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Oakhurst Fixed Income Fund (0P0000W8TG)

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

8.810 -0.020 -0.23%

11/12 - Data Tertunda. Matawang dalam USD

Jenis: Dana

Pasaran: Amerika Syarikat

Penerbit: First Western Capital Mgt

Kelas Aset: Bon

Penarafan Morningstar:
Jumlah Aset: 132.23M

Umum
Carta
- Carta penstriman
- Carta Interaktif
Teknikal
- Analisis Teknikal
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Tinjauan 0P0000W8TG

Di laman ini anda akan mendapat profil terperinci Oakhurst Fixed Income Fund. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P0000W8TG antara maklumat lain.

Kategori

Intermediate Core-Plus Bond

Jumlah Aset

132.23M

Perbelanjaan

0.60%

Tarikh Permulaan

Nov. 01, 2012

Maklumat Untuk Dihubungi

Alamat P.O. Box 701
,
United States

Telefon -

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
John Han	Assistant Portfolio Manager	2023	now
Biografi	John Han CFA®, CPA® – Mr. Han is a Senior Credit Analyst and Assistant Portfolio Manager of the Adviser. Prior to November 16, 2020, he was a Senior Credit Analyst of First Western. Prior to joining First Western, Mr. Han was Vice President of Leveraged and Sponsor Finance at East West Bank. Prior to that, he was an Assistant Vice President of Private Debt at Midcap Financial. He has also held positions at the CIM Group and Houlihan Lokey. Mr. Han began his career at KPMG LLP as a Manager in the Structured Finance Group. Mr. Han has been responsible for the day-to-day management of each Fund since January 2023.
Barry Julien	-	2012	now
Biografi	Barry P. Julien, CFA, Chief Investment Officer & Portfolio Manager – As part of Lido’s Fixed Income Initiative, Mr. Julien serves as lead Portfolio Manager for Lido Advisors, LLC’s (“Lido”) fixed income strategies. With over 30 years of experience, Mr. Julien leads Lido’s Fixed Income Team and works with institutional and high net worth clients to determine appropriate investment objectives and risk tolerance. Mr. Julien is also Chief Investment Officer of Oakhurst Capital Management, LLC (“OCM”), a joint venture between Lido and F/m Acceleration, LLC (“F/m”), where he leads both firm’s fixed income strategies through separately managed accounts, mutual funds, and other pooled investment vehicles, pursuant to primary advisory and sub-advisory relationships. He joined Lido Advisors in December 2020 when his prior firm, First Western Capital Management, was acquired. Mr. Julien served as President and Chief Investment Officer of First Western Capital Management. Previously, Mr. Julien was President and Chief Investment Officer at McKee Investment Management, and subsequently a Principal at Stonebridge Capital Management where he managed the company’s fixed income portfolio.

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Sebutan Terkini

	Nama	Harga	Prbhn.	Prbhn. %
	First Western Fix.	8.810	-0.020	-0.23%