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Cromwell Tran Sustainable Focus Instl (LIMIX)
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04/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 14.31M
Lateef I
7.77
-0.03
-0.38%
- Overview
- Profile
- Historical Data
- Holdings
LIMIX Overview
On this page you'll find an in-depth profile of Cromwell Tran Sustainable Focus Instl. Learn about the key management, total assets, investment strategy and contact information of LIMIX among other information.
Investment Strategy
The investment seeks to provide principal preservation and long-term capital appreciation. The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than $2 billion that have, in the Adviser’s opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.
Contact Information
Address
Cromwell Funds
,
United States
,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Im | Director, Co-portfolio Manager | 2020 | Now |
| Biography | Michael Im, CFA, MBA, Vice President, Associate Portfolio Manager and Senior Research Analyst, joined Tran Capital in 2013. Prior to Tran Capital, Mike was an Analyst at Kiitos Capital Management and was an Equity Research Associate at Dodge & Cox. Mike received a B.S. degree, with high honors, in Business Administration from the University of California, Berkeley (Phi Beta Kappa) and an MBA, with honors, from the University of Chicago, Booth School of Business. Mike is a CFA Charterholder and a member of the CFA Society of San Francisco. | ||
| Quoc Tran | CIO (Chief Investment Officer) | 2007 | Now |
| Biography | Quoc Tran, MBA — Chief Investment Officer, Portfolio Manager and Managing Partner, joined Tran Capital in 2005 and led a management buyout of the firm in 2017. In 2002, Quoc joined Wallace R. Weitz & Co. and held various positions in portfolio management and research. Prior to that, he spent five years at Goldman Sachs and Co. as an institutional sales professional, and left the company as Vice President and Director in the Equities Division. Mr. Tran is a member of the Board of Trustees of Bates College and serves on various committees, including the Bates College Investment Committee where he is Chair of Equities. Mr. Tran received a B.A. degree with high honors in Rhetoric from Bates College and his MBA in Finance and Competitive Strategy at the University of Chicago where he was also a Business Fellow. | ||
| James Tarkenton | Portfolio Manager | 2008 | 2017 |
| Biography | James Tarkenton, CFA, MBA, Managing Director and Co-Portfolio Manager, joined Lateef Investment Management, L.P. in 2008 and became an owner in 2009. Previous positions include Managing Member and Portfolio Manager at RBO & Co., LLC, Vice President and Senior Research Analyst at Oak Value Capital Management, and Senior Research Associate at Cambridge Associates. James received a B.S. degree in Finance from Virginia Commonwealth University and his MBA, with honors, from the University of North Carolina at Chapel Hill. Mr. Tarkenton is a CFA Charterholder and member of the CFA Society of San Francisco. | ||
| David Geisler | Portfolio Manager | 2015 | 2016 |
| Biography | David Geisler, MBA, Co-Portfolio Manager, joined Lateef in 2015. Previous positions include Co-Portfolio Manager of the Global Small Cap Fund and Senior Analyst at Artisan Partners, and Equity Research Associate Analyst at Cowen and Company. Mr. Geisler received a B.A. degree in Economics from the University of California at San Diego and holds an MBA from the University of California at Berkeley, Haas School of Business. | ||
| Matthew F. Sauer | Co-Portfolio Manager | 2012 | 2016 |
| Biography | Matthew Sauer, MBA, Managing Director and Co-Portfolio Manager, joined Lateef in 2012 and became an owner in 2013. Prior to Lateef, Matt spent six years as a Portfolio Manager at Ariel Investments and thirteen years at Oak Value Capital Management as an Executive Vice President, Senior Portfolio Manager and Director of Research. Mr. Sauer is Chairman of the Investment Committee and a Finance Committee Member of Adler Planetarium. He is also a Member of the Finance, Audit and Investment Committee of the Chicago School of Professional Psychology and serves on Lawrence Technological University Business School’s Board of Advisors. Matt received a B.S. degree in Humanities from Lawrence Technological University and his MBA from Duke University. | ||
| Scott A. Chapman | Vice President, Portfolio Manager | 2007 | 2012 |
| Biography | Scott A. Chapman joined Lateef Investment Management as a Senior Portfolio Manager and became a Managing Director. Previous positions included Senior Portfolio Manager, Director of Large-Cap Growth Strategy and Research Director at Founders Asset Management and Senior Portfolio Manager and Director of Growth Strategy at HighMark Capital Management. Mr. Chapman is a CFA. He received his B.S. degree from Santa Clara University and his MBA Finance from Golden Gate University." | ||
| Khateeb A. Lateef | Founder, Senior Portfolio Manager, managing General Partner | 2007 | 2012 |
| Biography | Lateef, (Senior Portfolio Manager) is the managing General Partner of Lateef Management Associates. He joined the Trust Investment Department of the Bank of America in 1959 as a securities analyst. In 1964, Lateef joined Glore Forgan, Wm. R. Staats, Inc., which later merged with F.I. Dupont. He joined Hambrecht & Quist, in 1970, as General Partner in charge of research. In 1974, he formed the investment advisory firm of Lateef Management Associates. | ||
| Matthew A. Ankrum | Senior Portfolio Manager | 2007 | 2008 |
| Biography | Matthew Ankrum serves as Portfolio Manager at the Sub-Adviser, having joined the firm in January 2024. Mr. Ankrum has been in the investment business for nearly 20 years serving initially as an analyst at William Blair & Company, then as an analyst and portfolio manager for Janus Capital from 1996 to 2006 before joining Lateef Investment Management to be a portfolio manager and managing director of its concentrated, growth portfolio. In addition, Mr. Ankrum served as head of strategy for a Fortune 500 company, Apollo Education Group, prior to founding a financial technology software-as-a-service business. He was CEO of Plasticity Centers, a brain neuro-rehabilitation company until 2021. In addition, Matthew has served on numerous public and private company boards. Mr. Ankrum received a Master of Business Administration in Economics from the University of Chicago Graduate School of Business in 1997 and a Bachelor of Business Administration in Finance and Accounting from the University of Wisconsin-Madison in 1992. He holds the CFA designation. | ||
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