About Us

 

Hancock Horizon Investments is a division of Hancock Whitney Bank, which was established in 1899. Our team manages over $8.5 billion* for high net worth and institutional clients. We have more than 40 dedicated investment professionals focused on research, security selection, manager due diligence, and portfolio design. Our highly tenured leadership team has on average more than 30 years of investment experience.

Our team invests according to a disciplined investment process and currently offers 24 actively managed SMA strategies, 56 model portfolio strategies and mutual funds through the Hancock Horizon Family of Funds.

Investment Styles Offered as SMA Strategies:

  • Fixed Income SMA Strategies
  • Core Fixed Income
  • Intermediate Government Fixed Income
  • Intermediate Investment Grade Fixed Income
  • Ultra-Liquid Investment Grade Fixed Income
  • Ultra-Short Duration Government Fixed Income
  • Ultra-Short Duration Investment Grade Fixed Income
  • High Quality Intermediate Municipal Fixed Income
  • Enhanced Cash
  • High Yield Fixed Income
  • Equity SMA Strategies
  • Core Equity
  • Large Cap Leaders Equity
  • Large Cap Leaders Tax-Aware Equity
  • Diversity Leaders Equity
  • Value Equity
  • Large Cap Core Growth Equity
  • Dividend Growth Equity
  • Dividend Income Equity
  • Mid Cap Core Equity
  • Small Cap Core Equity
  • Small Cap Value Equity
  • Microcap Equity
  • Dynamic Asset Allocation Equity

* As of 7/31/2020

Investment products are:

NO BANK GUARANTEE NOT A DEPOSIT MAY LOSE VALUE NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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.