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Axs Chesapeake Strategy Fund Class I (0P0000SU7A)

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10.460 +0.100    +0.97%
01/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 25.6M
Equinox Chesapeake Strategy Fund Class I 10.460 +0.100 +0.97%

0P0000SU7A Overview

 
On this page you'll find an in-depth profile of Axs Chesapeake Strategy Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000SU7A among other information.
Category

Managed Futures

Total Assets

25.6M

Expenses

1.85%

Inception Date

Sep 10, 2012

Contact Information

Address Milwaukee, Wisconsin 53201
Milwaukee,WI 53201
United States
Phone -

Top Executives

Name Title Since Until
R Jerry Parker Chairman of the Board of Directors and the Chief Executive Officer 2017 Now
Biography R. Jerry Parker, Jr. is the Chairman of the Board of Directors and the Chief Executive Officer of Chesapeake and Chesapeake Holding Company. Mr. Parker has overseen Chesapeake’s operations and has been heavily involved in its research efforts since Chesapeake's inception in February 1988. Mr. Parker has been registered as an Associated Person and listed as a Principal of Chesapeake since June 1988 and registered as a Swap Associated Person since November 2014. Mr. Parker commenced his trading career in November 1983 as a member of the Richard Dennis “Turtle” trading program. Prior to starting Chesapeake, Mr. Parker, a CPA, was employed in the public accounting field. Mr. Parker received a Bachelor of Science degree in Commerce, with an emphasis in Accounting, from the University of Virginia in January 1980.
Michael L. Ivie Director of Research 2017 Now
Biography Michael L. Ivie is the Director of Research of Chesapeake and assists Mr. Parker with portfolio management activities. Mr. Ivie joined Chesapeake in June 1991. Mr. Ivie has been registered as an Associated Person of Chesapeake since May 21, 1999 and listed as a principal of Chesapeake since May 12, 2008. Mr. Ivie received a Bachelor of Science degree in Mathematics from Louisiana State University in 1989.
Mark Lacuesta Head 2020 2022
Biography Mark Lacuesta has been Head of Product and Research at the AXS since October 2019. From 2014 to 2019, Mr. Lacuesta was the Director of Index Strategies at IndexIQ, an early pioneer in liquid alternative investments, which was acquired by New York Life Investments. Prior to IndexIQ, Mr. Lacuesta was a Vice President of FactSet Research Systems. Mr. Lacuesta holds a Master's Degree in Financial Risk Management from the University of Connecticut, a BS in Biochemistry and a BA in Economics from the University of California, San Diego. He holds the FRM, CAIA, and CIPM designations, and holds an NFA Series 3 and 31 registration.
Ajay Dravid CIO (Chief Investment Officer) 2013 2019
Biography Dr. Ajay Dravid is the Chief Investment Officer of the Adviser and has been in this role since November 2014. Since 2011, Dr. Dravid has also served as the Managing Director of Portfolio Strategy for Equinox Fund Management, LLC, (“Equinox Funds”) an affiliate of the Adviser. As a co-portfolio manager of Equinox’s mutual funds, Dr. Dravid is involved in day-to-day portfolio and risk management, as well as in developing and structuring new products. Prior to joining Equinox Funds, Dr. Dravid was a consultant and a member of the Executive Committee of Equinox Frontier Funds. From 2004 to 2006, he was President of Saranac Capital Management. From 1996 to 2004, he was a Director and then a Managing Director at Salomon Brothers and Citigroup, where he helped to build and manage the hedge fund business and platforms. He was a co-portfolio manager for the Multi-Strategy Arbitrage funds, a quantitative analyst for Equity Long-Short funds, and the head of the Risk Committee. He was also involved in the structuring and marketing of funds and in client services. From 1993 to 1996, Dr. Dravid was a Vice President in the Asset Allocation Research Group of Salomon Brothers. Prior to this, he was an Assistant Professor of Finance at the Wharton School. Dr. Dravid has published numerous papers in leading academic and practitioner journals including Journal of Finance, Journal of Financial Economics, and Journal of Derivatives. Dr. Dravid received a BSc in Physics from the University of Poona (India), an MA in Physics from SUNY at Stony Brook, an MBA in Finance and Marketing from the University of Rochester, and a PhD in Finance from the Graduate School of Business at Stanford University. He holds a securities license Series 7 and CFTC/NFA Series 3 registration.
Rufus Rankin Director 2013 2019
