SlideShare a Scribd company logo
1 of 2
Download to read offline
Happy Birthday Burkenroad Small Cap Fund
Top Lipper Ranking Marks 15th Year; Reinforces Ideas of Excellence
Hancock / Whitney Trust & Asset Management Group
February 2017
On December 31, 2001, the Hancock and Whitney asset management group debuted the Burkenroad Small Cap Fund
with less than $500,000 in assets. Fifteen years later, Lipper has listed the fund—now almost $800 million in assets—
number-one among 268 small cap core funds for the 15-year time period ending December 31, 2016 based on total
returns.
That top ranking celebrates the fund’s 15 years of solid performance and a keen focus on excellence central to the
company’s asset management strategy.
“We started the Burkenroad Small Cap Fund shortly after 9-11. Over the past 15 years, we’ve experienced the tech
bubble bursting (2002), Hurricane Katrina (2005), the Financial Crisis (2008-09), the BP oil spill (2010), and two separate
energy cycles (2008 and 2015),” said Chief Investment Officer David Lundgren. “To achieve Lipper’s top ranking is an
honor and tribute to the hard work of many individuals within the Hancock and Whitney trust and asset management
teams.”
The Burkenroad Small Cap Fund is part of the Hancock Horizon Funds, one of the largest mutual fund families in the Gulf
South. Horizon Advisers, an unincorporated division of the bank, serves as the investment advisor for the Burkenroad
Small Cap Fund, which invests primarily in small cap companies located or doing business in Alabama, Florida, Georgia,
Louisiana, Mississippi, and Texas.
The idea for the Burkenroad Small Cap Fund came about through the bank’s partnership with Tulane University’s
Burkenroad Reports, established 24 years ago as America’s first university sponsored securities analysis program. Under
the auspices of the A. B. Freeman School of Business, Burkenroad Reports divides 200 students into teams following and
writing reports on 40 small-cap companies in those six southern states.
Financial partner for life
The Hancock Horizon Funds and the Burkenroad Small Fund help form the framework for guided asset management
architecture—complementing proprietary strategies with third-party managers. Hancock and Whitney wants to be
clients’ financial partner for life, constantly refining how it tailors disciplined, consultative financial planning and asset
management for each stage of life.
“The Fund’s success aligns perfectly with Hancock and Whitney Bank’s mission to help people achieve their financial goals
and dreams, we’ve helped our clients and fund shareholders to grow their savings, whether for a college education,
home, or retirement needs,” said Lundgren.
Business units across the organization come together to craft a big-picture view of a client’s total assets and liabilities,
tolerance for risk, short- and long-term objectives, and preferred safeguards. Then, with data in hand, those local experts
Page 2
go about building and delivering a thorough plan designed to optimize the client’s portfolio based on where the client is
now and where they want to be financially.
It’s a comprehensive, common-sense method built on trust, expertise, high-touch service, and broad investment options.
Working together for ‘One Wealth’
That blended approach to asset management supports a “one wealth” philosophy rooted in unmatched client service,
collaboration, and core values. High-net-worth clients don’t have to figure out where to go or whom to contact. They
simply call “their banker.” Then, highly skilled financial professionals spring into action.
With clients foremost in mind, regional teams of private bankers, personal trust advisors, investment management,
brokerage, and estate and financial planning professionals work to match clients with a mix of integrated and third-party
asset management solutions that help nurture, protect, and pass along wealth. Together, they orchestrate results that
help grow not only liquidity but also lifelong relationships.
“There are many achievements we can be proud of, but helping our clients and shareholders is number one for us,” said
Lundgren.
To determine if a Fund is an appropriate investment for you, carefully consider the Fund's investment objectives,
risk factors and charges and expenses before investing. This and other information can be found in the Fund’s full
or summary prospectus, which may be obtained by calling 1-800-990-2434 or visiting www.hancockhorizon.com.
Please read it carefully before investing.
Mutual fund investing involves risk, including possible loss of principal. In addition to the normal risks associated
with investing, investments in smaller companies typically exhibit higher volatility. There is no guarantee the fund
will achieve its stated objective. Current and future holdings are subject to risk.
Lipper Small Cap Core Index - Funds that, by portfolio practice, invest at least 75% of their equity assets in companies with
market capitalizations (on a three-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500
of the middle 1,000 securities of the S&P SuperComposite 1500 Index. Small-cap core funds have more latitude in the
companies in which they invest. These funds typically have an average price-to-earnings ratio, price-to-book ratio, and
three-year sales-per-share growth value, compared to the S&P SmallCap 600 Index.
The Fund was ranked by Lipper on the basis of total returns in the Small-Cap Core category for 1, 5, 10 and 15 year time
periods ending December 31, 2016. The Fund ranked 370 put of 874 for 1 year, 277 out of 640 for 5 years, 15 out of 448
for 10 years and 1 out of 268 for 15 years. Past performance is no guarantee of future results.
Horizon Advisers serves as investment advisor for the Hancock Horizon Family of Funds. The Hancock Horizon Family of
Funds is distributed by SEI Investments Distribution Co., which is not affiliated with Hancock Holding Company, or any of
its affiliates.
An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other
government agency. Investments may lose value.

