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14.42
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31/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 4.2M
PMC Core Fixed Income
14.42
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0%
- Overview
- Profile
- Historical Data
- Holdings
Pmc Core Fixed Income Fund Overview
On this page you'll find an in-depth profile of Pmc Core Fixed Income Fund. Learn about the key management, total assets, investment strategy and contact information of PMFIX among other information.
Investment Strategy
The investment seeks to provide current income consistent with low volatility of principal. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in fixed income securities that are rated investment grade or better. It may invest up to 20% of its net assets in high-yield debt securities that are rated BB+ or lower by a NRSRO, or, if unrated, securities deemed by the Adviser or sub-adviser to be of comparable quality. The fund may invest up to 20% of its net assets in fixed income securities issued by foreign corporations and foreign governments.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Olumide Owolabi | Portfolio Manager | 2023 | 2024 |
| Biography | Olumide Owolabi, Senior Vice President, joined the firm in 2003. Olumide is a Portfolio Manager in the Investment Grade group. Prior to joining the firm, he spent four years in the banking industry, the last two as an investment analyst in the Treasury and Investment group of City Express Bank Plc. Olumide earned a BS in Mathematics from the University of Ilorin in Nigeria and an MS in Financial Mathematics from the University of Chicago. | ||
| Thanos Bardas | Portfolio Manager | 2019 | 2024 |
| Biography | Thanos Bardas, PhD, Managing Director, joined the firm in 1998. Thanos is the Head of Global Rates and serves as a Senior Portfolio Manager on Global Investment Grade and Multi-Sector Fixed income strategies. He sits on the firm’s Asset Allocation Committee and Fixed Income’s Investment Strategy Committee, and is a member of the Fixed Income Multi-Sector Group. Thanos also leads the Global Rates team in determining rates exposure across various portfolio strategies and oversees both inflation and LDI investments. Thanos graduated with honors from Aristotle University, Greece, earned his MS from the University of Crete, Greece, and holdsa PhD in Theoretical Physics from State University of New York at Stony Brook. He holds FINRA Series 7 and Series 66 licenses. | ||
| David M. Brown | Managing Director | 2019 | 2024 |
| Biography | David M. Brown, CFA, Managing Director, rejoined Neuberger Berman Investment Advisers LLC (“NBIA”) in 2003. Dave is Global Co-Head of Investment Grade and acts as Senior Portfolio Manager on both Global Investment Grade and Multi-Sector Fixed Income strategies. He is a member of the Fixed Income Investment Strategy Committee and the Fixed Income Multi-Sector Group. Mr. Brown also leads the Investment Grade Credit team in determining credit exposures across both Global Investment Grade and Multi-Sector Fixed Income strategies. Mr. Brown initially joined NBIA in 1991 after graduating from the University of Notre Dame with a BA in Government and subsequently received his MBA in Finance from Northwestern University. Prior to his return, he was a senior credit analyst at Zurich Scudder Investments and later a credit analyst and portfolio manager at Deerfield Capital. Mr. Brown has been awarded the Chartered Financial Analyst designation. | ||
| Nathan Kush | Portfolio Manager | 2019 | 2024 |
| Biography | Nathan Kush is a Managing Director of Neuberger Berman Investment Advisers LLC. He joined the firm in 2001. He is a member of the portfolio management team for the firm’s Global Investment Grade strategies. Additionally, he is involved in investment grade credit research and, previously, covered the banking, brokerage, finance, insurance and REIT sectors. Before joining the investment grade team, he spent three years in Debt Capital Markets in the Investment Banking Division of Lehman Brothers. Nathan earned a BS in Finance and Accounting from Tulane University and an MBA from the University of Chicago. | ||
| Brandon R. Thomas | Co-Founder | 2010 | 2024 |
| Biography | As a Co-Founder and Chief Investment Officer of Envestnet, Mr. Thomas is responsible for the development of the firm's investment policy and leads the firm’s Quantitative Research Group (QRG). Mr. Thomas co-chairs the firm’s Investment Committee. Mr. Thomas received an AB in Economics from Brown University, an MBA in Finance and Accounting from the University of Chicago, and a JD from DePaul University. | ||
