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Abrdn Ultra Short Municipal Income Fund Institutional Class (ATOIX)
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10.03
0.00
0%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 576.57M
Alpine Ultra Short Municipal Inc Instl
10.03
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
Abrdn Ultra Short Municipal Income Fund Institutional Class Overview
On this page you'll find an in-depth profile of Abrdn Ultra Short Municipal Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ATOIX among other information.
Investment Strategy
The investment seeks high after-tax current income consistent with preservation of capital. The fund invests its assets in a combination of tax-exempt obligations and taxable debt obligations. Under normal circumstances, it invests at least 80% of its net assets in tax-exempt obligations. The fund's average portfolio maturity, at the time of investment, will be two years or less. The obligations in which the fund invests must, at the time of investment, be rated investment grade, as determined by the various rating agencies, or if unrated, of comparable quality as determined by the Adviser.
Contact Information
Address
1 Bread Street
London,PA EC4M 9HH
United Kingdom
London,PA EC4M 9HH
United Kingdom
Phone
866-667-9231
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Miguel Laranjeiro | Portfolio Manager | 2016 | Now |
| Biography | Miguel Laranjeiro is an Investment Manager at Aberdeen Standard Investments. Miguel is responsible for municipal credit analysis in the high yield sector as well as high grade tax backed sectors. Miguel joined Aberdeen Standard Investments in 2018 from Alpine Woods Capital Investors where he was focused on credit analysis in the Public Finance sector for Alpine's two municipal funds, Alpine Ultra Short Municipal Income Fund (ATOIX) and Alpine High Yield Managed Duration Fund (AHYMX). Previously, Miguel worked for Thomson Reuters as an analyst focused primarily on Fundamentals Analysis in the Emerging Markets sectors. | ||
| Jonathan Mondillo | Co-Portfolio Manager | 2015 | Now |
| Biography | Jonathan Mondillo is Head of Municipals on the Municipal Bond Team at abrdn. He is responsible for overseeing three municipal bond mutual funds that span investment grade ultra-short maturities to high yield credits. Jonathan joined the firm in 2018 from Alpine Woods Capital Investors, LLC, when two mutual funds he managed were acquired by Aberdeen Standard Investments. Prior to that, Jonathan worked for Fidelity Capital Markets. Jonathan graduated with a B.S. in Finance from Bentley University. | ||
| Mark Taylor | Investment Director | 2016 | 2022 |
| Biography | Mark Taylor is an Investment Director and Head of Municipal Bond Research at abrdn. Mark joined abrdn as a result of an agreement with Alpine Woods Capital Investors, LLC to transfer certain assets related to the investment management business of Alpine in May 2018. Mark joined the company in February 2012 as Head of Municipal Bond Research and was made a Portfolio Manager in May 2013. Mark is a public-finance industry veteran with over 28 years of muni fixed income experience. Previously, Mark was a VP at Barclays Capital in the global financial risk management team, where his group managed an over $5 billion portfolio of municipal liquidity facilities and LOCs. As the senior group member, he was responsible for high yield credits, all high profile credits, and assigning trading limits/credit analysis for all Supranational banks (i.e. World Bank, International Monetary Fund – IMF), World Trade Organization (WTO), as well as the United Nations and its umbrella organizations. Earlier, Mark was a VP at MBIA on the insured portfolio management team where he oversaw a $375 billion municipal insured portfolio, including workout strategies. He began the first six years of his career as a muni bond analyst at Moody’s Investors Service. Mark earned his BS in Business Administration with a concentration in Finance and Insurance from Northeastern University. | ||
| Lesya Paisley | Director | 2018 | 2021 |
| Biography | Lesya Paisley, CFA is a Portfolio Manager on the Global Fixed Income team. She is responsible for managing Multi-Sector strategies at MacKay Shields. Prior to joining MacKay Shields, Lesya served as Investment Director and ESG Portfolio Manager, North America at Aberdeen Standard Investments. She was responsible for managing US dollar strategies including Credit, Corporates, and Core/Core+ strategies and was instrumental in the firm’s ESG policy and product development including Sustainable and Responsible Investment and Climate Transition Fund. Before Aberdeen, she worked at Deutsche Asset Management as a Credit Research Analyst. Combined, Lesya spent well over a decade in Credit Research covering a variety of sectors including Emerging Markets, High Yield, Investment Grade, and Municipals. Lesya is a CFA charterholder and earned a BSc degree in Finance and Accounting from the University of Virginia, McIntire School of Commerce. She has been in the investment industry since 2003. | ||
| Edward Grant | - | 2018 | 2019 |
| Biography | Edward Grant is a Senior Investment Manager on the North American Fixed Income team. Edward joined Aberdeen following the acquisition of Deutsche Asset Management's London and Philadelphia fixed income businesses in 2005. Before joining Aberdeen, Edward worked for PNC and Deutsche Bank Capital Corp where he was a fixed income portfolio manager. Previously, Edward worked for Raymond James & Associates as head of corporate research. Prior to that, Edward worked for American Century Investments and ING Investment Management as credit analyst. Edward graduated with a BS from Lebanon Valley College, Pennsylvania, and a MBA from Widener University, Pennsylvania. | ||
| Charles Tan | SVP, Co-CIO, Sr-PM | 2018 | 2018 |
| Biography | Charles Tan is a senior vice president and co-chief investment officer — Global Fixed Income for American Century Investments®. As co-CIO of Global Fixed Income, Mr. Tan oversees portfolio management and research for the firm’s fixed income strategies, managed in offices in Santa Clara, Calif., New York City, and London, England. Mr. Tan co-chairs the firm's Global Macro Strategy team, which sets the investment strategy for the Global Fixed Income group, and the Risk Management team, which oversees and manages risk for all strategies managed by the Global Fixed Income group. Mr. Tan joined the firm in 2018 from Aberdeen Standard Investments (previously Aberdeen Asset Management), where he held a series of leadership roles, including head of North American fixed income. Before that, he was vice president and senior high yield analyst at Moody's Investors Service. Previously, he was a credit officer with First Commercial Bank of Philadelphia (HSBC Bank). He has worked in the investment industry since 1994. Mr. Tan earned a bachelor's degree in economics from the University of International Business & Economics in Beijing and an MSBA from Bucknell University. | ||
| Brie Groh | Credit Research Analyst | 2018 | 2018 |
| Biography | Brie Groh,Credit Research Analyst, started at Aberdeen in 2015 as a Graduate Business Analyst and joined the North American Fixed Income team as a Credit Research Analyst in November 2016. Research responsibilities include the taxable and tax-exempt municipal sectors in addition to providing support as a portfolio analyst. She graduated with a BA (Hons) from Haverford College with a Major in Economics and a Minor in Statistics. She has passed all three levels of the CFA. | ||
| Steven C. Shachat | Managing Director | 2002 | 2016 |
| Biography | Mr. Shachat has been with the Alpine Woods Capital Investors since 2002. Mr. Taylor joined the Adviser in 2012 and previously worked at Barclays Capital as a Vice President in the Global Financial Risk Management group. Mr. Mondillo has been with the Adviser since 2008 and prior to that worked as an analyst within Fidelity Capital Markets’ Fixed Income Trading Group. He had 13 years with Lieber & Company and Evergreen Mutual Funds. At Evergreen. He also managed two short-intermediate municipal bond funds and the fixed-income portfolio of the Evergreen Foundation Fund. Prior to his tenure with Evergreen, Shachat worked as a Portfolio Manager for Mitchell Hutchins Asset Management. | ||
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