H&W in the Media

Hennion & Walsh Partners With Zacks To Bring New Zacks GARP SmartTrust® UIT To Market


PARSIPPANY, N.J., April 30, 2014 /PRNewswire/ — Hennion & Walsh, a provider of investment services and an advocate for individual investors, announces the launch of its SmartTrust® Zacks GARP Composite 35 Trust, Series 1, further expanding its suite of SmartTrust® Unit Investment Trust (UIT) portfolios. The new 15-month Trust is comprised of 35 equity securities selected by Zacks Investment Management, Inc. (“Zacks”), and seeks to provide investors with the possibility of above average total return (a total return that exceeds that of the S&P 500 Index over the life of the Trust).

Zacks, as the Trust’s Portfolio Consultant, considered various criteria when selecting the securities for the portfolio, including such factors as earnings-per-share growth rates, price-to-earnings ratios, share buybacks, cash flow from operations and earnings surprises, and combined these criteria into a growth-at-a-reasonable-price (GARP) composite of 35 stocks.

“We are very excited to partner with Zacks to bring a total-return UIT strategy to market comprised entirely of equity securities and based on GARP security selection criteria,” said Kevin Mahn, President and Chief Investment Officer, Hennion & Walsh Asset Management.

“We are pleased that SmartTrust is utilizing our decades of research experience and our quantitative investment approach to help investors reach their financial goals,” added Mitch Zacks, Senior Portfolio Manager, Zacks Investment Management.

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