MutualFundWire.com: Burkenroad PM Will Widen Small Cap's Road
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Monday, May 7, 2012

Burkenroad PM Will Widen Small Cap's Road


David Lundgren is setting his sights on larger companies. The PM of Hancock Horizon Burkenroad Small Cap Fund told The Times-Picayune that, starting May 31, he will start to invest the fund in companies worth at least $3 billion.

Lundgren said the recent move by the 10-year-old mutual fund ran by the Hancock Holding Inc. is "going to open up our universe that we can buy from while still keeping the flavor of a small cap fund."

This fund gets its name from Tulane's Burkenroad Reports program. The company uses student-created investment reports when considering which companies the fund should invest in.


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