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

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Good News!

The Hancock Horizon Funds will be reducing fees on four mutual funds effective June 1, 2019.

Fund New Management Fee (%) Previous Management Fee (%)
Hancock Horizon Burkenroad Small Cap Fund 0.79 0.93
Hancock Horizon Diversified International Fund 0.80 0.94
Hancock Horizon International Small Cap Fund 0.80 1.10
Hancock Horizon Microcap Fund 0.80 1.00
Click here for more information.

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 8/5/2020
All information is for Investor Shares unless noted otherwise.

NAV % Change YTD Return
Burkenroad Small Cap Fund Investor Class
$30.82 +1.25% -18.67%
Burkenroad Small Cap Fund Class D
$28.70 +1.27% -18.77%
Diversified Income Fund Investor Class
$11.96 +0.25% -10.44%
Diversified International Fund Investor Class
$21.37 +1.76% -16.35%
Dynamic Asset Allocation Fund Investor Class
$16.22 +0.25% -4.88%
International Small Cap Fund Investor Class
$14.97 +0.88% -10.99%
Louisiana Tax-Free Income Fund Investor Class
$17.63 +0.06% +2.53%
Microcap Fund Investor Class
$12.08 +0.83% -26.65%
Mississippi Tax-Free Income Fund Investor Class
$17.20 +0.06% +2.41%
Quantitative Long/Short Fund Investor Class
$16.93 +0.47% -11.04%

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. (SIDCO),Oaks, PA 19456, which is not affiliated with Hancock Whitney Corporation, or any of its affiliates. Check the background of SIDCO on FINRA’s BrokerCheck.

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.