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Tactical Dividend And Momentum Fund Class I (HTDIX)
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Hanlon Tactical Dividend & Momentum I
12.06
-0.02
-0.17%
- Overview
- Profile
- Historical Data
- Holdings
HTDIX Overview
On this page you'll find an in-depth profile of Tactical Dividend And Momentum Fund Class I. Learn about the key management, total assets, investment strategy and contact information of HTDIX among other information.
Investment Strategy
The investment seeks to provide capital appreciation and current income. The fund follows, when appropriate, a rules-based investment strategy, that includes both a sector tactical overlay and ranking selection strategy among the eleven major economic sectors in the U.S. economy. The Adviser may also exercise its discretion in applying the rules based investment strategy, when, in its opinion, a discretionary management approach would be more appropriate. These eleven sectors include: communications services, consumer discretionary; consumer staples; energy; financials; health care; industrials; information technology; materials; real estate and utilities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| George Peller | - | 2018 | Now |
| Biography | George Peller joined the company in 2013 as a Research Associate. In his current role as Co-Chief Investment Officer, he oversees the daily operations of the Hanlon Research Team and provides portfolio management support. He has over 10 years of investment experience, including six and a half years at BlackRock as a member of the Alternative Investments team and two years at Wells Fargo. George graduated with honors, Cum Laude, from La Salle University in 2003 with a major in Finance and a minor in Risk Management and Insurance. | ||
| John "Sean" J. Hanlon | Chairman, CEO and Chief Investment Officer | 2015 | Now |
| Biography | Sean Hanlon, CFP®, founded Hanlon Investment Management, Inc. in 1999 and currently serves as Chairman, Chief Executive Officer and Co-Chief Investment Officer. He serves on the Board of Trustees of the Stevens Institute of Technology, where he is Chairman of the Investment Committee and a member of the Finance Committee. He is also Chairman of the Advisory Board for the Stevens Financial Systems Center. Mr. Hanlon earned a Bachelor’s degree in mechanical engineering from the Stevens Institute of Technology in 1980. | ||
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