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The investment seeks to provide shareholders with high current income, and the secondary objective is to provide capital preservation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of preferred and other income securities issued by U.S. and non-U.S. companies, which may be either exchange-traded or available over-the-counter ("OTC"). It also will invest at least 25% of its net assets in the financials sector, which is comprised of the bank, diversified financials, real estate (including real estate investment trusts ("REITs")) and insurance industries.
Name | Title | Since | Until |
---|---|---|---|
Robert Kastoff | VP, Portfolio Manager | 2024 | Now |
Biography | Robert Kastoff, CFA, Vice President, is a portfolio manager for fixed income and preferred securities portfolios and has analyst coverage responsibilities for real estate and telecommunication industries. He has 16 years of investment experience. Prior to joining the firm in 2013, Mr. Kastoff was an associate analyst with Moody’s Investor Services, where he researched and analyzed the performance of structured finance transactions. He has a BA from Tufts University and is based in New York. | ||
Jerry Dorost | Research Analyst | 2022 | Now |
Biography | Jerry Dorost, CFA, Senior Vice President, is a portfolio manager for fixed income and preferred securities portfolios and has analyst coverage responsibilities for U.S. banks. He has 21 years of investment experience. Prior to joining the firm in 2010, Mr. Dorost was with Citigroup, where his coverage included banks, mortgage lenders and other financial companies. Mr. Dorost has a BS from Columbia University and is based in New York. | ||
Elaine Zaharis-Nikas | SVP, Head of Fixed Income and Preferred Securities | 2015 | Now |
Biography | Elaine Zaharis-Nikas, CFA, Senior Vice President, is Head of Fixed Income and Preferred Securities and a senior portfolio manager for the firm’s preferred securities portfolios. She has 27 years of investment experience. Prior to joining Cohen & Steers in 2003, Ms. Zaharis-Nikas worked at JPMorgan Chase for five years as a credit analyst and J.P. Morgan for three years as an internal auditor. Ms. Zaharis-Nikas holds a BS from New York University. She is based in New York. | ||
William F. Scapell | Senior Vice President | 2015 | 2024 |
Biography | William Scapell, CFA, Executive Vice President, is a senior portfolio manager for the firm’s preferred securities portfolios. He has 32 years of investment experience. Prior to joining Cohen & Steers in 2003, Mr. Scapell worked in the fixed income research department at Merrill Lynch, where he was their chief strategist for preferred securities for three years, and a vice president in corporate finance and treasury department for two years. Previously, he held bank supervision and monetary policy roles at the Federal Reserve Bank of New York for five years. Mr. Scapell holds a BA from Vassar Collegeand an MA from Columbia University's School of International and Public Affairs. He is based in New York. |
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