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Russell Investments Strategic Call Overwriting Fund Class S (ROWSX)

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Russell Strategic Call Overwriting S historical data, for real-time data please try another search
9.03 0.00    0.00%
17/09 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 74.8M
Russell Strategic Call Overwriting S 9.03 0.00 0.00%

ROWSX Overview

 
On this page you'll find an in-depth profile of Russell Investments Strategic Call Overwriting Fund Class S. Learn about the key management, total assets, investment strategy and contact information of ROWSX among other information.
Category

Option Writing

Total Assets

74.8M

Expenses

0.77%

Inception Date

41136

Contact Information

Address 18th Floor
Seattle, 98101
United States
Phone +1 8004267969

Top Executives

Name Title Since Until
Nick Zylkowski Senior Portfolio Manager 2017 Now
Biography Nick Zylkowski, Portfolio Manager since February 2013. Mr. Zylkowski was an Associate Portfolio Manager from 2010 to 2013.
David Pedack Portfolio Manager 2015 Now
Biography David Pedack is a Portfolio Manager of Russell Investment Management Co since 2013. Mr. Pedack was a Quantitative Analyst from 2009 to 2013.
Reid Hellekson Portfolio Manager 2016 2019
Biography Reid Hellekson, Portfolio Manager since September 2016. Mr. Hellekson was a Senior Implementation Portfolio Manager from 2013 to September 2016.
Rafael Zayas Senior Portfolio Manager 2012 2017
Biography Mr. Zayas became a Senior Portfolio Manager – International Equity at Vident in 2017. Prior to joining Vident, he was a Portfolio Manager – Direct Investments for seven years at Russell Investments, a global asset manager, where he co-managed more than $4 billion in quantitative strategies across global markets, including the Russell Strategic Call Overwriting Fund, a mutual fund. Mr. Zayas also helped Russell Investments launch its sponsored ETF initiative and advised on index methodologies. Prior to joining Russell Investments, Mr. Zayas was a Portfolio Manager – Equity Indexing at Mellon Capital Management, where he managed assets for internationally listed global equity ETFs. Mr. Zayas graduated with a B.S. in Electrical Engineering from Cornell University and obtained a Certificate in Computational Finance and Risk Management from the University of Washington. He also attained the Chartered Financial Analyst designation in 2010.
Scott A. Maidel portfolio manager 2012 2016
Biography Scott A. Maidel has the certification of CFA, CAIA and FRM. He is a portfolio manager since January 2010. Prior to joining Russell, Mr. Maidel was an Associate Director of Global Derivatives Trading at First Quadrant, LP from 2005 to 2010. During this time, Mr. Maidel managed volatility arbitrage and absolute return option overlays and was responsible for implementation of a variety of active derivative overlays.
Karl D. Sahlin Portfolio Manager 2012 2015
Biography Karl D. Sahlin has a certification of CPA and is a portfolio manager since January 2010. Prior to joining Russell, Mr. Sahlin was in the commercial real estate industry from 2007 to 2009. From 2005 to 2007, Mr. Sahlin was Manager of Portfolio Trading at Russell.
Richard F. Johnson Portfolio Manager 2012 2014
Biography Rich Johnson is a Portfolio Manager for Russell Investments on the U.S. Equity Portfolio Management team which he joined in June 2014. In this role, Johnson focuses on managing defensive and quantitative U.S. equity funds as well as Russell Separate Account large cap mixes. Prior to his current role, Johnson was a Senior Portfolio Manager responsible for Russell Direct Investments where he managed direct investing strategies and headed portfolio management of Russell ETFs. He served in this role since he joined Russell in May 2010. He is also a member of Russell’s Direct Investments Sounding Board. Prior to joining Russell, Johnson was a Senior Portfolio Manager at Menta Capital, a $1 billion AUM upstart hedge fund in San Francisco founded by former Barclays Global Investors executives, where he was responsible and accountable for the launch, management and performance of long/short equity-market-neutral strategies investing in the United Kingdom and Continental Europe. In this role he focused on building and backtesting stock selection models and signals, successfully increasing the information ratio of managed strategies. Prior to Menta, Johnson was a portfolio manager and co-founder of Crescat Partners, a global macro hedge fund established to hedge and exploit economic imbalances that evolved into the Global Financial Crisis. In this role, he was instrumental in designing the investment process around macroeconomic imbalances and identifying actionable investment opportunities. The Crescat Global Macro Fund was rated a 5 star fund by Morningstar. Prior to managing hedge fund assets, Johnson was a portfolio manager on the core equity team with $12 billion AUM at McMorgan & Company. He managed a high quality U.S. Large Cap equity portfolio for five years designed to outperform the S&P 500 over a market cycle with less risk than the fund’s benchmark. For six years prior to McMorgan, Johnson was a principal at Barclays Global Investors, now part of BlackRock, and served in several roles of responsibility including (Acting) Head of U.S. Equity Index Investments, responsible for the day-to-day management of U.S. Equity Index Investments with $320 billion AUM. At BGI, he had direct portfolio management responsibility and managed funds including the Flagship S&P 500 index strategy with $120 billion AUM. He also managed High Yield and Low P/E Tilt strategies, Enhanced S&P 500 strategy, and optimized strategies in the Extended Market. Rich Johnson is a member of the CFA Institute, CFA San Francisco, and the Chicago Quantitative Alliance.
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