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1919 Socially Responsive Balanced Fund Class A (SSIAX)
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1919 Socially Responsive Balanced A
30.41
-0.12
-0.39%
- Overview
- Profile
- Historical Data
- Holdings
SSIAX Overview
On this page you'll find an in-depth profile of 1919 Socially Responsive Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of SSIAX among other information.
Investment Strategy
The investment seeks to provide high total return consisting of capital appreciation and current income. The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert Huesman | Portfolio Manager | 2020 | Now |
| Biography | Mr. Robert Huesman, Portfolio Manager of the Adviser, has been a portfolio manager of the Socially Responsive Fund since September 2020. Robert is a Senior Investment Associate at 1919ic. His primary responsibility is to support the Socially Responsive Investment Strategies and work with Portfolio Managers on portfolio construction and ongoing portfolio monitoring. | ||
| Alison Bevilacqua | - | 2020 | Now |
| Biography | Ms. Bevilacqua, a portfolio manager and principal at 1919ic, joined a predecessor of 1919ic in 1996. She specializes in corporate responsibility and ESG research. | ||
| Aimee M. Eudy | Vice President | 2012 | Now |
| Biography | Aimee is a Principal and a Portfolio Manager at 1919 Investment Counsel, LLC. As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of a number of private and institutional clients. She also serves as a corporate credit analyst in the taxable fixed income market and is co-manager of both the 1919 Socially Responsive Balanced Fund and the 1919 Variable Socially Responsive Balanced Fund. Aimee is a member of the Fixed Income Committee, Global Total Return Committee and the Socially Responsive Investing Group. | ||
| Ronald T. Bates | Managing Director | 2006 | Now |
| Biography | Ron is a Managing Director at 1919 Investment Counsel, LLC ("1919ic"), a member of the Executive Committee and the head of the Socialy Responsive Investing Deaprtment, leads 1919ic’s Cincinnati office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. Before joining 1919ic, he was a vice president and director of portfolio management at Fifth Third Trust and Investment Advisors. | ||
| David Kafes | Vice President, Portfolio Manager, Senior Portfolio Manager | 2008 | 2012 |
| Biography | David is a Fixed Income portfolio manager who joined Logan after 21 years at Legg Mason, where his most recent position was as an institutional fixed income portfolio manager. He was also co-manager on the Legg Mason Partners Social Responsibility Fund. He has managed fixed income assets for many institutional clients including endowments, foundations and insurance companies. David earned an MBA in Finance from the University of Baltimore and a BA in Business Administration from the University of Maryland in College Park. He is a Chartered Financial Analyst and a member of the Baltimore CFA Society. | ||
| Victoria M. Schwatka | Senior Vice President | 2006 | 2008 |
| Biography | Schwatka is a senior vice president with Legg Mason Capital Management, her employer since 1986. Previously, she spent five years as a vice president with ASB Capital Management, and three years as a senior fixed-income portfolio manager with the Florida State Board of Administration. She was also an account officer with Citibank for a year and a portfolio manager with Lazard Freres & Company for six years. She has over 27 years of investment experience. | ||
| Jane E. Trust | vice president and Portfolio Manager | 2006 | 2007 |
| Biography | Trust is vice president and portfolio manager with Legg Mason Capital Management, her employer since 1987. Prior to joining the firm, she was a management consultant 1984 to 1986. She holds the Chartered Financial Analyst designation. And she is a member of the Association for Investment Management & Research (AIMR), the Baltimore Security Analysts Society, and the Municipal Bond Club of Baltimore. | ||
| Charles P. Graves | Managing Director, Portfolio Manager | 2001 | 2006 |
| Biography | Graves is managing director and portfolio manager for Smith Barney Mutual Funds Management. Graves holds the Chartered Financial Analyst designation. | ||
| Eugene KirKwood | Portfolio Manager | 1995 | 2006 |
| Biography | Western Asset - Portfolio Manager, 2005 - present, Citigroup Asset Management - Director, 1995-2005, Morgan Stanley, VP, 1994-1995, Printon, Kane & Co, VP 1986-1994, University of Scranton, B.S. | ||
| Ellen Cammer | Investment Officer, Managing Director, Portfolio Manager | 1995 | 2006 |
| Biography | Cammer is investment officer of Western Asset and managing director of Western Asset. She has been a portfolio manager with the manager or its predecessor firms since 1982. | ||
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