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Advisor Information for HEIIX

Fund Inception06/03/1997
Name of IssuerHennessy
Fund Advisor(s)Hennessy Advisors, Inc.
Sub-Advisor(s)London Company of Virginia

Fund Managers for HEIIX

Stephen Goddard
Portfolio Manager since 07/16/2007
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.
Gary Cloud
Portfolio Manager since 07/16/2007
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 Greig
Portfolio Manager since 07/16/2007
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
J. Brian Campbell
Portfolio Manager since 09/30/2010
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.
Mark DeVaul
Portfolio Manager since 07/31/2011
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.
Sam Hutchings
Portfolio Manager since 02/28/2020
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.