More Related Content

What's hot

Angel investors
Angel investorsAngel investors
Angel investorsGGBP
 
Introduction To Financial Planning And Wealth Advice
Introduction To Financial Planning And Wealth AdviceIntroduction To Financial Planning And Wealth Advice
Introduction To Financial Planning And Wealth AdviceFrank Agliotti
 
Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014Kyle Boyd
 
Ashton Global LLC
Ashton Global LLCAshton Global LLC
Ashton Global LLCKijana Mack
 
Style Portfolio Empirical Analysis
Style Portfolio Empirical AnalysisStyle Portfolio Empirical Analysis
Style Portfolio Empirical AnalysisGraham Perkins
 
private equity and angel financing
private equity and angel financingprivate equity and angel financing
private equity and angel financingDeepa Jacob
 
Analysis of Emaar MGF IPO Failure and alternative means of raising money
Analysis of Emaar MGF IPO Failure and alternative means of raising moneyAnalysis of Emaar MGF IPO Failure and alternative means of raising money
Analysis of Emaar MGF IPO Failure and alternative means of raising moneydoshihardik
 
Ashton Global Emerging Manager Hedge Funds
Ashton Global Emerging Manager Hedge FundsAshton Global Emerging Manager Hedge Funds
Ashton Global Emerging Manager Hedge FundsKijana Mack
 
Operating_a_Dual_Licensed_Business
Operating_a_Dual_Licensed_BusinessOperating_a_Dual_Licensed_Business
Operating_a_Dual_Licensed_BusinessMaria Lizak
 
DOL Fiduciary Rule Reallocation guide
DOL Fiduciary Rule Reallocation  guideDOL Fiduciary Rule Reallocation  guide
DOL Fiduciary Rule Reallocation guideDon McNeill, ChFC
 
Mini fund overview for investors - BetterCapital Real Estate Fund
Mini fund overview for investors - BetterCapital Real Estate FundMini fund overview for investors - BetterCapital Real Estate Fund
Mini fund overview for investors - BetterCapital Real Estate FundBobby Sharma
 
Lenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth ManagementLenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth ManagementBrendan J. Kenny, CFP
 
Fractional Ownership in Real Estate
Fractional Ownership in Real Estate Fractional Ownership in Real Estate
Fractional Ownership in Real Estate Bobby Sharma
 
Royal Bank of Canada Presentation
Royal Bank of Canada PresentationRoyal Bank of Canada Presentation
Royal Bank of Canada PresentationDoga Ozden
 
Investors Group Financial Services
Investors Group Financial ServicesInvestors Group Financial Services
Investors Group Financial ServicesJoseph868
 

What's hot (19)

Angel investors
Angel investorsAngel investors
Angel investors
 
Budgets and budgeting
Budgets and budgetingBudgets and budgeting
Budgets and budgeting
 
Introduction To Financial Planning And Wealth Advice
Introduction To Financial Planning And Wealth AdviceIntroduction To Financial Planning And Wealth Advice
Introduction To Financial Planning And Wealth Advice
 
Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014Altavista BROCHURE booklet May2014
Altavista BROCHURE booklet May2014
 
