Manager changes, March 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

SHKIX

Aftershock Strategies Fund

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

Daniel Cohen remains as the sole portfoliio manager

3/15

ELSAX

Altegris Equity Long Short Fund

Joseph Jolson and Jim Fowler are no longer listed as portfolio managers to the fund.

Richard Schimel has joined the remainder of the team of Robert Murphy, Eric Bundonis, Don Destino, Kelly Wiesborck, Robert Kim, and Richard Chilton.

3/15

BCSAX

BlackRock Commodity Strategies Fund

Catherine Raw is no longer listed as a portfolio manager of the fund

Robin Batchelor, Evy Hambro, Poppy Allonby, Rob Shimell, and Ricardo Fernandez continue to run the fund

3/15

BDHAX

BlackRock Dynamic High Income

Lutz-Peter Wilke is no longer listed as a portfolio manager

Alex Shingler joins Justin Christofel and Michael Fredericks in running the fund.

3/15

BAICX

BlackRock Multi-Asset Income

Lutz-Peter Wilke is no longer listed as a portfolio manager

Alex Shingler joins Justin Christofel and Michael Fredericks in running the fund.

3/15

BRRAX

BlackRock Multi-Asset Real Return Fund

In a sort of trifecta, Lutz-Peter Wilke is no longer listed as a portfolio manager here, either.

Justin Christofel, Michael Fredericks, Philip Green, and Sunder Ramkumar continue to run the fund.

3/15

CSIFX

Calvert Balanced Fund

Calvert has removed Profit Investment Management as a subadvisor to the fund, as well as Eugene Profit as a portfolio manager

The rest of the team, Natalie Trunow, Matthew Duch, Vishal Khanduja, and Joshua Linder, remains.

3/15

CWVGX

Calvert International Equity Fund

Martin Currie has been removed as a subadvisor to the fund, along with portfolio manager David Sheasby. Fabrice Bay is also no longer listed as a portfolio manager.

Natalie Trunow remains as the sole portfolio manager on the fund.

3/15

CULAX

Calvert Ultra-Short Income Fund

No one, but . . .

Brian Ellis has been added to the team of Vishal Khanduja, Matthew Duch, and Maurice Agudelo

3/15

NIEQX

Columbia Multi-Advisor International Equity Fund, whose name will become Columbia Select International Equity Fund on May 1st.

Dan Ison, Fred Copper, and Colin Moore are no longer listed as portfolio managers

Simon Haines, William Davies, and David Dudding comprise the new management team

3/15

GBRAX

Goldman Sachs BRIC Fund

Edward Perkin and Alina Chiew are no longer listed as portfolio managers for the fund

Prashant Khemka and Basak Yavuz will be managing the fund.

3/15

GEMAX

Goldman Sachs Emerging Markets Equity Fund

Edward Perkin and Alina Chiew are no longer listed as portfolio managers for the fund

Prashant Khemka and Basak Yavuz will be managing the fund.

3/15

GISAX

Goldman Sachs International Small Cap Fund

Aidan Farrell no longer serves on the fund.

Gaurav Rege carries on as the sole portfolio manager.

3/15

HEMAX

Henderson Emerging Markets Fund (formerly Henderson Emerging Market Opportunities)

The entire current team of Nicholas Cowley, Bill McQuaker, Stephen Peak, Andrew Mattlock, and Andrew Gillan, has been removed, as part of a name and strategy change.

Glen Finegan is lead portfolio manager of the fund.

3/15

AACFX

Invesco China Fund

Joseph Tang is no longer listed as the portfolio manager of this fund

Mike Shiao has taken over as portfolio manager

3/15

VVOAX

Invesco Value Opportunity Fund

Yoginder Kak and Jason Leder are out, possibly as part of a strategy change.

R. Canon Coleman, Jonathan Edwards, and Jonathan Mueller are the new managers to the fund.

3/15

JAMVX

Janus Aspen Perkins Mid Cap Value Fund

Jeffrey Kautz is no longer listed as a portfolio manager

Thomas Perkins and Kevin Preloger are joined by Justin Tugman.

3/15

BELAX

Modern Technology Fund

Marc Lewis is no longer the portfolio manager of the fund

The new team is David Morton, Peter DeCaprio, and Andrew Tuttle. Our advice: don’t get comfortable, this microscopic, spectacularly bad fund tends to eat a team a year.

3/15

TMFEX

Motley Fool Epic Voyage Fund

Tim Hanson has taken a new position at The Motley Fool, LLC (bye, Tim!) and will no longer serve as a senior portfolio manager for the fund.

