CNI Charter Full Maturity Fixed Income Fund - Manager Information

   

Baird Advisors

Target Allocation: 50%

Core Manager Baird Advisors invests in high quality, intermediate to longer term securities while seeking to match the duration of the aggregate index, with diversification across bond market sectors such as governments, agencies, corporates and mortgages.


The Managers
  • Mary Ellen Stanek, CFA – Managing Director & CIO
  • Daniel A. Tranchita, CFA – Sr. Vice President, Sr. Portfolio Manager
  • Gary Elfe – Managing Director, Sr. Portfolio Manager
   

Boyd Watterson Asset Management

Target Allocation: 50%

Alpha Manager Boyd Watterson Asset Management actively moves average portfolio target duration by /-20% around the intermediate maturity time horizon by forecasting interest rate movements, weightings among bond sectors including up to 15% weighting in US dollar denominated foreign securities and their expertise in utility and U.S. corporate research to seek returns outside the core marketplace.


The Managers
  • James R. Shirak, CFA – Executive Vice President, Lead Fixed Strategist
  • David Dirk, CFA – Senior Vice President
  • William A. Spetrino, Jr. – Executive Vice President