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Miller/howard Income-equity Fund Class I Shares (MHIEX)

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Miller/Howard Income-Equity I historical data, for real-time data please try another search
8.20 0.00    0.00%
15/06 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.53M
Miller/Howard Income-Equity I 8.20 0.00 0.00%

MHIEX Overview

 
On this page you'll find an in-depth profile of Miller/howard Income-equity Fund Class I Shares. Learn about the key management, total assets, investment strategy and contact information of MHIEX among other information.
Category

Large Value

Total Assets

5.53M

Expenses

0.78%

Inception Date

42369

Contact Information

Address 10 Dixon Avenue
Woodstock,New York 12498
United States
Phone (845) 679-9166

Top Executives

Name Title Since Until
Adam Fackler Portfolio Manager 2019 2020
Biography Adam Fackler, CFA, Portfolio Manager, focuses on utilities, telecommunications, and midstream energy including master limited partnerships (MLPs). Prior to joining Miller/Howard in 2016, Adam spent 10 years at Rodman & Redshaw and KLR Group, focusing on MLPs, and at MLV & Co., covering exploration & production companies and MLPs. Adam holds a BS in Business Administration with a minor in Economics from Bucknell University.
Gregory L. Powell Deputy CIO 2017 2020
Biography Gregory (Greg) L. Powell, PhD, joined Miller/Howard’s portfolio team in 2017, and focuses on the firm’s Income-Equity portfolios. Greg comes to Miller/Howard with a distinguished career as a senior portfolio manager and director of research at AllianceBernstein (AB). He managed a team of 12 analysts and a suite of products. He served as head of fundamental value research at AB, redesigning the analyst role with an emphasis on investment success and training analysts in all aspects of the position. Prior to AB, Greg worked for 12 years at General Motors in Detroit and São Paulo, Brazil. He began his career as a senior economist and became general director of market research and forecasting. Greg holds a BA in Economics/Mathematics from the University of California Santa Barbara, and a PhD and MA in Economics from Northwestern University.
John R. Cusick Portfolio Manager 2015 2020
Biography John R. Cusick, CFA, has been a research analyst with Miller/Howard since 2013 and promoted to portfolio manager in 2015. He received a Bachelor of Arts in Finance and Marketing from Temple University, and a Master of Business Administration in Finance from Fordham University School of Business in New York City. Mr. Cusick spent more than a decade at Oppenheimer & Co. in New York, where he started his career as a junior analyst working on the energy team, and then as a senior research analyst specializing in the midstream sector. Prior to joining Miller/Howard, he served as senior vice president and research analyst at Wunderlich Securities Inc. in New York, covering energy in North America including partnerships focused on natural gas, liquids, and exploration & production.
Michael Roomberg Research Analyst 2015 2020
Biography Michael Roomberg, CFA, has been a research analyst with Miller/Howard since 2013 and promoted to portfolio manager in 2015. He received a Bachelor of Arts in International Relations, Economics, and Finance from University of Wisconsin‑Madison, and a Master of Business Administration from Georgetown University’s McDonough School of Business (with honors). Mr. Roomberg began his career as a research associate in 2008, at Boenning & Scattergood, a financial services firm in greater Philadelphia. There he specialized in Energy Exploration & Production and Water Utilities & Industrials. Prior to joining Miller/Howard, he served as Head of Water/Infrastructure Equity Research at Ladenburg Thalmann & Co. in New York City.
John E. Leslie Portfolio Manager 2015 2020
Biography John (Jack) E. Leslie III, CFA, has been a research analyst and portfolio manager with Miller/Howard since 2004. He adds extensive experience in quantitative modeling and screening in the equity markets to his analytic strengths. Jack has a high level of expertise in both fundamental and quantitative research skills, and in managing large pools of institutional assets. Prior to joining Miller/Howard, Jack was a portfolio manager at Value Line Asset Management, M&T Capital Advisors Group (a division of M&T Bank Corp.), and Dewey Square Investors Corp. (now part of Old Mutual Asset Management). He has been interviewed by the Wall Street Journal, Barron’s, Fortune, and Forbes Online, and has been a featured guest on TheStreet.com, After the Bell on Fox Business, and Money Life with Chuck Jaffe. Jack earned his BS degree in Finance from Suffolk University and an MBA from Babson College.
Lowell Glaser Miller CIO (Chief Investment Officer) 2015 2020
Biography Lowell G. Miller has been the Chief Investment Officer and Director of Research of Miller/Howard since founding the firm in 1984. He began his studies of the securities markets as an undergraduate, and has continuously pursued the notion of disciplined investment strategies for more than 30 years. He authored of three critically acclaimed books on investing, including The Single Best Investment: Creating Wealth with Dividend Growth (Print Project, Second Edition, 2006). Lowell has also written on financial subjects for the New York Times Magazine, and was a featured guest on Louis Rukeyser’s Wall $treet Week and CNN-FN. He is often quoted in financial media as Investor’s Business Daily, The Wall Street Journal, Dow Jones Newswires, Bloomberg, Fortune, and Barron’s. He received a Bachelor of Science from Sarah Lawrence College and a Juris Doctor from New York University School of Law.
Bryan J. Spratt Portfolio Manager 2015 2020
Biography Bryan J. Spratt, CFA, has been a research analyst and portfolio manager with Miller/Howard since he joined the firm in 2004, and focuses on utilities, telecommunications, and energy. Byan has worked as an analyst and portfolio manager since 1990. Previously, at Munder Capital (1994‑2001), Mr. Spratt was a member of the Energy and Power Team. From 2001‑2004, he was responsible for utilities and telecom for the value team at Banc One Investment Advisors and the One Group Funds, which ranked among the largest asset managers in the US prior to its acquisition by JP Morgan Chase & Co. Bryan was featured in The Poughkeepsie Journal and The Wall Street Transcript. He received a Bachelor of Arts in Economics/Computer Science from Spring Arbor College (graduating summa cum laude).
Roger G. Young Research Analyst 2015 2017
Biography Roger G. Young, CFA, Portfolio Manager/Research Analyst, Principal, joined Miller/Howard in 2008. With a career in equity income securities spanning 40-plus years, Mr. Young has specialized industry knowledge of metals, communications, energy, MLPs, and financial services. Previously he was a portfolio manager for the Kenneth King Foundation, Director of Equities for the Public Employees Retirement Association of Colorado, portfolio manager at Equitable Life, and later, Transamerica Funds. At Transamerica, Mr. Young started and managed the Transamerica Capital Appreciation Fund, which received a 5-star ranking by Morningstar. He has been quoted in Forbes, Barron’s, Wall Street Journal, The Wall Street Transcript, and The Research Magazine Guide to Master Limited Partnerships (2011 and 2012). Mr. Young received a Bachelor of Science degree in Economics from the Wharton School, University of Pennsylvania. He earned a Bachelor of Foreign Trade from the Thunderbird School of Global Management, and an MBA from Michigan State University.
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