Continue
February 2024
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.
January 2024
Portfolio Managers of the actively managed Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the attractiveness of higher-quality value companies, how the current environment favors active management, the Federal Reserve’s plan to cut rates, and how the fixed income portfolio is positioned.
The Portfolio Managers share their insights on capital expenditure spending, fluctuations of natural gas prices, how Midstream and MLP companies have historically outperformed during periods of high inflation, and the current investment case for midstream companies.
Portfolio Managers Ben Cook and Josh Wein summarize the Energy sector in 2023, the emphasis on capital discipline, reasons for consolidation, where the Fund is finding opportunity, and valuations and free cash flow yields.
Amid a tough banking environment over the past few years, many Japanese banks streamlined their operations to achieve record profits. In addition, they are poised to increase their profitability due to potential rate increases. Mitsubishi UFJ Financial Group looks particularly attractive in today’s environment.
December 2023
Chief Investment Officer, Ryan Kelley, describes "market myopia" and the eight technology giants' effect on returns in 2023. He reinforces that time in the market and staying mindful of downside risk remains relevant and he believes the outlook for U.S. stocks remains positive.
For the ninth year, our seasoned portfolio management team gathered to share their insightful market and economic perspectives.
On this episode of Viewpoints by Hennessy-Portfolio Pulse, Masa Takeda, Portfolio Manager of the Hennessy Japan Fund, talks with Jay Colter about 3rd quarter performance, the portfolio selection process, drivers of Japanese equities, and more.
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