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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.
December 2018
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.
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.
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