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Payson Total Return Fund (PBFDX)

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35.18 -0.38 -1.07%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 320.59M

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PBFDX Overview

On this page you'll find an in-depth profile of Payson Total Return Fund. Learn about the key management, total assets, investment strategy and contact information of PBFDX among other information.

Contact Information

Address 1 Portland Square, 5th Floor
Portland,ME 4112
United States

Phone -

Web www.hmpayson.com

Top Executives

Name	Title	Since	Until
Noah J. Petrucci	Portfolio Manager	2024	Now
Biography	Mr. Petrucci, portfolio manager, joined Lord Abbett in September 2012. Mr. Petrucci previously was a Portfolio Manager at Columbia Management Investment Advisers, LLC and Columbia Management Advisors, LLC from 2002 to 2012. His prior experience includes: Assistant Vice President at Zurich Scudder Investments. Mr. Petrucci received a BA from the University of Massachusetts. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1993.
Benjamin Michaud	-	2024	Now
Jeffrey Soules	Portfolio Manager	2024	Now
Peter E. Robbins	Portfolio Manager	2008	Now
Biography	Peter E. Robbins has been a Managing Director, Director of Research, Chief Investment Officer, and Chief Executive Officer of H.M. Payson & Co. during the past nine years. He has been a portfolio manager and/or analyst at H.M. Payson & Co. since 1990, has 27 years of investment management experience. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Robbins holds the Chartered Financial Analyst designation.
William N. Weickert	Portfolio Manager	2008	2025
Biography	William N. Weickert, Managing Director, Director of Portfolio Management, and Secretary of H.M. Payson & Co.. William N. Weickert has been co-portfolio manager of the Fund since 2008. Weickert is a Managing Director of the Adviser and has been the Adviser’s Director of Research since 2007. Prior to that, He was a Senior Research Analyst of the Adviser for more than 5 years. He has been a portfolio manager and/or analyst at the Adviser since 1989, has 26 years of investment management experience. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Weickert holds the Chartered Financial Analyst designation.
John C. Downing	managing director, treasurer, chief compliance officer, portfolio manager,	2008	2012
Biography	Downing has been the managing director and the treasurer and chief compliance officer of the Payson Total Return Fund for the past five years. He began his association with the Payson Total Return Fund in 1983, having more than 25 years experience in the investment industry. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Downing holds the Chartered Financial Analyst designation.
Peter E. Robbins	Portfolio Manager	1993	2007
Biography	Peter E. Robbins has been a Managing Director, Director of Research, Chief Investment Officer, and Chief Executive Officer of H.M. Payson & Co. during the past nine years. He has been a portfolio manager and/or analyst at H.M. Payson & Co. since 1990, has 27 years of investment management experience. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Robbins holds the Chartered Financial Analyst designation.
James P. Garland	Head	1991	1993
Biography	Garland joined H.M. Payson and Company in 1977 as a securities analyst; he was named head of research in 1981 and currently holds both titles. Before coming to H.M. Payson, he was a database administrator at NASA Goddard Space Flight Center. He has been a CFA since 1982 and is a member of the International Security Analysts Society. Garland was born in 1947 in Portland, Maine and enjoys his family, travel, and photography.

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