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April 2023
Portfolio Manager Ben Cook, CFA discusses his thoughts on production and demand for the primary fuel mix, a continuation of buybacks and dividends in the Energy sector, and where the Fund is finding opportunity.
Warner Music - Focus Fund Portfolio Manager, Brian Macauley shares why Warner Music was added to the portfolio.
March 2023
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.
Richard Meyer from the American Gas Association and Hennessy Gas Utility Fund (GASFX/HGASX) Portfolio Manager Ryan Kelley recently provided insights into the natural gas industry as well as compelling investment opportunities in natural gas utilities.
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.
HOYA is a leading supplier of innovative high-tech and medical products whose diverse business profiles include eyeglasses, medical endoscopes, intraocular lenses, optical lenses as well as key components for semiconductor devices, liquid-crystal display (LCD) panels and hard disk drives (HDDs).
February 2023
The Portfolio Managers share their views on the Bank of Japan’s actions on its yield curve control policy, Japan’s inflation level, wage growth, valuations and the reopening of the economy.
The Portfolio Managers of the Hennessy Japan Small Cap Fund discuss wage growth, the fluctuating Japanese yen, current valuations, new Fund holdings, and their outlook for the rest of 2023.
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.
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