Manager changes, October 2015

By Chip

Because bond fund managers, traditionally, had made relatively modest impacts of their funds’ absolute returns, Manager Changes typically highlights changes in equity and hybrid funds.

Ticker Fund Out with the old In with the new Dt
AMTAX AB All Market Real Return Portfolio Jonathan Ruff will no longer serve as a portfolio manager for the fund. Vinod Chathlani joins Daniel Loewy and Vadim Zlotnikov as a manager to the fund. 10/15
ADVGX Advisory Research All Cap Value Fund No one, but . . . Chris Harvey joins James Langer, Matthew Swaim, and Bruce Zessar in managing the fund. 10/15
ADVSX Advisory Research Small Company Opportunities Paul Galat and Shreekkanth Viswanathan will no longer serve as a portfolio manager for the fund. James Langer and Matthew Swaim are joined by Chris Harvey and Bruce Zessar. 10/15
EMEAX Ashmore Emerging Markets Equity Fund Cindy Chi is no longer listed as a portfolio manager on the fund. Felicia Morrow and Alejandro Garza continue to manage the fund 10/15
EFEAX Ashmore Emerging Markets Frontier Equity Fund Peter Trofimenko will no longer serve as a portfolio manager for the fund. Bryan D’Aguiar, Alejandro Garza, and Felicia Morrow will continue to manage the fund 10/15
ESSAX Ashmore Emerging Markets Small-Cap Equity Fund Cindy Chi is no longer listed as a portfolio manager on the fund. Felicia Morrow and Alejandro Garza continue to manage the fund 10/15
BMPEX Beck, Mack & Oliver Partners Fund Zachary Wydra is no longer listed as a portfolio manager on the fund. Robert Beck has taken over as portfolio manager of the fund. 10/15
BPLEX Boston Partners Long/Short Equity Fund Ali Motamed will no longer serve as a portfolio manager for the fund. Robert Jones will continue to manage the fund 10/15
CWGDX Christopher Weil & Company Global Dividend Fund Soledad Investment Management will resign as a subadvisor to the fund effective December 19, 2015 It’s unclear who will be managing the fund after December 19th. 10/15
LGGAX Clearbridge Global Growth, which will become ClearBridge International Growth Fund at the end of the year. Gibboney Huske is no longer listed as a portfolio manager on the fund. Michael Testorf joins Elisa Mazen in managing the fund. 10/15
LACAX Columbia Acorn Fund As announced in May, Robert Mohn, has stepped down from his lead portfolio manager role. David Frank will be joined by P. Zachary Egan 10/15
LAUAX Columbia Acorn USA As announced in May, Robert Mohn, has stepped down from his lead portfolio manager role. William Doyle will remain on the fund 10/15
CSCEX Columbia Active Portfolios Multi-Manager Small Cap Equity Fund No one, but . . . BMO Asset Management Corp has been added to the list of subadvisors. As a result of this, David Corris and Thomas Lettenberger join the extensive team managing this fund. 10/15
NMGIX Columbia Marsico Growth Fund Kevin Boone is no longer listed as a portfolio manager on the fund. Thomas Marsico and Coralie Witter remain as managers for the fund. 10/15
TISHX Deutsche Communications Fund Walter Holick and Frederic Fayolle are no longer listed as portfolio managers of the fund Brendan O’Neill will take over management of the fund. 10/15
KTRAX Deutsche Global Income Builder Fund Thomas Schuessler and Philip Condon are no longer listed as portfolio managers on the fund. Darwei Kung joins William Chepolis, Gary Russell, John Ryan, Walter Holman, and Fabian Degen in managing the fund. 10/15
SERAX Deutsche World Dividend Fund Oliver Pfeil and Thomas Schuessler are no longer listed as portfolio managers on the fund. Fabian Degen is joined by Walter Holman and Sebastian Werner in managing the fund. 10/15
MDDDX FDP BlackRock Janus Growth Fund, formerly the Marsico Growth FDP Fund Kevin Boone, Coralie Witter, and Thomas Marsico are out, as Marsico Capital Management has been replaced by Janus Capital Management as a subadvisor to the fund. Carmel Wellso will manage the fund. 10/15
FSDAX Fidelity Select Portfolios Defense and Aerospace Portfolio Douglas Scott will no longer serve as a portfolio manager for the fund. Jonathan Siegmann takes over management of the fund. 10/15
FBSOX Fidelity Select Portfolios Information Technology Sector No one, but . . . Daniel Sherwood joins Kyle Weaver in managing the fund. 10/15
FMSLX FMC Select Fund Andrew Freedberg will cease serving as a co-portfolio manager of the fund. Michael Kelter will become a co-portfolio manager of the fund, joining Timothy Muccia. 10/15
