CNI Charter Diversified Equity Fund - Manager Information
| |
|
|
City National Asset Management, Inc. (CNAM):
Target Allocation: 20%-30%
CNAM's equity management is an objective process that combines thorough quantitative analysis with market acumen. Together, the investment managers and support teams monitor the domestic and international economies, conduct valuation analyses and guage market sentiment to arrive at an overall market outlook. The market outlook guides strategy and helps define such issues as the inclination toward growth versus value stock strategy and the most attractive investment sectors.
The Managers
- Oliver Campbell - Senior Vice President and Director of Equty Investments
- Rick Rosenthal - Vice President and Senior Portfolio Manager
|
| |
|
 |
AMBS Investment Counsel
Target Allocation: 10%-15%
Alpha Manager AMBS Investment Counsel seeks opportunities for excess return in the Russell 1000 Value index plus stocks equivalent to, but found outside, the core marketplace. They follow a traditional fundamental large cap value approach with emphasis on dividends and hands on research and contacts.
The Managers
- Barbara J. DeMoor, CFA – Chief Executive Officer
- Wayne A. Titche – Chief Investment Officer
- Allan J. Meyers, CFA - Senior Vice President & Portfolio Manager
|
| |
|
|
SKBA Capital Management LLC
Target Allocation: 20%-25%
Alpha Manager SKBA Capital Management LLC seeks opportunities in both the large and middle-capitalization areas of the stock market while following a value-oriented style.
The Managers
- Andrew W. Bischel, CFA – Chief Executive Officer & Chief Investment Officer
- Kenneth J. Kaplan,CFA – Chairman
- Joshua J. Rothe' – President, Director of Research
- Matthew D. Zuck, CFA – Senior Vice President, Director of Corporate Development
|
| |
|
|
Turner Investment Partners
Target Allocation: 30%-40%
Alpha Manager Turner Investment Partners invests in growth equity securities for the portfolio. Their focus is on large cap securities, but the firm will also invest in mid cap companies.
The Managers
- Robert E. Turner – Chairman & Chief Investment Officer
- Mark D. Turner – Vice Chairman & Senior Portfolio Manager
- Robb J. Parlanti – Senior Portfolio Manager/Security Analyst
- Halie W. O’Shea – Portfolio Manager & Security Analyst
|
The Russell 1000 Value Index measures the performance of those Russell 1000® companies with lower price-to-book ratios and lower forecasted growth values. The Russell 1000 measures the performance of the 1,000 largest companies in the Russell 3000® Index. The Russell 3000 Measures the performance of the 3,000 largest U.S. companies based on total market capitalization. Russell Investment Group is the owner of the trademarks, service marks, and copyrights related to their indexes.