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April 2023
Warner Music - Focus Fund Portfolio Manager, Brian Macauley shares why Warner Music was added to the portfolio.
March 2023
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses his 2023 outlook for the Japanese markets and what could drive a rerating of valuation multiples.
Watch Hennessy Japan Fund Portfolio Manager Masa Takeda provide a recap of the Japanese markets in 2022, including areas of the market that performed well and areas that underperformed.
January 2023
Hennessy Japan Fund Portfolio Manager Masa Takeda provides an update on significant events in Japan from 2022 and gives his outlook on what 2023 might bring.
October 2022
Hennessy Gas Utility Fund Portfolio Manager, Ryan Kelley shares his insights on the increase in natural gas production, how demand is outpacing supply, and LNG prices around the world.
August 2022
With a global shift to renewable energy and urbanization on the rise, the demand for copper is expected to grow while supply remains constrained. The Hennessy Energy Transition Fund, Portfolio Manager, Ben Cook highlights three reasons why copper producer Freeport-McMoran may be poised to benefit from this trend.
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