Ashton Global LLC
Ashton Global LLCAshton Global LLC
Ashton Global LLC
 
Style Portfolio Empirical Analysis
Style Portfolio Empirical AnalysisStyle Portfolio Empirical Analysis
Style Portfolio Empirical Analysis
 
private equity and angel financing
private equity and angel financingprivate equity and angel financing
private equity and angel financing
 
Analysis of Emaar MGF IPO Failure and alternative means of raising money
Analysis of Emaar MGF IPO Failure and alternative means of raising moneyAnalysis of Emaar MGF IPO Failure and alternative means of raising money
Analysis of Emaar MGF IPO Failure and alternative means of raising money
 
Ashton Global Emerging Manager Hedge Funds
Ashton Global Emerging Manager Hedge FundsAshton Global Emerging Manager Hedge Funds
Ashton Global Emerging Manager Hedge Funds
 
Operating_a_Dual_Licensed_Business
Operating_a_Dual_Licensed_BusinessOperating_a_Dual_Licensed_Business
Operating_a_Dual_Licensed_Business
 
2019-01 Vancouver Real Estate Event
2019-01 Vancouver Real Estate Event2019-01 Vancouver Real Estate Event
2019-01 Vancouver Real Estate Event
 
DOL Fiduciary Rule Reallocation guide
DOL Fiduciary Rule Reallocation  guideDOL Fiduciary Rule Reallocation  guide
DOL Fiduciary Rule Reallocation guide
 
Mu funds
Mu fundsMu funds
Mu funds
 
Flow PPT
Flow PPTFlow PPT
Flow PPT
 
Mini fund overview for investors - BetterCapital Real Estate Fund
Mini fund overview for investors - BetterCapital Real Estate FundMini fund overview for investors - BetterCapital Real Estate Fund
Mini fund overview for investors - BetterCapital Real Estate Fund
 
Lenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth ManagementLenox PWM Group - Redefining Wealth Management
Lenox PWM Group - Redefining Wealth Management
 
Fractional Ownership in Real Estate
Fractional Ownership in Real Estate Fractional Ownership in Real Estate
Fractional Ownership in Real Estate
 
Royal Bank of Canada Presentation
Royal Bank of Canada PresentationRoyal Bank of Canada Presentation
Royal Bank of Canada Presentation
 
Investors Group Financial Services
Investors Group Financial ServicesInvestors Group Financial Services
Investors Group Financial Services
 

Similar to Burkenroad lipper article: February 2017

Smarter money review 3 spring 2015
Smarter money review 3 spring 2015Smarter money review 3 spring 2015
Smarter money review 3 spring 2015Big Path Capital
 
Voted Best in Class Impact Reports Smartermoney Review
Voted Best in Class Impact Reports Smartermoney ReviewVoted Best in Class Impact Reports Smartermoney Review
Voted Best in Class Impact Reports Smartermoney ReviewShawn Lesser
 
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...stephanietbli
 
Boardwalk Capital Summary
Boardwalk Capital SummaryBoardwalk Capital Summary
Boardwalk Capital SummaryScott Sadler
 
The Power Of Affiliation
The Power Of AffiliationThe Power Of Affiliation
The Power Of AffiliationAnil Singh
 
Cross border investment & financial planning - building a plan for your life
Cross border investment & financial planning  - building a plan for your lifeCross border investment & financial planning  - building a plan for your life
Cross border investment & financial planning - building a plan for your lifeCardinal Point Wealth Management
 
IRA/Investment Advisory/Aggressive Equity Strategy
IRA/Investment Advisory/Aggressive Equity StrategyIRA/Investment Advisory/Aggressive Equity Strategy
IRA/Investment Advisory/Aggressive Equity StrategyDon McNeill, ChFC
 
IRA/Defensive Strategy/Investment Advisory Example
IRA/Defensive Strategy/Investment Advisory ExampleIRA/Defensive Strategy/Investment Advisory Example
IRA/Defensive Strategy/Investment Advisory ExampleDon McNeill, ChFC
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016philipharper
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016Andy Francis
 
Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Andy Francis
 
Pinnacle - 2014 Annual Review
Pinnacle - 2014 Annual ReviewPinnacle - 2014 Annual Review
Pinnacle - 2014 Annual ReviewJennifer Root
 
Core Seminar
Core SeminarCore Seminar
Core Seminarguest31bc
 
Core Seminar
Core SeminarCore Seminar
Core Seminarguest31bc
 

Similar to Burkenroad lipper article: February 2017 (20)

SmarterMoney+ Review 3 Spring 2015
SmarterMoney+ Review 3 Spring 2015SmarterMoney+ Review 3 Spring 2015
SmarterMoney+ Review 3 Spring 2015
 
Smarter money review 3 spring 2015
Smarter money review 3 spring 2015Smarter money review 3 spring 2015
Smarter money review 3 spring 2015
 
Voted Best in Class Impact Reports Smartermoney Review
Voted Best in Class Impact Reports Smartermoney ReviewVoted Best in Class Impact Reports Smartermoney Review
Voted Best in Class Impact Reports Smartermoney Review
 
The Midtown Financial Group - Firm profile
The Midtown Financial Group - Firm profileThe Midtown Financial Group - Firm profile
The Midtown Financial Group - Firm profile
 
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
TBLI CONFERENCE @BOOTH/KELLOGG 2015: "Creation Investments Social Venture Fun...
 
Boardwalk Capital Summary
Boardwalk Capital SummaryBoardwalk Capital Summary
Boardwalk Capital Summary
 
The Power Of Affiliation
The Power Of AffiliationThe Power Of Affiliation
The Power Of Affiliation
 
Choose MacNicol & Associates for Asset Management in Canada
Choose MacNicol & Associates for Asset Management in CanadaChoose MacNicol & Associates for Asset Management in Canada
Choose MacNicol & Associates for Asset Management in Canada
 
Cross border investment & financial planning - building a plan for your life
Cross border investment & financial planning  - building a plan for your lifeCross border investment & financial planning  - building a plan for your life
Cross border investment & financial planning - building a plan for your life
 
IRA/Investment Advisory/Aggressive Equity Strategy
IRA/Investment Advisory/Aggressive Equity StrategyIRA/Investment Advisory/Aggressive Equity Strategy
IRA/Investment Advisory/Aggressive Equity Strategy
 
IRA/Defensive Strategy/Investment Advisory Example
IRA/Defensive Strategy/Investment Advisory ExampleIRA/Defensive Strategy/Investment Advisory Example
IRA/Defensive Strategy/Investment Advisory Example
 
Finer Wealth Management Presentation and Overview
Finer Wealth Management  Presentation and OverviewFiner Wealth Management  Presentation and Overview
Finer Wealth Management Presentation and Overview
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
 
Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016
 
Pinnacle - 2014 Annual Review
Pinnacle - 2014 Annual ReviewPinnacle - 2014 Annual Review
Pinnacle - 2014 Annual Review
 
Investment Guidance
Investment GuidanceInvestment Guidance
Investment Guidance
 
Financial Advice
Financial AdviceFinancial Advice
Financial Advice
 
Core Seminar
Core SeminarCore Seminar
Core Seminar
 
Core Seminar
Core SeminarCore Seminar
Core Seminar
 

Recently uploaded

Russian Call Girls Kolkata Amaira 🤌 8250192130 🚀 Vip Call Girls Kolkata
Russian Call Girls Kolkata Amaira 🤌  8250192130 🚀 Vip Call Girls KolkataRussian Call Girls Kolkata Amaira 🤌  8250192130 🚀 Vip Call Girls Kolkata
Russian Call Girls Kolkata Amaira 🤌 8250192130 🚀 Vip Call Girls Kolkataanamikaraghav4
 
如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书
如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书
如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书Fis s
 
OKC Thunder Reveal Game 2 Playoff T Shirts
OKC Thunder Reveal Game 2 Playoff T ShirtsOKC Thunder Reveal Game 2 Playoff T Shirts
OKC Thunder Reveal Game 2 Playoff T Shirtsrahman018755
 
定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一
定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一
定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一Fir La
 
