The Bull Market Has Not Run its Course

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Speakers

Ben Cook, CFA
Portfolio Manager

Ben Cook brings nearly two decades of Energy sector investing experience to his role as Portfolio Manager of the Hennessy BP Energy and BP Midstream Funds.

Ben is a member of the Investment Committee and a Portfolio Manager with Dallas-based BP Capital Fund Advisors, LLC, the sub-advisor to the Hennessy BP Funds. Having worked alongside legendary energy investor and BP Capital founder, Boone Pickens, Ben and his team have developed deep relationships across the energy industry, and they maintain a sole focus on energy investing.

Ben received a BA in Economics from Johns Hopkins University and an MBA in Finance from the University of Texas at Austin. He is a CFA charter holder and member of the Chartered Financial Analyst Institute.

David Ellison
Portfolio Manager

David Ellison brings over three decades of investment management experience to Hennessy Funds, and according to Morningstar, is the most tenured mutual fund portfolio manager in the Financial Services sector.

Prior to joining Hennessy Funds, Dave served as President & Chief Investment Officer of the FBR Funds. He began his career at Fidelity Investments, where he developed his investing discipline and strategy under the tutelage of famed value-investor, Peter Lynch.

Dave received a BA in Economics from St. Lawrence University and an MBA from Rochester Institute of Technology.

Dave has served as the Portfolio Manager of the Hennessy Small Cap Financial Fund and the Large Cap Financial Fund since each Fund’s inception.

Neil Hennessy
CIO, Portfolio Manager

Neil Hennessy is a recognized and respected portfolio manager with four decades of financial industry experience. Neil began his career as a financial advisor, and in 1989 he founded his own broker-dealer firm. In 1996, he broadened the business to include asset management and launched his first mutual fund. Neil has a successful history acquiring asset management companies and starting and managing mutual funds, and today he oversees the family of 16 Hennessy Funds, which span domestic equity, multi-asset, sector and specialty categories.

Neil graduated from the University of San Diego and the Wharton School of Upper Management through the SIA.

Robert Huebscher

Advisor Perspectives

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Please click here for a prospectus.

Mutual fund investing involves risk. Principal loss is possible.

The Hennessy Funds are distributed by Quasar Distributors, LLC.

Ryan C. Kelley, CFA
Portfolio Manager

Ryan Kelley brings over two decades of experience in the financial services industry to his role of Portfolio Manager of the Hennessy Small Cap Financial, Hennessy Large Cap Financial, and Hennessy Gas Utility Funds, He began his career at FBR & Co., a leading investment bank, and transitioned to Hennessy Funds when the firm acquired FBR in 2012.

Ryan received a Bachelor of Art Degree in Anthropology and Geology from Oberlin College (OH). He is a CFA charter holder and member of both The Boston Security Analysts Society and the CFA Society North Carolina.