Oakhurst Fixed Income Fund(0P0000W8TG)

美國基金

從投資組合中新增/移除新增至觀察名單

9.010 +0.020 +0.22%

06/09 - 關閉. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: First Western Capital Mgt

資產類別: 債券

晨星評級:
總資產: 127.18M

0P0000W8TG綜觀

你可在本頁找到深入的Oakhurst Fixed Income Fund公司檔案，包括0P0000W8TG的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Intermediate Core-Plus Bond

總資產

127.18M

費用

0.60%

基金成立

2012年11月1日

聯絡資訊

地址 P.O. Box 701
,
United States

電話 -

主要管理層

名稱	主旨	成立於	直至
John Han	Assistant Portfolio Manager	2023	now
自傳	John Han CFA®, CPA® – Mr. Han is a Senior Credit Analyst and Assistant Portfolio Manager of the Adviser. Prior to November 16, 2020, he was a Senior Credit Analyst of First Western. Prior to joining First Western, Mr. Han was Vice President of Leveraged and Sponsor Finance at East West Bank. Prior to that, he was an Assistant Vice President of Private Debt at Midcap Financial. He has also held positions at the CIM Group and Houlihan Lokey. Mr. Han began his career at KPMG LLP as a Manager in the Structured Finance Group. Mr. Han has been responsible for the day-to-day management of each Fund since January 2023.
Barry Julien	-	2012	now
自傳	Barry P. Julien, CFA, Chief Investment Officer & Portfolio Manager – As part of Lido’s Fixed Income Initiative, Mr. Julien serves as lead Portfolio Manager for Lido Advisors, LLC’s (“Lido”) fixed income strategies. With over 30 years of experience, Mr. Julien leads Lido’s Fixed Income Team and works with institutional and high net worth clients to determine appropriate investment objectives and risk tolerance. Mr. Julien is also Chief Investment Officer of Oakhurst Capital Management, LLC (“OCM”), a joint venture between Lido and F/m Acceleration, LLC (“F/m”), where he leads both firm’s fixed income strategies through separately managed accounts, mutual funds, and other pooled investment vehicles, pursuant to primary advisory and sub-advisory relationships. He joined Lido Advisors in December 2020 when his prior firm, First Western Capital Management, was acquired. Mr. Julien served as President and Chief Investment Officer of First Western Capital Management. Previously, Mr. Julien was President and Chief Investment Officer at McKee Investment Management, and subsequently a Principal at Stonebridge Capital Management where he managed the company’s fixed income portfolio.

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