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Aam/insight Select Income Fund Class A (CPUAX)

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9.150 +0.030    +0.33%
28/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 9.76M
AAM Select Income Fund Class A 9.150 +0.030 +0.33%

CPUAX Overview

 
On this page you'll find an in-depth profile of Aam/insight Select Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of CPUAX among other information.
Category

Corporate Bond

Total Assets

9.76M

Expenses

0.81%

Inception Date

Apr 19, 2013

Contact Information

Address 18925 Base Camp Road
Monument,CO 80132
United States
Phone 1-800-617-0004
Fax (312) 263-1196

Top Executives

Name Title Since Until
Erin Spalsbury Senior Portfolio Manager 2024 Now
Biography Ms. Spalsbury is a senior portfolio manager and a member of the Fixed-Income Group at Insight, which she joined in August 2019. Prior thereto, Ms. Spalsbury was a fixed-income portfolio manager at Conning from January 2017 to December 2018 and at JP Morgan and predecessor organizations from June 1994 to December 2016.
James DiChiaro Senior Portfolio Manager 2019 Now
Biography Mr. DiChiaro joined INSIGHT NORTH AMERICA LLC (“INSIGHT”) 's Fixed Income Group in 1999 (via predecessor company, Cutwater Asset Management) and has worked in the financial services industry since 1998. As a senior portfolio manager, Mr. DiChiaro’s responsibilities include managing the firm’s core, core plus, select income, and high yield strategies. Mr. DiChiaro also has an extensive history in managing long duration taxable and tax-exempt strategies as well as money market portfolios. Mr. DiChiaro holds a BS degree from Fordham University and an MBA from Pace University.
Gautam Khanna Head 2013 2024
Biography Mr. Khanna is Head of U.S. Multi-Sector Fixed Income and a senior portfolio manager at INA. Gautam joined Insight's Fixed Income Group as a senior portfolio manager in 2003. Gautam leads the management of Insight's flagship US core, core plus and high yield strategies. Prior to Cutwater, Gautam was a member of the high yield team at Times Square Capital Management, where he focused on credit management for CBOs as well as high yield total return accounts. Gautam is a member of the New York Society of Security Analysts. He holds a BS (Hons) from the Rochester Institute of Technology and an MBA degree (with distinction) from Cornell University. He is also a CFA charterholder and is a Certified Public Accountant (CPA).
Jason Celente Director 2016 2020
Biography Jason joined Insight in 1997. He is a senior portfolio manager, having joined the investment team in 1999. Jason’s responsibilities include participating in weekly portfolio strategy meetings and then implementing the investment strategy by determining credit selection and sector allocation. Prior to this, Jason was an investment accountant for Cutwater’s asset-liability portfolios and short-term mutual funds. He has a BS degree from Colgate University and an MBA from the Stern School of Business at New York University. Jason holds Series 7 and 63 licenses from the Financial Industry Regulatory Authority (FINRA) and is a CFA charterholder.
Gerard Berrigan Managing Director 2013 2020
Biography Gerard joined Insight in 1994. He is Head of Insurance and Intermediate within the Fixed Income Group. He has worked in the financial services industry since 1984 with specific experience in securities and trading. Gerard’s responsibilities include overseeing all aspects of portfolio management for insurance and Public Sector Group clients in North America. Previously, he worked at the Federal National Mortgage Association as a member of the Portfolio Management and Treasury Groups where he developed and applied expertise in ABS, MBS and portfolio hedging. Gerard also worked at First Boston Corp. developing and implementing investment strategies for the firm's public finance clients. He has a BS degree from Bucknell University and an MBA from Columbia University. Gerard holds Series 7 and 63 licenses from the Financial Industry Regulatory Authority (FINRA).
Cliff Corso President & CIO 2013 2016
Biography Cliff serves as the President and Chief Investment Officer of AAM. He joined the firm in 2021, bringing a 35 year reputation for strategic leadership and his deep understanding of the financial markets. He is responsible for overseeing asset allocation and investment management across the firm’s $40 billion* in assets and the day-to-day management of AAM. Prior to AAM, Cliff was founder, CEO and Chief Investment Officer of Cutwater Asset Management, a fixed income specialist boutique which grew to over $50 billion in assets under management under his tenure. Over his 20 years leading Cutwater, Cliff created several unique investment products and solutions across a spectrum which included investments in corporate, real estate, asset backed, and structured credit across both public and private markets. Cutwater developed a reputation as a leader in alternative lending and structured credit strategies focused on income, diversification and alpha generation. In January 2015, Cliff led the strategic acquisition by BNY Mellon (BNYM) of Cutwater which merged with BNYM’s largest affiliate Insight Investment, a global fixed income leader with over $1 trillion in aum. While at Insight Investment, Cliff held positions as CEO of Insight, North America as well as Executive Chairman and was a member and Chair of various Investment Committees including the Corporate Loan, Real Estate, and Illiquid Credit Committees. Prior to Cutwater, Cliff served as a senior multi-sector fixed income portfolio manager at Alliance Capital Management. Throughout his career, he has also served as a credit analyst, lender, restructuring specialist and trader. He is sought after for his views on markets regularly by Bloomberg, Barron’s, CNBC and Fox Business News. Mr. Corso graduated from Yale University with a degree in economics and earned an MBA from Columbia University. He currently holds Series 3, 7, 24, and 63 licenses from the Financial Industry Regulatory Authority (FINRA).
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