Morningstar

Hennessy Focus Investor HFCSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hennessy Investment Hub

Morningstar’s Analysis HFCSX

Will HFCSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HFCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HFCSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HFCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Could use fine-tuning.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Despite a good foundation, reservations around Hennessy Focus' investment parameters lead to a Process rating downgrade to Average from Above Average.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center