Breaking News
Moderna   Lululemon   U.S. PPI   Signet Jewelers   KB Home   JP Morgan Chase   U.S. CPI   Target Corp.   UnitedHealth  


Fund Families



Latest Q&A Based Profiles ( 12 Interview )


Masakazu Takeda

Fund Profile

Pursuing Growth Opportunities in Japan

NA > NA

Hennessy Japan Fund

Jul 7, 2020

Japan has a multitude of globally competitive enterprises and ranks among the leaders in factory automation, robotics, vehicle manufacturing and cosmetics. Yet, when it comes to investing, Japan is largely perceived as a value proposition. Masakazu Takeda, portfolio manager of the Hennessy Japan Fund, explains the reasons for this discrepancy

Winsor H. (Skip) Aylesworth

Fund Profile

Natural Gas, Natural Advantage

NA > NA

Hennessy Gas Utility Index Fund

Oct 10, 2014

Natural gas is the cleanest of all fossil fuels (vs. coal and oil) and is the fuel of choice for residential heating, cooking and base loaded electricity generation. With ample supplies and stable prices, investment capital is being spent on developing new uses for natural gas that should result in
Brian E. Peery

Fund Profile

Mid Cap Tigers

NA > NA

Hennessy Cornerstone Mid Cap 30 Fund

Jan 1, 2013

Not as widely followed by research teams on Wall Street, mid-cap companies tend to have stronger balance sheets than small-cap names while growing at a faster pace than their large-cap counterparts. Brian E. Peery, co-portfolio manager of the Hennessy Cornerstone Mid Cap 30 Fund, explores the combination of nimbleness and
Andrew J. Knuth

Fund Profile

Profitable Events

NA > NA

Westport Select Cap Fund

FBLYX

Feb 2, 2011

Even the gloomiest and most discouraging events can be beneficial for prepared minds. A sharp fall in stock price, a change in a business mix, or a series of small acquisitions may offer an excellent opportunity for long-term investors. Andrew Knuth and Edmund Nicklin, portfolio managers of the Westport
Mark Dawson

Fund Profile

Thorough Mid Cap Selection

Business-Financial Services > NA

Rainier Mid Cap Equity Fund

FAFSX

Aug 8, 2010

Mid-cap companies possess the appealing blend of growth opportunities inherent in smaller companies and financial stability associated with large-cap companies. Mark Dawson and the equity team at Rainier follow a disciplined approach to find companies in this space with stable and rising earnings to generate healthy returns.
Frank Ingarra, Jr.

Fund Profile

Quantitative and Disciplined Focus

NA > NA

Hennessy Focus 30 Fund

EIPDX

Dec 12, 2008

Formula-driven, transparent, and disciplined, the Hennessy Focus 30 Fund, employs a strict quantitative formula to select 30 stocks each year. The fund marries value with momentum, combining low price to sales with earnings and stock price appreciation. However, according to the co-manager Frank Ingarra, the key factor for the fund’s
Ed Nicklin

Fund Profile

Margin of Safety

Large-Cap > Growth

Westport Fund

DWOCX

Sep 9, 2007

In today’s markets, forward-looking business analysis can reward an equity investor. The investment approach of Westport fund manager Edmund H. Nicklin, Jr. depends on the dynamics of an event-driven, earnings-focused strategy to identify companies that are selling at an attractive discount relative to their potential within a two-year investment horizon. The
Neil Hennessy

Fund Profile

An Old Dog Gets New Life

NA > NA

Hennessy Total Return Fund

Jun 6, 2003

Suddenly dividends are in vogue again, and Neil Hennessy's formulaic investment approach fits right in with the renewed focus on dividend paying stocks. His Total Return Fund is based on a proven theory known as 'Dogs of the Dow' that invests in the 10 highest yielding Dow 30 components. Year
Mark DeVaul

Fund Profile

Seeking Lower Volatility Through a Better Upside/Downside Ratio

Small-Cap > Growth

Hennessy Equity and Income Fund

ANODX

Jul 7, 2017

Combining stocks and bonds offers investors the potential to capture most of the upside while limiting the downside of volatile stock markets. Mark DeVaul and Gary Cloud, portfolio managers of the Hennessy Equity and Income Fund, focus on investing in quality dividend-paying stocks and investment-grade corporate bonds with the objective

Winsor H. (Skip) Aylesworth

Fund Profile

Rise and Rise of Natural Gas Distributors

NA > NA

Hennessy Gas Utility Fund

Mar 3, 2017

In the last decade as a result of abundant supplies, low and stable pricing and environmental benefits, natural gas has steadily replaced coal as the preferred fuel for generating electricity. Skip Aylesworth and Ryan Kelley explain how the Hennessy Gas Utility Fund invests in gas distribution companies that are benefiting

1 2