Category Archives: Manager changes

Manager changes, June 2014

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 ABYSX AllianceBernstein Discovery Value Fund Andrew Weiner, by all accounts a good and well-liked person, who passed away at […]

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Manager changes, May 2014

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 CLACX AdvisorOne Select Appreciation Fund Matthew Santini Grant Engelbart 5/14 CLSHX AdvisorOne Shelter Fund Stephen Donahoe Scott Kubie, who […]

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Manager changes, April 2014

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 SHKIX Aftershock Strategies Fund Michael Lebowitz is out. Daniel Cohen, David Wiedemer, and Robert Wiedemer remain. 4/14 RMDAX AllianzGI […]

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Manager changes, March 2014

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 FXDAX Altegris Fixed Income Long Short Fund No one, but . . . Eric Bundonis joins Jon Sundt, Matthew […]

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Manager changes, February 2014

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 ALHAX AllianceBernstein Limited Duration High Income Fund Amy Strugazow leaves the team Ivan Rudolph-Shabinsky joins Michael Sohr, Ashish Shah, […]

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Manager changes, January 2014

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 SHKNX Aftershock Strategies Fund Michael Calkin is out The rest of the team, including Daniel Cohen, Michael Lebowitz, David […]

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Manager Changes, December 2013

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 ASFAX Absolute Strategies No one, but . . . Sabal Capital Management will become the eleventh subadviser to the […]

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Manager changes, November 2013

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 ADVGX Advisory Research All Cap Value Fund Brien O’Brien is no longer a manager James Langer, Matthew Swaim, and […]

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Manager changes, October 2013

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 ????? Advisory Research Small Company Opportunities Fund (Not yet launched) Matthew Dougherty Shreekkanth Viswanathan and Paul Galat 10/13 AHSAX […]

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Manager changes, September 2013

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 BCSIX Brown Capital Management Small Company No one, but . . . Damien Davis joins the team 9/13 CSIFX […]

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