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The investment seeks total return with capital preservation as a secondary objective. Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in fixed-income securities. Fixed income securities are selected without restriction as to maturity, credit quality (including high yield or junk bonds), currency, issuer country or capitalization. However, preferred stocks are limited to 30% of the fund's portfolio.
Name | Title | Since | Until |
---|---|---|---|
Kevin E. Strauss | Managing Director, Senior Portfolio Manager | 2021 | Now |
Biography | Mr. Strauss has more than 25 years of experience in the Investment Management industry managing equity and fixed income portfolios. Prior to joining ACM, Mr. Strauss was a Vice Chairman with Abner Herrman & Brock and a member of the investment committee. Prior to that, Mr. Strauss spent eight years with Citigroup Global Asset Management rising from Research Analyst to a Senior Portfolio Manager in the firm’s institutional and Private Client Groups. Mr. Strauss was a past member of the Board of Directors of Bergen County NJ YJCC and Chairman of its Endowment Committee. He is currently a Trustee of the New Jersey Business + Industry Association (NJBIA) Benefits Trust and a board member of the Association Master Trust. | ||
Kevin Kelly | - | 2021 | Now |
Biography | Portfolio Manager - Fixed Income Strategy |
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