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Dynamic U.s. Opportunity Fund Class I (0P0000UAP8)
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14.930
+0.140
+0.95%
06/06 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 95.48M
Dynamic U.S. Opportunity Fund Class I
14.930
+0.140
+0.95%
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0P0000UAP8 Overview
On this page you'll find an in-depth profile of Dynamic U.s. Opportunity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000UAP8 among other information.
Contact Information
Address
Building A Suite 240
Austin,TX 78738
United States
Austin,TX 78738
United States
Phone
737.808.4640
Fax
512.436.9909
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Yuxing Zhang | - | 2021 | Now |
| Biography | Yuxing (Alfred) Zhang, CFA, FRM, is a Quantitative Researcher and Portfolio Manager at Innealta Capital, where he utilizes his expertise in finance and mathematics to drive the success of a wide range of research initiatives, from analyzing returns drivers to portfolio design, management, and trading. Mr. Zhang heads the quantitative investment team at Innealta. Additionally, he serves as a key resource to clients, offering expert insights on investment-related topics and market commentary. He has been in the financial industry since 2014. Mr. Zhang earned his M.S. in Financial Mathematics from the University of Chicago, a B.S. degree in Applied Mathematics, and a B.A. in Economics from the Southwestern University of Finance and Economics in Chengdu, China. In addition, Mr. Zhang is a CFA® charter holder and holds the Financial Risk Management (FRM®) designation. Mr. Zhang has been with Innealta since 2017. | ||
| Franco Fava | - | 2021 | Now |
| Biography | Franco Fava is an Assistant Portfolio Manager and Financial Quantitative Analyst of Innealta Capital, joined Innealta Capital 2019. Mr. Fava is part of Innealta’s quantitative and implementation team, providing analytical support through in-depth research and quantitative analysis of the sector, region, and country fundamentals. Mr. Fava received a B.S. in Engineering from the Pontifical Catholic University of Chile in 2016 and a graduate degree in Industrial Engineering from the same University in 2018. | ||
| Vito Sciaraffia | Chief Investment Officer | 2015 | Now |
| Biography | Vito Sciaraffia serves as Chief Investment Officer of Innealta Capital, LLC. In addition, Dr. Sciaraffia served as Chief Investment Officer of Innealta Capital, a division of AFAM Capital Inc., since October 1st, 2015 to July 31st, 2018. In his Chief Investment Officer role, Dr. Sciaraffia is responsible for ensuring prudent management of all client assets, designing quantitative strategies, and leading the research activities of the investment team. His professional experience focuses heavily on the quantitative evaluation of equity securities and financial markets. Also, Dr. Sciaraffia is actively involved with clients through conference presentations, training activities, webinars, and written market commentaries. Dr. Sciaraffia has been in the financial industry since 2004. His previous work experience includes: Senior Researcher on the Strategy Research Team at Dimensional Fund Advisors, from May 2013 to June 2015, where he conducted empirical asset pricing research, wrote research papers, enhanced the design of investment strategies, and collaborated with their marketing and sales departments by delivering technical presentations to various clients and Academic in the Finance Department at the McCombs School of Business at the University of Texas at Austin from January 2012 to May 2013 and January 2017 to present, where he focuses his research on empirical asset pricing and has taught the core Investment Management course and the Quantitative Investment Strategies course for graduate students. In addition, Dr. Sciaraffia has served as a Management Associate in the Investment Banking Division at Citigroup, member of the Market Risk Team at JP Morgan, and consultant to multiple private and public organizations. Dr. Sciaraffia earned his PhD in Business Administration from the Haas School of Business at the University of California, Berkeley. In addition, he has an MA in Mathematics with an emphasis in stochastic processes and an MS in Business from the University of California, Berkeley, an MBA and an MS in Finance from the University of Chile, and a BS in Economics and Management from the Catholic University of Chile. | ||
| Joshua J. Kocher | Portfolio Manager | 2019 | 2021 |
| Biography | Mr. Kocher serves as Portfolio Manager at Innealta Capital and is responsible for supporting and directing investment decisions, generating investment ideas across equities, credit, and fixed income, and providing trading support for tactically managed portfolios. He has worked in the financial services industry since 2000. His previous experience includes: portfolio management and analyst positions at MKP Capital Management, hedge fund and institutional sales at Credit Suisse, and portfolio management at Susquehanna International Group. While at MKP, he managed portfolios of fixed income, equity, and credit investments, collaborated with marketing and risk management departments, and researched new investment strategies. At Credit Suisse, Mr. Kocher worked on a multi-asset sales team that focused on generating and delivering investment ideas across equities, credit and fixed income. Finally at Susquehanna International Group (SIG), he managed SIG’s risk arbitrage investing strategies in closed end funds on the New York Stock Exchange. Mr. Kocher earned a MBA in Finance from Columbia University and a BS in Chemical Engineering from the University of Virginia. | ||
| Mark Alan Mowrey | Senior Portfolio Manager | 2015 | 2016 |
| Biography | With a career in investment research and management spanning nearly two decades, Signature Resources’ Chief Investment Officer, Mark Mowrey, brings a uniquely broad and relevant expertise to the firm. Graduated from the Wharton School of the University of Pennsylvania and holding the Chartered Financial Analyst® designation, his roles have ranged from financial journalism and sell-side equity research to the management of multi-billion-dollar investment portfolios. | ||
| Gerald W. Buetow | Portfolio Manager | 2011 | 2015 |
| Biography | Gerald W. Buetow, Jr., Ph.D., CFA is the founder of Innealta Capital. Prior to joining AFAM Capital, Inc, Dr. Buetow was the founder of BFRC Services, LLC and Innealta Portfolio Advisors, LLC – quantitative consulting and advisory firms located in Charlottesville, VA. Clients have included various global investment banks. His previous experience includes: former Chief Investment Officer of XTF GAM, LLC, Senior Portfolio Manager/Managing Director at Portfolio Management Consultants and Director of Research and Product Development at Atlantic Asset Management, LLC. Dr. Buetow was also Vice President of Curriculum Development for the Association for Investment Management and Research (AIMR). In addition, Dr. Buetow was the Wheat First Professor of Finance and Director of the Quantitative Finance program at James Madison University. He was also lead quantitative researcher for Prudential Investment's Quantitative Investment Management Group where he managed an enhanced index fund and developed structured securities. Dr. Buetow also has numerous publications in various academic and practitioner journals as well as in various edited works. He authored two books on term structure modeling and interest rate contingent claim valuation. Dr. Buetow has a B.S. in Electrical Engineering and a Ph.D. in Finance and Econometrics from Lehigh University. He also has a M.S. in Finance from the University of Texas - Dallas and is a CFA charter holder. | ||
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