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16.59
+0.08
+0.48%
20/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.24M
Orinda Income Opportunities A
16.59
+0.08
+0.48%
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Axs Income Opportunities Fund Class A Overview
On this page you'll find an in-depth profile of Axs Income Opportunities Fund Class A. Learn about the key management, total assets, investment strategy and contact information of OIOAX among other information.
Investment Strategy
The investment seeks to maximize current income with potential for modest growth of capital. The fund will invest in U.S. and non-U.S. securities and investment instruments including, but not limited to, equity securities, debt securities, and derivatives. It may invest up to 85% of its net assets in derivatives. The fund may invest without limit in debt securities, provided that no more than 30% of its net assets are invested in debt securities rated below investment grade.
Contact Information
Address
Milwaukee, Wisconsin 53201
Milwaukee,WI 53201
United States
Milwaukee,WI 53201
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ian Goltra | Portfolio Manager | 2016 | Now |
| Biography | Ian Goltra is a Portfolio Manager of Orinda Asset Management LLC. From March 2010 to July 2016, Mr. Goltra served as a portfolio manager at Salient Partners (formerly, Forward Management LLC) after joining the company as a Senior Analyst in June 2009. From May 1998 to June 2009, Mr. Goltra was Senior Analyst and Senior Vice President of Kensington Investment Group, Inc., and he became a Senior Vice President of Kensington in 2004, focusing on the public real estate sector. From 1993 to 1998, Mr. Goltra was Senior Financial Analyst and Western Americas Vice President at Textainer Equipment Management. From 1991 to 1993, Mr. Goltra was Senior Financial Analyst for Meridian Point Properties, and from 1987 to 1990, he was an Analyst at Liquidity Fund Investment Corporation. | ||
| Paul Gray | Managing Partner | 2013 | 2020 |
| Biography | Mr. Paul Gray serves as Managing Partner and Chief Investment Officer at Orinda Asset Management. He brings over 25 years of investment experience to Orinda Asset Management. He is responsible for the Firm's research, investment strategy, investment process, and overall portfolio management of the real estate and income products. From June 2009 through February 2013, Mr. Gray served as a portfolio manager at Forward Management LLC managing three private hedge funds. From 1994 to June 2009, Mr. Gray, one of the co-founders, served as a portfolio manager and acted as co-chief investment officer for Kensington Investment Group, Inc. where he directed the firm's research and co-directed the investment strategy for the firm. Mr. Gray was instrumental in the development and portfolio management of five mutual funds investing primarily in real estate securities both domestically and internationally and one of the first mutual funds in the USA focusing on global infrastructure companies. From 1992 to 1994, Mr. Gray was the founder and a partner of Golden State Financial Services, a mortgage brokerage firm. From 1987 to 1992, Mr. Gray worked for Liquidity Fund Investment Corporation where he served as the director of research for the National Real Estate Index where he was responsible for designing the methodology and systems used to track real estate values throughout the USA. Mr. Gray received a Bachelors of Science in Business Administration with a dual emphasis in both Finance and Real Estate in 1988 from the Business School at the University of California at Berkeley. | ||
| Joshua Rowe | Senior Research Analyst | 2016 | 2019 |
| Biography | From March 2014 to August 2016, Mr. Rowe served as Senior Research Analyst with the Adviser. From January 2013 to February 2014, Mr. Rowe served as a Fixed Income and Credit Analyst for Convergent Wealth Advisors, supervising investments in credit hedge funds and high grade bonds, as well as assisting in portfolio construction and asset allocation. From June 2011 to December 2012, Mr. Rowe served as Research Analyst with Orinda Asset Management whereby his responsibilities included the construction and monitoring of its sub-advisers and the multi-manager funds. Mr. Rowe graduated from Johns Hopkins with a Bachelor of Arts and from Princeton with a PhD in History. Mr. Rowe holds the Chartered Financial Analyst (“CFA”) designation and is a member of the CFA Institute. | ||
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