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June 2024
In the latest episode of Viewpoints by Hennessy featuring Dave Ellison, Portfolio Manager of Hennessy’s Large Cap Financial Fund and Small Cap Financial Fund, he shares his outlook for the financial sector with insights on key holdings like Coinbase, Charles Schwab, and Visa.
Situated in Asia, Masa Takeda leverages his unique vantage point to better understand Japan's economic intricacies and the companies within the Hennessy Japan Fund. He shares factors fueling inflationary pressures in Japan, an equity outlook regarding interest rates, and implications of yen depreciation for U.S.-based investors.
March 2024
On this episode of Viewpoints by Hennessy, Ben Cook, CFA and Portfolio Manager of the Hennessy Energy Transition Fund discusses the energy subsectors he’s watching right now, how the fund navigates environmental and regulatory concerns, remarks upon recent investor interest in energy transition.
On this episode of Viewpoints by Hennessy, Ira Rothberg, Portfolio Manager of the Hennessy Focus Fund, discusses the fund’s investment criteria, navigating the current economic landscape, and his insights around consumer discretionary sectors.
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.
December 2023
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.
On this episode of Viewpoints by Hennessy, Sam Hutchings & Peter Greig, Portfolio Managers of the Hennessy Equity & Income Fund, talk with Jay Coulter about the Hennessy equity investment process and fixed income investing, and discuss the investment cases for some key individual holdings.
November 2023
On this episode of Viewpoints by Hennessy, Dave Ellison, Portfolio Manager of the Hennessy Large Cap Financial Fund and the Hennessy Small Cap Financial Fund, talks with Jay Coulter about Fed moves, banking sector health, inflation, mortgage rate fallout and potential CRE fallout.
September 2023
On this episode of #ViewpointsbyHennessy, Josh Wein, Co-Portfolio Manager of the Hennessy Cornerstone Mid Cap 30 Fund talks with Jay Coulter about undervalued market sectors, the importance of mid cap stocks in a diversified portfolio, and shares investment cases for some of the companies included in Mid Cap 30.
August 2023
On this episode of Viewpoints by Hennessy, Midstream Fund & Energy Transition Fund Portfolio Manager Ben Cook talks with Jay Coulter, about oil price volatility, the green energy movement, and why investors should consider midstream companies.
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