FLSLX Forward Credit Analysis Long/Short Fund No one, but . . . David Hammer returns and joins Joseph Deane on the management team. 10/15
AHBIX Forward High Yield Bond Fund Steven Michaels is no longer listed as a portfolio manager on the fund. Henry Chu and Ashish Shah are the portfolio managers of the fund. 10/15
GSRAX Goldman Sachs Dividend Focus Rising Dividend Growth Fund Jere Estes will no longer serve as a portfolio manager for the fund. C. Troy Shaver, Ying Wang, and Michael Nix will continue to manage the fund. 10/15
GMLVX GuideMark Emerging Markets Michael Nayfa, Terry Pelzel, and Mark Giambrone are no longer listed as portfolio managers to the fund. Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. 10/15
GMLGX GuideMark Large Cap Core Service Paul Marrkand is no longer listed as a portfolio manager on the fund. Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. 10/15
GMSMX GuideMark Small/Mid Cap Core Service Cheryl Duckworth and Mark Mandel are no longer listed as portfolio managers to the fund. Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. 10/15
GMWEX GuideMark World ex-US Service César Hernandez is no longer listed as a portfolio manager on the fund. Khalid Ghayur, Ronan Heaney, and Stephan Platt are managing the fund. 10/15
HISIX Homestead International Value Fund Cindy New, Robin Kollannur, and Charles Radtke are no longer listed as portfolio managers to the fund. Dwayne Hancock and Teddy Wong will manage the fund. 10/15
HBAFX Huntington Balanced Allocation Fund Kirk Mentzer and Peter Sorrentino are no longer listed as portfolio managers to the fund. David Miller and Michael Schoonover will manage the fund. 10/15
HDCAX Huntington Dividend Capture Fund Kirk Mentzer and Peter Sorrentino are no longer listed as portfolio managers to the fund. David Miller and Michael Schoonover will manage the fund. 10/15
HGSAX Huntington Global Select Markets Fund Paul Attwood and Peter Sorrentino are no longer listed as portfolio managers to the fund. Mike Newton, Edward Baker, Samuel Kwong, Mathias Wikberg, and Walid Khalfallah will manage the fund. 10/15
HRSAX Huntington Real Strategies Fund Paul Attwood and Peter Sorrentino are no longer listed as portfolio managers to the fund. David Miller and Michael Schoonover will manage the fund. 10/15
HSUAX Huntington Situs Fund Kirk Mentzer and Peter Sorrentino are no longer listed as portfolio managers to the fund. David Miller and Michael Schoonover will manage the fund. 10/15
ICLEX ICON Consumer Staples Fund Mick Kuehn will no longer serve as a portfolio manager for the fund. Craig Callahan and Donovan Paul will manage the fund. 10/15
ICARX ICON Emerging Markets Fund Mick Kuehn will no longer serve as a portfolio manager for the fund. Craig Callahan, Zach Jonson, Donovan Paul and Derek Rollingson will manage the fund. 10/15
ICTRX ICON Industrials Fund Mick Kuehn will no longer serve as a portfolio manager for the fund. Craig Callahan and Donovan Paul will manage the fund. 10/15
ICTEX ICON Information Technology Mick Kuehn will no longer serve as a portfolio manager for the fund. Craig Callahan and Donovan Paul will manage the fund. 10/15
COUAX Innealta Capital Country Rotation Fund No one, but . . . Vito Sciaraffia and Mark Mowrey have joined Gerald Buetow in managing the fund. 10/15
SROAX Innealta Capital Sector Rotation Fund No one, but . . . Vito Sciaraffia and Mark Mowrey have joined Gerald Buetow in managing the fund. 10/15
YLDAX Innealta Capital Tactical Fixed Income Fund No one, but . . . Vito Sciaraffia and Mark Mowrey have joined Gerald Buetow in managing the fund. 10/15
JAAAX John Hancock Alternative Asset Allocation Fund Steve Medina will no longer serve as a portfolio manager for the fund, effective January 1, 2016 Robert Boyda, Marcelle Daher, and Nathan Thooft, CFA will continue as portfolio managers of the fund 10/15
Various John Hancock Lifestyle Portfolios, Lifestyle II Portfolios, Retirement Living Portfolios, Retirement Living II Portfolios, and Retirement Choices Portfolios Steve Medina will no longer serve as a portfolio manager for the fund, effective January 1, 2017 Robert Boyda, Marcelle Daher, and Nathan Thooft, CFA will continue as portfolio managers of the fund 10/15
GESOX Lazard Global Equity Select Portfolio No one, but . . . Martin Flood, Louis Florentin-Lee, Andrew Lacey, Patrick Ryan, and Ronald Temple are joined by Barnaby Wilson. 10/15
