Manager changes, April 2013

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

BACAX

BlackRock All-Cap Energy & Resources

Daniel Neumann

Robin Batchelor and Poppy Allonby

4/13

MDIVX

BMO Dividend Income

Daniel Brown 

Casey Sambs and Kenneth Conrad join existing comanager, Ernesto Ramos

4/13

IGLGX

Columbia Global Equity 

No one, but . . .

Neil Robson joined comanager Esther Perkins

4/13

DQIAX

Dreyfus Equity Income 

Jocelin Reed

C. Wesley Boggs, Warren Chiang, and Ronald Gala remain

4/13

DPOAX

Dreyfus MidCap Core

Jocelin Reed

C. Wesley Boggs, Warren Chiang, and Ronald Gala remain

4/13

DTCAX

Dreyfus Third Century 

Jocelin Reed

C. Wesley Boggs, Warren Chiang, and Ronald Gala remain

4/13

DWGVX

Dynamic Contrarian Advantage

Izet Elmazi

David Fingold and Don Simpson remain

4/13

EQCRX

Equinox Crabel Strategy Fund

Brian Bell

Afroz Qadeer and Sue Osborne are joining the existing team

4/13

FMPAX

Fidelity Advisor Mid Cap Value 

Bruce Dirks

Court Dignan

4/13

FSMVX

Fidelity Mid Cap Value

Bruce Dirks, who seems to have left Fido and who did a really solid job over eight years

Court Dignan, who’s been solid on Fido Select Insurance

4/13

FPHAX

Fidelity Select Pharmaceuticals

Andrew Oh 

Asher Anolic

4/13

GSCGX

Goldman Sachs Capital Growth

Joe Hudepohl and Scott Kolar

Steve Becker joins Tim Leahy

4/13

GGOAX

Goldman Sachs Growth Opportunities

Joe Hudepohl and Scott Kolar

Steve Barry and Jeffrey Rabinowitz remain

4/13

SECEX

Guggenheim StylePlus – Large Core 

Mark Bronzo and Mark Mitchell

B. Scott Minerd, Farhan Sharaff, Jayson B. Flowers and Scott Hammond

4/13

SECUX 

Guggenheim StylePlus – Mid Growth Fund

Joseph O’Connor 

B. Scott Minerd, Farhan Sharaff, Jayson B. Flowers and Scott Hammond

4/13

HLDAX

Hartford Emerging Markets Local Debt

Ricardo Adrogué 

James Valone and Tieu-Bich Nguyen continue on

4/13

HCOAX 

Highland Global Allocation

Stephen Gelhaus and Paul Reinhardt

James Dondero 

4/13

IADEX

ING Diversified Emerging Markets Debt 

Jennifer Gorgoll

Marcelo Assalin and Michael Mata continue on

4/13

IMCDX

ING Emerging Markets Corporate Debt

Jennifer Gorgoll

Michael Hyman is joined by new manager Kurt Kringelis

4/13

AWEIX

Invesco Disciplined Equity

No one, but . . .

W. Brant Houston joins existing managers Patricia Bannan and Paul McPheeters

4/13

JHIAX

John Hancock Small Cap Intrinsic Value Fund

Roger Hamilton

Joseph Nowinski and Bill Talbot

4/13

JMGIX

JPMorgan Managed Income 

No one, but . . .

Kyongsoo Noh joins comanager David Martucci

4/13

LGILX

Laudus Growth Investors US Large Cap Growth

Sam Console

Peter Bye and Paul Graham remain

4/13

LGMAX

Loomis Sayles Global Equity and Income

Warren Koontz

Eileen Riley and Lee Rosenbaum join remaining managers, Dan Fuss and David Rolley

4/13

MCAAX

Madison Large Cap Growth

Bruce Ebel 

David Halford, Jay Sekelsky, Ray DiBernardo, and Walter E. Dewey

4/13

MHFAX

MutualHedge Frontier Legends Fund

Brian Bell

Afroz Qadeer and Sue Osborne have been added as portfolio managers, joining together with Richard Bornhoft, Ajay Dravid and Rufus Rankin

4/13

NNGAX

Nuveen Multi-Manager Large-Cap Value

Subadvisors, Institutional Capital and Symphony Asset Management

Bob Doll

4/13

OAKBX

Oakmark Equity & Income

No one (they’re still trying to fill the retired Ed Studzinski’s shoes), but . . .

Clyde McGregor is joined by Edward Wojciechowski, Colin Hudson, and Matthew Logan

4/13

QRAAX

Oppenheimer Commodity Strategy Total Return

Robert Baker has left the firm

George Zivic

4/13

QVGIX

Oppenheimer Global Allocation

Arthur Steinmetz, Krishna Memani, and George Evans

Mark Hamilton now comanages with Benjamin Rockmuller

4/13

JMCVX

Perkins Mid Cap Value

No one, but . . .

Kevin Preloger will join Jeff Kautz and Tom Perkins

4/13

JSVTX

Perkins Select Value 

Kevin Preloger

Alec Perkins

4/13

JSCVX

Perkins Small Cap Value

Todd Perkins

Tom Reynolds

4/13

TAVIX

Third Avenue International Value

Jakub Rehor who just joined in January

Matthew Fine and Amit Wadhwaney remain

4/13

VGIAX

Vanguard Growth and Income 

No one, but . . .

Anne Dinning joins as a comanager

4/13

EIVAX

Wells Fargo Advantage Intrinsic Value 

Gary Lisenbee

The rest of the team remains

4/13

EWEAX

Wells Fargo Advantage Intrinsic World Equity

Gary Lisenbee

The rest of the team remains

4/13

WWLAX

Westwood Large Cap Value

Jay Singhania and Todd Williams

Varun V. Singh gets taped onto the existing team at this sputtering fund

 

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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.