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24.63
-0.28
-1.12%
- Morningstar Rating:
- Total Assets: 398.52M
Hennessy Gas Utility Investor
24.63
-0.28
-1.12%
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Hennessy Gas Utility Fund Investor Class Overview
On this page you'll find an in-depth profile of Hennessy Gas Utility Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of GASFX among other information.
Investment Strategy
The investment seeks income and capital appreciation. The advisor intends to provide investment results that replicate the performance of the American Gas Association Stock Index. The index is maintained by the American Gas Association, a national trade association of natural gas distribution companies, and is licensed exclusively to the Manager for use as an investment strategy. The advisor intends to invest at least 85% of its net assets in the common stock of companies that have natural gas distribution and transmission operations and no attempt is made to actively manage the fund's portfolio by using economic, financial, or market analysis.
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 |
|---|---|---|---|
| L. Joshua Wein | Director | 2019 | Now |
| Biography | Wein joined the Investment Manager in September 2018 until February 2019.Josh previously joined BB&T Asset Management in 2008 and Sterling Capital Management through merger in October 2010. He has investment experience since 1995. Josh is an investment analyst with Sterling's Advisory Solutions team with a focus on alternative investments. Prior to joining BB&T, he worked as a Managing Member of Bellator Capital Partners, a long/short equity fund focused primarily on small and mid-cap equities. He also worked as an Equity Research Associate covering enterprise software companies at First Union Securities. Josh is a graduate of Emory University where he received his BBA in Finance. He received his MBA from Vanderbilt University. He is a CAIA charterholder. | ||
| 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. | ||
| Brian E. Peery | Vice President | 2015 | 2018 |
| Biography | Brian Peery has been employed by Hennessy Advisors, Inc. since 2002. Mr. Peery has more than 20 years of experience in the financial services industry, having held institutional sales, trading, research and analyst positions. Brian began his financial career at a boutique investment research shop working as an equities analyst and went on to manage research and trading for a full-service brokerage firm. Brian has been with Hennessy Funds since 2002, where he has served on the Investment and Research Committee and held roles as Director of Sales and Director of Research. Brian’s strength as a money manager lies in his commitment to quantitative, formula-based investing. Having done extensive back-testing of various investment formulas, Brian understands the importance of non-emotional investing and adhering to a disciplined, repeatable stock selection process. Brian holds a Bachelor’s degree in Economics from the University of Richmond (VA). | ||
| Winsor (Skip) H. Aylesworth | Portfolio Manager | 2001 | 2017 |
| Biography | Winsor H. Aylesworth has served as co-portfolio manager of the Predecessor Technology Fund since the Fund’s commencement of operations and has served as portfolio manager of the Predecessor Gas Utility Index Fund since 2001. Mr. Aylesworth has been employed by FBR Fund Advisers, Inc. since 1998. He holds both an MS and MBA degree and previously was president of Grandview Advisers, Inc. | ||
| Daniel L. O'Connor | founding Partner | 1989 | 2001 |
| Biography | O'Connor was a founding partner of Rushmore Services. He is a member of the Association for Investment Management and Research, the Security Traders of Washington, and the Washington Area Money Managers. He was born March 8, 1942. | ||
| Richard J. Garvey | limited Partner, President | 1989 | 1997 |
| Biography | Garvey has been a limited partner and president of Rushmore Services since 1975. He has more than 35 years of investment experience, previously holding positions with Hayden Stone and World Bank. Garvey was born March 13, 1933 in Oil City, Pennsylvania. Outside of work, he enjoys tennis, hiking, reading, and jogging. | ||
| T. Daniel Gillespie | Portfolio Manager | 1993 | 1994 |
| Biography | Gillespie joined Rushmore Services as an investment manager in 1991. Previously, he spent six years as an account executive, first with Wheat First and then with Smith Barney. Prior to that he spent six years as an auditor with an accounting firm. Gillespie is a conservative investor who looks for the best value on the yield curve. He avoids active trading. Gillespie was born May 23, 1952 in San Diego. Outside of work, he enjoys running and golf. Gillespie and his wife have two daughters. | ||
| James T. Apple | Vice President, Portfolio Manager | 1992 | 1993 |
| Biography | Apple is vice president and portfolio manager with Rafferty Asset Management, his employer since June 1997. Previously, he was a portfolio manager with Rydex from February 1994 to May 1997. Prior to that, he was director of investments with the Rushmore Funds from December 1992 to December 1993. He joined that firm after seven years of managing portfolios for Cale futures. From 1981 to 1985, he was vice president of the fund for government investors. | ||
| Daniel S. Ryczek | - | 1989 | 1992 |
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