Executive Vice President
Chief Investment Officer
David Lundgren, CFA is the Chief Investment Officer for Hancock Horizon and is responsible for directing the firm’s investment approach; the delivery of asset allocation solutions to institutional and high net worth clients; the management of a platform of client-focused internal and external money managers; and ensuring the firm meets all regulatory requirements. Additionally, David is a fund manager for the Hancock Horizon Burkenroad Small Cap Fund. He has been in the investment industry for almost 30 years. Prior to joining Hancock Horizon, he was a portfolio manager at First Commerce Corporation. David has a Bachelor’s Degree in Finance and a Masters in Business Administration from the University of New Orleans, and also holds the Charted Financial Analyst designation.
Senior Portfolio Manager
Stephen Cangelosi is a senior portfolio manager focused primarily on managing investment portfolios for high net worth individuals and institutional clients and is also a fund manager for the Hancock Horizon Microcap Fund. Stephen has been in the banking industry for almost 30 years, joining the Hancock team as part of the acquisition of Capital One Asset Management LLC. He graduated from the University of Mississippi with a bachelor’s degree in managerial finance.
Senior Portfolio Manager
Paula Chastain is a senior portfolio manager at Hancock Horizon, where she manages individually managed accounts and is responsible for equity quantitative models. Additionally, she is a co-manager for the Hancock Horizon Quantitative Long/Short Fund. Paula has been a member of the firm since 1998 and has a bachelor’s degree in Business Administration from the University of Southern Mississippi. Paula is also a graduate of the Cannon Financial Trust Investments School, has received the designation of Accredited Fiduciary Investment Manager (AFIM), and holds a Series 50 Securities License (Municipal Advisor Representative). She is a member of the CFA Society of New Orleans.
Nathan Grant is a fixed income portfolio manager at Hancock Horizon, where he is responsible for separately managed accounts focusing on both taxable and tax exempt securities across the investment grade and high yield sectors. Additionally, Nathan manages the Louisiana Tax-Free Income Fund, Mississippi Tax-Free Income Fund and the Diversified Income Fund for the Hancock Horizon Family of Funds. He joined Hancock Horizon in 2009 and has been in the investment industry for over 20 years. Prior to joining the firm, he worked with various institutions, including Kingstown Capital, Recon Capital and Value Line Asset Management. Nathan has a Bachelor of Arts from Cornell University, attended Columbia University Graduate School of Business and holds the Charted Financial Analyst designation.
Senior Portfolio Manager
Jacob Hartl is a senior portfolio manager for Hancock Horizon and serves as fund manager for the Hancock Horizon Quantitative Long Short Fund. He also serves as a senior analyst for U.S. equity strategies and manages discretionary portfolios for institutional clients and high net worth individuals and families. He has been in the financial industry for over 20 years, with the Hancock Horizon team since 2008. Prior to joining the firm, Jacob served as a portfolio manager for SunTrust Bank in their Private Wealth Management Group. In addition to portfolio management responsibilities involving equities, bonds and alternative investments, he was a member of the investment group’s fixed income strategy committee. His experience also includes analytic and asset allocation responsibilities in Morgan Keegan’s Investment Management Consulting Group. He received his B.S. in Finance and his M.B.A. from Arkansas State University, and holds the Chartered Financial Analyst designation.
Senior Vice President
Equity Strategy Manager
Greg Hodlewsky is an equity strategy manager for Hancock Horizon, where he is responsible for formulating equity investments and policy strategy as well as managing the Diversified Income Fund. Greg has been in the investment industry for over 30 years. Prior to joining the firm, Greg was a Senior Vice President for CFW Capital Management. He has bachelor’s degree in Economics from the University of Wisconsin, a Master of Science in Investments and Corporate Finance from Georgia State University, and holds the Chartered Financial Analyst designation.
Bryan McCaulley is a portfolio manager for Hancock Horizon and is the sector analyst for Communication Services. He is also the co-manager of the Hancock Horizon Dynamic Asset Allocation Fund. Bryan develops and implements strategies for individual and institutional portfolios using quantitative statistical analysis, and he has experience in performance analytics, equity trading, Real Estate Investment Trusts (REITs), database management, and proxy voting. He joined the firm in 2010 with approximately 5 years of experience in the insurance industry. Bryan graduated from Loyola University in New Orleans with a B.S. in Mathematics. He is a board member of the CFA Society of Louisiana and is a CFA charter holder.
Senior Portfolio Manager
Steve Solomon is a senior portfolio manager at Hancock Horizon where he is responsible for equity and fixed income research, and managing client portfolios. Additionally, Steve serves as senior analyst for the technology sector and manages the Hancock Horizon Microcap Fund. He has been in the finance industry for over 20 years. Prior to joining Hancock Horizon, Steve worked at First NBC. He has a bachelor’s degree in Finance from the University of New Orleans, holds the Charter Financial Analyst designation and is a Certified Financial Planner.
