More than ever, global economic forces and trends impact the financial marketplace, presenting both opportunities and risks. As a result, HAA’s team of experienced investment professionals shapes its investment decisions through a continual analysis of general U.S. and international economic trends, forecast of interest rates and review of the stock and bond markets.

Through this top-down approach, which begins with a broad forecast and analysis and ends with the selection of a specific stock or bond, HAA’s investment team can take advantage of opportunities on behalf of Fund shareholders.

Equity Philosophy

The Huntington Funds’ equity funds reflect the conviction that owning high quality, steadily growing companies provides the opportunity to build wealth for investors over the long term. The stock market has been one key to creating wealth over time. But attempting to find a solid company today that will be the same solid company next week and next year takes intensive, company-by-company research. HAA’s equity portfolio managers continually screen the universe of stocks on behalf of shareholders to find companies with the critical characteristics that they believe can build wealth over the long term.

Top-Down Equity Investment Process

Fixed Income Philosophy

On behalf of fund shareholders, our portfolio managers focus on every factor that can impact a bond’s performance and add value.

Whether a bond’s yield is really worth the risk.

Generally, longer-maturity bonds offer higher yields because these bonds are susceptible to greater changes in value as interest rates change. However, economic cycles and other market forces continually change the shape of the yield curve—and how well an investor is compensated for investing in bonds of progressively longer maturities. Our portfolio managers continually monitor the changing relationship between yield and maturity to find the best values for our investors.

The suitability of each bond’s structure, liquidity and quality.

In addition, they carefully analyze each bond’s structure and liquidity to ensure its suitability. While government bonds are considered to be high quality, the value of corporate bonds can depend heavily on the fiscal health of the issuer. We developed our own ranking system to review financial factors for over 2,100 companies across five major economic sectors.

Which sectors of the bond market offer the best opportunities.

Based on research from our economic staff, valuation and historical relationships, our portfolio managers determine which sectors of the market they believe offer the greatest opportunities.

Top-Down Fixed Income Investment Process