In today’s more volatile market environment, advisors and their clients need more sophisticated investment strategies to meet their financial goals and objectives
Egg Harbor Township, NJ (PRWEB) October 07, 2015
Hanlon Investment Management, a leading tactical investment manager announced today the availability of two new mutual funds, the Hanlon Managed Income Fund and the Hanlon Tactical Dividend and Momentum Fund.
Both funds seek to attempt to limit downside risk, a goal of the Hanlon Investment Management approach for over 15 years. The Hanlon Managed Income Fund (HANAX, HANCX, HANIX, HANRX) seeks to provide current income, capital preservation and positive risk adjusted returns, while the Hanlon Tactical Dividend and Momentum Fund (HTDAX, HTDCX, HTDIX, HTDRX) seeks to provide capital appreciation and current income.
“Over the past decade and a half, we’ve had great success working with advisors on similar investing strategies in individual managed account and UMA structures”, said Sean Hanlon, CEO of Hanlon Investment Management. “Based on demand from advisors and their financial institutions, we are pleased to now offer access to this investment approach in a portable, mutual fund vehicle that will be available on all of the industry’s leading fund platforms.”
Hanlon’s philosophy on investment management is to aid clients in achieving long-term goals by providing tactical investment strategies to take advantage of market movements and changes in the investment climate. By exiting the market when Hanlon’s proprietary science indicates market weakness, Hanlon clients can avoid large drawdowns in their assets, while at the same time being able to enjoy the benefits of market appreciation by moving back into the markets during periods of market strength.
“In today’s more volatile market environment, advisors and their clients need more sophisticated investment strategies to meet their financial goals and objectives.” Hanlon said. “Our tactical overlay approach combined with the academic and private sector research on the benefits of dividends and momentum as notable factors in generating alpha over the long term are part of that approach and our new mutual fund products will provide the industry with broader access to these strategies. We are particularly excited about the Tactical Dividend and Momentum Fund. This Fund is unique in providing sector selection analysis and investments in S&P 500 constituent companies utilizing dividend yield and price momentum equally weighted. The fund may hold 10 stocks in each sector or none if that sector does not look appealing. The Fund is managed to track the Hanlon Tactical Dividend and Momentum Index calculated and published daily by Solactive AG.”
To learn more about the Hanlon Managed Income Fund and the Hanlon Tactical Dividend and Momentum Fund, please logon to http://www.HanlonFunds.com for their relevant fact sheets. Both funds are available in A, C, I and R shares.
Mutual Funds involve risk including the possible loss of principal. A higher portfolio turnover will result in higher transactional and brokerage costs. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Hanlon Managed Income Fund and the Hanlon Tactical Dividend and Momentum Fund. This and other information about the Funds is contained in the prospectus and should be read carefully before investing. The prospectus can be obtained at http://www.hanlonfunds.com or by calling toll free 1-844-828-3212. The Hanlon Managed Income Fund and the Hanlon Tactical Dividend and Momentum Fund are distributed by Northern Lights Distributors, LLC. Hanlon Investment Management, Inc. is not affiliated with Northern Lights Distributors, LLC. Member FINRA /SIPC As with all mutual funds, there is the risk that you could lose money through your investment in the Funds. The net asset value of the Funds will fluctuate based on changes in the value of the securities in which it invests. Hedging strategies may not perform as anticipated by the adviser and the Fund could suffer losses by hedging. If money market funds are utilized, such Underlying Funds are subject to investment advisory and other expenses, which will be indirectly paid by the Fund. As a result, your cost of investing in the Fund will be higher than the cost of investing directly in Underlying Funds and may be higher than other mutual funds that do not invest in Underlying Funds.
About Hanlon Investment Management
Hanlon Investment Management is an SEC Registered Investment Advisor located in Egg Harbor Township, N.J. Hanlon was founded in 1999 by Sean Hanlon, CFP®, who developed the Hanlon Investment Management Tactical and Strategic portfolio management techniques. The goal of these techniques is to avoid large losses, mitigate volatility in client accounts, identify the strongest performing asset classes, generate consistent, absolute returns, and outperform standard buy and hold portfolios on a risk-adjusted basis. Hanlon provides a complete solution for advisors and clients on its turnkey asset management platform. Hanlon employs over eighty professional and administrative staff members in areas such as research, trading, service, sales and more. For more information, please visit our website at http://www.HanlonInvest.com.