LDVAX Leland Thomson Reuters Venture Capital Index Fund Justin Lowry and Sean Reichert are no longer listed as portfolio managers to the fund. David Armstrong, Yash Patel, and Neil Peplinski have taken over management of the fund. 10/15
MHNAX Madison High Income Fund As of January 1, 2015, the fund will be managed by Madison Asset Management. As a result Eric Dobbin Mark Shenkman, Mark Flanagan, Steven Schweitzer, Justin Slatky, and Robert Kricheff will no longer serve as  portfolio managers for the fund. The fund will be managed by Michael Sanders and Allen Olson. 10/15
MGRIX  Marsico Growth Fund Kevin Boone is no longer listed as a portfolio manager on the fund. Thomas Marsico and Coralie Witter remain as managers for the fund. 10/15
NGUAX  Neuberger Berman Guardian Fund Mamundi Subhas, Ingrid Dyott, Sajjad Ladiwala, and Arthur Moretti are no longer listed as portfolio managers to the fund. Charles Kantor will now manage the fund. 10/15
PXHAX Pax World High Yield Bond Fund Mary Austin is no longer listed as a portfolio manager on the fund. Peter Schwab will join Kent Siefers in managing the fund. 10/15
LSEAX Persimmon Long/Short Fund Contravisory Investment Management is no longer a subadvisor to the fund. David Canal, Philip Noonan, and William Noonan will no longer serve as portfolio managers for the fund. The rest of the team remains 10/15
PQDAX PIMCO Global Dividend Fund Austin Graff is no longer listed as a portfolio manager on the fund. Brad Kinkelaar now manages the fund. 10/15
RHFHX Royce Heritage Fund James Harvey is no longer listed as a portfolio manager on the fund. Steven McBoyle serves as the fund’s lead portfolio manager and Charles Royce manages the Fund with him. 10/15
RSQVX RSQ International Equity Fund Michael Testorf will no longer serve as a portfolio manager for the fund. Richard Pell and Rudolf-Riad Younes carry on. 10/15
UMBHX Scout Small Cap Fund Thomas Laming no longer serves as a portfolio manager of the fund. James McBride has assumed lead portfolio manager responsibilities for the fund, with Timothy Miller serving as co-portfolio manager. 10/15
FMELX Strategic Advisers Growth Multi-Manager Fund No one, but . . . James Fallon, Jonathan Sage, and John Stocks have joined the already extensive team. 10/15
SUNAX SunAmerica Commodity Strategy Fund Stephen Burke, John Pickart, and Wayne Ryan are no longer listed as portfolio managers to the fund. David Chang and Gregory LeBlanc will manage the fund. 10/15
ABDCX The BDC Income Fund Andrew Kerai is no longer listed as a portfolio manager on the fund. Gregg Felton and John Stuart will continue managing the fund. 10/15
TVFVX Third Avenue Value Fund Michael Lehmann is no longer listed as a portfolio manager on the fund. Robert Rewey, Victor Cunningham, and Yang Lie continue to manage the fund. 10/15
DIVSX Transamerica Partners Institutional Small Value Fund Shaun Pedersen, Timothy McCormack, and Michael Vogelzang are no longer listed as portfolio managers to the fund. James Gaul, David Hanna and Douglas Riley will manage the fund. 10/15
TSLAX Transamerica Partners Small Cap Value Fund James Veers and Michael Vogelzang are no longer listed as portfolio managers to the fund. James Gaul, David Hanna and Douglas Riley will manage the fund. 10/15
DVSVX Transamerica Partners Small Value Fund Shaun Pedersen, Timothy McCormack, and Michael Vogelzang are no longer listed as portfolio managers to the fund. James Gaul, David Hanna and Douglas Riley will manage the fund. 10/15
TSWEX TS&W Equity Institutional Fund Paul Ferwerda will no longer serve as a portfolio manager for the fund. S. Preston Dillard, G. Gary Garland, and Brett Hawkins are the new managers of the fund. 10/15
WUSAX Wanger USA As announced in May, Robert Mohn, has stepped down from his lead portfolio manager role. William Doyle will remain on the fund 10/15
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About Chip

Cheryl Welsch, MBA (Western Governors). Cofounder, technical director. Chip is the lead developer for information technology, virtual reality, and business programs at Eastern Iowa Community Colleges. Chip is responsible for making the Observer actually happen; in cooperation with our graphic designer, she also controls how the Observer looks and acts. She also writes our monthly Manager Changes feature and whittles away at the typofest in our drafts.