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Carillon Chartwell Real Income Class I (BERIX)

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Keadaan

Frekuensi

Sekali
%

Frekuensi

Frekuensi

Kaedah Penyampaian

Status

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio
Tambah ke Senarai Lihat
Tambah Kedudukan

Kedudukan berjaya ditambah ke:

Sila namakan portfolio pegangan anda
 
12.97 +0.01    +0.08%
27/06 - Ditutup. Matawang dalam USD ( Penolak Tuntutan )
Jenis:  Dana
Pasaran:  Amerika Syarikat
Penerbit:  Chartwell Investment Partners
Kelas Aset:  Ekuiti
  • Penarafan Morningstar:
  • Jumlah Aset: 273.93M
Berwyn Income 12.97 +0.01 +0.08%

Tinjauan BERIX

 
Di laman ini anda akan mendapat profil terperinci Carillon Chartwell Real Income Class I. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi BERIX antara maklumat lain.
Kategori

Inflation-Protected Bond

Jumlah Aset

273.93M

Perbelanjaan

0.64%

Tarikh Permulaan

32023

Maklumat Untuk Dihubungi

Alamat P.O. Box 23572
St. Petersburg,FL 33742
United States
Telefon 1.800.421.4184

Eksekutif Tinggi

Nama Tajuk Sejak Sehingga
Reid T. Halloran Portfolio Manager 2024 now
Biografi Reid joined Chartwell in 2010. Prior to joining Chartwell in 2010, Reid worked as an Investment Analyst at Aberdeen Asset Management in the North American Equities division. Reid earned a Bachelor of Science degree in Business Management from Babson College. He began his investment career in 2006.
John M, Hopkins Portfolio Manager 2021 now
Biografi John M. Hopkins, CFA, has over 29 years of investment experience. Mr. Hopkins is a Portfolio Manager and Senior Analyst and has been with Chartwell since 2007. From May of 2004 to 2007, Mr. Hopkins worked for Collateral Processing Group, LLC where he was a Founder and Managing Principal. From 1999 to 2003 he worked for Sunrock Capital Corporation where he was Chief Financial Officer. From 1997 to 1999, he worked for Chase Securities, Inc. where he was a Senior High Yield Analyst. Mr. Hopkins holds a Bachelor’s degree in both Finance and Economics, and a Minor in Spanish, from Pennsylvania State University and is a Chartered Financial Analyst. Mr. Hopkins is a member of the CFA Institute and the CFA Society of Philadelphia.
Christine F. Williams Senior Portfolio Manager 2021 now
Biografi Christine F. Williams is a Managing Partner and Senior Portfolio Manager and has been with Chartwell since its inception in 1997. She is responsible for overseeing all of the high grade fixed income assets at Chartwell. From 1990 to 1997, Ms. Williams was an Assistant Vice President in Fixed Income at Meridian Investment Company where she was part of the fixed income team managing close to $2 billion in assets. In addition to her tax exempt responsibilities, she managed the Pennsylvania Municipal Mutual Fund and the General Market Personal Trust Municipal Fund. She began her career at Merrill Lynch. Ms. Williams holds a Bachelor’s degree in Economics from the University of Delaware and a Master’s Degree in Finance from St. Joseph’s University. Ms. Williams is a member of the CFA Institute and the CFA Society of Philadelphia.
T. Ryan Harkins Senior Portfolio Manager 2019 now
Biografi T. Ryan Harkins, CFA, has more than 20 years of investment experience. Mr. Harkins is a Senior Portfolio Manager and has been with Chartwell since 2007. Prior to joining Chartwell, Mr. Harkins was a Portfolio Manager and Research Analyst at Credit Suisse Asset Management where he co-managed the firm’s small cap value strategy. From 1997 to 2000, he was an Investment Banker at Morgan Keegan & Company where he specialized in private placements for small public and private companies. Mr. Harkins holds a Bachelor’s degree from Duke University, an MBA from University of Pennsylvania’s Wharton School and is a Chartered Financial Analyst.
Thomas R. Coughlin Portfolio Manager 2019 now
Biografi Thomas R. Coughlin, CFA, CMT, has 17 years of investment experience. Mr. Coughlin is an Analyst and has been with Chartwell since 2008. Prior to joining Chartwell, Tom was employed at Janney Montgomery Scott, LLC. He held multiple analyst positions at Janney Montgomery Scott, LLC. Mr. Coughlin holds a Bachelor’s degree from Swarthmore College and is a Chartered Financial Analyst and a Chartered Market Technician.
