Bringing you live news and features since 2006 

Cortland to administer launch of HAGIN Mutual Fund


Cortland Fund Services LLC has been chosen by HAGIN Investment Management to administer the advisor’s first mutual fund, the HAGIN Keystone Market Neutral Mutual Fund.

Cortland’s Cottonwood Trust will provide back-office support and service for the New York-based investment firm’s new fund.

The launch of the HAGIN Keystone Market Neutral Mutual Fund is based both on their observations of the market as well as the feedback the HAGIN team was getting from financial intermediaries nationwide.

“Fee based advisors have limited options in the alternative space if they are not willing to work with separately managed account structures or limited partnerships,” says HAGIN’s CEO, Patrick Morris. “Additionally, the lack of transparency in both positions and in exposure to the market limits the ability of the advisor to construct optimised portfolios based on client goals.”

“We have been very pleased to work with the professionals at HAGIN Investment Management,” says Dan Hart, Managing Director of Cortland. “Their proven strategy is predictive of success in the new mutual fund structure, as it has been for their current investors. This is a unique opportunity for retail investors to invest in a strategy that has been designed and tested by leaders in the financial services industry.”

The mutual fund that the HAGIN team has created has a low fee, and is designed to deliver low volatility and a low correlation to the market. The HAGIN team believes that trends toward position transparency, diversification, liquidity and lower fees will create a large market for “easy to use” institutional quality products.


Latest News

Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..
First Trust has announced the launch of the First Trust Vest U.S. Equity Moderate Buffer UCITS ETF – February GFEB..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by