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8.810
-0.020
-0.23%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 132.23M
First Western Fixed Income Fund
8.810
-0.020
-0.23%
- Overview
- Profile
- Historical Data
- Holdings
Oakhurst Fixed Income Fund Overview
On this page you'll find an in-depth profile of Oakhurst Fixed Income Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000W8TG among other information.
Investment Strategy
The investment seeks total return. Normally, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in investment grade fixed-income securities. It may invest up to 20% of its net assets in non-investment grade fixed income securities (hereafter referred to as "junk bonds" or "high yield securities"). Investment grade fixed-income securities are rated in the four highest credit categories (AAA, AA, A, BBB, or an equivalent rating) by at least one nationally recognized rating agency or unrated securities that the Sub-Adviser considers to be of comparable quality.
Contact Information
Address
P.O. Box 701
,
United States
,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John Han | Assistant Portfolio Manager | 2023 | Now |
| Biography | John Han CFA®, CPA® – Mr. Han is a Senior Credit Analyst and Assistant Portfolio Manager of the Adviser. Prior to November 16, 2020, he was a Senior Credit Analyst of First Western. Prior to joining First Western, Mr. Han was Vice President of Leveraged and Sponsor Finance at East West Bank. Prior to that, he was an Assistant Vice President of Private Debt at Midcap Financial. He has also held positions at the CIM Group and Houlihan Lokey. Mr. Han began his career at KPMG LLP as a Manager in the Structured Finance Group. Mr. Han has been responsible for the day-to-day management of each Fund since January 2023. | ||
| Barry Julien | - | 2012 | Now |
| Biography | Barry P. Julien, CFA, Chief Investment Officer & Portfolio Manager – As part of Lido’s Fixed Income Initiative, Mr. Julien serves as lead Portfolio Manager for Lido Advisors, LLC’s (“Lido”) fixed income strategies. With over 30 years of experience, Mr. Julien leads Lido’s Fixed Income Team and works with institutional and high net worth clients to determine appropriate investment objectives and risk tolerance. Mr. Julien is also Chief Investment Officer of Oakhurst Capital Management, LLC (“OCM”), a joint venture between Lido and F/m Acceleration, LLC (“F/m”), where he leads both firm’s fixed income strategies through separately managed accounts, mutual funds, and other pooled investment vehicles, pursuant to primary advisory and sub-advisory relationships. He joined Lido Advisors in December 2020 when his prior firm, First Western Capital Management, was acquired. Mr. Julien served as President and Chief Investment Officer of First Western Capital Management. Previously, Mr. Julien was President and Chief Investment Officer at McKee Investment Management, and subsequently a Principal at Stonebridge Capital Management where he managed the company’s fixed income portfolio. | ||
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