Collective Mining | Corporate Presentation - April 2024
Collective Mining | Corporate Presentation - April 2024Collective Mining | Corporate Presentation - April 2024
Collective Mining | Corporate Presentation - April 2024CollectiveMining1
 
VIP Kolkata Call Girls Bidhannagar 8250192130 Available With Room
VIP Kolkata Call Girls Bidhannagar 8250192130 Available With RoomVIP Kolkata Call Girls Bidhannagar 8250192130 Available With Room
VIP Kolkata Call Girls Bidhannagar 8250192130 Available With Roomrran7532
 
VIP Kolkata Call Girl Rishra 👉 8250192130 Available With Room
VIP Kolkata Call Girl Rishra 👉 8250192130  Available With RoomVIP Kolkata Call Girl Rishra 👉 8250192130  Available With Room
VIP Kolkata Call Girl Rishra 👉 8250192130 Available With Roomdivyansh0kumar0
 
《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...
《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...
《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...wyqazy
 
Methanex Investor Presentation (April 2024)
Methanex Investor Presentation (April 2024)Methanex Investor Presentation (April 2024)
Methanex Investor Presentation (April 2024)Methanex Corporation
 
9654467111 Call Girls In Katwaria Sarai Short 1500 Night 6000
9654467111 Call Girls In Katwaria Sarai Short 1500 Night 60009654467111 Call Girls In Katwaria Sarai Short 1500 Night 6000
9654467111 Call Girls In Katwaria Sarai Short 1500 Night 6000Sapana Sha
 
9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCR
9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCR9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCR
9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCRSapana Sha
 
Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024Osisko Gold Royalties Ltd
 
如何办理东俄勒冈大学毕业证(文凭)EOU学位证书
如何办理东俄勒冈大学毕业证(文凭)EOU学位证书如何办理东俄勒冈大学毕业证(文凭)EOU学位证书
如何办理东俄勒冈大学毕业证(文凭)EOU学位证书Fir La
 
Basic Accountants in|TaxlinkConcept.pdf
Basic  Accountants in|TaxlinkConcept.pdfBasic  Accountants in|TaxlinkConcept.pdf
Basic Accountants in|TaxlinkConcept.pdftaxlinkcpa
 
Short-, Mid-, and Long-term gxxoals.pptx
Short-, Mid-, and Long-term gxxoals.pptxShort-, Mid-, and Long-term gxxoals.pptx
Short-, Mid-, and Long-term gxxoals.pptxHenryBriggs2
 

Recently uploaded (20)

Russian Call Girls Kolkata Amaira 🤌 8250192130 🚀 Vip Call Girls Kolkata
Russian Call Girls Kolkata Amaira 🤌  8250192130 🚀 Vip Call Girls KolkataRussian Call Girls Kolkata Amaira 🤌  8250192130 🚀 Vip Call Girls Kolkata
Russian Call Girls Kolkata Amaira 🤌 8250192130 🚀 Vip Call Girls Kolkata
 
如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书
如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书
如何办理(UTS毕业证书)悉尼科技大学毕业证学位证书
 
OKC Thunder Reveal Game 2 Playoff T Shirts
OKC Thunder Reveal Game 2 Playoff T ShirtsOKC Thunder Reveal Game 2 Playoff T Shirts
OKC Thunder Reveal Game 2 Playoff T Shirts
 
定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一
定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一
定制(UWIC毕业证书)英国卡迪夫城市大学毕业证成绩单原版一比一
 
Collective Mining | Corporate Presentation - April 2024
Collective Mining | Corporate Presentation - April 2024Collective Mining | Corporate Presentation - April 2024
Collective Mining | Corporate Presentation - April 2024
 
Model Call Girl in Udyog Vihar Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Udyog Vihar Delhi reach out to us at 🔝9953056974🔝Model Call Girl in Udyog Vihar Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Udyog Vihar Delhi reach out to us at 🔝9953056974🔝
 
VIP Kolkata Call Girls Bidhannagar 8250192130 Available With Room
VIP Kolkata Call Girls Bidhannagar 8250192130 Available With RoomVIP Kolkata Call Girls Bidhannagar 8250192130 Available With Room
VIP Kolkata Call Girls Bidhannagar 8250192130 Available With Room
 
VIP Kolkata Call Girl Rishra 👉 8250192130 Available With Room
VIP Kolkata Call Girl Rishra 👉 8250192130  Available With RoomVIP Kolkata Call Girl Rishra 👉 8250192130  Available With Room
VIP Kolkata Call Girl Rishra 👉 8250192130 Available With Room
 
《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...
《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...
《加州大学圣克鲁兹分校学位证书复制》Q微信741003700美国学历疑难问题指南|挂科被加州大学圣克鲁兹分校劝退没有毕业证怎么办?《UCSC毕业证购买|加...
 
