Hoisington Investment Management Company

What Hoisington Investment Management Company does

Hoisington Investment Management Company ("HIMCo") is a federally registered investment adviser headquartered in Austin, Texas, operating with an explicit single-asset-class mandate: long-term investment strategies utilizing only U.S. Treasury securities. The firm manages more than $1.5 billion across pension and profit sharing plans for corporate and government entities, charitable organizations, and insurance companies, and also serves as sub-adviser to the Wasatch-Hoisington U.S. Treasury Fund, a no-load mutual fund. HIMCo publicly limits its activities to the United States and does not solicit investors in other jurisdictions.

The firm's product surface is narrow and disciplined. Direct institutional portfolio management for pensions, charities, and insurance reserves constitutes the core offering, while the Wasatch-Hoisington U.S. Treasury Fund extends the strategy into a packaged mutual fund vehicle distributed by ALPS Distributors, Inc., with Wasatch Global Investors acting as the primary distribution partner for that product. HIMCo also publishes a Quarterly Review and Outlook within roughly two weeks of each quarter end as a content-marketing and client-communication artifact; the most recent issue in the source record is for Q1 2026.

Revenue is generated through recurring investment advisory fees on managed institutional mandates and sub-advisory fees from the Wasatch-Hoisington U.S. Treasury Fund. Go-to-market is direct enterprise sales to institutional prospects, complemented by the channel relationships with Wasatch and ALPS for the mutual fund. The company is privately held with no disclosed funding rounds, parent entity, or ticker, and operates with a headcount in the 1–10 range.

Name

Hoisington Investment Management Company

Legal name

Hoisington Investment Management Company

Website

https://hoisington.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1–10 employees

Short description

Hoisington Investment Management Company is an Austin, Texas-based federally registered investment adviser managing over $1.5 billion exclusively in U.S. Treasury securities for institutional clients, including corporate and government pension plans, charitable organizations, and insurance companies.

Ownership category

akta.pro rank

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D

Revenue model

1. Investment Advisory Fees: Fees from managing institutional client portfolios including pension and profit sharing plans for corporate and government entities, charitable organizations, and insurance companies. Also generates revenue as sub-adviser for the Wasatch-Hoisington U.S. Treasury Fund.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Hoisington Investment Management Company (HIMCo) is a federally registered investment adviser that provides long-term investment management services using only U.S. Treasury securities. The firm manages portfolios for institutional clients including pension plans, profit sharing plans, charitable organizations, and insurance companies, and also acts as sub-adviser for the Wasatch-Hoisington U.S. Treasury Fund.

Product overview

Hoisington Investment Management Company offers investment management services focused exclusively on U.S. Treasury securities through two main offerings: the Wasatch-Hoisington U.S. Treasury Fund (a no-load mutual fund sub-advised by HIMCo and distributed by ALPS Distributors, Inc.) and the Quarterly Review and Outlook publication (quarterly market commentary). The company manages over $1.5 billion in assets for institutional clients including pension plans, profit sharing plans, charitable organizations, and insurance companies.

Differentiator

Problem solved

Functional benefit

Brands

• Wasatch-Hoisington U.S. Treasury Fund: A no-load mutual fund for which HIMCo serves as sub-adviser, distributed by ALPS Distributors, Inc.

Products and services

• Institutional Investment Management Services

Quantifiable outcome

• $1.5 billion+ assets under management

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Wasatch Global InvestorscoreChannel Partner/ Reseller/ DistributorWasatch Global Investors is the primary distribution partner for the Wasatch-Hoisington U.S. Treasury Fund. HIMCo serves as sub-adviser for this no-load mutual fund. Contact: 1-800-551-1700, www.wasatchglobal.com
• ALPS Distributors, Inc.coreChannel Partner/ Reseller/ DistributorALPS Distributors, Inc. distributes the Wasatch-Hoisington U.S. Treasury Fund, a no-load mutual fund for which HIMCo serves as sub-adviser.

Scale indicators1 record

Recent moves4 records

Broad incumbents

• BlackRock: Largest global asset manager with a deep active and passive fixed-income franchise including long-duration Treasury strategies. Comparable as an institutional fixed-income competitor and as the dominant provider of Treasury index/ETF products that compete with active Treasury mandates like HIMCo's.
• Vanguard Fixed Income Group: Manages one of the largest fixed-income complexes including long-duration government bond funds and ETFs used by pensions, advisors, and individual investors. Comparable as a competing source of long-duration Treasury exposure, though primarily passive/index-oriented.
• Fidelity Investments (Fixed Income): Large diversified asset manager offering active fixed-income strategies and Treasury bond funds to institutional and retail clients. Comparable to HIMCo as a competing active manager of Treasury and government fixed-income strategies.

Direct peers

• Western Asset Management: Global fixed-income manager owned by Franklin Templeton that runs long-duration government and credit strategies for pensions, insurance, and endowments. Comparable to HIMCo in institutional client base and active fixed-income mandate structure.
• PIMCO: One of the world's largest active fixed-income managers serving institutional pension, insurance, and endowment clients. Directly comparable to HIMCo in target customer base (institutional allocators) and core competency in active bond portfolio management, though PIMCO operates at vastly greater scale and across many fixed-income sectors.
• Dodge & Cox: Privately held, employee-owned investment manager with deep fixed-income and equity capabilities serving institutional and individual clients. Comparable to HIMCo as a privately held, research-driven manager with significant institutional fixed-income AUM.
• Lord Abbett: Privately held asset manager specializing in fixed income with significant institutional and intermediary distribution. Comparable to HIMCo as a specialist active fixed-income manager serving pensions, insurance, and advisor channels.
• PGIM Fixed Income: Fixed-income investment business of Prudential Financial serving pension, insurance, and sovereign clients globally. Comparable to HIMCo in long-duration government and credit mandates for institutional insurance and pension balance sheets.
• TCW Group: Institutional asset manager with a flagship fixed-income franchise serving pensions, foundations, and corporate clients. Comparable to HIMCo in offering specialized fixed-income strategies to similar institutional segments.
• DoubleLine Capital: Active fixed-income manager known for specialized mandates and institutional client focus. Highly comparable to HIMCo given its specialist, research-driven approach and emphasis on long-duration government and mortgage-backed securities for pension and advisor clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hoisington Investment Management Company