The remainder of the team, William Mann, William Barker, Anthony Arsta, Nathan Weisshaar, Bryan Hinmon, David Meier, and Charles Travers, remain.

3/15

TMFGX

Motley Fool Great America Fund

Tim Hanson has taken a new position at The Motley Fool, LLC, and will no longer serve as a senior portfolio manager for the fund.

The remainder of the team, William Mann, William Barker, Anthony Arsta, Nathan Weisshaar, Bryan Hinmon, David Meier, and Charles Travers, remain.

3/15

FOOLX

Motley Fool Independence Fund

Tim Hanson has taken a new position at The Motley Fool, LLC, and will no longer serve as a senior portfolio manager for the fund.

The remainder of the team, William Mann, William Barker, Anthony Arsta, Nathan Weisshaar, Bryan Hinmon, David Meier, and Charles Travers, remain.

3/15

OEMAX

Oppenheimer Emerging Markets Local Debt Fund

Sara Zervos is no longer listed as a portfolio manager for the fund

Hemant Baijal continues to run the fund

3/15

OGYAX

Oppenheimer Global High Yield Fund

Jack Brown, Krishna Memani, and Sara Zervos are no longer listed as portfolio managers on the fund.

Young-Sup Lee has been joined by Michael Mata and Christopher Kelly.

3/15

OPSIX

Oppenheimer Global Strategic Income Fund

Jack Brown and Sara Zervos are no longer listed as portfolio managers on the fund.

Hemant Baijal joins Michael Mata and Krishna Memani in running the fund

3/15

OIBAX

Oppenheimer International Bond Fund

Sara Zervos is no longer listed as a portfolio manager for the fund

Christopher Kelly joins Hemant Baijal in running the fund

3/15

JDPAX

Perkins Mid Cap Value Fund

Jeffrey Kautz is no longer listed as a portfolio manager

Thomas Perkins and Kevin Preloger are joined by Justin Tugman.

3/15

JPVAX

Perkins Value Plus Income Fund

Jeffrey Kautz is no longer listed as a portfolio manager

Theodore Thome, R. Gibson Smith, and Darrell Watters will remain on the fund

3/15

FLILX

Strategic Advisers Emerging Markets Fund of Funds

No one, but . . .

M&G Investment Management has been added as a new subadviser, joining Pyramis Global Advisors and Acadian Asset Management

3/15

FMJDX

Strategic Advisers International Fund

No one, but . . .

Arrowstreet Capital has been added as a new subadvisor, joining Causeway Capital Management, Massachusetts Financial Services Company, Pyramis Global Advisors, TS&W, and William Blair & Company

3/15

FNAPX

Strategic Advisers Small-Mid Cap Fund

Massachusetts Financial Services Company is no longer a subadvisor to the fund.

Portolan Capital Management has been added as a new subadvisor to the fund, joining Advisory Research, The Boston Company Asset Management, Fisher Investments, Invesco Advisers, Kennedy Capital Management, Neuberger Berman Management, Pyramis Global Advisors, RS Investment Management, and Systematic Financial Management.

3/15

TGIBX

TCW International Growth Fund

Rohit Sah is no longer listed as a portfolio manager

Andrey Glukhov and Ray Prasad remain with the fund.

3/15

TGICX

TCW International Small Cap Fund

Rohit Sah is no longer listed as a portfolio manager

Andrey Glukhov and Ray Prasad remain with the fund.

3/15

TFCVX

Third Avenue Focused Credit Fund

Edwin Tai is no longer listed as a portfolio manager

Thomas LaPointe, Nathaniel Kirk, and Joseph Zalewski remain with the fund

3/15

TPEAX

Thrivent Partner Emerging Markets Equity Fund

Rafi Zaman has retired and is no longer listed as a portfolio manager to the fund

The new management team members are Hugh Young, Fiona Manning, Joanne Irvine, Devan Kaloo, and Mark Gordon-James

3/15

TSWEX

TS&W Equity Fund

Elizabeth Cabell Jennings is no longer serving as a portfolio manager.

Paul Ferwerda continues on.

3/15

VDGAX

Victory Dividend Growth Fund

As part of a change in investment strategy, Gregory Ekizian is no longer listed as a portfolio manager.

Lawrence Babin, Paul Danes, Carolyn Rains, Martin Shagrin, and Thomas Uutala comprise the new management team.

3/15

EGOAX

Wells Fargo Advantage Large Cap Core Fund

No one, but . . .

John Campbell has joined Jeff Moser in managing the fund

3/15

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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.