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Medalist Partners Short Duration Fund - Investor Class (0P0000PX22)
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9.510
+0.010
+0.11%
24/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 34.78M
Semper Short Duration Fund Investor Shares
9.510
+0.010
+0.11%
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0P0000PX22 Overview
On this page you'll find an in-depth profile of Medalist Partners Short Duration Fund - Investor Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000PX22 among other information.
Contact Information
Address
747 3rd Avenue
New York,NY 10017
United States
New York,NY 10017
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James Buccola | Portfolio Manager | 2024 | Now |
| Biography | Mr. James Buccola, Head of Structured Credit and Partner, is a portfolio manager for both Funds. Mr. Buccola has more than two decades of investing, trading, and management experience in structured credit. He most recently served as a Senior Managing Director and the Global Head of Fixed Income at Cantor Fitzgerald, helping to build a leading franchise across securitized credit trading and asset finance. At Cantor, Jim led all fixed income sales and trading globally, as well as headed the investment committee for parts of Cantor Fitzgerald Asset Management. Previously, Mr. Buccola was the Head of Securitized Products Trading, Head of Residential Mortgage Trading, and Head of Non-Agency Mortgage Trading at Credit Suisse, leading one of the top structured credit and asset finance franchises on Wall Street. | ||
| Greg Richter | Co-Founder | 2023 | Now |
| Biography | Mr. Greg Richter, CEO, Partner and co-founder of the Adviser is a portfolio manager for both Funds. Prior to forming Medalist Partners in 2018 and its predecessor firm Candlewood Investment Group in 2010, Mr. Richter worked at Credit Suisse as a portfolio manager heading their structured credit effort. Prior, Mr. Richter was the Global Head of Credit Suisse’s Specialty Finance Group and a member of Credit Suisse’s Fixed Income Operating Committee, where he was responsible for the combined Global Asset Finance Capital Markets and the Specialty Finance Banking Groups. Prior to this, in addition to running Credit Suisse’s ABS/CDO trading/syndicate effort, Mr. Richter also headed the Asset Backed Securities Home Equity (ABSHE) shelf which bought and packaged mortgage loans. Prior to joining Credit Suisse, Mr. Richter spent 15 years at Prudential Securities in New York where most recently, he was Managing Director and served as the Head of Trading and Syndicate for all structured products. Mr. Richter holds a B.A. in Economics from Colgate University. | ||
| Thomas Mandel | Co-Founder | 2010 | Now |
| Biography | Mr. Thomas Mandel, CFA, joined the Adviser in 2023 and is a portfolio manager for both Funds. Prior to joining Medalist Partners, Mr. Mandel was a co-founder and the Chief Investment Officer of the Semper Capital with primary responsibility over the administration and implementation of investment management activities. Mr. Mandel has served as the Short Duration Fund’s portfolio manager since its inception in 2010 and the Total Return Fund’s portfolio manager since January 2015. Prior to co-founding the Previous Adviser in 1992, Tom served as a Principal and Fixed Income Portfolio Manager at 1838 Investment Advisors. He previously served as a Senior Vice President and Portfolio Manager at Century Institutional Advisors. Mr. Mandel began his career as a Portfolio Manager and Credit Manager at Chase Investors Management Corp. Mr. Mandel earned an MBA and a BS from the University of Pennsylvania Wharton School. | ||
| Vesta Marks | Managing Director | 2023 | 2023 |
| Biography | Vesta Marks, CFA, an Associate of William Blair Investment Management, LLC, most recently was a portfolio manager and Managing Director of Fixed Income and Risk Management at Tortoise Capital Advisors. Before joining Tortoise in 2019, he served as Executive Director and Portfolio Manager at Palmer Square Capital Management LLC from 2015 to 2018. Prior to Palmer Square, Vesta was a Portfolio Manager at Semper Capital Management from 2007 to 2014. Vesta joined Semper Capital Management in 2003. Mr. Vesta is a member of the CFA Institute. He is also a member of the Chartered Alternative Investment Analyst Association. Education: Bachelor of Science degree in mathematics from the Massachusetts Institute of Technology (MIT). Vesta has