Stephen M. Goddard, CFA

Portfolio Manager
Stephen M. Goddard
  • 38
    Years of Investing Experience

Steve is the Founder and CIO of The London Company, a sub-advisor to the Hennessy Equity and Income Fund, and he has been a Portfolio Manager of the equity allocation of the Fund since 2007. He also serves as head of The London Company’s investment and management teams.

Steve began his career as an analyst for Scott & Stringfellow, followed by Senior Portfolio Manager positions at CFB Advisory and Flippin, Bruce & Porter. He also served as the Chief Investment Officer for the Tredegar Trust Company until he founded The London Company in 1994.

Steve received a BA in Economics from Virginia Military Institute and an MBA from the University of Richmond, and he is a CFA charterholder and member of the Richmond Society of Financial Analysts.

Stephen M. Goddard

Managed Fund

Fund Documents Fund Facts
Fund Name Manager Commentary Fact Sheet MorningStar Fund Category Inception Date Worked on Fund Since
Equity and Income Fund Moderate Allocation 6/3/97 2007

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