Category Archives: Manager changes

Manager changes, March 2015

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 Dr. John David Wiedemer and Robert Wiedemer are no longer portfolio managers of the fund. […]

Manager changes, February 2015

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 AOFAX Alger Growth Opportunities Fund Jill Greenwald is no longer listed as portfolio manager of the fund Amy Zhang […]

Manager changes, January 2015

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 AFNAX AAM/Bahl & Gaynor Income Growth Fund No one, but . . . James Russell joins  the extensive team […]

Manager changes, December 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 AGMZX 361 Global Macro Opportunity Fund Brian Cunningham is no longer a portfolio manager of the fund Clifford Stanton […]

Manager changes, November 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 CUGAX Aberdeen Global Fixed Income Fund Simon Hancock József Szabó, Rich Smith, Neil Moriarty, and Oliver Boulind 11/14 CLHAX […]

Manager changes, October 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 NTFAX Aberdeen Tax-Free Income Fund James Faunce and William Hines are no longer listed as portfolio managers on the […]

Manager changes, September 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 ASFIX Absolute Strategies Fund No one, but . . . Harvest Capital Strategies and Pine Cobble Capital will become […]

Manager changes, August 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 ABSAX American Beacon Small Cap Value Fund Subadvisor, Opus Capital Group, along with Jonathon Detter, Len Haussler, and Kevin […]

Manager changes, July 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 BJBHX Aberdeen Global High Income Fund No one, but . . . Lynn Chen joins Donald Quigley as a […]

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 […]