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.
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund discuss the outlook for earnings growth, the disparity between value and growth stock performance, and their viewpoint on interest rates and the fixed income market.
Equity and Income Fund Portfolio Managers discuss the potential impact of the Tax Reform bill on Fund holdings, and they share their insights on dividend payouts, interest rates, and inflation.
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.
Hennessy Equity and Income Fund Portfolio Managers Mark DeVaul and Gary Cloud share their thoughts on the equity and bond markets, the impact of tax cuts, and their outlook for interest rates.
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.
Our team of tenured Portfolio Managers shares their insights on what's ahead for investors. They provide opinions on the direction of the stock market and interest rates, potential impact of Trump administration policies, hidden earnings power in the U.S. economy, and where they believe investment opportunities exist today.
Portfolio Managers Mark DeVaul and Gary Cloud discuss the investment strategy of this 60% / 40% balanced fund. They discuss key selection criteria for both equity and fixed income securities.