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CLAIM SALE
11.51
+0.05
+0.44%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 341.17M
LoCorr Market Trend I
11.51
+0.05
+0.44%
- Overview
- Profile
- Historical Data
- Holdings
Locorr Market Trend Fund Class I Overview
On this page you'll find an in-depth profile of Locorr Market Trend Fund Class I. Learn about the key management, total assets, investment strategy and contact information of LOTIX among other information.
Investment Strategy
The investment seeks capital appreciation in rising and falling equity markets with managing volatility as a secondary objective. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies: "Market Trend" Strategy and "Fixed Income" Strategy. The Market Trend strategy is a macro-oriented quantitative strategy that employs various investment techniques to select long and short positions in the global futures and foreign exchange markets. The Fixed Income strategy is designed to generate interest income and preserve principal by investing primarily in investment grade securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter L. Agrimson | Portfolio Manager | 2018 | Now |
| Biography | Peter Agrimson, CFA, Portfolio Manager. Mr. Agrimson joined Nuveen in 2008 and is the lead manager of the Short Duration Multi Sector strategy and is a member of the Securitized Debt Sector Team. Prior to his current role, he was a member of the securitized debt sector team, responsible for trading mortgage-backed securities, asset-backed securities and commercial mortgage-backed securities. Peter also performed credit analysis and surveillance for the firm’s mortgage backed securities and asset-backed securities portfolios. Before joining the firm in 2008, he served as credit analyst at Long Lake Partners, LLC, where he performed credit analysis for the company’s structured products portfolio. Peter graduated with a B.S. in Finance from Northern Illinois University. He holds the CFA® designation and is a member of the CFA® Institute. | ||
| Tony Rodriguez | Portfolio Manager | 2017 | Now |
| Biography | Tony Rodriguez, Portfolio Manager. Mr. Rodriguez joined Nuveen in 2002 and serves as co-head of fixed income. Mr. Rodriguez served as a head of global corporate bonds for Credit Suisse Asset Management and managing director and head of corporate bonds for Prudential Global Asset Management. He received a B.A. in economics from Lafayette College and an M.B.A. in finance from New York University | ||
| Sean Katof | Senior Vice President and Portfolio Manager | 2016 | Now |
| Biography | Sean Katof, CFA, has served as Senior Vice President and Portfolio Manager for the Funds since 2016. Prior to joining LoCorr, Mr. Katof served as Director of Capital Markets at SLOCUM, an institutional consulting firm, from 2005 to 2015. Prior to joining SLOCUM, Mr. Katof served as Portfolio Manager at Devenir Investment Advisors where he managed the Industry Leaders Core Equity portfolio from 2004 to 2005. Prior to that, Mr. Katof was a Vice President and Portfolio Manager at INVESCO Funds Group where he worked from 1994 to 2003. Mr. Katof received his B.S. in Business Administration with an emphasis in Finance from the University of Colorado at Boulder and an M.S. in Finance from the University of Colorado at Denver. Mr. Katof holds the Chartered Financial Analyst (“CFA”) and Chartered Alternative Investment Analyst (“CAIA”) designations. | ||
| Kenneth G. Tropin | Chairman | 2014 | Now |
| Biography | Kenneth G. Tropin is Chairman, Founder and a Principal of Graham Capital Management (“GCM”). In May 1994, he founded GCM and became an Associated Person and Principal effective July 27, 1994. Mr. Tropin developed the firm's original trading programs and is responsible for the overall management of the organization, including the investment of its proprietary trading capital. Mr. Tropin’s current responsibilities at Graham include oversight of the Firm’s quantitative research process and discretionary portfolio managers, Chairman of the Firm’s Management and Investment Committees, and Senior Member of the Firm’s Risk and Compliance Committees. Additionally, Mr. Tropin is responsible for managing the strategic investment of the Firm’s proprietary capital. Prior to founding Graham, Mr. Tropin had significant experience in the alternative investment industry, including 5 years (1989-1993) as President and Chief Executive Officer of John W. Henry & Company, Inc. and 8 years (1981-1989) as Senior Vice President and Director of Managed Futures at Dean Witter Reynolds. Mr. Tropin has also served as Chairman of the Managed Funds Association and its predecessor organization, which he was instrumental in founding during the 1980’s. | ||
| Jon C. Essen | Chief Operating Officier | 2014 | Now |
| Biography | Mr. Essen has served as Chief Financial Officer of the Adviser since it was founded in November 2010. Mr. Essen also serves as Senior Vice President and Chief Financial Officer of Octavus Group, LLC, and as a Registered Representative of LoCorr Distributors, LLC, positions both held since April 2008. Mr. Essen also began serving as Principal and Chief Compliance Officer of LoCorr Distributors, LLC in September 2008. Mr. Essen also served as Chief Operating Officer of the Adviser and affiliates from 2008 to 2016. Previously, Mr. Essen served as Chief Operating Officer of a commercial finance enterprise from May 2002 to April 2008. Additionally, Mr. Essen was Chief Financial Officer of Jundt Associates, Inc. from 1998 to 2002. | ||
| Pablo Calderini | President and Chief Investment Officer | 2014 | Now |
| Biography | Pablo Calderini is the President and Chief Investment Officer of GCM and, among other things, is responsible for the management and oversight of the discretionary and systematic trading businesses at GCM. He joined GCM in August 2010 and became an Associated Person and Principal of GCM effective August 13, 2010. Prior to joining GCM, Mr. Calderini worked at Deutsche Bank from June 1997 to July 2010 where he held positions of increasing responsibility, most recently the Global Head of Equity Proprietary Trading. Mr. Calderini commenced his career at Deutsche Bank as Global Head of Emerging Markets. During his tenure at Deutsche Bank, Mr. Calderini also helped manage several groups across the fixed income and equity platforms, including the Global Credit Derivatives Team. Mr. Calderini received a B.A. in Economics from Universidad Nacional de Rosario in 1987 and a Masters in Economics from Universidad del Cema in 1988, each in Argentina. | ||
| Chris J. Neuharth | Senior Portfolio Manager | 2014 | 2018 |
| Biography | Chris oversees risk management for the taxable fixed income products and is responsible for risk models, market data, quantitative credit analysis, and performance attribution systems. He is also a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. He began working in the financial industry in 1981 and became a portfolio manager in 1985. Chris rejoined the firm in 2000 after working at Brinson Partners as a director and senior portfolio manager. Prior to that, he was director of risk management for U.S. Bank’s asset management division and broker/dealer. He was also a fixed income portfolio manager at Fortis Advisors and First Minnesota Bank. Chris received a B.S. in business finance from Winona State University. | ||
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