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Oakhurst Fixed Income Fund (0P0000W8TG)

US Funds

从投资组合添加/删除添加至投资组合

8.720 -0.020 -0.23%

24/07 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: First Western Capital Mgt

资产类别: 债券

晨星评级:
总资产: 120.5M

0P0000W8TG概述

本页面提供Oakhurst Fixed Income Fund的详细介绍，帮助您了解0P0000W8TG的高管、总资产、投资策略和联系方式等信息。

种类

Intermediate Core-Plus Bond

总资产

120.5M

费用

0.60%

开始日期

2012年11月1日

联络信息

地址 P.O. Box 701
,
United States

电话 -

高管

名称	标题	任期	至
John Han	Assistant Portfolio Manager	2023	now
背景介紹	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
背景介紹	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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近期报价

	名称	价格	涨跌额	涨跌幅
	First Western Fix.	8.720	-0.020	-0.23%