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Axs Ftse Venture Capital Return Tracker Fund Class A Shares (LDVAX)
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26.290
+0.180
+0.69%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 32.07M
Leland Thomson Reuters Venture Capital Index Fund
26.290
+0.180
+0.69%
- Overview
- Profile
- Historical Data
- Holdings
Axs Ftse Venture Capital Return Tracker Fund Class A Shares Overview
On this page you'll find an in-depth profile of Axs Ftse Venture Capital Return Tracker Fund Class A Shares. Learn about the key management, total assets, investment strategy and contact information of LDVAX among other information.
Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price performance of a specific benchmark designed to track the aggregate performance of U.S. venture capital-backed companies. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in the component publicly listed assets included in the underlying index. The index seeks to replicate the aggregate gross performance of U.S. venture capital-backed companies by exclusively holding publicly listed assets. It does not invest in venture capital funds or start-up companies.
Contact Information
Address
Milwaukee, Wisconsin 53201
Milwaukee,WI 53201
United States
Milwaukee,WI 53201
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Travis E. Trampe | Portfolio Manager | 2022 | Now |
| Biography | Mr. Trampe joined AXS in 2022. Prior to joining AXS, Mr. Trampe was a portfolio manager with ETF issuers and asset management firms for over 15 years, including most recently from 2016 to 2021, where he was responsible for managing ETFs, mutual funds, UCITS and other fund vehicles. Mr. Trampe's asset management tenure includes longtime experience in portfolio management, trade execution and fund operations in U.S. and global securities markets. Mr. Trampe holds a B.S. in finance and mathematics from Nebraska Wesleyan University. | ||
| Parker B. Binion | CIO (Chief Investment Officer) | 2022 | Now |
| Biography | Parker Binion, portfolio manager. Prior to joining AXS in January 2021, Mr. Parker Binion served as Chief Investment Officer at Kerns Capital Management while managing the KCM Macro Trends mutual fund beginning in January of 2016. AXS Investments acquired the fund in 2019, renaming it the AXS Multi-Strategy Alternatives Fund. Mr. Binion continued to manage the fund for Kerns Capital in a sub-advisory role to AXS Investments. In January of 2021, Mr. Binion joined the team at AXS Investments where he currently manages the fund directly. He has a B.A. from Duke University and J.D. with Honors from the University of Texas School of Law where he served on the Law Review. | ||
| Matthew Tuttle | Portfolio Manager | 2022 | 2022 |
| Biography | Prior to joining AXS, Mr. Tuttle was the Chief Investment Officer and Portfolio Manager of Tuttle Capital Management since 2012. Mr. Tuttle holds an M.B.A. in Finance from Boston University and a B.A. in Economics from Clark University. Mr. Tuttle is a Certified Financial Planner® professional. Matthew is a familiar face among the financial media. In addition to speaking at accounting and trade association meetings across the country, he is a frequent guest on Fox Business News, BusinessWeek TV and Channel 12 News, and has been interviewed on both CNBC and Fox News. Matthew has appeared numerous times on CNNfn, notably on the Your Money Show and Dolans Unscripted with Ken and Daria Dolan. He is the author of How Harvard & Yale Beat the Market (an Amazon best seller) and Financial Secrets of my Wealthy Grandparents. In addition to his books, Matthew has contributed timely articles to a variety of financial publications, including the CPA Journal, Pennsylvania CPA Journal, TAXPRO Journal, Accounting Crossing, the Fairfield County Business Journal, the Stamford Senior Flyer, and over 25 other publications nationwide. He also is a frequent contributor to Forbes.com, the Wall Street Journal, CNBC.com, SmartMoney, and Dow Jones Newswires. He has been quoted in Kiplinger's Personal Finance, Money Magazine, USA Today, the Star Ledger, Bankrate.com, the Christian Science Monitor, and the Journal of Financial Planning. In addition, Matthew has been profiled in the New York Times, Stamford Advocate and Greenwich Time. An experienced educator, Matthew teaches personal finance to consumers as an adjunct professor at Norwalk Community Technical College. He instructs through the Continuing Education centers of the Westport, Stamford, Darien, Greenwich, and Katonah districts, and the 92nd Street YMCA. He has also provided continuing education instruction to CPAs at Baruch College, the CPA / LAW Forum and through the CPA Report. | ||
| Greg Bassuk | CEO | 2020 | 2022 |
| Biography | Greg Bassuk has been Chief Executive Officer of AXS since October 2019. From 2015 to 2019, Mr. Bassuk was Managing Director and Head of Liquid Alternative Strategies at FS Investments, an asset management firm. In this role, Mr. Bassuk created, launched and managed FS Investments’ liquid alternative investment business. During his tenure at FS Investments, Mr. Bassuk was a member of the Investment Committee and portfolio manager for the firm’s liquid alternative investment funds, while also driving education for financial advisors across U.S. distribution channels. Prior to FS Investments, Mr. Bassuk was Co-Founder and Chief Operating Officer of IndexIQ, an early pioneer in liquid alternative investments, which was acquired by New York Life Investments. Mr. Bassuk holds a BS from Cornell University and a J.D. from Georgetown University Law Center. | ||