many years of experience in the financial services industry, primarily focused on the analysis and portfolio management of securitized debt instruments. Vesta has primary responsibility for asset-backed and commercial mortgage-backed analysis and trading as well as responsibility for analysis and trading of short duration securities, non-agenc and agency RMBS. He also served as a portfolio analyst at Earnest Partners, modeling and analyzing portfolios of small business loans, GNMA project loans and RMBS. In addition, he formerly worked as a sell-side analyst at Independent Banker's Bank of Florida, where he analyzed banks' securities portfolios, worked with ALM committees, and assessed the valuation and risks of loan portfolios. | ||
| Zach Cooper | CIO, Senior PM | 2016 | 2018 |
| Biography | Zach joined Semper Capital Management in 2015 as the Deputy Chief Investment Officer. He has over 18 years of experience in the structured products market. Prior to Semper Capital, Zach served as the CIO of Treesdale Rising Rates Strategy. He previously served as sole non-agency MBS and ABS trader at the PrinceRidge Group and was the Senior Portfolio Manager at Highland Financial Holdings Group LLC. Zach began his career at Deutsche Bank Securities where he developed and ran proprietary securitization models and later managed a proprietary MBS derivatives portfolio. Zach earned a BA from Harvard University. | ||
| Jay Menozzi | CIO & Portfolio Manager | 2015 | 2016 |
| Biography | Jay serves as Chief Investment Officer and Portfolio Manager for Orange Investment Advisors. Prior to joining Orange Investment Advisors, he held several positions over 17 years at Semper Capital LP. He joined Semper in 1999 as the Head of Mortgages, and most recently served as the firm’s Chief Investment Officer from 2010 until his departure in 2016, as well as Lead Portfolio Manager of the Semper MBS Total Return Fund from its inception through 2015. Prior to Semper, Jay spent 12 years at Atlantic Portfolio Analytics and Management. His experience included managing mortgage passthroughs and mortgage derivatives, in long only and leveraged portfolios. Prior to managing portfolios, he spent 4 years developing analytical and operational systems, including one of the early CMO cash flow models. He began his career as an electrical engineer at Harris Corp. | ||
| Boris Peresechensky | Portfolio Manager | 2015 | 2016 |
| Biography | Boris serves as Portfolio Manager for Orange Investment Advisors. Prior to joining Orange Investment Advisors, he held several positions at Semper Capital LP, working in research and development, structured credit trading, and most recently as a Senior Portfolio Manager and Trader of structured products. Boris also worked as a Risk Manager at Bayview Financial Trading Group, as a Risk Analyst and Junior Portfolio Manager at HSBC Securities, and at Lazard Asset Management. | ||
| Vesta Marks | Managing Director | 2010 | 2015 |
| Biography | Vesta Marks, CFA, an Associate of William Blair Investment Management, LLC, most recently was a portfolio manager and Managing Director of Fixed Income and Risk Management at Tortoise Capital Advisors. Before joining Tortoise in 2019, he served as Executive Director and Portfolio Manager at Palmer Square Capital Management LLC from 2015 to 2018. Prior to Palmer Square, Vesta was a Portfolio Manager at Semper Capital Management from 2007 to 2014. Vesta joined Semper Capital Management in 2003. Mr. Vesta is a member of the CFA Institute. He is also a member of the Chartered Alternative Investment Analyst Association. Education: Bachelor of Science degree in mathematics from the Massachusetts Institute of Technology (MIT). Vesta has many years of experience in the financial services industry, primarily focused on the analysis and portfolio management of securitized debt instruments. Vesta has primary responsibility for asset-backed and commercial mortgage-backed analysis and trading as well as responsibility for analysis and trading of short duration securities, non-agenc and agency RMBS. He also served as a portfolio analyst at Earnest Partners, modeling and analyzing portfolios of small business loans, GNMA project loans and RMBS. In addition, he formerly worked as a sell-side analyst at Independent Banker's Bank of Florida, where he analyzed banks' securities portfolios, worked with ALM committees, and assessed the valuation and risks of loan portfolios. | ||
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