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Mai Managed Volatility Fund Institutional Class (MAIPX)
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MAI Managed Volatility Institutional
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- Overview
- Profile
- Historical Data
- Holdings
MAIPX Overview
On this page you'll find an in-depth profile of Mai Managed Volatility Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of MAIPX among other information.
Investment Strategy
The investment seeks income and long term capital appreciation. The fund will seek to achieve its investment objective principally by (1) investing in a diversified portfolio of equity securities, with a focus on those paying dividends, and (2) selling exchange listed options. The fund's investments in domestic equity securities are primarily in companies with large- and mid-sized market capitalizations. The Adviser's focus on large- and mid-cap total return-oriented stocks and a target equity weighting of 45-55% of total assets may limit the fund's ability to fully participate in sharply rising stock markets.
Contact Information
Address
1360 E. Ninth Street, Suite 1100
Cleveland,OH 44114
United States
Cleveland,OH 44114
United States
Phone
8666249584
Fax
2135889372
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kurt D. Nye | Managing Director | 2013 | Now |
| Biography | Kurt D. Nye, CFA is a Managing Director of MAI Capital Management, LLC. Prior to joining the firm in 2011, Mr. Nye was an Investment Analyst with the Townsend Group where he provided portfolio modeling, investment due diligence, and analytical support to clients since 2010. Previously, Mr. Nye was a Senior Financial Analyst at Capital One where he focused on forecasting and analysis since 2008. | ||
| Richard J. Buoncore | Managing Director | 2010 | Now |
| Biography | Richard J. Buoncore is Managing Partner of MAI Capital Management, LLC. Prior to the formation of the firm in 2007, Mr. Buoncore was Managing Partner of BC Investment Partners LLC since 2005. Prior to that, Mr. Buoncore was CEO of Victory Capital Management, a multibillion dollar asset management and mutual fund complex. | ||
| Seth E. Shalov | Managing Director | 2010 | 2023 |
| Biography | Seth E. Shalov is a Managing Director of MAI Capital Management, LLC. Prior to the formation of the firm in 2007, Mr. Shalov was a portfolio manager at BC Investment Partners LLC since 2006 and Director of Proprietary Investments and Trading for a prominent New York family office since 2003. Mr. Shalov managed the Highmark Emerging Growth Fund (U.S. Small-cap) for nine years (1990-1998). | ||
| David A. Kolpak | Director | 2014 | 2015 |
| Biography | "David A. Kolpak, CFA is a Director at MAI. Prior to joining MAI in 2014, Mr. Kolpak spent 22 years as an Equity Research Analyst with Victory Capital Management and Principal Global Investors. His responsibilities at Victory included generating buy/sell ideas for portfolio management and providing research coverage of the food, beverage, tobacco, household product, restaurant, gaming, lodging and healthcare industries. Mr. Kolpak holds the Chartered Financial Analyst® designation." | ||
| Jason E. Putman | Managing Director | 2013 | 2015 |
| Biography | Jason joined MAI in 2012 and is a Portfolio Manager and Research Analyst within MAI's Investment Group. Prior to MAI, Jason was with Victory Capital Management from 2004 to 2012 where he served as a Portfolio Manager on the Large-Cap Value team and an Energy and Technology Sector Analyst on the Equity Research team. Jason earned his BA from Michigan State University and holds the Chartered Financial Analyst® designation. He is also a member of the CFA Society of Cleveland. | ||
| Arthur G. Merriman | Director | 2010 | 2014 |
| Biography | Arthur G. Merriman III, CFA, is a Director and Portfolio Manager of the Adviser . Prior to joining the Adviser in 2008, Mr. Merriman was a Senior Vice President at Stifel Nicolaus since 1998. | ||
| Walter J. Henry | Managing Director, Portfolio Manager | 2010 | 2014 |
| Biography | Henry is a managing director and portfolio manager with Victory Capital Management and has been with Victory Capital management or an affiliate since 1996. | ||
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