Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
10.66
-0.11
-1.02%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Imgp Alternative Strategies Fund Institutional Class (MASFX)
Add to/Remove from a Portfolio
Add to Watchlist
Litman Gregory Masters Alt Strats Instl
10.66
-0.11
-1.02%
- Overview
- Profile
- Historical Data
- Holdings
MASFX Overview
On this page you'll find an in-depth profile of Imgp Alternative Strategies Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of MASFX among other information.
Investment Strategy
The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. Over the long term, the goal of the advisor to the fund, is to achieve an annualized return of CE BofAML U.S. 3-Month Treasury Index plus a range of 4% to 8%. The fund invests in a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively.
Contact Information
Address
300 Barr Harbor Drive, Suite 720
Conshohocken,PA
United States
Conshohocken,PA
United States
Phone
888-898-1041
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew Osowiecki | - | 2024 | Now |
| Biography | Matthew Osowiecki joined Water Island Capital, LLC in 2007. Before joining Water Island Capital, Mr. Osowiecki worked in the Investment Product Division of The Hartford and as a project manager in commercial development. Mr. Osowiecki received a Bachelor of Science in Finance from the University of Connecticut. | ||
| Jack Chee | Co-Portfolio Manager | 2023 | Now |
| Biography | Jack Chee Principal, Senior Research Analyst and Co-PortfolioManager Jack joined Litman Gregory in 2000 and became a principal in 2011. He is Co-Portfolio Manager of the Litman Gregory Masters Equity Fund, High Income Alternatives Fund, and Smaller Companies Fund. Jack's research responsibilities include asset-class analysis on the majority of fixed-income markets as well as the equity REIT market. He is also responsible for selecting and monitoring equity, fixed-income, and REIT money managers. His analysis appears regularly on AdvisorIntelligence. Prior to joining Litman Gregory, Jack was an analyst with Value Line Mutual Fund Survey. Jack is a graduate of Drexel University (BS - Mechanical Engineering). | ||
| Andrew Beer | Co-Portfolio Manager | 2022 | Now |
| Biography | Andrew Beer has served as Co-Portfolio Manager for the Beachhead Dynamic Beta strategies since the inception of the firm. Mr. Beer is also the Chief Executive Officer of Beachhead Capital Management. | ||
| Mathias Mamou-Mani | Co-Portfolio Manager | 2022 | Now |
| Biography | Mathias Mamou-Mani has served as Co-Portfolio Manager for the Beachhead Dynamic Beta strategies since the inception of the firm. Mr. Mamou-Mani is also the Chief Operating Officer and Head of Risk at Beachhead Capital Management. | ||
| Brian P. Kennedy | portfolio manager | 2021 | Now |
| Biography | Brian Kennedy is a co-portfolio manager on the full discretion team at Loomis, Sayles & Company. He has 33 years of investment industry experience. Brian joined Loomis Sayles in 1994 as a securitized and government bond trader. He transitioned to the high yield trading desk in 2001, where he initiated the firm’s trading of bank loans, while also trading high yield, convertibles, derivatives and equities. Brian joined the full discretion team as product manager in 2009 and was promoted to co-portfolio manager of the investment grade bond product suite in 2013. | ||
| Jason Steuerwalt | Senior Research Analyst | 2019 | Now |
| Biography | Jason Steuerwalt is a senior Research Analyst at Litman Gregory Fund Advisors, LLC. Prior to joining LGAM in 2013, Steuerwalt was a Vice President with Hall Capital Partners, focusing on absolute return hedge funds and opportunistic/private credit strategies. | ||
| Paul Harrison | CIO (Chief Investment Officer) | 2017 | Now |
| Biography | Mr. Paul Harrison serves as Chief Investment Officer at DCI. | ||
| Adam Dwinells | Senior Managing Director, Head of Systematic Fixed Income | 2017 | Now |
| Biography | Adam is Managing Director and Senior Portfolio Manager at Blackstone Credit. Adam joined DCI in 2005 and has experience in a variety of roles at DCI including client service, performance analysis, and project management. Adam leads a team responsible for day-to-day management of the systematic credit portfolios with a particular focus on cash corporate bond trading. Prior to joining Blackstone / DCI, Adam spent six years at JP Morgan and predecessor companies as a vice president and senior risk advisor in various risk management and audit capacities - with responsibility for credit and rate markets, and corporate treasury business coverage. Adam graduated from Arizona State University with a B.S. in Finance. | ||
| Jeffrey J. Sherman | Portfolio Manager | 2017 | Now |
| Biography | As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. He is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (@ShermanShowPod) where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views. | ||
| Brian A. Selmo | Partner | 2011 | Now |
| Biography | Brian A. Selmo, CFA, Partner, joined FPA in 2008 and has been a Partner since 2013. He was briefly a Managing Director of First Pacific in 2013 before being named a Partner, and was a Vice President of First Pacific from 2008 to 2012. Brian serves as Portfolio Manager and Director of Research for the FPA Contrarian Value Strategy, the FPA Contrarian Value Equity Strategy, and Source Capital, Inc. Prior to joining FPA, Brian was founder and managing member of Eagle Lake Capital, LLC, and Portfolio Manager of its predecessor. Previously, he was an analyst at Third Avenue Management and Rothschild, Inc. Brian earned a Bachelor's degree in Economics (with honors) from The Johns Hopkins University, where he graduated Phi Beta Kappa. | ||
Write your thoughts about Imgp Alternative Strategies Fund Institutional Class
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review