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18.73
-0.11
-0.58%
14/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 271.03M
EIC Value Institutional
18.73
-0.11
-0.58%
- Overview
- Profile
- Historical Data
- Holdings
Eic Value Fund Institutional Class Overview
On this page you'll find an in-depth profile of Eic Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of EICIX among other information.
Investment Strategy
The investment seeks to achieve long-term capital appreciation. The fund primarily invests in common stocks of U.S. companies. It invests in companies the Adviser believes are well-managed, structurally sound and selling at a discount to their value as an ongoing business entity. The fund may invest in the stocks of companies of all capitalization sizes.
Contact Information
Address
Suite 600S
Atlanta,GA 30309
United States
Atlanta,GA 30309
United States
Phone
404-239-0111
Fax
404-239-0280
Web
eicatlanta.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert Ladyman | Portfolio Manager | 2022 | Now |
| Biography | Bo is a portfolio manager on the investment team. He joined Equity Investment Corporation in 2017 as a research analyst. Prior to joining EIC, Bo worked for Resolution Capital as an analyst for their office, industrial, and data center REIT sectors. Before that, he was a senior equity research associate with Raymond James and a research associate with Morgan Keegan. Bo graduated from Furman University with a BA in Mathematics and Economics. He received the Chartered Financial Analyst® designation in 2013. | ||
| Thomas Knapp | Analyst | 2022 | Now |
| Biography | Tom is a portfolio manager on the investment team. He joined Equity Investment Corporation in 2018 as a research analyst. Prior to joining EIC, Tom worked for Eagle Asset Management, where he spent ten years, first as a trader and then as a credit analyst. He earned a BS in Finance from Florida State University and an MBA from Columbia University. Tom received the Chartered Financial Analyst® designation in 2011. | ||
| Ian T. Zabor | Portfolio Manager | 2011 | Now |
| Biography | Ian Zabor, CFA, Principal, joined Equity Investment Corporation in 2005 as a research analyst. He was named Portfolio Manager in 2010. Ian is a member of the investment team responsible for managing our All-, Large-, and Mid-Cap Value portfolios. Prior to joining EIC, he held trading, analyst, and portfolio management roles with AG Edwards, the US Small Business Administration, and Wachovia Securities. Ian received a BA in Economics from Indiana University and an MBA from The Darden School of Business, University of Virginia. | ||
| William Andrew Bruner | Portfolio Manager | 2011 | Now |
| Biography | W. Andrew Bruner, CPA, CFA, Principal, joined EIC in 1999 as a portfolio manager and was named Director of Research in 2010. He is a member of the investment team responsible for managing our All-, Large-, and Mid-Cap Value portfolios. From 1992 to 1999, he was involved in accounting assignments for KPMG LLP, primarily in conducting due diligence for mergers and acquisitions. Andrew received a BA degree from the University of the South in Sewanee, Tennessee. He then earned a Master in Professional Accounting degree from the University of Texas at Austin. | ||
| Richard Terrence Irrgang | Portfolio Manager | 2011 | Now |
| Biography | R. Terrence Irrgang, CFA, Principal, joined EIC in 2003 as a portfolio manager. He is part of the investment team responsible for managing our All-, Large-, and Mid-Cap Value portfolios. Previously he was a Global Partner, portfolio manager, and product manager for INVESCO Capital Management. Terry began his career as an investment consultant, working nine years with Mercer Consulting and Towers Perrin, where he assisted plan sponsors with asset allocation, manager selection, and performance monitoring activities. Terry received a BA degree from Gettysburg College, and earned an MBA in Finance from Temple University. | ||
| James Freeman Barksdale | Portfolio Manager | 2011 | 2016 |
| Biography | James F. Barksdale was President of EIC. He began his career at IC Industries where he was involved with investments, acquisition analysis and planning. After overseas assignments, he returned to New York City to Merrill Lynch where he worked on asset allocation strategies. Mr. Barksdale then served as a Portfolio Manager for Management Asset Corporation in Connecticut, before returning to Atlanta in 1986 to form Equity Investment Corporation. He received an MBA from the Wharton School of Finance, University of Pennsylvania, in 1977 after earning a BS degree from the College of William and Mary in 1975. | ||
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