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The investment seeks to provide long-term risk-adjusted total return. The fund normally invests at least 80% of its assets in equity securities or investments that are economically tied to equity securities. The fund's investment in shares of other investment companies, including exchange-traded funds ("ETFs"), and derivative instruments will be counted toward the 80% policy to the extent such investments have economic characteristics similar to equity securities.
Name | Title | Since | Until |
---|---|---|---|
Charles Albert Cunningham | CIO (Chief Investment Officer) | 2013 | Now |
Biography | Charles Albert Cunningham, III, CFA, is a Portfolio Manager at IronHorse Capital LLC with nineteen years of experience in financial services. He served as Chief Investment Officer of IronHorse since November 2009 and is a member of IronHorse’s investment committee. He co-founded IronHorse in 2009 and has been the sole Portfolio Manager of all assets under management since IronHorse was founded. Prior to joining IronHorse, he served as Senior Research Associate for Dunavant Capital Management from June 2007 to November 2009. His prior experience includes Galleon Group, Schacter Capital, Morgan Stanley, Morgan Keegan and Dunavant Capital Management. Mr. Cunningham holds an M.B.A. in Finance from Vanderbilt University and a B.A. in Political Science from University of the South. He is a CFA Charterholder. |
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