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(0P00002TIR) Shelton Emerging Markets Fund Institutional Shares
إضافة إلى/حذف من محفظة
أضف محفظة
18.050
0.000
0%
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 25.32M
ICON Emerging Markets Fund Class S
18.050
0.000
0%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - 0P00002TIR
تجد في هذه الصفحة تعريفًا تفصيليًا لـ Shelton Emerging Markets Fund Institutional Shares. تعرف على أهم أعضاء الكادر الإداري لـ0P00002TIR وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
1875 Lawrence Street Suite 300
Denver,CO 80202
United States
Denver,CO 80202
United States
الهاتف
1-800-955-9988
الفاكس
415-421-2019
الموقع الإلكتروني
www.sheltoncap.com
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Derek Izuel | Portfolio Manager | 2022 | الآن |
| السيرة الذاتية | Derek joined Shelton Capital Management in January 2022 as Chief Investment Officer and Portfolio Manager of the International Fund and the Emerging Markets Fund. He has over 24 years of portfolio management experience at Invesco, HighMark Capital and Vitruvian Capital. Derek earned his MBA from the Ross School of Business at the University of Michigan and a B.S. in Computer Science from the University of California at Berkley. | ||
| Justin Sheetz | Portfolio Manager | 2022 | الآن |
| السيرة الذاتية | Justin joined Shelton Capital Management in January 2022 as Portfolio Manager of the International Fund and the Emerging Markets Fund. His experience ranges from 12 years as an Investment Strategist at Blackrock/BGI’s Scientific Active Equity Group, 3 years as VP and Equity Analyst at HighMark Capital to 3 years as partner at Vitruvian Capital. Justin earned his MSc in Computational Finance and Risk Management from the University of Washington and a B.A. in International Studies from Colby College. | ||
| Andrew Manton | Senior Portfolio Manager | 2020 | 2022 |
| السيرة الذاتية | Mr. Manton joined OneAscent Investment in 2021 and serves as its Chief Equity Strategist and Senior Portfolio Manager. Mr. Manton served as Senior Portfolio Manager at Shelton Capital Management (“SCM”) from July 2016 to December 2021. Prior to his affiliation with SCM, Mr. Manton served as a Senior Portfolio Manager at WHV Investments (“WHV”). Prior to his affiliation with WHV, Mr. Manton was a Senior Research Analyst and a member of the Large Cap Global Equities team at Victory Capital Management, and an analyst in both the fundamental Active Equities and Quantitative Strategies groups at Deutsche Asset Management. He has a BS in Finance from the University of Illinois at Chicago and an MBA with a concentration in Quantitative Finance and Accounting from the Tepper School of Business at Carnegie Mellon University. | ||
| Brian Callahan | Member | 2019 | 2020 |
| السيرة الذاتية | Brian Callahan is ICON’s Investment Committee member for separately managed accounts (SMAs) and institutional accounts. He first joined ICON in 2000 as a Research Analyst while attending Colorado State University. In 2007, he received a master’s in business administration from The Ohio State University and returned as a Research Analyst. In 2008, he became an Investment Committee member and Portfolio Manager.From 2008 until January 2011 he managed ICON’s separately managed accounts. From 2011 to 2014 Mr. Callahan was ICON’s Director of Marketing. From 2014 to 2018 Mr. Callahan managed ICON’s strategy based portfolios and tactical allocation portfolios .He was previously employed as a treasury administrator at Citi Fund Services . He holds a FINRA Series 7 registration. | ||
| Scott Callahan | Assistant Portfolio Manager | 2019 | 2020 |
| السيرة الذاتية | Scott Callahan joined ICON in 2005 as a Research Analyst and was promoted to Assistant Portfolio Manager in January 2006. He left ICON in August 2006 to pursue his MBA, which he received from New York University in 2008. Mr. Callahan became a Portfolio Manager in 2008. Mr. Callahan received a bachelor’s degree in psychology from the University of Colorado. | ||
| Craig T. Callahan | President, Chairman | 2019 | 2020 |
| السيرة الذاتية | Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations. | ||
| Rob Young | Portfolio Manager | 2017 | 2019 |
| السيرة الذاتية | Rob Young, CFA, joined ICON in 2015 as a Research Analyst. Mr. Young was promoted to Portfolio Manager on January 1, 2017. From 2013-2015, he was a VP of Equity Institutional Sales at DA Davidson. Previously, he was a Senior Equity Analyst at Wm Smith and Co from 2007-2013. Mr. Young received his Bachelor of Science degree in Finance, along with his MBA from the University of Denver. He holds the Series 7, 63, 68 and 87 registrations. | ||
| Scott Snyder | Portfolio Manager | 2015 | 2019 |
| السيرة الذاتية | Scott Snyder, CFA, joined ICON in 2004 as a Research Analyst. In 2005, he was promoted to the Investment Committee and a Portfolio Manager. Previously, he was employed by FactSet as a portfolio analytics specialist from 2003-2004 and as a senior consultant from 2001-2003. Mr. Snyder received his bachelor of science degree in finance from Arizona State University and a MBA from the University of Denver. He holds the FINRA Series 7 and 63 registrations. | ||
| Zach Jonson | Director | 2015 | 2017 |
| السيرة الذاتية | Zach Jonson, CFA, joined ICON in 2003 as a Reconciliation and Performance Specialist. He became a Research Analyst in 2006 and was promoted to a junior member and subsequently, a member of the Investment Committee as a Portfolio Manager in 2007. In 2012, Mr. Jonson was appointed Director of Fund Management. Mr. Jonson received a bachelor of arts degree in economics from the University of Colorado and an MBA from the University of Denver. He holds the FINRA Series 7 and 63 registrations. | ||
| Donovan (Jerry) J. Paul | Portfolio Manager | 2015 | 2017 |
| السيرة الذاتية | Donovan “Jerry” Paul, CFA, joined ICON Advisers, Inc in July 2013 as a Portfolio Manager.He is Senior Vice President of Fixed Income and serves as Co-Portfolio Manager of the ICON Bond and ICON Risk-Managed Balanced Funds. Mr. Paul was named Morningstar’s Fixed Income Manager of the Year for 1999 while he managed high yield bonds for INVESCO. Mr. Paul’s professional investment experience includes over thirty eight years in fixed income portfolio management and research. Before joining ICON he was a senior vice president, director of fixed-income research and portfolio manager of INVESCO Funds Group (1994-2001), founder and managing partner of Quixote Capital Management, LLC, (2002-2009), partner of Essential Investment Partners, LLC, (2009-2011) and Senior Vice President Western Alliance Bancorporation (2012). He holds an MBA from the University of Northern Iowa and BBA from the University of Iowa. He holds the FINRA Series 7 and 63 registrations. | ||
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