Huntington Funds has launched the Huntington Disciplined Equity Fund (Class A: HDEAX and Trust Class: HDETX), which aims to meet investors’ long-term financial goals. The fund takes a disciplined approach to investing that seeks positive annual returns with lower volatility, while also pursuing protection during unforeseen crises that can negatively impact the market and investors’ portfolios.
“Preparing for the unexpected requires discipline, and at Huntington Funds, our expert team is always looking for ways to help investors meet their long-term investment objectives,” says Randy Bateman, Huntington’s chief investment officer and president of Huntington Asset Advisors (HAA). “The Huntington Disciplined Equity Fund manager knows you can’t predict the future, and with every new crisis comes the potential for increased turbulence in the financial markets. The fund is designed for investors who may be concerned about their ability to achieve their investment goals if there is a sudden drop in the market.”
With a primary investment objective of capital appreciation, the Huntington Disciplined Equity Fund invests in high quality, dividend-paying stocks in the S&P 100 Index. The index includes stocks of the 100 largest and most well-respected companies in the US diversified across many industry groups. The fund then mitigates risks and generates additional cash through two option strategies known as puts and calls.
The Huntington Disciplined Equity Fund is Huntington Funds’ 26th mutual fund. The fund complements the entire fund family that includes equity, fixed-income, money market and asset allocation funds, all of which offer a broad range of diversification to enhance overall investment returns.
Donald L Keller (pictured) will manage the Huntington Disciplined Equity Fund. Keller is president and chief investment officer at Haberer Registered Investment Advisor, Inc., a subsidiary of The Huntington National Bank. Keller has nearly three decades of investment management experience.
“The experience and talent that Huntington is able to bring to the table is something that investors can trust in. No matter what lies ahead, their investments are well-positioned to help meet their goals – both in good times and bad,” Keller says.
The investment managers of Huntington Funds include some of the most experienced people in the industry. On average, the investment professionals of HAA have worked for more than 25 years in the investment business. HAA and its affiliates manage nearly USD14.5 billion nationwide for individuals, institutions, endowments, foundations, retirement plans, IRAs and municipalities.
