Hennessy Advisors, Inc. History and Milestones
1989
Firm commenced operations
1996
Launched first mutual fund, Hennessy Balanced Fund
1998
Launched Hennessy Total Return Fund
2000
Acquired Cornerstone Value and Cornerstone Growth Funds
2002
Initial Public Offering
2003
Acquired SYM Select Growth Fund and launched Hennessy Cornerstone Mid Cap 30 Fund
2004
Acquired Lindner Asset Management and merged five funds into existing Hennessy Funds
2005
Acquired Henlopen Fund and launched Hennessy Cornerstone Growth Fund, Series II
2009
Acquired Tamarack Large Cap Growth Fund and Tamarack Value Fund and launched Hennessy Cornerstone Large Growth Fund and Hennessy Large Value Fund
2009
Acquired SPARX Japan Fund and SPARX Japan Smaller Companies Fund, the predecessors to Hennessy Japan Fund and Hennessy Japan Small Cap Fund
2012
Acquired the FBR Funds, merged three funds into existing Hennessy Funds and added the following seven funds to the line-up: Hennessy Focus Fund, Hennessy Gas Utility Fund, Hennessy Small Cap Financial Fund, Hennessy Large Cap Financial Fund, Hennessy Technology Fund, Hennessy Equity & Income Fund and Hennessy Core Bond Fund
2014
Stock listing moved to NASDAQ from OTC BB
2015
Completed self-tender offer to repurchase 1 million shares
2016
Acquired The Westport Funds and merged two funds into Hennessy Cornerstone Mid Cap 30 Fund
2017/8
Acquired the Rainier U.S. Equity Funds and merged one fund into the Hennessy Cornerstone Large Growth Fund and two funds into the Hennessy Cornerstone Mid Cap 30 Fund.







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