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Counterpoint Tactical Income Fund Class I (CPITX)

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11.28 0.00    0%
06/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.41B
Counterpoint Tactical Income I 11.28 0.00 0%

CPITX Overview

 
On this page you'll find an in-depth profile of Counterpoint Tactical Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of CPITX among other information.
Category

Nontraditional Bond

Total Assets

1.41B

Expenses

1.47%

Inception Date

41977

Contact Information

Address 12707 High Bluff Drive, Suite 200
San Diego,CA 92130
United States
Phone -

Top Executives

Name Title Since Until
Joseph Engelberg Chief Research Officer 2017 Now
Biography Joseph Engelberg has served as Chief Research Officer of Counterpoint Mutual Funds, LLC since 2015. Dr. Engelberg has also been an Associate Professor of Finance at University California San Diego, Rady School of Management since 2011. Prior to joining Counterpoint Mutual Funds, LLC, Dr. Engelberg co-founded Counterpoint Asset Management, LLC in 2012. From 2008 to 2011, Dr. Engelberg was an Assistant Professor of Finance at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He earned his Ph.D. in Finance from the Kellogg School of Management at Northwestern University and earned his B.A. in Mathematics and B.S. in Business Administration from the University of Southern California.
Michael Krause Co-Founder 2014 Now
Biography Michael Krause is a co-founder of Counterpoint Mutual Funds, LLC. Prior to founding Counterpoint Mutual Funds, LLC in 2014, Mr. Krause co-founded Counterpoint Asset Management, LLC in 2012 to offer quantitative investment strategies to investment clients. Mr. Krause served as a senior financial risk analyst for San Diego Gas & Electric from 2012 until 2014. Mr. Krause is a CFA® charter holder. He obtained an MBA from the Rady School of Management at the University of California at San Diego in 2012 and a Bachelor of Arts in Economics from San Diego State University. Prior to attending San Diego State University, Mr. Krause worked as a computer and information technology consultant and co-founded Exchange Network Services, Inc., an internet service provider, which earned him the Ernst and Young Entrepreneur of the Year, Northeast Ohio regional award in 1998.
John Koudsi Co-Founder 2014 2017
Biography Mr. Koudsi has served as a co-founder of the Counterpoint Mutual Funds, LLC. since 2014. Mr. Koudsi has also served as founder of Core Financial Partners, Inc., a registered investment adviser offering portfolio management and corporate tax/financial planning services, since 2010. Prior to founding Core Financial Partners, Inc., Mr. Koudsi was a financial adviser at Ameriprise Financial from 1997 to 2010. Mr. Koudsi holds the Certified Financial Planner, CFP® designation. Mr. Koudsi has a BA/BS in Finance and Political Science from the University of Southern California.
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