Biography Dr. Rufus Rankin is the Director of Research for Equinox Institutional Asset Management, LP and has been in this role since November 2014. Since 2011, Dr. Rankin has also served as Director of Portfolio Management for Equinox Fund Management, LLC, an affiliate of the Equinox Institutional Asset Management, LP. Dr. Rankin works on the conception, development and implementation of new products and distribution strategies for investment products managed by Equinox Funds, a role that requires daily contact with and evaluation of CTAs, and other alternative investment managers. He is a co-portfolio manager of the firm’s mutual funds. Prior to his current role, he was Product Development Manager at Solon Capital, LLC, an affiliate of the Adviser. Before then, he performed sales at SEI from August 2005 to February 2009, and was previously at Morgan Stanley from September 2004 to August 2005. Dr. Rankin holds a BA in Philosophy and a Masters in International Studies from North Carolina State University and a Doctorate of Business Administration from Grenoble Ecole de Management. His doctoral dissertation focused on statistical methods of enhancing multi-manager and multi-asset portfolio diversification, with an emphasis on portfolios of CTAs and Hedge Funds.
Afroz Qadeer Member 2013 2014
Biography Afroz Qadeer is a member of Equinox Fund Management, LLC’s portfolio management team and joined the Adviser in April 2013. Mr. Qadeer co-founded Equinox Institutional Asset Management, LP (then known as Tapestry Asset Management, LP) in 2002 and serves as its President and Chief Investment Officer. He has held tenures in hedge fund research and portfolio management roles with Goldman Sachs, Optima Fund Management, and Lake Partners. In such roles, he participated in the launch of eight multi-manager funds, management of 20 multi-manager portfolios covering a diverse range of alternatives, and management of four hedge fund portfolios with assets of approximately $2 billion. Mr. Qadeer holds an MBA from The Wharton School, University of Pennsylvania and a Bachelor of Commerce from Sydenham College, University of Bombay, India.
Sue Osborne Member 2013 2014
Biography Sue Osborne is a member of Equinox Fund Management, LLC’s portfolio management team and joined the Advisor in April 2013. Ms. Osborne is also Director of Research at Equinox Institutional Asset Management, LP (formerly known as Tapestry Asset Management, LP), an affiliate of the Adviser, where she has been since 2003, first as a consultant and then in her current role. She has held positions in hedge fund research and portfolio management at Hamilton & Co. from 2002 to 2003, Goldman Sachs from 1998 to 2002, Lake Partners from 1996 to 1998, and Greenwich Associates in 1996. She holds an MBA from Lehigh University and a BS in Marketing from Duquesne University.
Richard E. Bornhoft Managing Director 2012 2014
Biography Richard Bornhoft is the Managing Director, Portfolio Management of an affiliate of Equinox Institutional Asset Management, LP. He leads the firm’s Portfolio Management Team and is responsible for day-to-day investment decisions for the Fund. Mr. Bornhoft is a member of the portfolio management team for all Equinox Funds’ managed futures multi-strategy offerings. He specializes in the creation, evaluation, and risk monitoring of managed futures investment portfolios for institutional and individual investors. Mr. Bornhoft began his career directing hedging strategies for mortgage and agricultural companies and banks, and subsequently as a systematic CTA. Mr. Bornhoft co-founded one of the first multiple-CTA managed futures funds in 1983, and his own futures investment advisory firm in 1985. Over the course of his career, Mr. Bornhoft has financially engineered and directed the research, design and on-going management of multiple-CTA managed futures portfolios for approximately 20 pension plans, corporations and banking institutions throughout the world. He has served on numerous arbitration boards and committees of regulatory and industry organizations. Mr. Bornhoft earned his BS in Agricultural Business from Colorado State University. He holds securities licenses Series 63 and CFTC/NFA Series 3.
Brian Bell Director 2012 2013
Biography As Director of Research and Co-Portfolio Manager at Equinox Fund Management, Mr. Bell is responsible for the research and selection of qualified CTAs for various institutional and retail portfolios. Mr. Bell has been involved in the futures industry since May 1987. From September 2005 and October 2005, respectively, until November 2010, Mr. Bell was listed as a principal and registered as an associated person of CTS Capital Management, LLC, a CTA located in Denver, Colorado, where he managed the trading and research. Beginning in February 2000, Mr. Bell was President and owner of Custom Trading Solutions, Inc., which developed CTS Studies and BestCommodityCharts.com, technical indicators used with CQG, Inc. and TradeStation products, and marketed them to customers across North and South America, Australia, Asia and Europe. Mr. Bell was listed under the CE Act as a principal of Custom Trading Solutions, Inc. from July 2003 until December 2005, and registered as an associated person in such capacity from April 2004 until December 2005. Custom Trading Solutions, Inc. was registered under the CE Act as a CTA from July 2003 until December 2005, and as an NFA member from April 2004 until December 2005. Prior to starting Custom Trading Solutions, Inc. in February 2000, Mr. Bell was a Senior Software Engineer at CQG, Inc. from May 1987 through February 2000.
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