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Cromwell Centersquare Real Estate Fund Investor Class (MRESX)
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AMG Managers CenterSquare Real Estate S
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- Overview
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MRESX Overview
On this page you'll find an in-depth profile of Cromwell Centersquare Real Estate Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of MRESX among other information.
Investment Strategy
The investment seeks to achieve a combination of income and long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry. The Subadvisor considers a company to be principally engaged in the real estate industry if it derives at least 50% of its revenues or profits from the ownership, construction, management, financing or sale of residential, commercial or industrial real estate, or has at least 50% of its assets invested in residential, commercial or industrial real estate. It is non-diversified.
Contact Information
Address
Cromwell Funds
,
United States
,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Eric Rothman | Analyst | 2006 | Now |
| Biography | Eric Rothman serves as Portfolio Manager for CenterSquare Investment Management’s real estate securities group. He joined the firm in 2006, and is responsible for market research, sector allocations, research, and financial modeling across the U.S. real estate securities universe. He also manages a REIT preferred stock separate account mandate. He has over two decades of REIT and real estate investment experience. Prior to joining CenterSquare, he spent more than six years as a sell-side REIT analyst at Wachovia Securities and three years as an analyst at AEW Capital Management, LP. Eric graduated cum laude from Boston University with a B.A. in Economics, International Relations and French. He is a CFA charterholder and member of the CFA Institute. | ||
| Dean Frankel | Managing Director, Head of Real Estate Securities | 2004 | Now |
| Biography | Dean Frankel is Managing Director and Head of Real Estate Securities at CenterSquare Investment Management. He is responsible for management of the firm’s proprietary research process. In addition, Dean analyzes and interprets implications of major events and economic trends while managing the daily operations of the real estate securities portfolios. Prior to joining CenterSquare in 1997, he ran a retail distribution business. Dean received a B.S. in Economics from the University of Pennsylvania’s Wharton School of Business. He is a CFA charter holder and member of the CFA Institute. | ||
| Eric Todd Briddell | Portfolio Manager | 2004 | 2010 |
| Biography | Mr. Briddell, Primary Portfolio Manager, is the Chief Executive Officer and Chief Investment Officer of CSIM Investment Management LLC,whose predecessor firm he joined in 1993. Mr. Briddell has oversight responsibility for all of CenterSquare’s real estate investment advisory services including private real estate and public real estate securities across the United States, Europe and Asia. He also chairs the firm’s Management Committee and is a member of the BNY Mellon Investment Management Executive Committee and CenterSquare’s Private Real Estate Investment Committee. Mr. Briddell is the founder of CenterSquare’s listed real estate securities group, and since joining the firm in 1993 he has held positions in private real estate acquisitions, U.S. and Global REIT research and portfolio management. Mr. Briddell holds a B.S. in Economics from the Wharton School of Business at the University of Pennsylvania with concentrations in Finance and Real Estate. He is a member of NAREIT, the CFA Institute/Society of Philadelphia and PREA, where he was Co-Chair of the Green Building Committee. | ||
| Peter Zabierek | Lead Portfolio Manager | 2004 | 2008 |
| Biography | Mr. Zabierek is the fund's primary portfolio manager. He has served as the primary portfolio manager of the fund(or its predecessor) since December 2006. He is a Senior Portfolio Manager of Urdang Securities Management Inc., which he joined in 2003 as a portfolio manager and senior securities analyst. | ||
| Michael A. Torres | Chief Executive Officer | 2001 | 2004 |
| Biography | Michael A. Torres is Chief Executive Officer and portfolio manager. Mr. Torres joined the firm in February 1995. He has 32 years of real estate and securities research experience. Prior to joining Adelante, Mr. Torres was the Director of Real Estate Research and a portfolio manager for Wilshire Asset Management. At Wilshire, he created the Wilshire Real Estate Securities Index, widely recognized as the industry’s performance benchmark. Mr. Torres is currently an active member of the National Association of Real Estate Investment Trusts (NAREIT), International Council of Shopping Centers (ICSC), Urban Land Institute (ULI), and YPO/WPO International. Mr. Torres serves on the Board of Directors of Renova Therapeutics and Colovore LLC; Investment Committee for the Stern Grove Festival Foundation, as well as on the Northern California Advisory Board for City National Bank. Mr. Torres received a B.A. in Architecture and an M.B.A. from University of California, Berkeley. | ||
| Kenneth P. Rosen | CEO | 2001 | 2004 |
| Biography | Rosen is chief executive officer with Lend Lease Rosen Real Estate Securities LLC. He has over 31 years of real estate research experience, focusing on quantitatively based regional economic and property market forecasts. | ||
| Paul Gray | Managing Partner | 1997 | 2001 |
| Biography | Mr. Paul Gray serves as Managing Partner and Chief Investment Officer at Orinda Asset Management. He brings over 25 years of investment experience to Orinda Asset Management. He is responsible for the Firm's research, investment strategy, investment process, and overall portfolio management of the real estate and income products. From June 2009 through February 2013, Mr. Gray served as a portfolio manager at Forward Management LLC managing three private hedge funds. From 1994 to June 2009, Mr. Gray, one of the co-founders, served as a portfolio manager and acted as co-chief investment officer for Kensington Investment Group, Inc. where he directed the firm's research and co-directed the investment strategy for the firm. Mr. Gray was instrumental in the development and portfolio management of five mutual funds investing primarily in real estate securities both domestically and internationally and one of the first mutual funds in the USA focusing on global infrastructure companies. From 1992 to 1994, Mr. Gray was the founder and a partner of Golden State Financial Services, a mortgage brokerage firm. From 1987 to 1992, Mr. Gray worked for Liquidity Fund Investment Corporation where he served as the director of research for the National Real Estate Index where he was responsible for designing the methodology and systems used to track real estate values throughout the USA. Mr. Gray received a Bachelors of Science in Business Administration with a dual emphasis in both Finance and Real Estate in 1988 from the Business School at the University of California at Berkeley. | ||
| John P. Kramer | President | 1997 | 2001 |
| Biography | Kramer is president of Kensington Investment Group and is involved in all aspects of the organization. Previously, he was an executive, vice president at Liquidity Fund Investment Corporation. Prior to joining Liquidity Fund in 1985, he was an associate with Townsend-Greenspan & Co. in New York City. He also served as an account executive at Sutro & Co., Inc. and Prudential-Bache Securities in San Francisco. | ||
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