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Icon Equity Income Fund Institutional Class (0P000037D4)
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16.370
+0.090
+0.55%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 30.97M
ICON Equity Income Fund Class S
16.370
+0.090
+0.55%
- Overview
- Profile
- Historical Data
- Holdings
Icon Equity Income Fund Institutional Class Overview
On this page you'll find an in-depth profile of Icon Equity Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of 0P000037D4 among other information.
Investment Strategy
The investment seeks modest capital appreciation and income. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies of any market capitalization, including convertible and preferred securities, and in securities issued by dividend-paying companies. It may invest up to 25% of its assets in a single industry. The fund may also invest in U.S. government agencies or government sponsored enterprises and investment-grade securities, although the fund may invest up to 25% of its total assets in securities with a lower rating by both S&P and Moodys.
Contact Information
Address
5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States
Greenwood Village,CO 80111
United States
Phone
+1 303 7901600
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian Callahan | Member | 2019 | Now |
| Biography | Brian Callahan is ICON’s Investment Committee member for separately managed accounts (SMAs) and institutional accounts. He first joined ICON in 2000 as a Research Analyst while attending Colorado State University. In 2007, he received a master’s in business administration from The Ohio State University and returned as a Research Analyst. In 2008, he became an Investment Committee member and Portfolio Manager.From 2008 until January 2011 he managed ICON’s separately managed accounts. From 2011 to 2014 Mr. Callahan was ICON’s Director of Marketing. From 2014 to 2018 Mr. Callahan managed ICON’s strategy based portfolios and tactical allocation portfolios .He was previously employed as a treasury administrator at Citi Fund Services . He holds a FINRA Series 7 registration. | ||
| Scott Callahan | Assistant Portfolio Manager | 2019 | Now |
| Biography | Scott Callahan joined ICON in 2005 as a Research Analyst and was promoted to Assistant Portfolio Manager in January 2006. He left ICON in August 2006 to pursue his MBA, which he received from New York University in 2008. Mr. Callahan became a Portfolio Manager in 2008. Mr. Callahan received a bachelor’s degree in psychology from the University of Colorado. | ||
| Donovan (Jerry) J. Paul | Portfolio Manager | 2019 | Now |
| Biography | Donovan “Jerry” Paul, CFA, joined ICON Advisers, Inc in July 2013 as a Portfolio Manager.He is Senior Vice President of Fixed Income and serves as Co-Portfolio Manager of the ICON Bond and ICON Risk-Managed Balanced Funds. Mr. Paul was named Morningstar’s Fixed Income Manager of the Year for 1999 while he managed high yield bonds for INVESCO. Mr. Paul’s professional investment experience includes over thirty eight years in fixed income portfolio management and research. Before joining ICON he was a senior vice president, director of fixed-income research and portfolio manager of INVESCO Funds Group (1994-2001), founder and managing partner of Quixote Capital Management, LLC, (2002-2009), partner of Essential Investment Partners, LLC, (2009-2011) and Senior Vice President Western Alliance Bancorporation (2012). He holds an MBA from the University of Northern Iowa and BBA from the University of Iowa. He holds the FINRA Series 7 and 63 registrations. | ||
| Derek N. Rollingson | Vice President | 2002 | 2019 |
| Biography | Derek Rollingson joined ICON in 2000 as a junior member of the Investment Committee and subsequently became a senior member. In 2003, he was promoted to Portfolio Manager. Mr. Rollingson is a Senior Vice President of Investment Management. He was previously employed as a research analyst in corporate litigation for Navigant Consulting from 1997 to 2000. He holds a bachelor’s degree in Business Management Finance and Minor in Statistics from Brigham Young University and has an MSF from the University of Denver. He holds the FINRA Series 7, 63 and 66 registrations. | ||
| Todd Burchett | Portfolio Manager | 2007 | 2008 |
| Biography | Burchett is a portfolio manager and member ICON's Investment Committee. He joined ICON in 2005 as a research analyst and was named portfolio manager in 2006. Prior to joining ICON, Burchett was employed by the Ohio State University as a research and training assistant from 2004 to 2005. From June 2004 to September 2004 he was a Finance Intern with The Micro Entrepreneurial Network of NGOs. Burchett is a Chartered Financial Analyst Level III candidate. | ||
| Robert Straus | Portfolio Manager, Member | 2002 | 2005 |
| Biography | Straus is a portfolio manager and a member of ICON's Investment Committee. Previously, he was employed by ICON as its Head Trader from 1996 to 1999 and rejoined ICON in 2001 as an assistant portfolio manager. In 2002, he was appointed portfolio manager. Prior to ICON, he was a senior equity trader with Charles Schwab & Co., Inc. in 2000 and a partner with Integral Asset Management, LLC from 1999 to 2000. | ||
| J.C. Waller | Research Analyst, Portfolio Manager | 2002 | 2005 |
| Biography | J.C. Waller serves as Fund Architect's Co-CIO. In that position, he is responsible for leading the investment team and executing the firm's investment strategies. Mr. Waller brings extensive investment management and asset allocation experience to his role. Prior to joining Fund Architects, he served as Senior Director of the Plan Advisory esrvices for Advised Assets Group, LLC, a subsidiary of Great West Life & Annuity in Denver. There he was responsible for the Group's manager due diligence, fund selection, and porfolio monitoring. He previously served in a similar capacity at Old Mutual Asset Management where he was Senior Director, Investments. Mr. Waller also worked at ICON Advisers, Inc. as Vice President of Investments. In that role he was responsible for managing multiple institutional/private portfolios totaling approximately $2.2 billion in assets. In addition to numerous apperances on CNBC and CNNfn, Mr. Waller has been featured in several leading investment publications, including Fortune, Forbes, Newsweek, Business Week, and Bloomberg. Prior to his investment career, Mr. Waller was a U.S. Army Airborne Ranger serving as a Chinese-Mandarin linguist. Mr. Waller earned his Masters in Finance and an International MBA from the University of Denver. | ||
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