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Icon Health And Information Technology Fund Institutional Class (0P00002VFJ)

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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
 
17.390 +0.350    +2.05%
07/11 - Data Tertunda. Matawang dalam USD
Jenis:  Dana
Pasaran:  Amerika Syarikat
Penerbit:  ICON Funds
Kelas Aset:  Ekuiti
  • Penarafan Morningstar:
  • Jumlah Aset: 83.61M
ICON Information Technology Fund Class S 17.390 +0.350 +2.05%

Tinjauan 0P00002VFJ

 
Di laman ini anda akan mendapat profil terperinci Icon Health And Information Technology Fund Institutional Class. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P00002VFJ antara maklumat lain.
Kategori

Technology

Jumlah Aset

83.61M

Perbelanjaan

1.30%

Tarikh Permulaan

Feb. 19, 1997

Maklumat Untuk Dihubungi

Alamat 5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States
Telefon +1 303 7901600

Eksekutif Tinggi

Nama Tajuk Sejak Sehingga
Brian Callahan Member 2019 now
Biografi 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 now
Biografi 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 now
Biografi 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.
Derek N. Rollingson Vice President 2017 2019
Biografi Derek Rollingson joined ICON in 2000 as a junior member of the Investment Committee and subsequently became a senior member. In 2003, he was promoted to Portfolio Manager. Mr. Rollingson is a Senior Vice President of Investment Management. He was previously employed as a research analyst in corporate litigation for Navigant Consulting from 1997 to 2000. He holds a bachelor’s degree in Business Management Finance and Minor in Statistics from Brigham Young University and has an MSF from the University of Denver. He holds the FINRA Series 7, 63 and 66 registrations.
Rob Young Portfolio Manager 2016 2017
Biografi 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.
Donovan (Jerry) J. Paul Portfolio Manager 2015 2017
Biografi 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.
Craig T. Callahan President, Chairman 2015 2017
Biografi 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.
Michael Kuehn junior Member 2013 2015
Biografi • Portfolio manager for the ICON Emerging Markets4, Industrials, Information Technology and Consumer Staples Funds; member of ICON’s Investment Committee • Master’s of business administration degree from the University of Denver and bachelor’s degree in finance and information technology from the University of Colorado; he holds the right to use the Chartered Financial Analyst designation • Previously employed by Thrivent Financial • Joined ICON in 2007
Scott Callahan Assistant Portfolio Manager 2009 2014
Biografi 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.
Robert Straus Portfolio Manager, Member 2003 2009
Biografi Straus is a portfolio manager and a member of ICON's Investment Committee. Previously, he was employed by ICON as its Head Trader from 1996 to 1999 and rejoined ICON in 2001 as an assistant portfolio manager. In 2002, he was appointed portfolio manager. Prior to ICON, he was a senior equity trader with Charles Schwab & Co., Inc. in 2000 and a partner with Integral Asset Management, LLC from 1999 to 2000.
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