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January 2024
Portfolio Managers of the actively managed Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the attractiveness of higher-quality value companies, how the current environment favors active management, the Federal Reserve’s plan to cut rates, and how the fixed income portfolio is positioned.
December 2023
On this episode of Viewpoints by Hennessy, Sam Hutchings & Peter Greig, Portfolio Managers of the Hennessy Equity & Income Fund, talk with Jay Coulter about the Hennessy equity investment process and fixed income investing, and discuss the investment cases for some key individual holdings.
July 2023
The Portfolio Managers of the Hennessy Equity and Income Fund provide a recap of the equity market, discuss expectations for interest rates, and give insight into where they are finding equity and fixed income opportunities.
January 2023
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) provide a recap of the equity market, discuss expectations for interest rates, and give insight into where they are finding high-quality securities.
July 2022
The Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the equity and fixed income markets over the first half of 2022 and the attractiveness of high-quality securities in an environment of continued market volatility.
January 2022
Portfolio Managers of the Hennessy Equity and Income Fund discuss their views on higher interest rates, inflation and supply chain shortages, and the fixed income and equity markets in 2022.
July 2021
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.
January 2021
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.
June 2020
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.
February 2020
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.
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