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Wasatch-hoisington U.s. Treasury Fund (WHOSX)

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11.11 +0.34    +3.16%
25/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 164.82M
Type:  Fund
Market:  United States
Asset Class:  Bond
Wasatch-Hoisington US Treasury 11.11 +0.34 +3.16%

WHOSX Overview

 
On this page you'll find an in-depth profile of Wasatch-hoisington U.s. Treasury Fund. Learn about the key management, total assets, investment strategy and contact information of WHOSX among other information.
Category

Long Government

Total Assets

164.82M

Expenses

0.74%

Inception Date

31754

Investment Strategy

The investment seeks to provide a rate of return that exceeds the rate of inflation over a business cycle by investing in U.S. Treasury securities with an emphasis on both income and capital appreciation. The fund typically invests at least 90% of the fund's total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. The adviser adjusts the average maturity and effective duration of the fund's portfolio based on HIMCO's assessment of multi-year trends in national and international economic conditions.

Contact Information

Address P.O. Box 2172
Milwaukee,WI
United States
Phone +1 8005511700

Top Executives

Name Title Since Until
Van R. Hoisington executive Vice President 2016 Now
Biography Van R. Hoisington, Jr., “V.R.” joined Hoisington Investment Management Co. in 1992, and currently serves as President, Chief Operating Officer, Chief Compliance Officer, and member of the Strategic Investment Committee. V.R. earned his Bachelor of Arts from the University of Colorado, Boulder and a Master of Business Administration (Finance) also from the University of Colorado. He began his career at Greenwich Capital Management, a primary dealer of government securities, in Greenwich, Connecticut. At Greenwich, V.R. worked in various departments, gaining experience in securities trading and sales and marketing, and actively participated in the auctioning of government securities and the management of back office operations.
David M. Hoisington Executive Vice President, Director 2016 Now
Biography David Hoisington joined Hoisington Investment Management Co. in 1990. He currently serves as Executive Vice President and Vice Chairman of the Strategic Investment Committee. David worked with Andersen Consulting where he designed, tested and installed custom management information systems for major corporations and supervised and evaluated project team members. David also completed intensive training in the fixed income and equity departments of Goldman Sachs and J.P. Morgan.
Van Robert Hoisington President 1996 Now
Biography Van Hoisington founded Hoisington Investment Management Co. in 1980 and serves as Chief Executive Officer and Chairman of the Strategic Investment Committee. And formerly Mr. Hoisington is Executive Vice President and Executive Trust Officer of Texas Commerce Bank, where he achieved a five-year rate of return which, according to industry publications, exceeded the return of most major financial institutions or counseling firms. Prior to joining the bank, Van was an economist with United California Bank in Los Angeles, where he was Director of National and International Macroeconomic Studies. He has appeared on Louis Rukeyser’s Wall Street Week, and as a frequent speaker at Grant’s Interest Rate Observer conferences. Mr. Hoisington received a Bachelor of Arts from the University of Kansas and a Master of Business Administration from Fort Hays Kansas University
Samuel S. Stewart Founder 1986 1996
Biography Sam Stewart was the founder of Wasatch Advisors. During his 43 year tenure, he grew Wasatch to over $17 Billion in assets. Before Wasatch, Sam was a professor of finance at Columbia and the University of Utah, and a Chief Financial Analyst at the SEC. Sam is currently the Lead Portfolio Manager on the Seven Canyons Strategic Income Fund and is also a Portfolio Manager on the Seven Canyons World Innovators Fund and Ark Global Emerging Markets LP.
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