General Investing >> Money Manager Interviews >> February 19, 2015

Achieving Risk-Adjusted Returns with a Long/Short Fund

Jacob J. Hartl
Jacob J. Hartl, CFA, Vice President and Senior Portfolio Manager, manages the Hancock Horizon Quantitative Long/Short Fund, and is responsible for equity quantitative models, portfolio realignment and various portfolio management projects for Hancock Horizon Investments. He also serves as a senior analyst in the financials and health care sectors. Prior to joining Hancock Horizon Investments in 2008, Mr. Hartl served as a portfolio manager for SunTrust Bank in their Private Wealth Management group. In addition to portfolio management responsibilities involving equities, bonds and alternative investments, he was a member of the investment group’s fixed income strategy committee. His experience also includes analytic and asset allocation responsibilities in Morgan Keegan’s Investment Management Consulting Group. He received his B.S. in finance and his MBA from Arkansas State University, and holds the chartered financial analyst designation. Profile
TWST: Hancock Horizon Quantitative Long/Short Fund is part of the Hancock Horizon family of funds. What does that mean, and what is the relationship among the Horizon funds?

Mr. Hartl: