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Hennessy Equity And Income Fund Institutional Class (HEIIX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 28.18M
Hennessy Equity and Income Institutional
15.04
+0.09
+0.60%
- Overview
- Profile
- Historical Data
- Holdings
HEIIX Overview
On this page you'll find an in-depth profile of Hennessy Equity And Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HEIIX among other information.
Investment Strategy
The investment seeks long-term capital growth and current income. The fund seeks income and long-term capital appreciation with reduced volatility of returns. It will invest up to 70% of its assets in equity securities and its remaining assets in fixed income securities. The fund invests primarily in domestic companies whose securities are listed on U.S. national securities exchanges.
Contact Information
Address
7250 Redwood Blvd., Suite 200
Novato,CA 94945
United States
Novato,CA 94945
United States
Phone
800-966-4354
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sam D. Hutchings | Principal, Portfolio Manager | 2020 | Now |
| Biography | Mr. Samuel D. Hutchings has 10+ years of experience working in the investment management industry. Prior to joining The London Company, he worked for FactSet Research Systems as a Senior Consultant and for Eaton Vance Investment Managers as a Research Associate. He received his BA from the College of the Holy Cross and his MBA from the Darden School of Business at the University of Virginia. Sam is a CFA charterholder and a member of the CFA Society Virginia. | ||
| Mark E. DeVaul | Principal, Portfolio Manager | 2011 | Now |
| Biography | Mr. Mark E. DeVaul is a Portfolio Manager and a member of the firm’s investment team. Mark has 20+ years of professional experience beginning his career in public accounting followed by equity research. Before joining The London Company, Mark spent four years as an equity research analyst with First Union Securities and Salomon Smith Barney, followed by over eight years with Nuveen Investments. Mark received a B.S. in Accounting from Liberty University and his MBA from the University of Notre Dame. He is a CFA charterholder and a member of the CFA Society Virginia. Mark is also a licensed CPA. | ||
| J. Brian Campbell | Co-Lead Portfolio Manager | 2010 | Now |
| Biography | Mr. J. Brian Campbell is a Co-Lead Portfolio Manager for the Small Cap, SMID Cap, Mid Cap, and All Cap 25 strategies and a member of the firm’s investment team. Brian has 20+ years of industry experience beginning his career in 2000 as an equity analyst at INVESCO-National Asset Management. Before joining The London Company, Brian spent the previous six years as a portfolio manager and the Director of Research at Hilliard Lyons Capital Management. Brian received a B.B.A in Finance (with Honors) from the University of Kentucky and his MBA from the Kelley School of Business at Indiana University. Brian is a charterholder and a member of the CFA Society Virginia. | ||
| Gary B. Cloud | Portfolio Manager | 2007 | Now |
| Biography | Expertise: Manager of institutional fixed income portfolios and mutual funds, senior member of the Fixed Income Investment Committee. Experience: Joined FCI in 2003 after managing a $1.5 billion portfolio of corporate, mortgage, and asset-backed securities for a Kansas City insurance company. Senior Vice President and Portfolio Manager of FCI Advisors and serves as a member of FCI Advisors’ Fixed Income Investment Committee. Began his career in mortgage banking and spent 10 years with Bank One Corporation in consumer lending, asset acquisition, and portfolio management. Education: BA, Bowling Green State University MBA, University of Dayton Chartered Financial Analyst® charterholder Professional/Civic Affiliations: Board Chairman, University Medical Center Research Institute, Inc. Member, CFA Institute Member, CFA Society Kansas City | ||
| Peter G. Greig | Senior Vice President | 2007 | Now |
| Biography | Expertise: Manager of institutional fixed income portfolios, mutual funds, and managed account programs; chair of the Fixed Income Investment Committee; and member of the Asset Allocation Committee Experience: Joined FCI in 1989 as a trader and securities analyst. Senior Vice President and Portfolio Manager of FCI Advisors and chairs FCI Advisors’ Fixed Income Investment Committee. Previous experience included work in the pension fund investment department at Chrysler Corporation. Education: BSBA University of Kansas MBA, Indiana University Chartered Financial Analyst® charterholder Professional/Civic Affiliations: Member, CFA Institute Member, CFA Society Kansas City Board member, Metropolitan Community Service Program | ||
| Jonathan T. Moody | Principal, Portfolio Manager | 2007 | Now |
| Biography | Mr. Jonathan Moody is a Portfolio Manager and a member of the firm’s investment and management teams. Prior to joining The London Company, he founded Primary Research Group. Jon has 30+ years of investment experience. A CFA charterholder and a member of CFA Society Virginia, Jon started his career at Woodward and Associates, followed by analyst/portfolio manager positions at Piedmont Capital and Crestar Asset Management (now Trusco). He also worked at BB&T Capital Markets. Jon performed his graduate studies in Biomedical Engineering at the University of North Carolina at Chapel Hill and received his B.S. in Electrical Engineering from the Virginia Military Institute. He is a Trustee of the VMI Foundation. | ||
| Stephen M. Goddard | Founder, Chairman, CIO, and Lead PM | 2007 | Now |
| Biography | Mr. Stephen M. Goddard is the Founder of The London Company and heads the firm's investment and management teams. He has 35+ years of investment experience, beginning his career as an analyst for Scott & Stringfellow, followed by Senior Portfolio Management positions at CFB Advisory and Flippin, Bruce & Porter. A CFA charterholder, member of CFA Society Virginia, and a former Board member of the Virginia Asset Management Investment Corporation, Steve earned his B.A. in Economics (Distinguished) from Virginia Military Institute and his MBA (concentration in Finance) from the University of Richmond. Steve is a member of the Executive Advisory Council (EAC) of the Robins School of Business at the University of Richmond and is a former member of the Virginia Military Institute Foundation Investment Committee. Steve serves as a Trustee of the VMI Foundation and as a Trustee of the MCV Foundation. He is a Board member of Overseers of the Jackson Hope Fund – Virginia Military Institute and serves as a member of The Community Foundation Investment Committee. | ||
| J. Wade Stinnette | Portfolio Manager | 2008 | 2013 |
| Biography | Wade Stinnette is a 1980 graduate with distinction from the Virginia Military Institute with a Bachelor of Science degree in Chemistry and served six years as a Commissioned Officer in the United States Marine Corps. He has been working with investment clients since 1986 and has extensive experience building investment portfolios, implementing investment plans, monitoring asset allocations, rebalancing portfolios, and providing ongoing communications regarding investment results, outlook, and strategy. Prior to joining Wallick Investments, Wade served in various capacities within boutique investment firms, such as Tanglewood Asset Management and The London Company, and at bank asset management departments including Certus Wealth, First Citizens and Wachovia. He is a past Secretary and Treasurer of the CFA Society of SC and has served on the boards of directors of several non-profit organizations. Wade enjoys spending time with his family, gardening, hunting, fishing, and volunteering at his church and in his community. | ||
| John C. Kornitzer | Founder | 1997 | 2007 |
| Biography | Mr. Kornitzer is the president and chief investment officer of KCM, and has been an investment professional since 1968. He served as investment manager at several Fortune 500 companies prior to founding KCM in 1989. Mr. Kornitzer received his degree in Business Administration from St. Francis College in Pennsylvania. | ||
| Kent Gasaway | Senior Vice President, Partner | 1997 | 2006 |
| Biography | Mr. Gasaway is senior vice president and partner with Kornitzer Capital Management (KCM), his employer since 1991. Mr. Gasaway has been an investment professional since 1982. Prior to joining KCM, he spent 10 years with Waddell & Reed Mutual Funds Group. Mr. Gasaway holds the Chartered Financial Analyst designation. | ||
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