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Cantor Fitzgerald Equity Opportunity Fund Institutional Class (ATGYX)
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24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 36.24M
Aquila Three Peaks Opportunity Growth Y
42.84
+0.38
+0.90%
- Overview
- Profile
- Historical Data
- Holdings
ATGYX Overview
On this page you'll find an in-depth profile of Cantor Fitzgerald Equity Opportunity Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ATGYX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund invests primarily in equity securities of U.S. issuers. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the fund’s 80% policy.
Contact Information
Address
4221 North 203rd Street, Suite 100
Elkhorn,NE 68022-3474
United States
Elkhorn,NE 68022-3474
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John D. Brim | Portfolio Manager | 2024 | Now |
| Biography | John D. Brim, CFA, Chief Investment Officer,joined Smith Group in March 1998 and is a member of the investment management team.Prior to joining the firm, he was a manager within the institutional investment consulting group of Deloitte & Touche from 1997 to 1998. From 1990 to 1997, Brim held a variety of positions, including senior client manager with NationsBank Asset Management in Dallas. He earned his bachelor's degree in economics from Texas A&M University. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| Eivind Olsen | Portfolio Manager | 2024 | Now |
| Biography | Eivind Olsen joined Smith Asset Management Group in May 2008 and is a member of the portfolio management team. Prior to joining Smith Group, he was a portfolio manager with Brazos Capital Management/John McStay Investment Counsel from 1998 to 2008. From 1994 to 1996, he did equity research as an associate analyst with Rauscher Pierce Refsnes. He earned a bachelor's degree in accounting and finance from Texas Christian University and an MBA in finance from the University of Texas. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| Pedro V. Marcal | Director | 2021 | 2024 |
| Biography | Mr. Marcal is Director of Equities and High Yield and a Portfolio Manager at Aquila Investment Management LLC since September 2021. Mr. Marcal was Founder and Owner of Maccabee, LLC from September 2012 to September 2021. Mr. Marcal was a Director in the Equities Group and mutual fund portfolio manager at Foresters Investment Management Co. from 2018 to 2019, where he managed Foresters’ global equities mutual fund and co-managed its U.S. equity analyst and trading teams. Previously, Mr. Marcal was a mutual fund global and international portfolio manager at Fred Alger Management, Inc. from 2013 to 2018, where he managed international equity funds, and a portfolio manager at Allianz Global Investors from 1994 to 2012, where he managed global and international mutual funds. Mr. Marcal has a Bachelor of Arts in economics from University of California, San Diego and an MBA from University of California at Los Angeles Anderson School of Business. | ||
| John McPeake | Portfolio Manager | 2021 | 2024 |
| Biography | Mr. McPeake is a Portfolio Manager at Aquila Investment Management LLC since September 2021. Mr. McPeake was a senior analyst at Rosenblatt Securities from March 2021 to September 2021, a technology, media and telecom analyst at 7Park Data from January 2020 to March 2021, a global technology analyst at Foresters Investment Management Co. from July 2018 to October 2019, a global technology portfolio manager at Devi Asset Management from April 2015 to July 2018, and a global senior technology analyst at Fred Alger Management from December 2007 to January 2015. Mr. McPeake has a BA in Geology from Hamilton College and an MBA in Finance from New York University, Stern School of Business. | ||
| Dave Battilega | Co-Portfolio Manager | 2020 | 2021 |
| Biography | Dave Battilega is the Co-Portfolio Manager. Mr. Battilega has been Assistant Portfolio Manager , as well as Director of Trading for Three Peaks Capital Management since January 2012. Mr. Battilega joined Three Peaks Capital Management in 2004 as a research analyst and later transitioned to trading and portfolio analytics. Mr. Battilega is a graduate of the University of Northern Colorado, holding degrees in both Finance and Accounting. | ||
| Sandy Rufenacht | CIO (Chief Investment Officer) | 2010 | 2021 |
| Biography | Rufenacht is chief investment officer and portfolio manager with Three Peaks Capital Management, LLC. Prior to forming Three Peaks Capital Management, Mr. Rufenacht was Executive Vice President and Portfolio Manager of Janus funds. Since July 2003 he has been the founder, principal and Chief Executive Officer of Three Peaks Capital Management. He holds a Bachelor of Arts degree in Business from the University of Northern Colorado. | ||
| Zach Miller | Portfolio Manager | 2013 | 2021 |
| Biography | Zach Miller, CFA, joined Three Peaks Capital Management, LLC in 2008 as a research analyst. Since January, 2012, Mr. Miller has been Director of Research for the firm. Mr. Miller received his CFA designation in June 2012 and is a graduate of the University of Northern Colorado, holding a degree in business administration with an emphasis in Finance and a minor in economics. | ||
| Brent D. Olson | Portfolio Manager | 2010 | 2013 |
| Biography | Brent Olson is a Portfolio Manager and Credit Analyst at Janus Henderson Investors. Brent rejoined Janus Henderson in 2017. Prior to this, he was a lead portfolio manager at Scout Investments on a growth equity strategy that emphasised fixed income metrics and credit data points to select stocks. Before Scout, he oversaw high-yield and leveraged equity research as well as managed fixed income products at Three Peaks Capital Management from 2005 until 2013. From 2000 until 2004, he was an investment analyst at Invesco Funds Group. He started his financial career in 1997 as a credit analyst with | ||
| Barbara Walchli | Portfolio Manager | 1999 | 2010 |
| Biography | Walchli is a portfolio manager with Aquila Management Corporation, her employer since July 1999. She previously served as a portfolio manager with Banc One Advisors. Prior to that, she was a senior vice president and director of First Interstate Capital Management. In addition, she was with Valley Capital Management, now part of Banc One. Walchli holds the Chartered Financial Analyst designation. | ||
| Randall D. Greer | Managing Director | 1998 | 1999 |
| Biography | Randy serves as a Managing Director for Tributary Capital Management. He is a Risk Committee member and the Lead Portfolio Manager for the Large Cap Value strategy. Randy joined Tributary Capital Management's predecessor, First Investment Group in November of 2006. His 36-year resume in investment management includes President at Kirkpatrick Pettis Smith Polian, Chief Executive Officer at KPM Management, and additional years spent at Westchester Capital Management, and Bridges Investment Counsel all in Omaha, Nebraska. He graduated from the University of Nebraska at Lincoln in 1973 with a Bachelor of Arts degree in Psychology and a minor in Mathematics and Computer Science. He received his Masters of Business Administration from the University of Florida in 1975 with a concentration in Finance and earned his Chartered Financial Analyst (CFA) designation in 1980. He is a member of the CFA Society of Nebraska and the CFA Institute. | ||
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