| Mark Lacuesta | Head | 2020 | 2022 |
| Biography | Mark Lacuesta has been Head of Product and Research at the AXS since October 2019. From 2014 to 2019, Mr. Lacuesta was the Director of Index Strategies at IndexIQ, an early pioneer in liquid alternative investments, which was acquired by New York Life Investments. Prior to IndexIQ, Mr. Lacuesta was a Vice President of FactSet Research Systems. Mr. Lacuesta holds a Master's Degree in Financial Risk Management from the University of Connecticut, a BS in Biochemistry and a BA in Economics from the University of California, San Diego. He holds the FRM, CAIA, and CIPM designations, and holds an NFA Series 3 and 31 registration. | ||
| David C. Armstrong | Portfolio Manager | 2015 | 2020 |
| Biography | David Armstrong has been a Portfolio Manager of Good Harbor Financial since 2010. Mr. Armstrong joined the firm in 2010 and became a member of the Investment Team in 2013. David's previous companies include Honeywell, RR Donnelley and Oracle. Prior to joining Good Harbor, he was a director of research conducting analysis on the nature and structure of competition in the credit card market for financial firms. David earned a MBA from the University of Chicago Booth School of Business and a BA from Knox College. David started at Good Harbor Financial in 2010. | ||
| Neil R. Peplinski | Managing Partner | 2015 | 2020 |
| Biography | Neil Peplinski,CFA, is the Managing Partner, Chairman, Chief Investment Officer and Co-founder of Good Harbor. Neil is the chief architect behind the Tactical Core® model, the Firm's flagship tactical asset allocation platform. Neil is responsible for research, investment analysis and the development/oversight of new investment strategies and models. Prior to co-founding Good Harbor, he served as a portfolio manager and quantitative analyst for Allstate Investments. Neil earned a MBA with High Honors from The University of Chicago Booth School of Business, a MSEE from The University of Michigan and a BSEE from The Michigan Technological University. Neil started at Good Harbor Financial in 2003. | ||
| Yash Patel | Chief Operating Officer | 2015 | 2020 |
| Biography | Yash Patel, CFA has served as Chief Operating Officer of the Adviser since March 2010. Mr. Patel brings 14 years of professional experience to the firm. His responsibilities include the management and leadership of operations, technology, trading, and portfolio management. Prior to joining the Adviser, Mr. Patel was a quantitative equity analyst for Allstate Investments, developing and implementing model-driven trading strategies. Previous to that, he worked and consulted for hedge funds including Bridgewater Associates and Citadel Investment Group. Mr. Patel earned an MBA with Honors from The University of Chicago Booth School of Business and a BS CSE from The Ohio State University. | ||
| Justin V. Lowry | CIO (Chief Investment Officer) | 2014 | 2015 |
| Biography | Justin Lowry has over nine years of portfolio management experience.Mr. Lowry is a Portfolio Manager and Chief Investment Officer at the Adviser, responsible for oversight of investment activity, market research and product development. Previously, Mr. Lowry was Director of Research at OppenheimerFunds, Inc., where he oversaw research and product development for its Beta Solutions ETF business, which held over $2 billion in assets in the RevenueShares ETF suite.Justin serves as Vice President, Director of Research for the OppenheimerFunds Revenue Weighted Strategy Team. This includes the creation and development of new products, research for the development of economic white papers, creation of performance/risk measurement reports, asset attribution analysis, asset allocation analysis, and style analysis for distribution by the sales force. Justin was instrumental in developing the Oppenheimer Ultra Dividend Revenue ETF, and worked with S&P to develop the Oppenheimer Global Growth Revenue ETF. He also serves as a portfolio manager, with responsibilities including preparing and reviewing daily risk reports, cash management, trade list development, trade execution, fund basket adjustments and tax management. Justin joined VTL Associates in May 2010 and served as a technical analyst designing reports and monitoring the performance for VTL’s ETFs and separately managed accounts. He began his portfolio management experience as Portfolio Manager and Head of Research at VTL Associates, LLC.Justin earned a B.S. in Business Management from St. Joseph’s University. | ||
| Sean P. Reichert | Vice President | 2014 | 2015 |
| Biography | Mr. Reichert has been a Vice President of OFI since December 2015. He was a portfolio manager of IMS from 2009 to 2015. Prior to joining IMS, Mr. Reichert worked in the Public Finance department at Janney Montgomery Scott, a mid-sized regional investment bank. Mr. Reichert graduated with a B.S. in Economics with a concentration in Finance from The Wharton School of The University of Pennsylvania. He is currently a Chartered Financial Analyst (“CFA”) candidate. | ||
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