Methanex Investor Presentation (April 2024)
Methanex Investor Presentation (April 2024)Methanex Investor Presentation (April 2024)
Methanex Investor Presentation (April 2024)
 
Call Girls in South Ex⎝⎝9953056974⎝⎝ Escort Delhi NCR
Call Girls in South Ex⎝⎝9953056974⎝⎝ Escort Delhi NCRCall Girls in South Ex⎝⎝9953056974⎝⎝ Escort Delhi NCR
Call Girls in South Ex⎝⎝9953056974⎝⎝ Escort Delhi NCR
 
9654467111 Call Girls In Katwaria Sarai Short 1500 Night 6000
9654467111 Call Girls In Katwaria Sarai Short 1500 Night 60009654467111 Call Girls In Katwaria Sarai Short 1500 Night 6000
9654467111 Call Girls In Katwaria Sarai Short 1500 Night 6000
 
Model Call Girl in Uttam Nagar Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Uttam Nagar Delhi reach out to us at 🔝9953056974🔝Model Call Girl in Uttam Nagar Delhi reach out to us at 🔝9953056974🔝
Model Call Girl in Uttam Nagar Delhi reach out to us at 🔝9953056974🔝
 
9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCR
9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCR9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCR
9654467111 Low Rate Call Girls In Tughlakabad, Delhi NCR
 
Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024
Osisko Gold Royalties Ltd - Corporate Presentation, April 23, 2024
 
young call girls in Yamuna Vihar 🔝 9953056974 🔝 Delhi escort Service
young  call girls in   Yamuna Vihar 🔝 9953056974 🔝 Delhi escort Serviceyoung  call girls in   Yamuna Vihar 🔝 9953056974 🔝 Delhi escort Service
young call girls in Yamuna Vihar 🔝 9953056974 🔝 Delhi escort Service
 
如何办理东俄勒冈大学毕业证(文凭)EOU学位证书
如何办理东俄勒冈大学毕业证(文凭)EOU学位证书如何办理东俄勒冈大学毕业证(文凭)EOU学位证书
如何办理东俄勒冈大学毕业证(文凭)EOU学位证书
 
Basic Accountants in|TaxlinkConcept.pdf
Basic  Accountants in|TaxlinkConcept.pdfBasic  Accountants in|TaxlinkConcept.pdf
Basic Accountants in|TaxlinkConcept.pdf
 
young Call girls in Dwarka sector 1🔝 9953056974 🔝 Delhi escort Service
young Call girls in Dwarka sector 1🔝 9953056974 🔝 Delhi escort Serviceyoung Call girls in Dwarka sector 1🔝 9953056974 🔝 Delhi escort Service
young Call girls in Dwarka sector 1🔝 9953056974 🔝 Delhi escort Service
 
Short-, Mid-, and Long-term gxxoals.pptx
Short-, Mid-, and Long-term gxxoals.pptxShort-, Mid-, and Long-term gxxoals.pptx
Short-, Mid-, and Long-term gxxoals.pptx
 

