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Frost Low Duration Bond Fund Class Institutional (FILDX)
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31/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 284.88M
Frost Low Duration Bond Inst
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- Overview
- Profile
- Historical Data
- Holdings
FILDX Overview
On this page you'll find an in-depth profile of Frost Low Duration Bond Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of FILDX among other information.
Investment Strategy
The investment seeks to maximize total return, consisting of income and capital appreciation, consistent with the preservation of principal. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities. Its emphasis is on total return with low volatility by investing primarily in shorter-term investment grade securities. The fund invests in a diversified mix of taxable fixed income securities. The Adviser actively manages the maturity of the fund and purchases securities which will, on average, mature in less than 5 years.
Contact Information
Address
100 W. Houston Street, 15th Floor
San Antonio,TX 78205
United States
San Antonio,TX 78205
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Markie Atkission | Portfolio Manager | 2019 | Now |
| Biography | Markie Atkission joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2006. She specializes in taxable fixed income products such as treasuries, corporates, asset-backed securities, and commercial mortgage backs. Markie is a co-manager of the Frost Low Duration Fund and responsible for developing strategic and tactical views on sector allocation as well as security selection. She also performs daily portfolio management analytics on our fixed income strategies and other accounts. Markie earned a Bachelor of Business Administration degree in Finance from Texas Tech University. | ||
| Jeffery Elswick | Portfolio Manager, Analyst, Trader | 2008 | Now |
| Biography | Jeffery joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2006 and has over 18 years of investment experience. His primary responsibilities include managing all trading and analysis for the fixed income efforts. Today, Jeffery draws on his experience to lead the fixed income investment strategy and oversees a team of traders and analysts in the research process. Jeffery provides thought leadership on the economy and investment climate to clients and the firm. Prior to joining the Adviser, Jeffery served as a fixed income portfolio manager, analyst and trader at Capital One Financial Corporation for six years. He received a Master of Science in Finance degree from Texas A&M University and a Bachelor of Business Administration in Finance and Accounting degree from Texas A&M University – Commerce. | ||
| Tim Tucker | Senior Research Analyst | 2011 | 2012 |
| Biography | Tim Tucker joined Frost Investment Advisors, LLC in February 2011 and has more than 21 years of investment experience. Tim’s specialization includes credit analysis of high grade and high yield corporate bonds and structured products. He is a Co-Manager of the Frost Credit Fund and responsible for developing strategic and tactical views on sector allocation as well as security selection. Prior to joining the Adviser, he was a Director at THL Credit (the credit affiliate of Thomas H. Lee Partners, a private equity firm with more than $20 billion of capital under management) responsible for sourcing, structuring, underwriting, and monitoring of leveraged loans, high yield bonds, and mezzanine debt. Prior to THL, he was a Vice President of the Leveraged Capital Group at AIG responsible for sourcing, structuring, underwriting and monitoring first lien (non-syndicated), second lien, and traditional mezzanine financings for a global insurance company that managed a $550 billion fixed income portfolio. Previously, Tim was a Vice President at Kinsman Capital, LLC, a private equity firm that focused on leveraged buyouts of middle-market companies. Tim earned a Bachelor of Business Administration degree in Finance and a minor in Statistics, and graduated Cum Laude with honors from Southern Methodist University. | ||
| Nikhill Patel | Senior Credit Analyst | 2011 | 2012 |
| Biography | Nikhill Patel, Senior Credit Analyst of Frost Investment Advisors. Mr. Patel joined Frost National Bank, the parent company of Frost Investment Advisors in 2011. Prior to joining Frost National Bank, he served as Assistant Vice President of CDO Analytics and Modeling at Bank of America Merrill Lynch from 2007 to 2011 and served as an Investment Analyst at Northern Trust from 2005 to 2007. He received dual bachelor's of science degrees in finance and management information systems from the University of Illinois. | ||
| Joseph G. Zhu-Carnevale | Senior Credit Analyst | 2008 | 2012 |
| Biography | Joseph G. Zhu-Carnevale, CFA, Senior Credit Analyst, is jointly and primarily responsible for the day-to-day management of the Frost Low Duration Bond Fund, the Frost Total Return Bond Fund, the Frost Municipal Bond Fund and the Frost Low Duration Municipal Bond Fund. Mr. Zhu-Carnevale joined The Frost National Bank in 2008 and has over 10 years of investment experience. Prior to joining The Frost National Bank, Mr. Zhu-Carnevale served as a Vice President of Risk Management at RBS Greenwich Capital from 2006 to 2008, served as a Fixed Income Analyst at Progressive Capital Management from 2004 to 2006, and served as a Capital Market Associate at Lehman Brothers from 2003-2004. He received a master's of business administration in finance and accounting from the University of Pennsylvania (Wharton), and a bachelor's of science in physics from FuDan University, Shanghai, China. | ||
| Yvette Maldonado | Trader | 2008 | 2011 |
| Biography | Yvette Maldonado, Trader and Analyst, is jointly and primarily responsible for the day-to-day management of the Frost Low Duration Bond Fund, the Frost Total Return Bond Fund, the Frost Municipal Bond Fund and the Frost Low Duration Municipal Bond Fund. Ms. Maldonado joined The Frost National Bank in 2007 and has over 2 years of investment experience. Prior to joining The Frost National Bank, Ms. Maldonado was an accountant with Valero Energy Corporation. She received a bachelor's of business administration in accounting from University of the Incarnate Word and a master's of business administration finance from Our Lady of the Lake University. | ||
| Markie Stark | Trade and Analyst | 2008 | 2011 |
| Biography | Markie Stark, Trader and Analyst. Ms. Stark joined The Frost National Bank in 2006 and has over 3 years of investment experience. She received a bachelor's of business administration in finance from Texas Tech University and is a Level 1 Candidate for the Chartered Financial Analyst designation. | ||
| Rebecca Holden | Trader | 2008 | 2011 |
| Biography | Rebecca Holden, Trader and Analyst. Ms. Holden joined The Frost National Bank in 2007 and has over 1 year of investment experience. Prior to joining The Frost National Bank, Ms. Holden worked for First Financial Bank. She received a bachelor's of business administration in finance from Hardin-Simmons University and is a candidate for the Chartered Financial Analyst designation. | ||
| Tom L. Stringfellow | CIO | 2008 | 2010 |
| Biography | Tom L. Stringfellow, CFA, CFP, CPA, CIC, President and CIO at Frost, serves as Fund CoManager of the Frost Mid Cap Equity Fund. Mr. Stringfellow is jointly and primarily responsible for the day-to-day management of the Frost Mid Cap Equity Fund. Mr. Stringfellow joined Frost Bank, the parent company of The Adviser, in 1980. He received a Bachelor of Arts degree in business administration from Southwest Texas State University, a Master of Arts degree in economics from St. Mary’s University and a Master of Business Administration degree from Texas A&M University - Corpus Christi. Mr. Stringfellow is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. | ||
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