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Imgp Alternative Strategies Fund Institutional Class (MASFX)
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10.75
+0.01
+0.09%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 402.73M
Litman Gregory Masters Alt Strats Instl
10.75
+0.01
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
Imgp Alternative Strategies Fund Institutional Class Overview
On this page you'll find an in-depth profile of Imgp Alternative Strategies Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of MASFX among other information.
Investment Strategy
The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. Over the long term, the goal of the advisor to the fund, is to achieve an annualized return of CE BofAML U.S. 3-Month Treasury Index plus a range of 4% to 8%. The fund invests in a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively.
Contact Information
Address
300 Barr Harbor Drive, Suite 720
Conshohocken,PA
United States
Conshohocken,PA
United States
Phone
888-898-1041
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew Osowiecki | - | 2024 | Now |
| Biography | Matthew Osowiecki joined Water Island Capital, LLC in 2007. Before joining Water Island Capital, Mr. Osowiecki worked in the Investment Product Division of The Hartford and as a project manager in commercial development. Mr. Osowiecki received a Bachelor of Science in Finance from the University of Connecticut. | ||
| Jack Chee | Co-Portfolio Manager | 2023 | Now |
| Biography | Jack Chee Principal, Senior Research Analyst and Co-PortfolioManager Jack joined Litman Gregory in 2000 and became a principal in 2011. He is Co-Portfolio Manager of the Litman Gregory Masters Equity Fund, High Income Alternatives Fund, and Smaller Companies Fund. Jack's research responsibilities include asset-class analysis on the majority of fixed-income markets as well as the equity REIT market. He is also responsible for selecting and monitoring equity, fixed-income, and REIT money managers. His analysis appears regularly on AdvisorIntelligence. Prior to joining Litman Gregory, Jack was an analyst with Value Line Mutual Fund Survey. Jack is a graduate of Drexel University (BS - Mechanical Engineering). | ||
| Andrew Beer | Portfolio Managers/Analyst | 2022 | Now |
| Biography | Mr. Andrew Beer is the founder and a Managing Member of DBi. He is a Co-Portfolio Manager of the Firm’s investment strategies, bringing his wealth of fundamental industry experience to the design and implementation of the Firm’s systematic strategies and spearheading DBi’s client and media outreach. He is also on the Board of Directors. Andrew has been in the hedge fund business since 1994, when he joined the Baupost Group, Inc., focusing on value investing. In 2003, Andrew was a co-founder and the lead initial investor in Pinnacle Asset Management and related entities, a leading commodity investment firm and recipient of numerous industry awards. Andrew was also a founder of Apex Capital Management, one of the earliest hedge funds focused on the Greater China. crisis. Andrew began his career as a mergers and acquisitions investment banker at James D. Wolfensohn Inc. Andrew is a frequent speaker on hedge fund investment strategies and industry dynamics and is an active contributor to various industry publications and can be seen and heard on financial TV and podcasts. Additionally, he co-founded and was the former lead trustee of the Pierrepont School, an innovative co-educational private school in Westport, Connecticut. Mr. Beer formerly was a member of the Board of Directors of the US Fund for UNICEF. He received his Master of Business Administration degree, as a Baker Scholar, from Harvard Business School and his Bachelor of Arts degree, magna cum laude, from Harvard College. | ||
| Mathias Mamou-Mani | Portfolio Managers/Analyst | 2022 | Now |
| Biography | Mathias Mamou-Mani is a founder and a Managing Member at DBi, as well as a member of its Management Board. As a co-portfolio manager he focuses on the development and execution of systematic replication trading strategies. Before his current role at DBi, Mathias served as a partner at Belenos Capital Management, LLC, and its earlier iteration, Stonebrook Capital Management. In these roles, he played a key role in creating and overseeing the firm's replication programs, particularly in his capacity as Head of Trading and Analytics. Earlier in his career, Mathias applied his skills as an IT Consultant and Project Manager, creating complex systems for notable clients such as the French Ministry of Defense and France Telecom. He also founded GMB1, an internet company catering to the sports industry. Mathias holds an MBA from NYU Stern School of Business, specializing in Quantitative Finance, and both a Bachelor's and a Master's degree from the University of Paris Dauphine. | ||
| Brian P. Kennedy | Senior fund accountant | 2021 | Now |
| Biography | Brian Kennedy is a co-portfolio manager on the full discretion team at Loomis, Sayles & Company. He has 33 years of investment industry experience. Brian joined Loomis Sayles in 1994 as a securitized and government bond trader. He transitioned to the high yield trading desk in 2001, where he initiated the firm’s trading of bank loans, while also trading high yield, convertibles, derivatives and equities. Brian joined the full discretion team as product manager in 2009 and was promoted to co-portfolio manager of the investment grade bond product suite in 2013. | ||
| Jason Steuerwalt | Senior Research Analyst | 2019 | Now |
| Biography | Jason Steuerwalt is a senior Research Analyst at Litman Gregory Fund Advisors, LLC. Prior to joining LGAM in 2013, Steuerwalt was a Vice President with Hall Capital Partners, focusing on absolute return hedge funds and opportunistic/private credit strategies. | ||
| Adam Dwinells | Senior Managing Director, Head of Systematic Fixed Income | 2017 | Now |
| Biography | Adam is Managing Director and Senior Portfolio Manager at Blackstone Credit. Adam joined DCI in 2005 and has experience in a variety of roles at DCI including client service, performance analysis, and project management. Adam leads a team responsible for day-to-day management of the systematic credit portfolios with a particular focus on cash corporate bond trading. Prior to joining Blackstone / DCI, Adam spent six years at JP Morgan and predecessor companies as a vice president and senior risk advisor in various risk management and audit capacities - with responsibility for credit and rate markets, and corporate treasury business coverage. Adam graduated from Arizona State University with a B.S. in Finance. | ||
| Paul Harrison | CIO (Chief Investment Officer) | 2017 | Now |
| Biography | Mr. Paul Harrison serves as Chief Investment Officer at DCI. | ||
| Jeffrey J. Sherman | Portfolio Manager | 2017 | Now |
| Biography | As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. He is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (@ShermanShowPod) where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views. | ||
| Gregory A. Loprete | Portfolio Manager | 2011 | Now |
| Biography | Gregory(Gregg) Loprete joined Water Island Capital in 2009 and currently serves as a portfolio manager. He is primarily responsible for management of the firm’s convertible and fixed income investments. Prior to joining Water Island Capital, Mr. Loprete worked at Keefe, Bruyette & Woods as a Convertible and Preferred Trader where he evaluated, implemented and managed convertible and capital structure investments. From 2007-2008, Mr. Loprete was a Director in the Convertible Arbitrage Group at Ramius Capital Group, LLC. At Ramius Mr. Loprete also served as co-manager and trader. From 2003 to 2007, Mr. Loprete was a Senior Convertible Analyst and Convertible Banking Liaison at SG Cowen & Company. Mr. Loprete received a Masters of Business Administration degree in Finance from New York University in 1993 and a Bachelors degree from the University of Delaware in 1987 — with a major in English Literature with a minor in Economics. | ||
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