Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Hancock Horizon Burkenroad Small Cap Fund Institutional Class (HIBUX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Hancock Horizon Burkenroad Sm Cp Instl historical data, for real-time data please try another search
34.32 -0.01    -0.03%
24/09 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 61.02M
Type:  Fund
Market:  United States
Issuer:  Hancock Horizon
Asset Class:  Equity
Hancock Horizon Burkenroad Sm Cp Instl 34.32 -0.01 -0.03%

HIBUX Overview

 
On this page you'll find an in-depth profile of Hancock Horizon Burkenroad Small Cap Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HIBUX among other information.
Category

Small Blend

Total Assets

61.02M

Expenses

1%

Inception Date

42521

Investment Strategy

The investment seeks long-term capital appreciation. Normally, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of companies with small capitalizations located or doing business in Alabama, Florida, Georgia, Louisiana, Mississippi and Texas.

Contact Information

Address 2600 Citiplace Drive, Suite 100
Baton Rouge,LA 70808
United States
Phone +1 8009902434

Top Executives

Name Title Since Until
Austin Zaunbrecher Portfolio Manager 2018 2021
Biography Austin is a senior portfolio manager and is the fund manager for the Hancock Horizon Dynamic Asset Allocation Fund and the Hancock Horizon Burkenroad Small Cap Fund. He also works as the lead equity analyst for the energy and utility sectors for the fund family and manages discretionary investment portfolio for high net worth individuals, endowments and foundations. Prior to joining Hancock Horizon Funds, Austin worked at Equitas Capital Advisors and as an Investment Associate at Merrill Lynch in Washington DC. Austin attended Tulane University earning a Bachelor of Arts in History as well as Masters of Business Administration with a concentration in finance and international business. He holds the Chartered Market Technician (CMT) designation and is a member of the CMT Association. He is a board member of the CFA Society of Louisiana and a CFA charter holder.
David Lundgren Director 2001 2021
Biography David formulates equity investment policy and strategy, and analyzes and researches quantitative equity strategies for Hancock Horizon Investments (HHI). David is directly responsible for new product development, policy and procedural issues, budgeting, financial reporting and compliance. He also manages U.S. Small Cap and Burkenroad Small Cap Funds for the Hancock Horizon Family of Funds. Prior to joining HHI in 1998, David served as a portfolio manager for individually managed client portfolios for First Commerce Corporation, and was an equity analyst for the Marquis Funds. in 2006, David was ranked In the top 100 mutual fund managers in the country by Barron's. He received his B.S. in Finance and his M.B.A. from the University of New Orleans, and holds the Chartered Financial Analyst designation.
John C. Portwood Director 2001 2018
Biography John Portwood, CFA, serves as Director of Trust Investments and Chief Investment Strategist of Horizon Advisers. Prior to joining Horizon in 1998, Mr. Portwood worked for 10 years as a Chief Investment Officer at First Commerce Corporation. He has been working in the investment industry since 1972.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

HIBUX Comments

Write your thoughts about Hancock Horizon Burkenroad Small Cap Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email