The Hancock Horizon Fund complex currently has fourteen distinct investment options
available. Because each fund is style specific and designed to complement other
funds in the Hancock Horizon family, you can diversify your holdings, helping reduce
overall risk. Keep reading to see which funds may be right for your financial horizon.
Please note, diversifying cannot guarantee a profit or protect against a loss.
This fund seeks capital appreciation by investing primarily in stocks of companies
doing business in Alabama,
Florida, Georgia, Louisiana, Mississippi, and Texas. The Adviser utilizes Tulane
University's BURKENROAD Reports and its own fundamental research and analysis.
This fund is designed to provide a high level of current income by investing in a broad array of traditional and alternative asset classes. The fund’s primary goal is to provide income and capital appreciation is secondary.
This fund seeks long-term capital appreciation by investing primarily in equity
securities of foreign companies. The Fund's investments are ordinarily diversified
among currencies, regions and countries, including emerging market countries.
This Fund aims to manage volatility and enhance total portfolio returns by identifying and investing in trends of over 20 asset classes. The Fund follows a systematic approach that rebalances periodically by purchasing exchange traded securities displaying positive trends and sell assets that show negative trends.
This Fund invests in small non-U.S. companies that have market caps predominantly between $75 million and $5 billion. The Fund utilizes a fundamental, bottom-up process that seeks to identify companies with strong growth prospects not recognized by the market.
This fund seeks current income exempt from both federal income tax and Louisiana
personal income tax by investing primarily in municipal bonds or Louisiana issuers.
This Fund invests in small U.S. companies with market capitalizations between $25 and $750 million.
This fund seeks current income exempt from both federal income tax and Mississippi
personal income tax by investing primarily in municipal bonds or Mississippi issuers.
This fund seeks long-term capital appreciation by investing in both long and short
positions of U.S. equity securities across all market capitalizations.
This fund seeks capital appreciation by investing in common stocks and other equity
securities of U.S. companies with small capitalizations. The Fund considers small
capitalization companies to be those with market capitalizations that fall within
or below the current range of companies in either the Russell 2000 Index or the
S&P Small Cap 600 Index, or below the three year average maximum market cap of
companies in either Index as of January 31 of the three preceding years.