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Matisse Discounted Closed-End Fund Strategy Institutional Class Shares (MDCEX)

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7.18 -0.01    -0.14%
26/12 - 闭盘. USD 货币
类型:  基金
市场:  美国
发行商:  Nottingham
资产类别:  股票
  • 晨星评级:
  • 总资产: 49.38M
Matisse Discounted Cl-End Fd Strat Instl 7.18 -0.01 -0.14%

MDCEX概述

 
本页面提供Matisse Discounted Closed-End Fund Strategy Institutional Class Shares的详细介绍,帮助您了解MDCEX的高管、总资产、投资策略和联系方式等信息。
种类

Tactical Allocation

总资产

49.38M

费用

1.81%

开始日期

41213

联络信息

地址 116 South Franklin Street, Post Office Box 4365
Rocky Mount,NC 27803-0365
United States
电话 -

高管

名称 标题 任期
Bryn Torkelson Founder 2012 now
背景介紹 Mr. Torkelson is the founder and has been the chief investment officer of Matisse Capital since 2010. He has been in the investment business since 1981. He began his career with Smith Barney, spent 10 years at Dain Bosworth as a senior vice president, managing partner, and perennial Chairman’s Club member, founded Matisse Capital’s predecessor firm in 1997, and then started Matisse Capital in 2010. Mr. Torkelson received a Bachelor of Science in Finance from the University of Oregon.
Eric Andrew Boughton CIO (Chief Investment Officer) 2012 now
背景介紹 Mr. Boughton joined the predecessor firm to Matisse Capital in 2006, and has been the Portfolio Manager and Chief Analyst at Matisse Capital since 2010. Before that, Mr. Boughton was a Portfolio Manager and Analyst with 1st Source, where he co-managed a publicly traded mutual fund, created the firm’s outside mutual fund recommendation list, analyzed individual equity securities, generated investment commentary, and devised a quantitative approach to fundamentals-based security selection. Mr. Boughton received a BS degree with distinction in mathematics from the University of Houston in 1997, and is a CFA charter holder.
Gavin Morton Portfolio Analyst 2012 2013
背景介紹 Mr. Morton serves as a Portfolio Analyst and has been with the Advisor since 2012. Prior to joining the Advisor, he had retired from an investment career culminating with Blue Sky Capital Hedge Fund in Sydney, Australia, from 2003 to 2007. His investment experience also includes nine years as a senior equity and derivatives trader in Tokyo, Japan with Credit Suisse First Boston, Nikko Smith Barney, and Morgan Stanley. Prior to that, he worked in London for Morgan Stanley, UBS, and National Westminster Bank. Mr. Morton has an accounting degree from Portsmouth University.
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