finding opportunities within the Financial sector.

  • Insights on Japan
    Hennessy Japan Fund Portfolio Manager, Masa Takeda, discusses why he believes Japan is moving in the right direction, slowly but firmly. 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.

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.