Breaking News
Get 45% Off 0
⚖ What's the current risk profile of the stocks in my watchlist? (Yes, you can ask that.)
Chat with WarrenAI
Close

Savos Dynamic Hedging Fund (SVDHX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Savos Dynamic Hedging historical data, for real-time data please try another search
11.63 0.00    0%
27/09 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 51.9M
Savos Dynamic Hedging 11.63 0.00 0%

SVDHX Overview

 
On this page you'll find an in-depth profile of Savos Dynamic Hedging Fund. Learn about the key management, total assets, investment strategy and contact information of SVDHX among other information.
Category

Long-Short Equity

Total Assets

51.9M

Expenses

1.50%

Inception Date

42195

Contact Information

Address Concord, CA 94520
Concord,CA 94520
United States
Phone -

Top Executives

Name Title Since Until
Steven Wang Portfolio Manager 2021 Now
Biography STEVEN WANG, CFA, Director, Portfolio Management for AssetMark, has served as Portfolio Manager of the Fund since September 2021. Mr. Wang is responsible for managing Savos equity and fixed income strategies. Mr. Wang joined AssetMark in 2021. Previously, he was a Quantitative Equity Portfolio Manager at Northern Trust Asset Management where he researched and managed quantitative factor strategies across US and International equity portfolios. Prior to that, he was a quantitative analyst at Bank of America Merrill Lynch focusing on credit and derivatives. Mr. Wang is a Chartered Financial Analyst® with MS degrees from the University of Chicago in Statistics and Computer Science. He has a B.A. in Finance and Economics and a B.S. in Applied Mathematics from Wuhan University.
Matthew Goff Director 2019 2022
Biography MATTHEW GOFF, CFA, Director of Quantitative Strategies at Savos. Mr. Goff joined Savos Investments in 2018. Previously, he was President of Perfect Capital, a company he co-founded to provide digital investment solutions for advisors and individuals. Prior to that, he led the US Equity iShares portfolio management team for BlackRock. Mr. Goff is a Chartered Financial Analyst ® , with an MBA from The Haas School of Business, UC Berkeley and a BS in Chemical Engineering from The California Institute of Technology. Matt Goff has been employed by BFA and BTC as a portfolio manager since 2008. Prior to that, Mr. Goff was a portfolio manager at US Trust from 2007 to 2008, a product manager at Iris Financial Solutions from 2006 to 2007 and a product manager at MSCI Barra from 2003 to 2006.
Jason Thomas CIO (Chief Investment Officer) 2015 2021
Biography JASON THOMAS, Ph.D., CFA, Chief Executive Officer and Chief Investment Officer of Savos Investments. Mr. Thomas joined Savos Investments in 2014. Previously, he was the Chief Executive Officer of Portfolio Design Labs, a company he founded to provide next generation risk measurement and management to investment advisors and institutional investors. Prior to that, he was the Chief Investment Officer of Aspiriant, a leading independent wealth management firm. Mr. Thomas is a Chartered Financial Analyst®, with a Ph.D. in Economics from the University of Southern California and an MBA from the Stanford University Graduate School of Business.
Rajeev Sharan - 2016 2020
Biography Mr. Sharan joined Savos in April 2015. Previously, he was Director of Risk at Aspiriant, responsible for firm-wide risk management and quantitative investment research. Mr. Sharan has also held positions at Deutsche Bank Group, Standard Chartered Bank, and Dun & Bradstreet. His expertise includes hedging, tail risk hedging, derivative exposure and counterparty credit risk modeling, liquidity risk management, structured product analysis, and risk model development across asset classes. Mr. Sharan earned an MFE from the UCLA Anderson School of Management at the University of California, Los Angeles and an MA and an MPhil, both in Economics, from Jawaharlal Nehru University in New Delhi, India.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

SVDHX Comments

Write your thoughts about Savos Dynamic Hedging Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email