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Salient International Small Cap Fund Institutional Class (PTSCX)
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11.69
0.00
0.00%
12/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 16.95M
Salient International Small Cap Instl
11.69
0.00
0.00%
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PTSCX Overview
On this page you'll find an in-depth profile of Salient International Small Cap Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PTSCX among other information.
Contact Information
Address
4265 San Felipe, Suite 800, Houston, Texas 77027
,
United States
,
United States
Phone
1-866-667-9228
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aidan O’Leary | - | 2018 | Now |
| Biography | Aidan O’Leary, Vice President of Equities. Mr. Aidan O’Leary previously was Head of Sales & ETF Specialist for PureFunds LLC. He started his career as an associate in the Private Wealth Management division at a regional broker dealer (Investment Banking, Securities, and Wealth Management) in New York City in 2012. He serves as Vice President of Equities at HJIM, as a member of the portfolio management team and on the stock selection committee. Mr. Aidan O’Leary holds an MA, Honors, University of St Andrews, Scotland. In addition, he has his Series 7 & 63. | ||
| James O'Leary | Senior Portfolio Manager | 2018 | Now |
| Biography | Chief Invwstment Officer has over 30 years experience in the investment advisory arena starting with MPT Associates and has been managing international porfolios since 1999. Prior to joining NAI in1996, Mr. O'Leary was Maanging Director at Lexingotn Management Corporatio, he was Vice Presdient at Federated Investment Counseling. Mr. OLeary received a B.S. in business admisitration from Bowling Green State Univeristy and earned and MBA in marketing and finance from the Unversity of Cincinnati. Mr O'Leary is also a Chartered Financial Anayst (CFA). | ||
| Bill Barker | Senior Investment Manager | 2007 | 2018 |
| Biography | Bill Barker, Senior Investment Manager, Small Cap Team. Mr. Barker joined PAM in November 2007 and is responsible for the UK. Before joining PAM, he worked as a UK Small Caps Manager for Threadneedle Investments (2000 to 2007) and previously held the same position at HSBC Asset Management (1996 to 1999) and Lloyds Investment Management (1992 to 1996). Mr. Barker graduated from Hull University with a B.Sc. in Economics & Econometrics. | ||
| Justin Hill | Senior Portfolio Manager | 2001 | 2018 |
| Biography | Mr. Hill joined PAM in October 2001 as a Senior Investment Manager in the Specialist Equities Team, concentrating on the UK and Asia Small Cap markets. Before joining PAM, Mr. Hill spent five years with the UK smaller companies team at Friends Ivory & Sime Asset Management in London and four years at Arthur Andersen. He is a graduate of St. Hugh’s College, Oxford and is a member of the Institute of Chartered Accountants. | ||
| David Janec | Investment Specialist | 2012 | 2016 |
| Biography | David Janec has been with Forward since September 2008 as Investment Specialist. Mr. Janec has primary responsibility in the areas of trading, valuation and risk management of the Forward Frontier Strategy Fund, Forward Strategic Alternatives Fund, the cash portion of the Forward Emerging Markets Fund, and the cash portion of the Forward International Small Companies Fund. Prior to joining Forward Mr. Janec was with Accessor Capital Management from April 2007 as an Operations Analyst, from April 2008 as a Junior Investment Analyst, and from March 2009 as an Investment Analyst. Prior to Accessor Capital Management, Mr. Janec was an Operations Associate at E*Trade from 2005 to 2006 and an Operations Associate at BrownCo from 2004 to 2005. | ||
| Nathan J. Rowader | Director | 2011 | 2016 |
| Biography | Nathan Rowader is a senior portfolio manager at Salient and member of the firm’s quantitative asset allocation team. He is responsible for overseeing trading, valuation, risk and portfolio management. Previously, Nathan was chief investment officer at Accessor Capital Management. In 2008, Forward acquired Accessor, and subsequently in 2015, Salient acquired Forward. Before joining Accessor in 2007, Nathan held roles involving the development and execution of quantitative and systematic portfolio strategies across equity, commodity, rates and currency asset classes primarily using derivatives. Nathan earned an MBA from the University of Colorado in Denver. | ||
