• INTRODUCING

    THE NEW U.S. SMALL CAP FUND

    From the investment team that brought you the Burkenroad Small Cap Fund: Introducing the Hancock Horizon U.S. Small Cap Fund (HSCAX).

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    On December 31, 2013, we launched the Hancock Horizon U.S. Small Cap Fund which invests in small cap companies across the country. This fund and the Burkenroad Small Cap Fund will share the same investment philosophy, process and lead manager, David Lundgren. The two funds are designed to be complimentary and to have minimal overlapping holdings.

  • LOOK TO THE

    HORIZON

    Hancock Horizon Investments manages assets for institutional and high net worth clients.

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  • DIVERSIFIED

    INCOME FUND

    Seeks to maximize current income by investing in a flexible mix of high yielding investment strategies.

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  • BURKENROAD

    SMALL CAP FUND

    Bloomberg Markets featured the Burkenroad Small Cap Fund in an article titled "Finding Small Cap Stars in Dixie".


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Hancock Horizon Funds

Helping you meet the challenges on your horizon with experience, strength, stability, and integrity.

Intelligent, well-planned investing can help you achieve your goals no matter what is on your personal horizon. Because our core fund management team has been together for almost 20 years, they have developed the strong expertise and stability needed to make portfolio management decisions focusing on generating attractive returns over time. With professionalism, integrity and commitment, you can rely on our management team. Consider the advantages of the Hancock Horizon Funds.

Our investment philosophy holds that active management adds value through a disciplined approach to identifying opportunities. 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. We employ methods that use quantitative, technical, and fundamental analysis in our investment process. Our quantitative model replaces emotion and subjective "hunches" with logic and investment discipline. Whether your financial goals call for growth of capital over time, current income, or liquidity for immediate needs, chances are there is a Hancock Horizon Fund that's worth considering. Please note, diversifying cannot guarantee a profit or protect against a loss.

Click on the links to download fund summary in .PDF format.


Market Center

Closing price as of 11/21/2014
All information is for class A shares unless noted otherwise.

NAV % Change YTD Return
Value Fund
$30.41 +0.33% +6.33%
Growth Fund
$21.70 +0.32% +11.86%
Burkenroad Small Cap Fund
$58.13 +0.38% +0.33%
Burkenroad Small Cap Fund Class D
$56.60 +0.39% +0.09%
Quantitative Long/Short Fund
$18.35 N/A% +6.93%
Diversified International Fund
$22.41 +1.36% -1.58%
U.S. Small Cap Fund
$14.86 N/A% -0.93%
Core Bond Fund
$16.42 +0.12% +2.80%
Louisiana Tax-Free Income Fund
$16.83 N/A% +14.38%
Mississippi Tax-Free Income Fund
$16.47 N/A% +12.29%
Diversified Income Fund
$15.81 +0.13% +7.30%
Government Money Market Fund
$1.00 N/A% +0.01%

To view standardized performance, please click on the fund name above.

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. For performance data current to the most recent month end, please click on the individual fund name or call
1-800-990-2434. The funds are available in other share classes.

Horizon Advisers serves as investment advisor for the Hancock Horizon Family of Funds. The Hancock Horizon Family of Funds are distributed by SEI Investments Distribution Co.,Oaks, PA 19456, which is not affiliated with Hancock Holding Company, or any of its affiliates.

Carefully consider the Funds' investment objectives, risks, charges and expenses before investing. This and other information, including performance, can be found in the Funds' prospectus, which may be obtained by clicking here for a prospectus or by calling 1-800-990-2434 or writing to Hancock Horizon Funds, 2600 Citiplace Drive, Suite 100, Baton Rouge, LA, 70808 for a prospectus. Please read the prospectus carefully before you invest or send money.

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. 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. In addition to international investments, securities focusing on a single country may be subject to higher volatility. 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

Mutual fund investing involves risk including loss of principal.

In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. 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. With short sales, you risk paying more for a security than you received from its sale. Bond and bond funds will decrease in value as interest rates rise.

Certain Income may be subject to the alternative minimum tax. Diversification may not protect against market loss.

The use of leverage by the fund managers may accelerate the velocity of potential losses. Furthermore, 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 options, swaps or derivatives by the Fund has the potential to significantly increase the Fund's volatility.

An investment in money markets funds are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in it.

The Hancock Horizon Family of Funds are available to U.S. investors only and are not available in all states.