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MFWire: Hennessy Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Hennessy Advisors, Inc.
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

  • Background:
    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.
    Sponsored Opportunities



    Key People:
    Neil Hennessy
    President and Chief Executive Officer, Hennessy Advisors, Inc.
    Tania Kelley
    Vice President of Marketing, Hennessy Funds
    Brian Peery
    Co-Portfolio Manager, Hennessy Funds, Hennessy Funds
    Teresa Nilsen
    Director, Executive Vice President, COO, CFO, and Secretary, Hennessy Advisors, Hennessy Advisors, Inc.
    Daniel Steadman
    Director, Executive Vice President, Hennessy Advisors, Inc.
    Brian Carlson
    SVP, Head of Distribution, Hennessy Funds, Hennessy Management Group
    Skip Aylesworth
    VP, Portfolio Manager, Hennessy Funds, Hennessy Advisors
    David Ellison
    SVP, Portfolio Manager, Hennessy Funds, Hennessy Advisors
    Story Archive for Hennessy Advisors, Inc.
    Published On Story Headline Publication
    10/12/2018 A British EM Specialist Leads MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    7/11/2018 For Deal #10, Hennessy Heads to Dallas MFWire.com
    7/9/2018 A Value Equity Shop Leads This Pack MFWire.com
    6/1/2018 A Liquid Alts Shop Roared In April MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    2/28/2018 Clark Navigates Big Fund Flows MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    11/29/2017 Is Indexing Distorting Prices? MFWire.com
    11/27/2017 Week In Preview, November 27-December 3 MFWire.com
    6/6/2017 Filings for Fundsters - June 6, 2017 MFWire.com
    5/12/2017 Hennessy Buys a $565MM Trio of Funds MFWire.com
    5/8/2017 Eye for Earnings - May 8, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/30/2017 Eye for Earnings - January 30, 2017 MFWire.com
    1/13/2017 Filings for Fundsters - January 13, 2017 MFWire.com
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    11/10/2016 Mister Market Smiles On Asset Managers After Trump's Big Win MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    9/23/2016 Equity Shop Acquisitions On the Brain MFWire.com
    8/10/2016 Eye for Earnings -- August 10, 2016 MFWire.com
    5/2/2016 Hennessy Buys a $640MM Pair of Funds MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    1/4/2016 Mr. Market Smiles On Two Fund Firms As the Dow Tumbles MFWire.com
    12/4/2015 Pru and Hennessy Woo Reporters With Steak and Stock Picks MFWire.com
    8/10/2015 Hennessy Breaks Records MFWire.com
    5/6/2015 15,000 RIAs and Counting: Hennessy Talks Growth MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    9/25/2014 For Neil Hennessy, It's Grow, Buy, or Be Bought MFWire.com
    7/25/2014 Happiness ... Is the Hennessy Funds MFWire.com
    4/28/2014 Watch Out Nasdaq, Here Comes Neil Hennessy MFWire.com
    4/4/2014 After J.P. Morgan, What Other Deals Could 2014 Bring? MFWire.com
    3/28/2014 Want to Get on Buyer's Plates? Consider this Recipe MFWire.com
    1/15/2014 This Firm Has No Wholesaling Staff, and Loves It MFWire.com
    12/19/2013 Hennessy Names a Distribution Head MFWire.com
    11/20/2013 Neil Hennessy Is Also a Bull MFWire.com
    9/18/2013 Hennessy Celebrates a $1 Billion Baby MFWire.com
    9/10/2013 MFEA Narrows It Down to Three Do-Gooders MFWire.com
    5/29/2013 Hennessy Still Hungers, But Only For Equity Shops MFWire.com
    3/19/2013 Undiscovered Funds' PMs Make Their Case to the Media MFWire.com
    2/26/2013 Who's Afraid of Bonuses? Hennessy Isn't. MFWire.com
    2/8/2013 Hennessy Goes His Own Way Towards Growth MFWire.com
    1/18/2013 Hennessy Trebles AUM and Earnings MFWire.com
    12/7/2012 Hennessy's AUM Jumps as Earnings Dip MFWire.com
    11/27/2012 Hennessy Says, Drive Off the Fiscal Cliff MFWire.com
    10/30/2012 The Hennessy-FBR Deal is Done MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/12/2012 New Contract in Hand, Hennessy Looks to Expand MFWire.com
    8/3/2012 Hennessy Posts Profit in Q3 MFWire.com
    7/30/2012 Stork and Reaper for July 30, 2012 MFWire.com
    7/10/2012 Hennessy Has FBR's Russell Parker Feeling Good MFWire.com
    6/28/2012 Hennessy's Still Hungry MFWire.com
    6/25/2012 Hennessy Clears One Hurdle on FBR Buy MFWire.com
    6/7/2012 Hennessy's Minnow Buys a $28.75MM Trout MFWire.com
    6/7/2012 FBR Finds Its Buyer MFWire.com
    10/25/2011 Hennessy Remains on the Prowl for Acquisitions MFWire.com
    3/23/2011 Neil Hennessy Says 'We're Still Here' MFWire.com
    10/19/2010 Hennessy Calls for Clarity MFWire.com
    9/22/2010 Now it's Bogle and Bogle Against Hennessy MFWire.com
    9/20/2010 Bogle v. Hennessy, Round 2 MFWire.com
    9/14/2010 Hennessy Takes on Bogle MFWire.com
    8/6/2010 Hennessy's Earnings and AUM Climb MFWire.com
    7/2/2010 Are Japan-Focused Funds Really On Their Way Up? MFWire.com
    12/7/2009 Hennessy Swings to a Full-Year Loss MFWire.com
    11/11/2009 MSSB Recommends a Hennessy Fund MFWire.com
    9/18/2009 After Sealing Another Deal, Hennessy's Wallet Remains Open MFWire.com
    9/9/2009 Hennessy Sees a Change in the Way His Bonus is Computed MFWire.com
    8/6/2009 Hennessy's Earnings Rise to Zero MFWire.com
    6/24/2009 A West Coast Fund Shop Acquires Again MFWire.com
    5/5/2009 Hennessy Adds More Red Ink MFWire.com
    3/26/2009 Price Tag for a Recent Fund Deal Comes to Light MFWire.com
    3/23/2009 Hennessy Wraps up a Recent Purchase MFWire.com
    2/9/2009 Voyageur Renames its Money Market Funds, Makes an Institutional Push MFWire.com
    1/30/2009 Earnings Turn Negative For Another Fund Firm MFWire.com
    12/9/2008 UPDATED| Hennessy Does a Deal MFWire.com
    12/8/2008 Hennessy's Full-Year Earnings Fall By More than Half MFWire.com
    8/28/2008 Hennessy Readies Distribution Push MFWire.com
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