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MFWire: Rational Funds, Strategy Shares
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Rational Advisors
41 South High Street
Columbus, OH  43215
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Main Phone: 800-253-0412
Web Site: http://www.huntingtonfunds.com

Mutual Fund Brand(s)
Rational Funds, Strategy Shares

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Huntington, New York-based Rational Advisors' majority owner is Jerry Szilagyi, who also runs Catalyst Funds [profile].

    On September 9, 2015, Szilagyi revealed plans to buy Huntington Asset Advisors from Columbus, Ohio-based Huntington Bank while Federated Investors [profile] revealed plans to buy Huntington's money market mutual fund business. As part of the Catalyst deal, which closed at the beginning of 2016, Catalyst took over five Huntington mutual funds, two variable annuities, and two Strategy Shares ETFs. And for the Federated deal, two Huntington money funds were reorganized into Federated ones.

    Szilagyi rebranded Huntington Asset Advisors as Rational Advisors, and he rebranded the Huntington Funds as the Rational Funds. (The ETFs kept the Strategy Shares name.)

    Huntington Asset Advisors and its associates started managing money in 1917. Huntington Funds traces its roots to the launch of the first Monitor fund, the Monitor Money Market Fund, in June 1987. Monitor launched 10 more funds over the next decade, before becoming Huntington Funds in November 1999.

    Huntington Funds also had a back-office sibling, Huntington Asset Services, Inc. (HASi, formerly Unified Fund Services, founded in 1952), which the bank took over in 2006 [see website]. The Indianapolis-based mutual fund service solutions firm offered fund firms a number of services, including fund accounting, administration, compliance, custody, distribution and transfer agency. Huntington re-branded the back office unit in August 2010, after anointing Brian Blomquist as the new Unified Fund Services chief in February of the same year. Yet Huntington Bank sold HASi at the end of 2015.
    Sponsored Opportunities

    Key People:
    Randy Batemann
    President, Huntington Asset Advisors, Inc.
    Dave Carson
    VP, Director of Client Strategies, Ultimus Fund Solutions
    Eric McKenzie
    Vice President,
    Story Archive for Rational Advisors
    Published On Story Headline Publication
    2/17/2022 USGI Leads With $332MM As Small Firms' Inflows Return MFWire.com
    1/21/2022 With $2B of Inflows, an Ex-TAMP Leads This Pack MFWire.com
    1/4/2022 An Empire State Shop Debuts Its Fourth ETF MFWire.com
    9/8/2021 Three Years, $1B In AUM MFWire.com
    8/25/2021 Micro Inflows Fall 46 Percent to $729MM MFWire.com
    5/12/2021 An ETF Boutique's AUM Jumps 129 Percent MFWire.com
    12/8/2020 Szilagyi Hires an Insti Sales Exec MFWire.com
    7/22/2020 Micro Firms' Flows Sour As Industry Inflows Double Again MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    12/17/2019 A Newcomer In Michigan Takes the Lead MFWire.com
    11/14/2019 An ETF Strategist Takes the Lead MFWire.com
    7/18/2019 A Tactical Startup Launches and Leads MFWire.com
    11/23/2018 An ETF-In-a-Box Shop Takes the Lead MFWire.com
    10/19/2018 As Assets Quadruple, an ETF Entrepreneur Preps More Funds MFWire.com
    8/16/2018 A British Firm Brings In $221MM On This Side of the Pond MFWire.com
    5/17/2016 This Four-Firm Family's CEO Still Hunts MFWire.com
    5/13/2016 Fresh Off a Post-Deal Rebrand, a Small Fund Shop Builds a Sales Force MFWire.com
    9/14/2015 Szilagyi Does Two Deals, Brings Fifteen Funds to Catalyst MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    3/14/2014 Donahue Buys $421MM of Fund Assets from Rezabek MFWire.com
    10/28/2013 A Fund Firm Loses a Senior Sales VP MFWire.com
    3/19/2013 Undiscovered Funds' PMs Make Their Case to the Media MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    8/20/2012 Huntington Goes Higher Tech MFWire.com
    8/16/2012 Rezabek Brings a JPM Alum Back to Huntington MFWire.com
    6/21/2012 Regulators Nix a Mutual-Fund-to-ETF Conversion MFWire.com
    6/20/2012 Bateman Greenlights Huntington's ETF Debut MFWire.com
    4/13/2011 Huntington Plans July Debut for Its Active ETFs MFWire.com
    1/10/2011 Huntington's Move Could Spur Copycats MFWire.com
    9/17/2010 A $1.1B Money Fund Family Still Waives Fees MFWire.com
    7/30/2010 Huntington Plans to Boost its Headcount MFWire.com
    6/21/2010 Another Fund Firm Banks on the Active ETF Business MFWire.com
    6/10/2010 Huntington Universally Tweaks Mutual Fund Fees MFWire.com
    3/10/2010 A Mutual Fund Servicer Sees a Change at the Top MFWire.com
    1/5/2010 Huntington Funds Goes Global MFWire.com
    8/25/2009 A New Hancock Fund Lures $1 Million a Day MFWire.com
    8/3/2009 Huntington Unveils a Trio of Fund-of-Funds MFWire.com
    7/21/2009 Huntington Shifts Administrative Duties MFWire.com
    6/24/2009 SunStar Promotes its Diamonds in the Rough MFWire.com
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