The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A 16-Year-Old Strategist Enters '40 Act Country Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, October 26, 2015

A 16-Year-Old Strategist Enters '40 Act Country

Reported by Neil Anderson, Managing Editor

A 16-year-old tactical asset manager just entered the mutual fund business, and it already has $1 billion in mutual fund AUM.

Sean Hanlon
Hanlon Investment Management
Chairman, Chief Executive Officer, Chief Investment Officer
Egg Harbor Township, New Jersey-based Hanlon Investment Management launched the Hanlon Managed Income Fund and the Hanlon Tactical Dividend and Momentum Fund. Sean Hanlon, CEO of his eponymous shop, confirms that part of the rapid growth of the two new funds comes from his team moving their advisory clients in the same strategies out of the SMAs and into the new funds.

Hanlon teamed up with Gemini Fund Services to launch the funds, and he aims to launch more soon. He hasn't expanded his team for the new products, at least not yet.

"We're looking at increasing the distribution force and our marketing personnel and our key account and custodian relationships," Hanlon tells MFWire. "Those are all areas that we're in the process of ramping up."

Hanlon founded his firm in 1999 and registered it with the SEC in March 2000. He says HIM has a "fairly severe tactical" approach to money management. They traditionally use an overlay approach to manage portfolios of mutual funds and ETFs for their clients.

Hanlon sees more flexibility in making trades at the fund level, as opposed to for each individual SMA client. He notes that the momentum strategy can have up to 90 stocks at a time, which he says would be an onerous thing to replicate in each modest size client account.

The managed income strategy he describes as "a bit of a flagship" for HIM. The momentum fund is actually built from HIM-developed, rule-based sector signals that the shop has made an index out of. The idea is to know when to buy or sell each sector, and then to buy that sector's five big dividend-payers and and its five best momentum stocks. The fund can swing all the way from 100-percent equity to 100-percent fixed come or cash.  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use