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The investment seeks long-term capital appreciation. In pursuing its investment objective of long-term capital appreciation, the fund either 1) combines long equity exposure with an in-the-money short call overlay strategy or 2) utilizes a short out-of-the-money put strategy. To achieve its long equity exposure, the Advisor expects to invest typically in one or more exchange traded funds (ETFs), such as the iShares Core S&P 500 ETF or SPDR® S&P 500® ETF, that are intended to achieve exposure to and approximate the relative weighting of stocks in the S&P 500 Index.
Name | Title | Since | Until |
---|---|---|---|
Greg P. Tournant | Portfolio Manager | 2012 | Now |
Biography | Mr. Tournant is a lead portfolio manager, a managing director and CIO US Structured Products with Allianz Global Investors, which he joined in 2002. He is also head of the Structured Products team. From 2007-2008 he served as co-CIO at Innovative Options Management where he worked with the team in a sub-advisory capacity. Before that, Mr. Tournant worked at Eagle Asset Management, McKinsey & Co. and Raymond James. He has a B.S. from Trinity University and an M.B.A. from the Kellogg School of Business at Northwestern University. | ||
Stephen G. Bond-Nelson | Portfolio Manager | 2012 | Now |
Biography | Mr. Bond-Nelson is a portfolio manager and director with Allianz Global Investors, which he joined in 1999. He has portfolio-management and research responsibilities for the Structured Products team. He has a B.S. from Lehigh University and an M.B.A. from Rutgers University. | ||
Trevor Taylor | Portfolio Manager | 2012 | Now |
Biography | Mr. Taylor is a portfolio manager and a managing director with Allianz Global Investors, which he joined in 2008. He has portfolio-management and research responsibilities for the Structured Products team. He was previously co-CIO at Innovative Options Management, where he managed an equity-index option-based hedge fund and option programs on several open-end mutual funds. Before that, he was CIO at TLT Atlantic Asset Management and TLT Capital Corp. Mr. Taylor has a B.A. from the University of Florida. |
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