7250 Redwood Boulevard
Suite 200
Novato, CA 94945
Google Maps
Contact
Main Phone: 415-899-1555
Web Site:
http://www.hennessyfunds.com/
Mutual Fund Brand(s)
Hennessy Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
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Background:
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Hennessy Advisors, Inc., the investment advisor to the Hennessy Funds, was founded in 1989 in the San Francisco Bay Area by Neil J. Hennessy, who had been a successful stockbroker, branch, regional, and divisional manager for Paine Webber. The firm became an SEC-registered investment advisor in 1990 and expanded from serving individual clients to managing open-end mutual funds. Their first fund, the Hennessy Balanced Fund opened in 1996, followed soon thereafter by the Hennessy Total Return Fund in 1998. Following seven successful, strategic acquisitions, the Hennessy family of products now includes 16 mutual funds covering domestic equity, sector and specialty, balanced and fixed income categories.
Its total AUM as of March 31, 2017 is around $6.8 to $7 billion.
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Sponsored Opportunities
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Key People:
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Neil Hennessy
Chairman, CEO, Director / Chairman, Chief Market Strategist, PM, Hennessy Advisors, Inc. / Hennessy Funds | Terry Nilsen
President, Chief Operating Officer, Director / Executive Vice President, Treasurer, Hennessy Advisors, Inc. / Hennessy Funds | Brian Carlson
SVP, Head of Distribution, Hennessy Funds, Hennessy Management Group | Daniel Steadman
Director, Executive Vice President, Hennessy Advisors, Inc. | Tania Kelley
Vice President of Marketing, Hennessy Funds | Brian Peery
Co-Portfolio Manager, Hennessy Funds, Hennessy Funds | Skip Aylesworth
VP, Portfolio Manager, Hennessy Funds, Hennessy Advisors | David Ellison
SVP, Portfolio Manager, Hennessy Funds, Hennessy Advisors |
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