This stock-market strategy combines value, quality and momentum for stellar performance

In a groundbreaking approach to mid-cap investing, the Hennessy Cornerstone Mid Cap 30 Fund is demonstrating how a strategic, formula-driven investment methodology can yield exceptional returns, particularly in sectors primed for technological transformation.

The fund's unique strategy involves an annual portfolio reconstitution that strategically combines value, quality, and momentum factors. By focusing on smaller businesses with significant growth potential, the fund offers investors a compelling alternative to traditional S&P 500 investments.

Ryan Kelley, Hennessy's chief investment officer, highlighted how the fund's latest portfolio refresh strategically targets companies benefiting from emerging technological infrastructure, particularly in artificial intelligence. Key selections like Sanmina and Dycom Industries represent critical players in next-generation digital infrastructure development.

The fund's disciplined approach of selecting stocks annually and maintaining the portfolio for 12 months provides investors with a unique blend of strategic stability and targeted growth potential. By emphasizing companies at the intersection of technological innovation and infrastructure development, the Hennessy Cornerstone Mid Cap 30 Fund offers a sophisticated investment strategy for discerning investors.

With approximately $4.3 billion in managed assets, Hennessy Funds demonstrates that a methodical, formula-based investment approach can consistently outperform more traditional stock selection strategies, particularly in dynamic technological sectors.