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HANCOCK HORIZON FUND € JOHN PORTWOOD

by: LAURA HAWLEY guest: John Portwood April 20, 2016
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Guest:
John Portwood – Chief Investment Strategist at Hancock Horizon Funds
Steve McTaggart – Vice-President of Investments / Financial Advisor at Allen & Company
Lisa Oliver – Leadership Lakeland Alumni
Chrisanne Long – CEO at Maximize Digital Media

In this episode we discuss the Big Tax Cuts and where they are, the relationship between Energy and Oil, visit with guest John Portwood from Hancock Horizon Funds, and learn more about Leadercast Lakeland.

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In this episode we cover:

  • John Portwood of Hancock Horizon Funds joins the show. (6:50)
  • Burkenroad Fund and Peter Ricchuiti of Freeman School of Business, Tulane University (7:53)
  • How the oil industry affecting evaluations and portfolios (11:19)
  • United States credit situation, improvements in the energy industry and credit events (13:05)
  • Long Short Fund what is it?(14:06)
  • How consumers discretionary fare in Long Short Fund (18:15)
  • The different aspects of investing in oil (20:12)
  • Themes and ideas that investment decisions are made on (24:45)
  • Where the value is with Technology (28:00)
  • Leadership Lakeland (31:18)

Tweetable Topics:

One thing about commodities, high prices will cure themselves, as will low prices. – Steve McTaggart, Vice-President of Investments / Financial Advisor at Allen & Company

Whatever the asset class, investors need to realize that (market) volatility is here to stay. – Laura Hawley, CFP®, Senior Vice-President at Allen & Company

Technology has really upset the apple cart as it relates to the worldwide oil industry. – Steve McTaggart, Vice-President of Investments / Financial Advisor at Allen & Company

If operating in this part (southeast region) of the world, energy, either directly or indirectly, is going to have some impact on your portfolio just because of where you are. – John Portwood, Chief Investment Strategist at Hancock Horizon Funds

Consistent oil prices above $45, up to $55 consistently, will reduce the incident of bankruptcies or credit events that are occurring in the oil patches. – John Portwood, Chief Investment Strategist at Hancock Horizon Funds

If (oil prices) drop down to $35 and stay there consistently, or below $35 the credit situation begins to worsen a lot more. – John Portwood, Chief Investment Strategist at Hancock Horizon Funds

Connect with:

Chrisanne Long – CEO at Maximize Digital Media
LinkedIn – Chrissanne Long
Maximized Digital Media

John Portwood – Chief Investment Strategist at Hancock Horizon Funds
HancockHorizon.com – John Portwood
Financial Planning Association of Greater New Orleans

Lisa Oliver
LinkedIn – Lisa Oliver
Leadercast Lakeland – Contact Lisa Oliver

Steve McTaggart – Vice-Presidnet of Investments / Financial Advisor
Allen & Company – Steve McTaggart
Facebook – Allen & Company

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...