| Paul Broughton | Associate Portfolio Manager | 2011 | 2016 |
| Biography | Mr. Broughton has been with Forward Management since December 2010 as Assistant Portfolio Manager. Mr. Broughton has co-primary responsibility for the day-to-day management of the Forward U.S. Government Money Fund. Prior to joining Forward Management, Mr. Broughton was a Senior Financial Analyst for the Sacramento Municipal Utility District, where he managed the District’s fixed income portfolio, from January 2010 to November 2010. From March 2006 to January 2010, Mr. Broughton was VP/Investment Officer for Pacific Capital Bancorp where he managed the Bank’s bond portfolio. Previously, Mr. Broughton was a Fixed Income Trader (July 2002 to February 2006) and a Senior Priority Investment Specialist (June 1997 to July 2002) with American Century Investments, and was employed as an Investment Accountant for State Street from March 1996 to May 1997. Mr. Broughton is a Chartered Financial Analyst. Mr. Broughton has managed the Allocation Funds, the cash portion of the Forward Emerging Markets Fund, the Forward Frontier Strategy Fund, and the Forward U.S. Government Money Fund since February 2011. | ||
| Oliver Knobloch | Senior Portfolio Manager | 2006 | 2016 |
| Biography | Mr. Knobloch joined Pictet & Cie in May 1993 and PAM in 2002. Mr. Knobloch has served in his current position as Senior Investment Manager, Specialist Equities in the Small Capitalization Equities Team since September 2006. From September 2002 through September 2006, he served as Senior Investment Manager in PAM’s Sector Teams. From January 2002 through September 2002, he served as an Analyst and Fund Manager—Technology Specialist, Private Banking. In addition, Mr. Knobloch managed the PF-Telecom Fund before he took his current position in September 2006. Before joining PAM, Mr. Knobloch was a sell-side analyst following the European Engineering sector at Credit Suisse in Zurich. Before that, he spent three years at SBC in Basel as a sell-side analyst for the Swiss machinery and watch sector. Mr. Knobloch holds a Masters degree in Economics and a CFPI. Mr. | ||
| Jim O'Donnell | CIO (Chief Investment Officer) | 2011 | 2015 |
| Biography | Jim O’Donnell, CFA. Mr. O’Donnell is Chief Investment Officer of Forward Management. He has held this position since July 2006. Mr. O’Donnell has overall responsibility for asset management at Forward Management. Mr. O’Donnell has co-primary responsibility for the day to day management of the Forward Tactical Enhanced Fund. From September 2001 to October 2002 and from February 2004 to May 2006, Mr. O’Donnell was an Analyst with Meisenbach Capital, conducting fundamental and financial analysis for a hedge fund portfolio. Between November 2002 and February 2004, Mr. O’Donnell was a consultant with Rainmaker Alliance, consulting with venture capital and start-up firms on financial models, projections and business strategy. From April 1993 to August 2001, Mr. O’Donnell was a Portfolio Manager for Nicholas-Applegate Capital Management, responsible for stock selection and financial analysis for large cap, mid cap, and small cap portfolios. Mr. O’Donnell is a Chartered Financial Analyst and holds an MBA. | ||
| Paul Herber | Investment Officer | 2011 | 2014 |
| Biography | Mr. Herber has been with Forward Management since September 2008 as an Investment Officer. Mr. Herber has co-primary responsibility for the day-to-day management of the Forward Frontier Strategy Fund and the cash portion of the Forward Emerging Markets Fund. Prior to joining Forward Management, Mr. Herber was with Accessor Capital Management since February 2008 as an Investment Officer and member of Accessor’s Investment Committee. Prior to Accessor Capital Management, Mr. Herber was a Research Analyst at Wexford Capital Management from February 2006 to January 2008; the owner and operator of Genesis Games and Gizmos from June 2004 to January 2006; and a research associate at Capital International from June 2002 through May 2004. Mr. Herber has been a CFA Charterholder since 2003. Mr. Herber has managed the Allocation Funds and Forward U.S. Government Money Fund since February 2008, the cash portion of the Forward Emerging Markets Fund since August 2009, and Forward Frontier Strategy Fund since its inception in December 2008. | ||
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