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Hennessy Small Cap Financial Fund Investor Class (HSFNX)
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Hennessy Small Cap Financial Investor
22.63
+0.38
+1.71%
- Overview
- Profile
- Historical Data
- Holdings
HSFNX Overview
On this page you'll find an in-depth profile of Hennessy Small Cap Financial Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of HSFNX among other information.
Investment Strategy
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies principally engaged in the business of providing financial services. The fund's manager considers a small-cap company to be one that has a market capitalization of less than $3 billion, measured at the time of purchase. It will not invest more than 5% of its total assets in the equity-related securities of any one company that derives more than 15% of its revenues from brokerage or investment management activities. The fund is non-diversified.
Contact Information
Address
7250 Redwood Blvd., Suite 200
Novato,CA 94945
United States
Novato,CA 94945
United States
Phone
800-966-4354
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan C. Kelley | - | 2013 | Now |
| Biography | Kelley has been employed by Hennessy Advisors, Inc. since October 26, 2012. Prior to October 26 2012, Mr. Kelley was employed by FBR Fund Advisers, Inc. Prior to joining the FBR Advisers, Inc. in 2005, he held various positions at FBR, including senior equity analyst in the research department since 2002 and associate in corporate finance for five years prior to 2002. Kelley holds the Chartered Financial Analyst designation. | ||
| David H. Ellison | Portfolio Manager | 1997 | Now |
| Biography | David H. Ellison serves as a portfolio manager with Hennessy Advisors, Inc. He has been employed by the Investment Manager since 2012. Prior to that, Mr. Ellison was employed by FBR Fund Advisers, Inc. | ||
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