- Where Opportunities Are Emerging in Equity and Fixed Income The Equity and Income Fund added Dominion Energy for its regulated utility earnings, balance-sheet improvements and data-center-driven power demand, while selling Equitable after confidence in its inconsistent core business declined. It favored high-quality equities at reasonable valuations and extended bond exposure in the curve’s belly while adding selected high-quality corporate credit. first half of 2026 D $60BENTG $22BEQGPF $3.9B
One letter so far. We collect each new one as Hennessy Funds publishes it.
