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Carret Kansas Tax - Exempt Bond Fund Institutional Class (SEKSX)

Fundos EUA

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10,21 +0,01 +0,10%

03/12 - Atraso dados. Moeda em USD

Tipo: Fundo

Mercado: E.U.A.

Emissor: American Independence

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 122,16M

Carret Kansas Tax - Exempt Bond Fund Institutional Class - Vista Geral

Nesta página encontrará um perfil aprofundado de Carret Kansas Tax - Exempt Bond Fund Institutional Class. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de SEKSX, e mais.

Categoria

Muni Single State Interm

Ativos Totais

122,16M

Despesas

0,48%

Data de Início

33217

Informações de Contacto

Endereço 225 West 34th Street 9th Floor
New York,NY 10122
United States

Telefone -

Web www.americanindependence.com

Principais Executivos

Nome	Título	Desde	Até
Jason R. Graybill	Portfolio Manager	2016	Agora
Biografia	Jason is a Principal and Senior Managing Director at Carret Asset Management. He also serves on the firm's Executive Committee. He has over 25 years of experience in the investment management industry. At Carret, he is the Co-Director of the firm's Fixed Income Strategy. In this capacity, Jason Co-Chairs the Fixed Income Investment Policy Committee (IPC) and is responsible for all facets of Carret's Fixed Income capabilities. He also serves as a member of the firm's Equity IPC. He has been a guest on Bloomberg TV and Radio, BNN TV and CBS News Radio. He is frequently interviewed by leading industry publications including The Wall Street Journal and BusinessWeek, and is a guest speaker at securities industry events. Prior to joining Carret, he was a Senior Portfolio Manager at Abner, Herrman and Brock Asset Management in Jersey City, NJ and a Research Analyst at Oxford Capital Management in Baltimore, MD. Jason is a member of the CFA Institute and the New York Society of Security Analysts (NYSSA).
Neil D. Klein	Portfolio Manager	2016	Agora
Biografia	Neil is a Principal and Senior Managing Director and Senior Portfolio Manager at Carret Asset Management. He also serves on the firm's Executive Committee. He has over 25 years of experience in the investment management industry. At Carret, he is the Co-Director of the firm's Fixed Income Strategy. In this capacity, Neil Co-Chairs the Fixed Income Investment Policy Committee (IPC) and is responsible for all facets of Carret's Fixed Income capabilities. Neil has been a guest on Bloomberg Radio and has been interviewed for his market perspective by such media outlets as: The Wall Street Journal, Forbes, Business Week/Bloomberg, Debtwire, and The Financial Times. Prior to joining Carret, he was a Managing Director and Senior Portfolio Manager at Abner, Herrman & Brock Asset Management. Formerly, Neil spent nine years with Oppenheimer & Co., Inc. in New York City as a Senior Fixed Income Portfolio Manager managing the fixed income investment strategies for Oppenheimer Investment Advisers’ discretionary portfolios. Neil began his investment career in 1987 at Merrill Lynch. Neil is a member of The Municipal Analysts Group of New York (MAGNY) and the National Federation of Municipal Analysts (NFMA). Mr. Klein graduated from Pennsylvania State University in 1987, with a Bachelor of Science degree in AgriBusiness Management and from Temple University, Fox School of Business with a Master of Business Administration (MBA) degree. Neil resides in Gladstone, NJ with his wife and two children.
Robert A. Campbell	Vice President, Portfolio Manager	2000	2016
Biografia	Robert A. Campbell, CFA, Vice President and Portfolio Manager, joined Carret Asset Management in September, 2016. Prior to joining Carret, Mr. Campbell was with American Independence Financial Services from March 2006 thru August 2016. Prior to AIFS, Mr. Campbell was a senior portfolio manager with Galliard Capital Management, Inc. since August 2000. Prior to his employment with Galliard, Mr. Campbell served as a municipal/fixed income portfolio manager with First Commerce Investors (1997-2000), U.S. Bank/First Bank (1996-1997) and Firstier Bank (1995-1996).
Thomas S. Gangel	Vice President, Director	2001	2006
Biografia	Gangel is vice president and director of strategy and research at INTRUST, his employer since June 1997. Prior to joining INTRUST, he was director with First Asset Management and vice president with FirstTier Bank.
Michael B. Colgan	vice president and trust Investment Officer	1990	2001
Biografia	Colgan is a vice president and trust investment officer for the First National Bank of Wichita, Kansas. He takes a modified barbell approach to investing; his portfolios range in average maturity from seven to 11 years. Prior to joining First National, Colgan was an account representative for Prudential Securities from 1983 to 1984. He also spent four years as a district manager for C.I.T. Corporation. Colgan was named Instructor of the Year for the ABA's Wichita Chapter in 1990-91.

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