General Investing >> Money Manager Interviews >> August 5, 2021
Disciplined Methodology Yields Mid-Cap Names with Momentum
Joshua Wein, CAIA, is Vice President & Portfolio Manager of eight of the Hennessy Funds. Earlier, he was Director of Alternative Investments and Co-Portfolio Manager at Sterling Capital Management and Portfolio Manager at Bellator Capital Partners. He also worked as an associate equity research analyst at First Union Securities. He received a B.B.A. degree in finance from Emory University and an MBA from Vanderbilt University. He is a CAIA charterholder and member of the CFA Society North Carolina and the Chartered Financial Analyst Institute. Profile
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TWST: Could you tell me about Hennessy?
Mr. Wein: Sure. Hennessy is a money management firm based in Novato, California. We were founded in