Portfolio Managers of the Hennessy Equity and Income Fund discuss value-oriented stock leadership, recent additions to the portfolio, and their outlook for stocks. They also share their views on inflation, interest rates, and the market.
In his mid-year outlook, Hennessy Funds’ CIO Ryan Kelley reflects on the past year and shares his thoughts for the future.
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the outperformance of value-oriented stocks, merger and acquisition activity, and a few high conviction holdings. They also share their views on interest rates and where they are finding fixed income opportunities.
The market showed strength and resilience in 2020, hitting all-time record highs in December. With promising vaccines, historically low interest rates, and strong fundamentals, there is optimism for equities in 2021.
The Portfolio Managers of the Hennessy Equity and Income Fund discuss the impact of coronavirus on the equity and fixed income markets, finding opportunities in the equity market, changes made to the Fund, and their long-term outlook for interest rates.
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss how the Fund is benefitting from a strong U.S. consumer, the relative attractiveness of U.S. fixed income securities, and where they are finding opportunity in both the equity and fixed income markets.
Chief Investment Officer Neil Hennessy reviews current market fundamentals and shares his outlook for the coming year. He provides observations and insights on why he believes this extended bull market still has plenty of room to run.
Our team of tenured Portfolio Managers shares their mid-year insights on what's ahead for investors. They provide opinions on the direction of interest rates, trade disputes, and renewed volatility in both equity and fixed income markets, and share their insights about where they believe investment opportunities exist today.
Portfolio Managers of the Hennessy Equity and Income Fund discuss equity valuations, their outlook for interest rates and the bond market, and their investment case for two holdings.
For decades, investors have relied on traditional balanced funds to gain portfolio diversification and minimize volatility. With a classic 60% allocation to equities and a 40% allocation to fixed income, balanced funds have historically provided long-term oriented investors with impressive relative capital appreciation but with lower volatility as compared to an all-equity portfolio.