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May 2019
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.
March 2019
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.
June 2018
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.
January 2018
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.
August 2017
The Balanced and Total Return Funds' Portfolio Managers explain the "Dogs of the Dow" investment strategy and discuss the potential power of these dividend-paying stocks.
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