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Mission-auour Risk-managed Global Equity Fund Class A (VEEEX)
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29.080
+0.330
+1.15%
05/03 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 9.39M
Global Strategic Income Fund Class A
29.080
+0.330
+1.15%
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VEEEX Overview
On this page you'll find an in-depth profile of Mission-auour Risk-managed Global Equity Fund Class A. Learn about the key management, total assets, investment strategy and contact information of VEEEX among other information.
Contact Information
Address
2651 North Harwood Street, Suite 525
Dallas,TX
United States
Dallas,TX
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kenneth J. Doerr | Co-Founder | 2017 | Now |
| Biography | Ken Doerr co-founded Auour Investments, LLC in 2013. His 27 years of experience includes successfully managing funds with both growth and value mandates, long/short hedge funds, long-only portfolios, quantitative research, and risk modeling. Prior to joining Auour, Ken was a private investor. From 2006 to 2009 he was a Senior Portfolio Manager Mid/Mid-Cap Growth and Head of Quantitative Research for Evergreen Investments Fundamental Equity Group. From 2005 through 2006, Ken was Founding Partner, Chief Investment Officer of Trilene Endeavour Partners, a newly-organized firm offering a Market Neutral U.S. Equity Hedge Fund. Ken was a Portfolio Manager at 2100 Capital Group in 2004, a subsidiary of Marsh & McLennan, managing the 2100 Capital Endeavour Fund, a market neutral equity hedge fund. From 2000 through 2003, Ken was a Senior Vice President and Portfolio Manager at Putnam Investments where he managed a $1 billion dollar sub-account of the Mid-Cap Putnam Vista Fund, a growth fund, and a $3.5 billion sub-account of the Specialty Growth Putnam New Opportunities Fund. Ken served as a member of the portfolio team at Equinox Capital Management that managed a $4.5 billion dollar sub-advisor account of Vanguard Windsor II, a large cap-value oriented fund. He was the portfolio manager for the Equinox Mid-Cap Value Fund. Before joining Equinox, Ken was a Senior Quantitative Analyst at Sanford C. Bernstein. He earned an M.S. in Electrical Engineering from Brown University and a B.E. in Electrical Engineering from the Cooper Union. | ||
| Joseph Byron Hosler | - | 2017 | Now |
| Biography | Joe Hosler co-founded Auour Investments, LLC in 2013. Joe brings 24 years of investment experience serving the needs of large institutional clients. His background includes portfolio management and investment analysis, predominantly focused on domestic and international public companies. Prior to the founding of Auour, Joe led investment activities within various sectors at Pioneer (2010 – 2013), Babson Capital (2003 – 2009), Putnam Investments (2000 – 2003), and Independence Investment Associates (IIA) (1995 – 2000). While at IIA, Joe drove the effort to design, develop, and launch one of the first quantitatively driven tax efficient investment approaches focused on individuals and taxable organizations. Joe holds an MBA from the Darden School of the University of Virginia, as well as, a B.S. and M.S. in Mechanical Engineering from Boston University. He served on the Board of Trustees and as the Treasurer of Glen Urquhart School and volunteered as an advisor at North Shore InnoVentures. | ||
| Robert Zlatko Kuftinec | Co-Founder | 2017 | Now |
| Biography | Robert Z. Kuftinec. Robert Kuftinec has been with Auour Investments, LLC since 2013. Robert has many years investment experience. He has a background in investing and corporate finance having worked in both investment banking and private equity. Prior to the founding of Auour, Robert was a Managing Director at TransOcean Capital, from 2005 – 2013, where he was responsible for significant foreign equity and real estate investments in the United States. Prior to TransOcean, he was a Managing Director at Overture Capital Partners, from 2001 – 2005, a private equity investment firm focused on the middle market, and, from 1996 – 2001, a Managing Director at Shields & Company, a Boston-based investment bank. Robert has been active on several corporate Boards of Directors including those at the Deutsche Asset Management Small Cap Fund (NYSE), Stronghaven, Inc., and Halcore Inc. He also has been a board member and treasurer at several non-profit organizations. He has an undergraduate degree from Babson College and earned an MBA from the Darden School at the University of Virginia. | ||
| Albert I. Sipzener | Co-Founder | 2015 | 2017 |
