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11.47
-0.00
0.00%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.68B
Counterpoint Tactical Income I
11.47
-0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
Counterpoint Tactical Income Fund Class I Overview
On this page you'll find an in-depth profile of Counterpoint Tactical Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of CPITX among other information.
Investment Strategy
The investment seeks income and capital preservation. The fund invests in mutual funds, closed-end funds and passively and actively managed exchange traded funds ("ETFs") that invest in (i) high yield instruments (also known as "junk bonds") (including bonds, bank loans, preferred stock, floating rate bonds and debt and municipal high yield debt); (ii) obligations issued or guaranteed by the United States government, its agencies or instrumentalities, including U.S. treasuries (with an average duration of up to 5 years); and (iii) cash and cash equivalents (including money market funds).
Contact Information
Address
12707 High Bluff Drive, Suite 200
San Diego,CA 92130
United States
San Diego,CA 92130
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joseph Engelberg | Chief Research Officer | 2017 | Now |
| Biography | Joseph Engelberg has served as Chief Research Officer of Counterpoint Mutual Funds, LLC since 2015. Dr. Engelberg has also been an Associate Professor of Finance at University California San Diego, Rady School of Management since 2011. Prior to joining Counterpoint Mutual Funds, LLC, Dr. Engelberg co-founded Counterpoint Asset Management, LLC in 2012. From 2008 to 2011, Dr. Engelberg was an Assistant Professor of Finance at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He earned his Ph.D. in Finance from the Kellogg School of Management at Northwestern University and earned his B.A. in Mathematics and B.S. in Business Administration from the University of Southern California. | ||
| Michael Krause | Co-Founder | 2014 | Now |
| Biography | Michael Krause is a co-founder of Counterpoint Mutual Funds, LLC. Prior to founding Counterpoint Mutual Funds, LLC in 2014, Mr. Krause co-founded Counterpoint Asset Management, LLC in 2012 to offer quantitative investment strategies to investment clients. Mr. Krause served as a senior financial risk analyst for San Diego Gas & Electric from 2012 until 2014. Mr. Krause is a CFA® charter holder. He obtained an MBA from the Rady School of Management at the University of California at San Diego in 2012 and a Bachelor of Arts in Economics from San Diego State University. Prior to attending San Diego State University, Mr. Krause worked as a computer and information technology consultant and co-founded Exchange Network Services, Inc., an internet service provider, which earned him the Ernst and Young Entrepreneur of the Year, Northeast Ohio regional award in 1998. | ||
| John Koudsi | Co-Founder | 2014 | 2017 |
| Biography | Mr. Koudsi has served as a co-founder of the Counterpoint Mutual Funds, LLC. since 2014. Mr. Koudsi has also served as founder of Core Financial Partners, Inc., a registered investment adviser offering portfolio management and corporate tax/financial planning services, since 2010. Prior to founding Core Financial Partners, Inc., Mr. Koudsi was a financial adviser at Ameriprise Financial from 1997 to 2010. Mr. Koudsi holds the Certified Financial Planner, CFP® designation. Mr. Koudsi has a BA/BS in Finance and Political Science from the University of Southern California. | ||
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