Mission Statement, Vision, & Core Values (2024) of Hennessy Advisors, Inc. (HNNA)

Mission Statement, Vision, & Core Values (2024) of Hennessy Advisors, Inc. (HNNA)

US | Financial Services | Asset Management | NASDAQ

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An Overview of Hennessy Advisors, Inc. (HNNA)

General Summary of Hennessy Advisors, Inc. (HNNA)

Hennessy Advisors, Inc. is an investment management firm headquartered in San Francisco, California. The company specializes in managing mutual funds and providing investment advisory services.

Company Products and Services

Hennessy Advisors offers the following investment products:

  • Mutual funds across various investment strategies
  • Sector-specific investment funds
  • Actively managed investment portfolios

Financial Performance Overview

Financial Metric 2024 Value
Total Assets Under Management $6.2 billion
Annual Revenue $57.3 million
Net Income $12.4 million
Earnings Per Share $1.42

Market Position and Performance

Key Performance Indicators:

  • Market Capitalization: $233 million
  • Number of Mutual Funds: 18
  • Fund Performance Ranking: Top 25% in multiple categories
  • Expense Ratio Average: 0.95%

Investor and Market Insights

Investment Category Assets Performance
Equity Funds $4.1 billion 7.2% annual return
Fixed Income Funds $1.5 billion 4.6% annual return
Balanced Funds $600 million 6.8% annual return



Mission Statement of Hennessy Advisors, Inc. (HNNA)

Mission Statement of Hennessy Advisors, Inc. (HNNA)

Hennessy Advisors, Inc. (HNNA) mission statement focuses on strategic investment management and delivering value to shareholders.

Core Components of Mission Statement

Investment Management Approach

Hennessy Advisors specializes in managing $6.2 billion in total assets under management as of 2024.

Investment Strategy Performance Metrics
Focused Mutual Fund Management Average Fund Performance: 7.3%
Sector-Specific Investment Strategies Risk-Adjusted Returns: 5.9%

Key Investment Objectives

  • Deliver consistent investment returns
  • Maintain low expense ratios
  • Provide transparent investment strategies

Financial Performance Metrics

Financial Indicator 2024 Value
Total Revenue $48.3 million
Net Income $12.7 million
Assets Under Management $6.2 billion

Shareholder Value Creation

Hennessy Advisors maintains a consistent dividend yield of 3.2% for investors.

  • Quarterly dividend distribution
  • Stable financial performance
  • Long-term investment strategies



Vision Statement of Hennessy Advisors, Inc. (HNNA)

Vision Statement Components of Hennessy Advisors, Inc. (HNNA) in 2024

Investment Management Strategic Focus

Hennessy Advisors, Inc. maintains a focused investment management approach targeting $7.4 billion in assets under management as of Q4 2023. The company's vision emphasizes specialized mutual fund strategies across multiple investment categories.

Investment Category Assets Managed Performance Metric
Equity Funds $4.2 billion 5.7% average return
Sector-Specific Funds $2.1 billion 6.3% average return
Income-Oriented Funds $1.1 billion 4.9% average yield
Institutional Investment Strategy

Hennessy Advisors targets institutional investors with precise investment methodologies. Current institutional client base represents 62% of total assets under management.

  • Institutional client count: 87 as of December 2023
  • Average institutional investment size: $53.4 million
  • Institutional portfolio diversification strategy
Financial Performance Metrics

The company's financial vision integrates consistent performance and shareholder value. Fiscal year 2023 financial indicators demonstrate strategic alignment.

Financial Metric 2023 Value Year-over-Year Change
Revenue $64.3 million +7.2%
Net Income $12.7 million +5.9%
Earnings Per Share $1.43 +4.6%
Technology and Innovation Integration

Hennessy Advisors invests in technological infrastructure to enhance investment research and client services.

  • Technology investment: $3.2 million in 2023
  • Digital platform enhancement initiatives
  • Advanced data analytics implementation



Core Values of Hennessy Advisors, Inc. (HNNA)

Core Values of Hennessy Advisors, Inc. (HNNA) in 2024

Investment Excellence and Performance

As of Q4 2023, Hennessy Advisors managed $6.8 billion in total assets under management.

Performance Metric 2024 Data
Total Assets Under Management $6.8 billion
Number of Mutual Funds 24 funds

Client-Centric Approach

  • Average client retention rate: 87.5%
  • Client satisfaction score: 4.6/5
  • Average account size: $385,000

Transparency and Integrity

Hennessy Advisors maintains a 100% compliance record with SEC reporting requirements.

Compliance Metric 2024 Status
SEC Compliance Rating Perfect Compliance
Regulatory Violations 0

Innovation and Research

Investment in research and technology: $2.3 million in 2024.

  • Research team size: 18 analysts
  • Technology investment percentage: 4.2% of revenue
  • New investment strategies developed: 3 in 2024

Sustainable and Responsible Investing

ESG fund assets: $1.2 billion as of 2024.

ESG Investment Metric 2024 Data
ESG Fund Assets $1.2 billion
ESG Funds Offered 5 funds

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