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Touchstone Merger Arbitrage Fund Class Y (TMGYX)

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Touchstone Merger Arbitrage Y historical data, for real-time data please try another search
10.68 0.00    0.00%
10/05 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 30.97M
Touchstone Merger Arbitrage Y 10.68 0.00 0.00%

TMGYX Overview

 
On this page you'll find an in-depth profile of Touchstone Merger Arbitrage Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of TMGYX among other information.
Category

Market Neutral

Total Assets

30.97M

Expenses

1.77%

Inception Date

40764

Contact Information

Address 303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Phone +1 8005430407

Top Executives

Name Title Since Until
Andrew G. Bail Portfolio Manager 2017 2019
Biography Andrew G. Bail, Portfolio Manager and Senior Analyst, is responsible for developing and implementing strategies for the firm’s event driven portfolios and is jointly and primarily responsible for the management of the Fund. Before joining Longfellow Investment Management Co. in 2016, Andrew worked as an equity derivatives strategist at J.P. Morgan where he focused on single-stock derivatives. Prior to J.P. Morgan he was a director at Babson Capital where he focused on derivative strategies for the firm’s Event-Driven Hedge Fund. Previously, Andrew served as a generalist equity and equity derivatives analyst for The Flatley Company, where he helped build and oversee the expansion of the company’s equity portfolios across several strategies . He was also a research associate at Peak6 Investments, a volatility-arbitrage hedge fund, where he focused on special situations and dividend arbitrage within the automotive, chemical and paper & packaging industries. Andrew received his Bachelor of Arts from Johns Hopkins University and his Master in Business Administration and Master of Science in Finance from Boston College.
David C. Stuehr Portfolio Manager 2014 2019
Biography David C. Stuehr, CFA, Principal, Portfolio Manager and Senior Analyst. From 2005-2009, David was a portfolio manager and analyst at Hanover Strategic Management. Prior to that, he served as a Portfolio Manager at Seneca Capital Management. At Seneca Capital, David was responsible for the firm’s high yield investment portfolio and served as the lead manager on the Pacific View Fund, LLC – a corporate bond-oriented hedge fund from its inception in 2002 through 2004. David also has significant experience in managing fixed income portfolios for an array of clients including high net worth individuals and insurance companies. Prior to joining Seneca, David was a Partner with Standish, Ayer & Wood. During his 12 years at the firm, he served as a Portfolio Manager and Director of Corporate Bond Research – leading a 10 member analyst team. Mr. Stuehr received his MS in Finance from Boston College and MA in Economics from Bowling Green University. He also received his BS in Business Administration from Bowling Green University. David is a CFA charterholder, a member of the Boston Securities Analysts Society, and a member of the CFA Institute.
Barbara J. McKenna Portfolio Manager 2011 2019
Biography Barbara J. McKenna, CFA, Managing Principal, Portfolio Manager. Ms. McKenna serves as a Managing Principal and Portfolio Manager. Barbara leads Intermediate and Core portfolio management and heads credit strategy. Prior to joining Longfellow in 2005, she was a director and senior portfolio Manager at State Street Research (SSR), responsible for $14 billion of institutional fixed income accounts. As director of corporate bond strategy, she was responsible for the development and implementation of corporate bond strategy across all fixed income mandates. Prior to joining SSR, Barbara was a director and portfolio manager at Standish, Ayer & Wood. She has also held portfolio management and investment banking positions at BayBank and Massachusetts Capital Resource Company, a private capital firm. Barbara holds a MS and BS in Finance from Boston College. Barbara is a CFA charterholder, a member of the CFA Institute and a member of the Boston Security Analysts Society.
Alexander R. Graham Portfolio Manager 2011 2019
Biography Alexander R. Graham, CAIA Portfolio Manager since 2011 and Senior Analyst since 2006, joined Longfellow in 1997. Prior to joining Longfellow, he worked in portfolio accounting at Boston Safe Deposit & Trust and worked in client service with the Pioneer Group.
John E. Villela Portfolio Manager 2011 2017
Biography John E. Villela, CFA, is Principal and Portfolio Manager and Senior Analyst. Prior to joining Longfellow in 2005, Mr. Villela was a portfolio analyst at State Street Research & Management Company from 2003 to 2005, where he focused on credit assets and short/intermediate duration accounts. From 1999 to 2003, Mr. Villela was a trader at Standish Mellon Asset Management, specializing in credit, asset backed securities, and government and fixed income derivatives.
David Seeley Co-Founder 2011 2014
Biography Prior to founding Longfellow, David managed retirement assets and corporate cash for Polaroid Corporation. He also held positions in financial planning for Polaroid and worked as a Senior Auditor for Arthur Andersen & Co, where he obtained a CPA. David holds a MBA from Harvard Business School and an AB with honors in Economics from Union College. He is a member of The Boston Security Analysts Society and is a Chartered Financial Analyst.
Andrew A. Shafter Portfolio Manager 2011 2013
Biography Mr. Shafter joined Community Capital Management, Inc. in 2013 as a portfolio manager. From 2009-2013, he was product manager at Longfellow Investment Management. Prior to joining Longfellow, he served as Vice President at SunTrust Capital Markets from March 2008-January 2009, Vice President at First Tennessee Capital Markets from February 2005-December 2007, Vice President at Spear Leeds & Kellogg from August 2001-February 2005, and as Managing Director at Bank One Capital Markets.
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