Burkenroad lipper article: February 2017

  • 1. Happy Birthday Burkenroad Small Cap Fund Top Lipper Ranking Marks 15th Year; Reinforces Ideas of Excellence Hancock / Whitney Trust & Asset Management Group February 2017 On December 31, 2001, the Hancock and Whitney asset management group debuted the Burkenroad Small Cap Fund with less than $500,000 in assets. Fifteen years later, Lipper has listed the fund—now almost $800 million in assets— number-one among 268 small cap core funds for the 15-year time period ending December 31, 2016 based on total returns. That top ranking celebrates the fund’s 15 years of solid performance and a keen focus on excellence central to the company’s asset management strategy. “We started the Burkenroad Small Cap Fund shortly after 9-11. Over the past 15 years, we’ve experienced the tech bubble bursting (2002), Hurricane Katrina (2005), the Financial Crisis (2008-09), the BP oil spill (2010), and two separate energy cycles (2008 and 2015),” said Chief Investment Officer David Lundgren. “To achieve Lipper’s top ranking is an honor and tribute to the hard work of many individuals within the Hancock and Whitney trust and asset management teams.” The Burkenroad Small Cap Fund is part of the Hancock Horizon Funds, one of the largest mutual fund families in the Gulf South. Horizon Advisers, an unincorporated division of the bank, serves as the investment advisor for the Burkenroad Small Cap Fund, which invests primarily in small cap companies located or doing business in Alabama, Florida, Georgia, Louisiana, Mississippi, and Texas. The idea for the Burkenroad Small Cap Fund came about through the bank’s partnership with Tulane University’s Burkenroad Reports, established 24 years ago as America’s first university sponsored securities analysis program. Under the auspices of the A. B. Freeman School of Business, Burkenroad Reports divides 200 students into teams following and writing reports on 40 small-cap companies in those six southern states. Financial partner for life The Hancock Horizon Funds and the Burkenroad Small Fund help form the framework for guided asset management architecture—complementing proprietary strategies with third-party managers. Hancock and Whitney wants to be clients’ financial partner for life, constantly refining how it tailors disciplined, consultative financial planning and asset management for each stage of life. “The Fund’s success aligns perfectly with Hancock and Whitney Bank’s mission to help people achieve their financial goals and dreams, we’ve helped our clients and fund shareholders to grow their savings, whether for a college education, home, or retirement needs,” said Lundgren. Business units across the organization come together to craft a big-picture view of a client’s total assets and liabilities, tolerance for risk, short- and long-term objectives, and preferred safeguards. Then, with data in hand, those local experts
  • 2. Page 2 go about building and delivering a thorough plan designed to optimize the client’s portfolio based on where the client is now and where they want to be financially. It’s a comprehensive, common-sense method built on trust, expertise, high-touch service, and broad investment options. Working together for ‘One Wealth’ That blended approach to asset management supports a “one wealth” philosophy rooted in unmatched client service, collaboration, and core values. High-net-worth clients don’t have to figure out where to go or whom to contact. They simply call “their banker.” Then, highly skilled financial professionals spring into action. With clients foremost in mind, regional teams of private bankers, personal trust advisors, investment management, brokerage, and estate and financial planning professionals work to match clients with a mix of integrated and third-party asset management solutions that help nurture, protect, and pass along wealth. Together, they orchestrate results that help grow not only liquidity but also lifelong relationships. “There are many achievements we can be proud of, but helping our clients and shareholders is number one for us,” said Lundgren. To determine if a Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s full or summary prospectus, which may be obtained by calling 1-800-990-2434 or visiting www.hancockhorizon.com. Please read it carefully before investing. Mutual fund investing involves risk, including possible loss of principal. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. There is no guarantee the fund will achieve its stated objective. Current and future holdings are subject to risk. Lipper Small Cap Core Index - Funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500 of the middle 1,000 securities of the S&P SuperComposite 1500 Index. Small-cap core funds have more latitude in the companies in which they invest. These funds typically have an average price-to-earnings ratio, price-to-book ratio, and three-year sales-per-share growth value, compared to the S&P SmallCap 600 Index. The Fund was ranked by Lipper on the basis of total returns in the Small-Cap Core category for 1, 5, 10 and 15 year time periods ending December 31, 2016. The Fund ranked 370 put of 874 for 1 year, 277 out of 640 for 5 years, 15 out of 448 for 10 years and 1 out of 268 for 15 years. Past performance is no guarantee of future results. Horizon Advisers serves as investment advisor for the Hancock Horizon Family of Funds. The Hancock Horizon Family of Funds is distributed by SEI Investments Distribution Co., which is not affiliated with Hancock Holding Company, or any of its affiliates. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Investments may lose value.