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MFWire: Hennessy Funds
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Hennessy Advisors, Inc.
7250 Redwood Boulevard
Suite 200
Novato, CA  94945
Google Maps

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 San Francisco by Neil J. Hennessy, who had been a successful stockbroker, branch, regional, and divisional manager for Paine Webber. Neil Hennessy later moved the firm north to Novato, where it remains.

    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. The firm IPOed in 2002.

    Over the years, the firm has expanded via a number of acquisitions, including fund adoptions and fund mergers.

    The firm is named in honor of Neil Hennessy's father, Edward J. Hennessy, who was also a stockbroker.
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Hennessy Advisors, Inc.
    Published On Story Headline Publication
    2/6/2024 A Cali Fund Firm Turns 35 MFWire.com
    11/14/2023 A $55MM-AUM ETF Gobbles One MF, But ... MFWire.com
    10/19/2023 19 Fund Firms Win Big In the Second City MFWire.com
    5/9/2023 CCM Sells a $70MM-AUM Pair of Funds MFWire.com
    3/21/2023 AXS Leads With $354MM MFWire.com
    3/1/2023 Victory Leads As Mr. Market Smites Most Fund Firms MFWire.com
    2/1/2023 Mr. Market Boosted Fund Firms By 9 Percent In January MFWire.com
    1/24/2023 In 2022, Mr. Market Took a 20-Percent Bite Out of Fund Firms, But ... MFWire.com
    1/3/2023 A Public Firm Enters the ETF Biz Via a $42MM-AUM Deal MFWire.com
    11/7/2022 Invesco and 15 Other Firms Win Big In NYC MFWire.com
    10/4/2022 Mr. Market Took Fund Firms Down 13 Percent In September, But ... MFWire.com
    9/9/2022 A Fund Adoption Gives a $3.2B-AUM Acquirer a New Set of Targets MFWire.com
    9/1/2022 Via Deal 11, a 33-Year-Old Shop Enters the ETF Biz MFWire.com
    6/2/2022 Mister Market Smiled On Fund Firms In May MFWire.com
    5/3/2022 Most Fund Firms Felt Mister Market's April Pain MFWire.com
    3/3/2022 Mister Market Is Hitting Fund Firms Harder In 2022, But ... MFWire.com
    12/9/2021 23 Fund Firms Win Big MFWire.com
    12/1/2021 A $4B-AUM Fund Firm Adds an Indie Director MFWire.com
    10/21/2021 A $4.1B-AUM Shop's Chief Builds a $54MM War Chest MFWire.com
    8/4/2021 As Earnings Rebound, a $4B-AUM Boutique Hunts MFWire.com
    5/12/2021 Up 21 Percent YOY - A Boutique's AUM Rebounds MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/12/2021 The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms MFWire.com
    3/3/2021 Hennessy Passes a 2nd Hat: CIO MFWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    12/6/2019 A Cali AM's AUM, Revenue, and Earnings Slip MFWire.com
    11/18/2019 Week In Preview, November 18-24 MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    5/15/2019 M* Dominates This Pack MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    1/23/2019 Last Month, Small Fund Firms' Outflows Sextupled MFWire.com
    12/19/2018 In November, a PE Titan Took the Lead MFWire.com
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    12/4/2018 Hennessy's New Prez Steps In to Host In NYC MFWire.com
    11/21/2018 A Retirement Plan's Bespoke Funds Won October MFWire.com
    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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