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16.82
-0.07
-0.41%
- Morningstar Rating:
- Total Assets: 274.92M
Johnson Enhanced Return
16.82
-0.07
-0.41%
- Overview
- Profile
- Historical Data
- Holdings
Johnson Enhanced Return Fund Overview
On this page you'll find an in-depth profile of Johnson Enhanced Return Fund. Learn about the key management, total assets, investment strategy and contact information of JENHX among other information.
Investment Strategy
The investment seeks to outperform the S&P 500 Index, over a full market cycle. The fund invests in the large cap equity market through the use of S&P 500 Index futures, combined with alpha generating short duration investment-grade fixed income securities. The advisor attempts to track an underlying equity index consisting of a representative sampling of the leading large capitalization companies in the leading industries in the U.S. economy.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Theobald | Senior Portfolio Manager | 2016 | Now |
| Biography | Mr. Theobald joined Johnson Asset Management in 2013 and serves as a Senior Portfolio Manager. David is also a member of the Fixed Income Strategy Team. His primary responsibilities include fixed income portfolio management, trading and credit analysis, specializing in short duration securities. Previously, David held the position of Fixed Income Analyst. Prior to joining the firm, David held positions with Fort Washington Investment Advisors and Cincinnati Financial Corporation. He received a B.B.A. in Finance from the University of Cincinnati and holds the Chartered Financial Analyst designation. | ||
| Brandon Zureick | Director & Portfolio Manager | 2014 | Now |
| Biography | Mr. Zureick joined Johnson Asset Management in 2011 and serves as a Director and Portfolio Manager. Brandon is also a Principal of the firm and serves as a member of the Fixed Income Strategy Team. His primary responsibilities include fixed income portfolio management and macro-economic strategy. Previously, Brandon held the position of Fixed Income Analyst & Trader. Prior to joining the firm, Brandon was a Portfolio Analyst for Robert W. Baird. He received a B.S. in Finance from University of Cincinnati and holds the Chartered Financial Analyst Designation. | ||
| Michael Leisring | Chief Investment Officer | 2005 | Now |
| Biography | Mr. Leisring joined Johnson Asset Management in 1999 and serves as the Chief Investment Officer of Fixed Income. He is a shareholder of the firm and a member of the Fixed Income Strategy Team. His primary responsibilities include fixed income portfolio management, credit analysis, and leading the firm’s fixed income group. Mr. Leisring currently serves as member of the Finance Committee, a member of the Portfolio Strategy and Asset Allocation team, and the lead manager on the fixed income mutual fund complex. He has over 20 years of industry experience including roles in Trading, Analysis, and Research. Mr. Leisring served as the Director of Fixed Income from 2013 to 2021. He received a B.S. in Finance & Accounting from Miami University and holds the Chartered Financial Analyst (CFA) designation. | ||
| Jason Jackman | CIO (Chief Investment Officer) | 2005 | Now |
| Biography | Mr. Jackman is the Chief Executive Officer of Johnson Investment Counsel and a shareholder of the firm. Previously, he was Director of Fixed Income and Institutional Management. Mr. Jackman has been with the firm since 1993, joining soon after earning his bachelor’s degree in economics from Wittenberg University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Cincinnati Society of Financial Analysts. | ||
| Ryan Martin | Portfolio Manager | 2022 | 2023 |
| Biography | Mr. Martin joined Johnson Asset Management in 2015 as a Fixed Income Research Analyst. He was promoted to portfolio manager in 2019 and is part of the Fixed Income Strategy team. Prior to joining Johnson, Ryan worked as an Associate Performance Analyst at Fort Washington Investment Advisors, as well as a Trading Support Associate at Eagle Asset Management. He received a Bachelor’s degree in Finance from Michigan State University and holds the Chartered Financial Analyst designation. | ||
| Dale Coates | Vice President | 2005 | 2022 |
| Biography | Mr. Coates is a CFA charterholder and has been a member of the Opportunity, Fixed Income, and Municipal Income Funds teams since the respective inception date for each of these Funds. He is currently Vice President of the Johnson Mutual Funds Trust and an Institutional Portfolio Manage. He has been with the Adviser in a portfolio management role for over 20 years. | ||
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