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The Covered Bridge Fund Class I (0P0000YXKG)

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Condition

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8.320 -0.020    -0.24%
25/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 90.95M
The Covered Bridge Fund Class I 8.320 -0.020 -0.24%

0P0000YXKG Overview

 
On this page you'll find an in-depth profile of The Covered Bridge Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000YXKG among other information.
Category

Derivative Income

Total Assets

90.95M

Expenses

1.48%

Inception Date

Oct 01, 2013

Contact Information

Address 17605 Wright Street, Suite 2
Omaha,NE 68130
United States
Phone -

Top Executives

Name Title Since Until
Michael J. Dashner Director of Equity, Portfolio Manager 2013 Now
Biography Mr. Dashner, Portfolio Manager, leads the Large Cap Equity Growth team at Stonebridge Capital Advisors and is responsible for trading across all equity strategies. As a member of the Research Committee, Michael follows sector-specific companies and maintains the equity universe and models for each equity strategy. He is responsible for identifying and developing new trading systems and methods in an effort to maximize effectiveness and efficiency across multiple platforms. Prior to joining the Equity Team, Mr. Dashner was head of fixed-income trading. He was in charge of fulfilling investment objectives for high-net-worth individuals and institutions and achieving the best prices for each trade. Michael earned his BBA in Economics from the University of South Dakota. He went on to graduate with an MBA in 2009 before joining Stonebridge Capital Advisors.
John K Schonberg Chief Investment Officer 2013 Now
Biography John is an owner of Stonebridge and serves as the Chief Investment Officer overseeing the investment activities of the firm and directing the portfolio management teams and committees. He is one of the Portfolio Managers in charge of institutional and high net worth individual investment strategies and is the lead portfolio manager of the covered call strategy.
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