Finance Portfolio Management
Alternative Investments & Derivatives
Personal Financial Planning
Ph.D.- 2010, The University of Alabama
M.B.A.- 2004 Mississippi State University
B.S.- 2003 Birmingham-Southern College
2014: "Using Socially Responsible Ratings to Outperform the Market: Evidence from Long-Only and Active-Extension Investment Strategies," Journal of Investing, Vol. 23, No. 1, pp 79-96, Hunter M. Holzhauer, G. Filbeck, and X. Zhao
2014: "Growth/Value, Market Cap, and Momentum," Journal of Investing, Vol. 23, No. 1, pp 33-42, Hunter M. Holzhauer, X. Lu, and J. Wang
2014: "Attention: A Better Way to Measure SEO Marketing Impact," The Journal of Trading, Vol. 9, Iss. 2, pp 64-75, Hunter M. Holzhauer, X. Lu, and J. Wang.
2013: "Bad News Bears: Effects of Expected Market Volatility on Daily Tracking Error of Leveraged Bull and Bear ETFs," Managerial Finance, Vol. 39, No. 12, pp 1169-1187, Hunter M. Holzhauer, X. Lu, R. McLeod, and J. Mehran.
2013: "How Long Is Too Long? Volatility-Based Holding Strategies for Leveraged Bull and Bear ETFs," The Journal of Finance Issues, Vol. 12, No. 1, pp 53-71. Hunter M. Holzhauer, X. Lu, R. McLeod, J. Mehran.
Professional Memberships and Activities
Financial Management Association (FMA) (2009-present)
Southern Finance Association (SFA) (2009-present)
Southwestern Finance Association (SWFA) (2009-2010)
Academy of Financial Services (AFS) (2009-present)
Eastern Financial Association (EFA) (2010-2011)