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.
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.
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.
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.
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.
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.