Senior Vice President
Jeffrey Tanguis is an Investment Director at Hancock Horizon, where he is responsible for developing and implementing fixed income strategy and serves as a portfolio manager for institutional and high net worth clients. Additionally, Jeff manages the Louisiana Tax-Free Income Fund and the Mississippi Tax-Free Income Fund for the Hancock Horizon Family of Funds. He has been in the investment industry for over 30 years and joined the firm in 2005. Prior to joining Hancock Horizon, Jeff spent almost 20 years working with Hibernia Bank as the senior fixed income portfolio manager. He has a Bachelor’s of Science in Finance from Louisiana State University. Jeff is a MSRB registered Series 55 Municipal Advisor.
Senior Portfolio Manager
Austin Zaunbrecher is a fund manager for the Hancock Horizon Dynamic Asset Allocation Fund and Burkenroad Small Cap Fund as well as a senior portfolio manager for high net worth individuals, endowments and foundations at Hancock Horizon. He is also the lead equity analyst for the energy and utility sectors. He joined the firm in 2013 and has been in the investment industry for 12 years. Prior to joining Hancock Horizon, Austin worked at Equitas Capital Advisors and Merrill Lynch. He has a Bachelor of Arts in History and a Master of Business Administration with a concentration in finance and international business from Tulane University. Austin holds the Chartered Financial Analyst designation and the Chartered Market Technician designation.
Assistant Vice President
Investment Product Manager
Ashley is the investment product manager at Hancock Horizon, where she is responsible for product development, promotion, and identifying distribution opportunities for all investment management products including the Hancock Horizon Funds. She has been in the investment industry since 2004, all as a member of the Hancock Horizon team. Her prior experience at the firm includes fixed income and equity trading roles. Ashley holds a B.S.M. with a double major in Finance and Accounting from Tulane University.
Key Account Manager
Bobby Arnold is the National Account Manager for the Hancock Horizon Funds. He meets with financial advisors and institutions to educate them on how the Hancock Horizon Funds benefit their business and client portfolios. Previously, Bobby worked as a business development officer for Retirement Plan Services at Hancock Whitney Bank. Prior to that, he worked for Hibernia National Bank's Trust Department where he provided retirement planning in the small firm sector. Bobby has also worked as an investment representative for City National Bank (Marquis Investments), Banc One Securities, GNA (a subsidiary of General Electric) and as an insurance representative for Omni Group. He has 30 years’ experience in the financial services industry. Bobby received his B.S. in Marketing from Louisiana State University. He has also completed the Cannon Financial institute’s Retirement Plan Services Sales School and holds the Charter Mutual Fund Counselor (CMFC).
Carefully consider the Funds' investment objectives, risks, charges and expenses before investing. This and other information, including performance, can be found in the Funds' full or summary prospectus, which may be obtained by clicking here for a prospectus or by calling 1-800-990-2434 or writing to Hancock Horizon Funds, 2285 Lakeshore Drive, Building 4, New Orleans LA, 70122 for a prospectus. Please read the prospectus carefully before you invest or send money.
Mutual fund investing involves risk including loss of principal.
Investments in smaller companies typically exhibit higher volatility. Microcap companies have a higher risk of failure and typically experience a greater degree of volatility. Investing in microcap companies may not be appropriate for all investors.
International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from social, economic or political instability in other nations. In emerging markets, these risks are heightened.
Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Bond funds focusing on a single state may be subject to higher volatility. High yield bonds involve greater risks of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments.
REIT investments are subject to changes in economic conditions, credit risk and interest rate fluctuations.
Narrowly focused investments typically exhibit higher volatility. Investments in commodities are subject to higher volatility than more traditional investments.
Mortgage-backed securities are subject to prepayment and extension risk and therefore react differently to changes in interest rates than other bonds. Small movements in interest rates may quickly and significantly reduce the value of certain mortgage-backed securities.
MLP's interests are all in a particular industry and the MLP will be negatively impacted by economic events adversely impacting that industry. The risks of investing in a MLP are generally those involved in investing in a partnership as opposed to a corporation, such as a limited control of management, limited voting rights and tax risks. MLP's may be subject to state taxation in certain jurisdictions, which will have the effect of reducing the amount of income paid by the MLP to its investors.
With short sales, your risk paying more for a security than you received from its sales. The risk of loss from a short sale is unlimited because the Fund must purchase the shorted security at a higher price to complete the transaction and there is no limit for the security price.
The use of leverage, options, swaps or derivatives has the potential to significantly increase the volatility and potential losses.
The Dynamic Asset Allocation fund’s investments in Underlying ETFs will subject it to substantially the same risks as those associated with the direct ownership of the securities held by such Underlying ETFs, and the Fund's investments in Underlying ETNs will subject it to credit risk.
Diversification may not protect against market loss.
The Hancock Horizon Family of Funds are available to U.S. investors only and are not available in all states.
The Hancock Horizon Family of Funds is distributed by SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA 19456), which is not affiliated with Hancock Whitney Corporation, or any of its affiliates.