金融商品のアラートを作成するための参加
経済指標と以下の著者によるコンテンツ
無料登録 すでにアカウントがありますか？ ログイン
🌎 15万人を超える35か国超の国に住む投資家に加わりましょう。AIの力による株式選択で、市場を上回る投資成績が期待できます 今すぐ利用
Oakhurst Short Duration Bond Fund (FWSBX)
ポートフォリオに追加/削除する
ポートフォリオに加える
9.55
+0.01
+0.10%
- モーニングスターの評価:
- 総資産: 15.7M
First Western Short Duration Bond
9.55
+0.01
+0.10%
FWSBX 概要
このページではOakhurst Short Duration Bond Fundの基本的な企業情報をご覧になれます。 FWSBX の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
住所
P.O. Box 701
,
United States
,
United States
電話
-
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| John Han | Assistant Portfolio Manager | 2023 | now |
| 伝記 | 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 | now |
| 伝記 | 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 |
| 伝記 | 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 |
| 伝記 | 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. | ||
Oakhurst Short Duration Bond Fundについての考えを書いてください
本当にこのチャートを削除しますか
削除 キャンセル
添付のチャートを新しいチャートと置き換えますか？
置き換える キャンセル
コメントガイドライン
コメントにチャートを挿入する
ブロックを確認
本当に%USER_NAME%をブロックしたいですか。
ブロックすると、あなたと%USER_NAME%はお互いのInvesting.comへの投稿を見ることができなくなります。
%USER_NAME%は無事ブロックリストに追加されました
この人のブロックを解除したばかりなので、再度ブロックするには48時間待つ必要があります。
このコメントを報告してください
このコメントについて下記のように感じます
コメントに印がつきました
ありがとうございます!
報告は、確認のため管理担当に送られました