Gary B. Cloud, CFA

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37Years of Investing Experience
Gary is a Senior Vice President and Portfolio Manager with FCI Advisors, a sub-advisor to the Hennessy Equity and Income Fund, and has managed the fixed income portion of the Fund since 2007.
Gary joined FCI Advisors in 2003 and serves as a member of the Fixed Income Investment Committee and the Value Equity Committee. Gary began his investment career working in the secondary marketing department of a mortgage banking company and then moved to Bank One Corporation, where he held a variety of consumer lending, asset acquisition, and portfolio management roles.
Gary received a BA from Bowling Green State University and an MBA from the University of Dayton, and he is a CFA charterholder and member of the Kansas City CFA Society and the Chartered Financial Analyst Institute.

Managed Fund
Fund Documents | Fund Facts | ||||
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Fund Name | Manager Commentary | Fact Sheet | MorningStar Fund Category | Inception Date | Worked on Fund Since |
Equity and Income Fund | Moderate Allocation | 6/3/97 | 2007 |
Related Insights & News
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Portfolio Perspective
Equity and Income Opportunities in a Higher Interest Rate Environment
Stephen M. Goddard, CFAPortfolio ManagerMark E. DeVaul, CFA, CPAPortfolio ManagerGary B. Cloud, CFAPortfolio ManagerPeter G. Greig, CFAPortfolio ManagerThe 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.
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Forbes.com - "Swiss Army Knife for Investing"
July 2016
Equity and Income Fund Portfolio Managers Gary Cloud and Mark DeVaul discuss how this balanced fund can be a one-stop shop for investors with a mix of 60% U.S. equities and 40% high-quality U.S. bonds, with the goal of downside protection.
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TheStreet.com - "Energy, Basic Materials Bonds Offer Opportunities"
May 2016
Equity and Income Fund Manager Gary Cloud shares his thoughts on corporate bonds, where he is finding selective opportunities in the energy and materials space, and what he thinks the Fed will do this year.
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