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Balter L/s Small Cap Equity Fund Institutional Class (BEQIX)
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11.89
+0.04
+0.34%
26/09 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 101.68M
Balter L/S Small Cap Equity Instl
11.89
+0.04
+0.34%
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BEQIX Overview
On this page you'll find an in-depth profile of Balter L/s Small Cap Equity Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of BEQIX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mark D. Coe | Portfolio Manager | 2017 | 2019 |
| Biography | Mark Coe, Managing Member and Chief Investment Officer of Intrinsic Edge Capital Management, LLC. From 1999 to 2016, Mr. Coe was the Managing Member and Chief Investment Officer of Coe Capital Management, LLC, a registered investment adviser affiliate of IECM. From 1994 to 1999, Mr. Coe was a portfolio manager at Kent Associates/Paine Webber, Portfolio Manager and an investment analyst at Gofen and Glossberg, Inc, from 1987 to 1994. From 1984 to 1986 he was a tax accountant at Deloitte. He earned an MBA in Finance from the Kellogg Graduate School of Business in 1987 and a B.S. in Accounting from the University of Illinois in 1984 where he was the Bronze Tablet recipient. Mr. Coe is a Chartered Financial Analyst. | ||
| Andrew B. Corral | Co-Portfolio Manager | 2017 | 2019 |
| Biography | Andrew B. Corral, Co-Portfolio Manager at Intrinsic Edge Capital Management, LLC(IECM). Mr. Corral has been with the Adviser in 2016. From 2007 to 2016, Mr. Corral was a Research Analyst and Portfolio Manager at Coe Capital Management, LLC, a registered investment adviser affiliate of IECM. He earned a Bachelors of Science in Finance from Illinois State University in 2007. | ||
| D. Andrew Shipman | Portfolio Manager | 2016 | 2019 |
| Biography | Mr. Shipman joined 12th Street Asset Management in 2010. Mr. Shipman has been in the investment business for more than 20 years. Previously, he served as director and portfolio manager for PNC Capital Advisors (PCA) large cap value team, which managed over $600 million in assets. Prior to PCA, Mr. Shipman was a co-portfolio manager at Invesco and managed more than $10 billion in large cap core assets. Mr. Shipman has also served in various equity research positions for Credit Suisse and Morgan Keegan. Mr. Shipman earned a Bachelor of Arts from Rhodes College and a Masters of Business Administration from the University of Memphis. Mr. Shipman is also a CFA charterholder. | ||
| Michael G. O'Keefe | managing member | 2016 | 2019 |
| Biography | Mr. O’Keefe has served as the managing member of the General Partner, 12th Street Asset Management, LLC, since its inception. Prior to 12th Street, Mr. O’Keefe was a founding partner of Two Rivers Capital Management and served on its Board of Directors. Mr. O’Keefe was also a founding partner of Value Architects Asset Management, LLC. Mr. O’Keefe is a former Managing Director of Morgan Keegan & Company where he worked for over 15 years. Before Morgan Keegan, Mr. O’Keefe was a CPA at Ernst & Young. Mr. O’Keefe earned a Bachelor of Arts from Rhodes College and a Masters of Business Administration from the University of Memphis. Mr. O’Keefe has served as a member of the Executive Committee of the Board of Trustees at Rhodes College and has also chaired its Investment Committee. | ||
| Whitney M. Maroney | Analyst | 2014 | 2019 |
| Biography | Whitney M. Maroney, co-founder of Millrace, has been a portfolio manager and analyst since its founding in 2001. Prior to starting Millrace, Mr. Maroney was a portfolio manager at Greenville Capital. He earned a B.A. from Washington College in 1991 and a MBA from William and Marry School of Business in 1996. | ||
| William L. Kitchel | co-founder | 2014 | 2019 |
| Biography | William L. Kitchel, III, co-founder of Millrace, has been a portfolio manager and analyst since its founding in 2001. Prior to starting Millrace, Mr. Kitchel was a portfolio manager Greenville Capital. He earned a B.A from the University of Virginia in 1981 and a MBA from Dartmouth’s Amos Tuck School of Business in 1987. Mr. Kitchel serves as a co-portfolio manager of Millrace’s Allocated Portion of the Fund. | ||
| Brad R. Balter | Portfolio Manager | 2013 | 2019 |
| Biography | Brad R. Balter, CFA. Mr. Balter is the Co-Founder, Managing Partner, and CEO of Balter Capital Management, LLC (“BCM”) and the Adviser, is a co-portfolio manager of the Fund. He has worked in the financial services industry since 1992 and currently manages BCM’s fund-of-fund products and customized portfolios. Prior to forming BCM, he was a Managing Director at Citigroup Global Markets. | ||
| Jay C. Warner | Co-Founder, Partner | 2013 | 2019 |
| Biography | Jay C. Warner, CFA. Mr. Warner is a Co-Founder, Partner and Chief Investment Officer of BCM, is a co-portfolio manager of the Fund. Prior to 2005, Mr. Warner was a Financial Analyst in middle market sales for Citigroup Global Markets and was a generalist at The Segalas Group. | ||
| Benjamin R. Deschaine | Senior Research Analyst | 2013 | 2019 |
| Biography | Benjamin R. Deschaine, Senior Research Analyst of BCM and the Adviser, is a co-portfolio manager of the Fund. Prior to 2012, Mr. Deschaine was a Managing Director at Sabretooth Capital Management, LLC, a global multi-strategy hedge fund affiliated with Tiger Management and a Portfolio Manager and Senior Analyst at Federal Street Advisors | ||
| David E. Cohen | Managing Member | 2013 | 2019 |
| Biography | David E. Cohen, Managing Member and Portfolio Manager since co-founding Midwood Capital Management, LLC in 2003, Mr. Cohen has served as a Portfolio Manager at Midwood which has served as investment adviser to and general partner of Midwood Capital Partners, L.P., a domestic limited partnership, as well as other limited partnerships, investing primarily in small-cap equity securities. | ||
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