| Biography | Mr. Sipzener, founded Leadsman Capital LLC in 2014. Mr. Sipzener joined Shikiar Asset Management Inc. in 2001 and is now a partner and portfolio manager. Prior to 2001, he covered diversified industrials, machinery, electrical equipment, and capital goods companies for two years as a sell-side research analyst at Bear Stearns & Co. Mr. Sipzener began his research career in 1993 as an investment banking analyst in Lehman Brothers’ Debt Capital Markets group. He has a B.A. in Biology and Mathematics from Brown University and an MBA from Columbia Business School. | ||
| Lockwood Sloan | - | 2015 | 2017 |
| Biography | Mr. Sloan joined Shikiar Asset Management Inc. in 2015, and is a Vice President with marketing, client service and portfolio management duties. Prior to joining Shikiar, Mr. Sloan worked for approximately seven years as a Vice President at Pershing/Bank of New York Capital Markets in fixed income sales and trading. Mr. Sloan started his career at U.S. Trust Company in 1992, and his career has also included having served in the private client division at Gabelli Asset Management, Bear Stearns and Merrill Lynch. Mr. Sloan holds a B.A. in Economics from Wheaton College and is a CFA® charterholder. Mr. Sloan is a member of the CFA Institute and the New York Society of Security Analysts. | ||
| Stuart A. Shikiar | Founder | 2015 | 2017 |
| Biography | Mr. Shikiar, founded Leadsman Capital LLC in 2014. Since 1995, Mr. Shikiar has served as Chairman and Chief Investment Officer of Shikiar Asset Management Inc. which he founded in 1995. Mr. Shikiar has over 35 years of investment management experience. Prior to 1995, he was a Partner and Portfolio Manager at Omega Advisors, a hedge fund with $10B+ in AUM. Prior to joining Omega, Mr. Shikiar was Chief Investment Officer and Managing Director of Prudential Securities Investment Management for ten years, overseeing $2B+ in AUM. He also held the Chief Investment Officer position at Furman Selz Capital Management prior to Prudential, and before that was part of an investment team as a portfolio manager at Wertheim & Company, catering to high net worth individuals and institutions. Mr. Shikiar has served on the Board of Directors of three publicly traded companies, one listed on the NYSE, one listed on the AMEX, and one NASDAQ listed. He has a BBA from City College of New York. Mr. Shikiar is a trustee of the Baruch College Fund. He is also former Chairman of Baruch’s Endowment Investment Committee and is still an active member of that committee. | ||
| Gary A. Friedle | Co-Founder | 2015 | 2016 |
| Biography | Mr. Friedle, formed Leadsman Capital LLC in 2014. Mr. Friedle joined Shikiar Asset Management Inc. in 2002 as a portfolio manager and is now also the Chief Operating Officer of Shikiar Asset Management Inc. Prior to 2002, Mr. Friedle worked at UBS/PaineWebber for over 10 years. Mr. Friedle started his career at PaineWebber in 1991 as a financial advisor, and then moved over to manage the firm’s Unit Investment Trust Sales and Trading Desk. He became a senior investment manager research analyst and Divisional Vice President at PaineWebber in 1999, covering multiple styles of investment managers in the firm’s $50 billion sub-advisory programs. He has a B.A. in economics from Franklin & Marshall College and an MBA in Finance from New York University. Mr. Friedle is a member of the New York Society of Security Analysts and the CFA Institute. | ||
| Matthew Benkendorf | CIO (Chief Investment Officer) | 2012 | 2015 |
| Biography | Mr. Benkendorf ,Managing Director,Chief Investment Officer,Portfolio Manager, Senior Research Analyst - Mr. Benkendorf joined Vontobel Asset Management, Inc. in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy.Mr. Benkendorf has held various positions with Vontobel, including Deputy Portfolio Manager from 2013 to 2016, Executive Director from 2012 to 2013;Director from 2009 to 2012;Vice President from 2007 to 2009. | ||
| Pascal Curtet | Manager | 2008 | 2012 |
| Biography | Curtet joined Vontobel Asset Management in June 2008 from Banque Morval, a Geneva-based Private Bank, where he was in charge of managing a Russian and Eastern European equity fund. Prior to Banque Morval he was a fund manager at Gerifonds/BCV in Lausanne, responsible for two emerging market equity funds. He started his career in 1991 as a credit analyst at UBS, Zurich, followed by assignments as a financial analyst and portfolio manager. | ||
| Guenter Faschang | Vice President | 2001 | 2008 |
| Biography | Faschang is a vice president of Vontobel Asset Management. He began his career in September 1995 as a registered trader on the floor of the Frankfurt Stock Exchange. In March 1997, he joined Investmentbank Austria, Vienna, as a Central European equity strategist. In January 1998 ,he moved to Erste Bank, Vienna, as a Central European equity strategist and sector analyst for Russian oil stocks. In March 2000, he was appointed manager of Erste-Sparinvest's Danubia Fund. | ||
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