Learn more about the Hennessy Cornerstone Mid Cap 30 Fund, a top-performing strategy that uses a transparent, consistent, disciplined approach to identify undervalued mid and small-cap companies. Portfolio Managers Ryan Kelly and Josh Wein explain their time-tested formula and discuss why it consistently outperforms the market.
This video explores the fund's investment philosophy, portfolio construction process, and recent performance and rebalance — including our:
Simple yet effective formula that focuses on price-to-sales, earnings growth, and momentum.
Concentrated portfolio of 30 undervalued mid and small-cap companies.
Disciplined approach that removes emotion from investing.
#hennessyfunds #ViewpointsbyHennessy #investing
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end, and standardized performance can be obtained by viewing the fact sheet.
Morningstar ranked HIMDX in the top 1% over the 1, 3, 5, and 10 years, among 475 ,446, 420, and 326 Funds respectively in the Morningstar Small Value Category as of 9/30/24 based on total returns. The highest percentile rank is 1 and the lowest is 100. Past performance does not guarantee future results.
[ Ссылка ]
Connect with Hennessy Funds:
Website: [ Ссылка ]
Twitter: [ Ссылка ]
YouTube: [ Ссылка ]
Facebook: [ Ссылка ]
LinkedIn: [ Ссылка ]
For Terms of Use: [ Ссылка ]
For Disclosure: [ Ссылка ]
