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Live Conference Call


WHERE DO FINANCIALS GO FROM HERE?

Join a 25-minute conference call featuring Dave Ellison and Ryan Kelley,
Portfolio Managers of the Hennessy Financials Funds

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LIVE CONFERENCE CALL - TUESDAY MARCH 22ND - 1:15PM PT / 4:15PM ET

First Name *



Last Name *



Business Email *
Not Christopher Hidalgo? Click Here.



Name of Firm *



Submit a question for the Presenters








Comments




REGISTER NOW

Portfolio Managers of the Hennessy Large Cap Financial Fund and the Hennessy
Small Cap Financial Fund will provide insights including:

 * The Federal Reserve, a rising rate environment and inflation
 * Banks' reaction to Fintech disruption
 * Why M&A should continue to be robust
 * Investment outlook and top performance drivers


PRESENTERS

 
   
 * Dave Ellison
   Portfolio Manager
   
   Most tenured fund manager in the Financial Services sector

 * 
   
 * Ryan C. Kelley, CFA
   Chief Investment Officer, Portfolio Manager
   
    

   

Back to Top
 * Fund Prices & Performance
 * Distributions
 * Fund Documents
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 * Tax Center

 * All Insights
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 * Sector Highlights
 * Videos
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 * Investment Ideas
 * Market Outlooks

 * Our Team
 * Portfolio Management
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 * Client Services
 * Business Management

 * About Hennessy
 * Investment Philosophy
 * Invest with Us

 * News
 * Media Coverage
 * Press Releases

Contact Us
 * Phone 800.966.4354
 * Email 2 fundsinfo@hennessyfunds.com

Hennessy Funds
7250 Redwood Boulevard, Suite 200
Novato, CA 94945
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The Funds' investment objectives, risks, charges, and expenses must be
considered carefully before investing. The prospectus contains this and other
important information about the investment company. Please read it carefully
before investing. A hard copy of the prospectus can be requested by calling
1-800-966-4354.

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 and can be found here. Neither
forward earnings nor earnings growth is a measure of a fund’s future
performance.

Mutual fund investing involves risk. Principal loss is possible. Small and
medium-capitalization companies may have more limited liquidity and greater
price volatility than large-capitalization companies. Investments in foreign
securities may involve greater volatility and political, economic, and currency
risk and differences in accounting methods. The Focus, Total Return, Balanced,
Large Cap Financial, Small Cap Financial, and BP Midstream Funds are considered
non-diversified funds. A non-diversified fund, which may concentrate its assets
in fewer individual holdings than a diversified fund, is more exposed to
individual stock volatility than a diversified fund. A fund that concentrates
its investments within one country, one sector, or a small group of industries,
such as Japan, Technology, Financials, or Energy, may be subject to a higher
degree of risk. Investments in debt securities typically decrease in value when
interest rates rise. The risk is greater for longer-term debt securities.
Investments in lower-rated and non-rated securities present a greater risk of
loss to principal and interest than higher-rated securities. Mortgage- and
asset-backed securities are subject to prepayment risk, which is the risk that
the borrower will prepay some or all of the principal owed to the issuer. Funds
that invest in pooled investment vehicles (including ETFs) may experience higher
fees. The formula-based strategy employed by some Funds may cause those Funds to
buy or sell securities at times when it may not be advantageous.

Master Limited Partnerships (MLPs) and MLP investments have unique
characteristics. A Fund does not receive the same tax benefits as a direct
investment in an MLP.

The prices of MLP units may fluctuate abruptly and trading volume may be low,
making it difficult for a Fund to sell its units at a favorable price. MLP
general partners have the power to take actions that adversely affect the
interests of unit holders. Most MLPs do not pay U.S. federal income tax at the
partnership level, but an adverse change in tax laws could result in MLPs being
treated as corporations for federal income tax purposes, which could reduce or
eliminate distributions paid by MLPs to the Fund. If the BP Energy Fund’s MLP
investments exceed 25% of its assets, it may not qualify for treatment as a
regulated investment company (“RIC”) under the Internal Revenue Code (“Code”),
and the Fund would be taxed as an ordinary corporation, which could
substantially reduce its net assets and its distributions to shareholders. The
BP Midstream Fund is treated as a regular corporation, or “C” corporation, for
U.S. federal income tax purposes, and therefore, is subject to U.S. federal
income tax on its taxable income at the graduated rates applicable to
corporations (currently a maximum rate of 21%) as well as state and local income
taxes. The BP Midstream Fund will not benefit from current favorable federal
income tax rates on long-term capital gains, and Fund income and losses will not
be passed on to shareholders. The BP Midstream Fund accrues deferred income
taxes for future tax liabilities associated with the portion of MLP
distributions considered to be a tax-deferred return of capital and for any net
operating gains as well as capital appreciation of its investments. This
deferred tax liability is reflected in the daily NAV, and as a result, the
Fund’s after-tax performance could differ significantly from the underlying
assets even if the pre-tax performance is closely tracked.

Glossary of Terms contains definitions and additional information.

To view the top 10 holdings of a Fund, please click the Fund name: Cornerstone
Growth, Focus, Cornerstone Mid Cap 30, Cornerstone Large Growth, Cornerstone
Value, Total Return, Equity and Income, Balanced, BP Energy, BP Midstream, Gas
Utility, Japan, Japan Small Cap, Large Cap Financial, Small Cap Financial,
Technology. Fund holdings are subject to change and not recommendations to buy
or sell any security.

Opinions expressed are subject to change at any time, are not guaranteed, and
should not be considered investment advice.

To view the Morningstar ratings, please click here.

The Hennessy Funds are offered only to United States residents, and information
on this web site is intended only for such persons. Nothing on this web site
should be considered a solicitation to buy or an offer to sell shares of any
Hennessy Fund in any jurisdiction where the offer or solicitation would be
unlawful under the securities laws of such jurisdiction.

Quasar Distributors, LLC, Distributor.

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