| Thomas A. Sontag | Portfolio Manager | 2019 | 2021 |
| Biography | Thomas A. Sontag, Managing Director, joined the firm in 2004. Tom is the Head of Global Securitized & Structured Products and serves as a co-portfolio manager and Senior Portfolio Manager on multiple fixed income strategies. He is a member of the senior investment team that sets overall portfolio strategy for Global Investment Grade. Tom also leads the Global Securitized team in determining exposure across various portfolio strategies. Prior to joining the firm, Tom served as a portfolio manager with Strong Capital Management for six years. His responsibilities included co-managing five mutual funds as well as separate institutional accounts. Previously, Tom worked in the Fixed Income divisions of Bear Stearns (1986 to 1998 as a managing director) and Goldman Sachs (1982 to 1985). Tom earned a BBA and an MBA from the University of Wisconsin. | ||
| Lisa M. Hornby | Portfolio Manager | 2018 | 2021 |
| Biography | Lisa Hornby is Head of the US Multi-Sector Fixed Income team. The team overseas assets of $27bn, primarily for institutional clients. She is also a Portfolio Manager for the Hartford Schroders Core Fixed Income Fund, Hartford Schroders Tax-Aware Bond Fund, Hartford Schroders Tax-Aware Bond ETF, Schroder ISF US Dollar Bond Fund and Schroder ISF Sustainable US Dollar Short Duration Bond fund. She joined Schroders in 2010 as a portfolio manager on the US Multi-Sector Fixed Income team where she focused primarily on short, core and core plus multi-sector strategies. | ||
| Neil G. Sutherland | Portfolio Manager | 2014 | 2021 |
| Biography | Neil Sutherland is a generalist portfolio manager on the US Multi-Sector Fixed Income team. He is also a portfolio manager for the Hartford Schroders Tax-Aware Bond Fund, Hartford Schroders Tax-Aware Bond ETF, Hartford Schroders Core Fixed Income Fund, Schroder ISF US Dollar Bond Fund, Schroder ISF Sustainable US Dollar Short Duration Bond fund and Schroder ISF US Dollar Liquidity fund. In this role, Neil has portfolio management responsibilities for the entire spectrum of US Multi-Sector strategies ranging from tax-exempt to tax-aware and from short to long duration. Neil joined Schroders in 2013 following the acquisition of STW, where he had worked since 2008 as a principal and portfolio manager. Prior to that, he was a senior fixed income portfolio manager at AXA Investment Managers from 2001 to 2008 in the UK. Neil has been a portfolio manager for over 25 years and has worked in both the UK and the US. Neil is a frequent contributor to various financial publications, including Bloomberg, Reuters and Investor’s Business Daily. Neil is based in New York. | ||
| Thomas J. Marthaler | Managing Director | 2013 | 2019 |
| Biography | Thomas J. Marthaler, CFA, Managing Director, joined the firm in 2006. Tom is a Senior Portfolio Manager on Global Investment Grade and Multi-SectorFixed Income strategies. He is a member of the Fixed Income Investment Strategy Committee and Fixed Income Multi-Sector Group. Prior to joining the firm, Tom served as executive vice president and CIO for North American Fixed Income at ABN AMRO Asset Management, and its predecessor firm, Chicago Title and Trust. His career beganin1981 in fixed income and includes investment responsibilities in trading, research, portfolio management, client service and product management. He earned a BAfrom the University of St. Thomas and an MBA from Loyola University in Chicago. In addition, Tom has been awarded the Chartered Financial Analyst designation. | ||
| Andrew A. Johnson | Head of Global Investment Grade Fixed Income | 2007 | 2019 |
| Biography | Andrew Johnson, Managing Director, joined the firm in 1989. Andy is the Co-Head of Global Investment Grade and acts as Senior Portfolio Manager on both Global Investment Grade and Multi-Sector Fixed Income strategies. He sits on the firm’s Investment Risk, Asset Allocation and Partnership committees and is a member of Fixed Income’s Investment Strategy Committee and Multi-Sector Group. He is also a member of Neuberger Berman Investment Advisers LLC’s Board of Directors. Prior to joining the firm, Andy was a manager of financial planning and analysis at Illinois Bell. Previously, he had been an R&D engineer at Northrop Defense Systems Division. Andy earned his BS and MS degrees in Electrical Engineering at the Illinois Institute of Technology and his MBA from the University of Chicago. | ||
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