L. Joshua Wein

Vice President, Portfolio Manager @Hennessy Funds

Chapel Hill, NC, US
MOBILE NUMBERS
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WORK HISTORY

Sep 2018 — Present

Vice President, Portfolio Manager @Hennessy Funds

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Chapel Hill, NC, US

Portfolio Manager on the following funds: Hennessy Cornerstone Growth Fund (HFCGX) Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) Hennessy Cornerstone Large Growth Fund (HFLGX) Hennessy Cornerstone Value Fund (HFCVX) Hennessy Total Return Fund (HDOGX) Hennessy Balanced Fund (HBFBX) Hennessy Gas Utility Fund (GASFX) Hennessy Technology Fund (HTECX) Hennessy Energy Transition Fund (HNRGX) Hennessy Midstream Fund (HMSFX)Funds represent approximately $2.9 billion in AUM.

EDUCATION

1998 — 2000

Vanderbilt University Owen Graduate School of Management

MBA, Finance

N/A

Emory University

BBA, Finance

SKILLS

Investment ManagementFixed IncomeAsset ManagmentEquitiesDue DiligenceHedge FundsInvestment StrategiesAlternative InvestmentsAsset ManagementSeries 63Asset AllocationMutual FundsWealth ManagementInvestment AdvisoryPortfolio ManagementEquity ResearchInvestments

ABOUT L. JOSHUA WEIN

Vice President, Portfolio Manager at Hennessy Funds

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L. Joshua Wein — Vice President, Portfolio Manager at Hennessy Funds in Chapel Hill, NC, US | Unifers