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Oakhurst Short Duration Bond Fund (FWSBX)

US Funds

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9,48 0,00 0,00%

11/12 - Dane opóźnione. Wartość w USD

Typ: Fundusz

Rynek: Stany Zjednoczone

Emitent: First Western Capital Mgt

Klasa aktywu: Obligacja

Ocena firmy Morningstar:
Aktywa ogółem: 14,96M

Przegląd
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Przegląd FWSBX

Na tej stronie znajdziesz szczegółowy profil Oakhurst Short Duration Bond Fund. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych FWSBX.

Kategoria

Short-Term Bond

Aktywa ogółem

14,96M

Koszty

0,60%

Data utworzenia

41390

Informacje kontaktowe

Adres P.O. Box 701
,
United States

Telefon -

Kierownictwo najwyższego szczebla

Nazwa	Tytuł	Od	Do
John Han	Assistant Portfolio Manager	2023	Teraz
Biografia	John Han CFA®, CPA® – Mr. Han is a Senior Credit Analyst and Assistant Portfolio Manager of the Adviser. Prior to November 16, 2020, he was a Senior Credit Analyst of First Western. Prior to joining First Western, Mr. Han was Vice President of Leveraged and Sponsor Finance at East West Bank. Prior to that, he was an Assistant Vice President of Private Debt at Midcap Financial. He has also held positions at the CIM Group and Houlihan Lokey. Mr. Han began his career at KPMG LLP as a Manager in the Structured Finance Group. Mr. Han has been responsible for the day-to-day management of each Fund since January 2023.
Barry Julien	-	2013	Teraz
Biografia	Barry P. Julien, CFA, Chief Investment Officer & Portfolio Manager – As part of Lido’s Fixed Income Initiative, Mr. Julien serves as lead Portfolio Manager for Lido Advisors, LLC’s (“Lido”) fixed income strategies. With over 30 years of experience, Mr. Julien leads Lido’s Fixed Income Team and works with institutional and high net worth clients to determine appropriate investment objectives and risk tolerance. Mr. Julien is also Chief Investment Officer of Oakhurst Capital Management, LLC (“OCM”), a joint venture between Lido and F/m Acceleration, LLC (“F/m”), where he leads both firm’s fixed income strategies through separately managed accounts, mutual funds, and other pooled investment vehicles, pursuant to primary advisory and sub-advisory relationships. He joined Lido Advisors in December 2020 when his prior firm, First Western Capital Management, was acquired. Mr. Julien served as President and Chief Investment Officer of First Western Capital Management. Previously, Mr. Julien was President and Chief Investment Officer at McKee Investment Management, and subsequently a Principal at Stonebridge Capital Management where he managed the company’s fixed income portfolio.
Ashish Shah	-	2015	2023
Biografia	Ashish Shah, Portfolio Manager & Senior Credit Analyst – Mr. Shah is Portfolio Manager on Lido’s Fixed Income Initiative’s high yield and short duration investment grade strategies. He joined Lido’s Fixed Income Team in November 2020 when his prior firm, First Western Capital Management, was acquired. F/m has a sub-advisory relationship with Lido.] Through his tenure he has researched and invested in several industries including telecommunications, technology, media, homebuilding, and services. Previously, Mr. Shah was a Research and Strategic Planning Consultant at Sun Microsystems and a Product Manager for Escalate, an enterprise software company. Prior to that, he was at JP Morgan in the Equity Research Group.
Gregory D. Haendel	Portfolio Manager / Investment Committee	2013	2013
Biografia	Mr. Greg Haendel joined Bradford & Marzec, now part of Tortoise, in 2014. He serves as a director and senior portfolio manager – investment grade credit and is a member of the Investment Policy & Strategy Committee. Mr. Haendel has more than 20 years of investment industry experience across corporate credit and securitized products. Prior to joining Bradford & Marzec, he spent the majority of his career at AEGON USA Investment Management and Transamerica Investment Management (an AEGON subsidiary), where he managed a broad range of institutional assets, including insurance, mutual fund, Taft-Hartley, pension, foundation and corporate assets. While at AEGON, he managed more than $6 billion in investment grade and multi-sector fixed income assets, including core, core plus, government/corporate, short duration and government strategies, as either the lead portfolio manager or co-portfolio manager. Mr. Haendel served at Transamerica as both a portfolio manager and a corporate credit analyst during his tenure. He was also a managing director and generalist portfolio manager at First Western Capital Management, where he managed several multi-sector separate accounts as well as launched and managed a short duration bond fund. Mr. Haendel also worked at Merrill Lynch in the corporate and institutional client group in New York City as a junior trader, specializing primarily in money market securities. Early in his career, he worked for CoBank, a Federal Farm Credit Bank, as an assistant portfolio manager, helping to manage the bank's securitized investment portfolio. Mr. Haendel earned a Bachelor of Arts with honors from Amherst College and a Master of Business Administration with honors from the University of California, Los Angeles. He is a CFA® charterholder and is currently a member of the Los Angeles Society of Financial Analysts.

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Notowania

	Nazwa	Cena	Zm.	Zm.%
	First Western Sho.	9,48	0,00	0,00%