Jeffrey Bilsky Portfolio Co-Manager 2019 now
Biografi Jeff was employed at Cruiser Capital, where he served as a Research Analyst. Previously, he was a Vice President in Institutional Sales and Trading at Hudson Securities. Earlier in his career, Jeff worked at Bank of America as an Analyst in Institutional Sales and Trading. Jeff earned a B.A. in Diplomatic History from the University of Pennsylvania and an MBA in Finance from The Wharton School of the University of Pennsylvania.
David C. Dalrymple Managing Partner, Senior Portfolio Manager 2019 now
Biografi David C. Dalrymple, CFA, has been with Chartwell since its inception in 1997. He has served as Chartwell’s Managing Partner and Senior Portfolio Manager since 1997. During the past nineteen years, Mr. Dalrymple has been the lead portfolio manager of the firm’s Small Cap Value strategy serving institutional, high net worth, and mutual fund sub-advisory clients. Mr. Dalrymple is part of a dedicated investment team of four investment professionals. From 1991 to 1997, Mr. Dalrymple served as Portfolio Manager at Delaware Investment Advisers, managing a small cap value mutual fund, the Value Fund, and assisting in managing mutual funds and institutional assets in small and mid-cap styles. Prior to joining Delaware Investment Advisers, Mr. Dalrymple was an assistant portfolio manager at Lord Abbett & Co. managing mid-cap value and small-cap growth products. Mr. Dalrymple holds a Bachelor of Science degree in Business Management from Clarkson University and an MBA from Cornell University’s Johnson School and is a Chartered Financial Analyst.
Andrew S. Toburen Senior Portfolio Manager 2019 now
Biografi Andrew S. Toburen, CFA, has more than 25 years of investment experience. Mr. Toburen is a Senior Portfolio Manager and has been with Chartwell since 1999. He is responsible for overseeing all of the high yield fixed income assets at Chartwell. From 1994 to 1997, Mr. Toburen was part of a team managing over $3 billion in high yield corporate bond assets at Nomura Corporate Research and Asset Management, Inc. Mr. Toburen holds a Bachelor’s degree in Economics from Yale University and an MBA from Cornell University’s Johnson School of Management and is a Chartered Financial Analyst. Mr. Toburen is a member of the CFA Institute and the CFA Society of Philadelphia.
Mark J. Saylor Portfolio Manager 2014 2019
Biografi Mr. Saylor joined Penn Mutual Asset Management, LLC in March 2020 and co-leads the management of balanced income fund strategies.Mr. Saylor joined Chartwell Investment Partners in 2016 as a Senior Portfolio Manager. From 2007 to 2016, Saylor worked at The Killen Group (“Killen”, the predecessor advisor) where he was a Portfolio Manager, and minority shareholder. At Killen, Saylor primarily managed the Berwyn Income Fund, and was on the Investment Management Committee. His primary responsibilities within the Investment Management Committee included research, trading and portfolio analysis. Saylor holds the Chartered Financial Analyst designation.
George Cipolloni Portfolio Manager 2006 2019
Biografi Mr. Cipolloni joined Penn Mutual Asset Management, LLC in March 2020 and co-leads the management of balanced income fund strategies. Mr. Cipolloni joined Chartwell Investment Partners in 2016 as a Senior Portfolio Manager. From 2002 to 2016, Cipolloni worked at The Killen Group (“Killen”, the predecessor advisor) where he was a Vice President, Portfolio Manager, and minority shareholder. At Killen, Cipolloni primarily managed the Berwyn Income Fund, and was on the Investment Management Committee. His primary responsibilities within the Investment Management Committee included research, trading and portfolio analysis. Cipolloni holds the Chartered Financial Analyst designation.
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Komen BERIX

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