Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
11.100
0.000
0.00%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
⏰ Save Valuable Time with Faster Stock Data & Tools
Go Pro Now
Alphasimplex Tactical U.s. Market Fund Class C (0P0000Z4XA)
Add to/Remove from a Portfolio
Add to Watchlist
15/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.49M
Natixis ASG Tactical U S Market Fund Class C
11.100
0.000
0.00%
- Overview
- Profile
- Historical Data
- Holdings
0P0000Z4XA Overview
On this page you'll find an in-depth profile of Alphasimplex Tactical U.s. Market Fund Class C. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z4XA among other information.
Investment Strategy
The investment seeks long-term capital appreciation, with emphasis on the protection of capital during unfavorable market conditions. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in investments that are tied economically to the U.S. It pursues its investment goal primarily through investments in equity securities that broadly represent the U.S. equities market; derivative instruments related to the U.S. equities market; and fixed income securities (including money market and other short-term or variable-rate, high quality securities and related ETFs).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kevin H. Maeda | CIO (Chief Investment Officer) | 2013 | 2020 |
| Biography | Kevin Maeda is the Chief Investment Officer of Active Index Advisors® (AIA), a division of Natixis Advisors, L.P. Previously, he was a Senior Portfolio Manager and Product Manager at Barclays Global Investors, where he was the Launch Portfolio Manager for the first 17 BGI iShares exchange-traded funds. Mr. Maeda joined Active Index Advisors® in 2003 as a founding partner before it was acquired by Natixis Advisors, L.P. in 2004. He is responsible for designing the algorithms, processes, and systems used to implement all AIA's investment strategies. Mr. Maeda received his BS in industrial engineering and operations research from the University of California, Berkeley, and his MBA from the University of California, Los Angeles. Mr. Maeda is a member of the CFA® Society of San Francisco and the Investment Management Consultants Association® (IMCA®). | ||
| Robert S. Rickard | Portfolio Manager | 2013 | 2020 |
| Biography | As a Portfolio Manager at AlphaSimplex, Mr. Rickard is responsible for managing the cash portion of the firm’s strategies. He has over 25 years of industry experience. Mr. Rickard joined AlphaSimplex in 2015. Prior to this, Mr. Rickard served as the Senior Vice President, Head of Portfolio Management and Trading, and Portfolio Manager at Reich & Tang Asset Management, LLC. Rickard focused on the management of short-term assets at Reich & Tang from 1992 to 2015. Mr. Rickard began managing the money market portion of AlphaSimplex’s products while at Reich & Tang Asset Management, and continues that work at AlphaSimplex. Mr. Rickard earned a B.S. in Accounting from Siena College and an M.B.A. from Pace University. | ||
| Serena V. Stone | Vice President | 2013 | 2020 |
| Biography | Serena Stone is Assistant Vice President and a Portfolio Manager for Active Index Advisors®, a division of Natixis Advisors, L.P. She joined the firm in 2005 and has more than 15 years of industry experience. Previously, she was an assistant portfolio manager at Fremont Investment Advisors where she managed enhanced index portfolios benchmarked to the S&P 500® Index. Ms. Stone graduated with a BS from the University of California, Los Angeles. She also received the Finance Certificate from UC Berkeley Extension. She is a CFA® charterholder and a member of the CFA Society of San Francisco. | ||
| Alexander D. Healy | Chief Investment Officer, Portfolio Manager | 2013 | 2020 |
| Biography | As Deputy Chief Investment Officer of AlphaSimplex, Dr. Healy is responsible for applied research and product engineering, including asset allocation, portfolio construction, and adaptive risk management strategies. Dr. Healy is a member of the Investment and Risk Committees and the Board of Directors. He also serves as a co-portfolio manager of certain mutual funds advised by AlphaSimplex. Dr. Healy joined AlphaSimplex in 2007 and has held the roles of Senior Research Scientist and Director of Strategic Research. He has developed various key elements of AlphaSimplex’s investment platform, including non-parametric investment models, volatility management overlays, and dynamic approaches to portfolio construction. Dr. Healy earned an A.B. in Mathematics and Computer Science from Harvard University, where he also received a Ph.D. in Theoretical Computer Science. His doctoral research focused on the uses of randomness in algorithms and cryptography, and introduced novel approaches to generating pseudo-random numbers together with new applications of these methods. | ||
| Philippe P. Lüdi | Senior Research Scientist, Portfolio Manager | 2014 | 2017 |
| Biography | As a Senior Research Scientist at AlphaSimplex, Dr. Lüdi conducts applied research and product engineering. He also serves as a co-portfolio manager of certain mutual funds advised by AlphaSimplex. Dr. Lüdi joined AlphaSimplex in 2006. He has been involved in system engineering as well as global macro strategies. Dr. Lüdi earned the equivalent of an M.A. in Molecular and Computational Biology from the University of Basel. He also received a M.Sc. in Statistics and a Ph.D. in Bioinformatics, both from Duke University. In his doctoral program, Dr. Lüdi applied a Monte Carlo approach to risk analysis and developed a machine-learning algorithm applied to medicine that was subsequently featured in The Wall Street Journal. Dr. Lüdi is also a CFA® Charterholder. | ||
| Peter A. Lee | Co-Portfolio Manager | 2014 | 2017 |
| Biography | As a Senior Research Scientist at AlphaSimplex, Mr. Lee conducts applied research and product engineering. He also serves as a co-portfolio manager of certain mutual funds advised by AlphaSimplex. Mr. Lee joined AlphaSimplex in 2007. He specializes in hedge fund factor replication and modeling probabilistic dynamic systems using perspectives from probability, information theory, economics, and engineering. Much of Mr. Lee’s recent work involves designing representations of latent information that drive trading decisions. Mr. Lee earned an A.B. in Applied Mathematics (Decision and Control focus) with a minor in Economics from Harvard University. He also earned an S.M. in Operations Research from MIT. His master’s thesis presented a novel technique for constructing sparse high-dimensional Gaussian models. | ||
| Robert W. Sinnott | Senior Research Scientist, Portfolio Manager | 2014 | 2017 |
| Biography | As a Senior Research Scientist and Portfolio Manager at AlphaSimplex, Mr. Sinnott serves as a co-portfolio manager for the AlphaSimplex Managed Futures Strategy. In this role, he is focused on portfolio management, applied research, and overall capability development. Mr. Sinnott joined AlphaSimplex in 2009. He specializes in trend-following, term-structure, and pattern-based trading strategies, as well as trade execution optimization. He holds two patents in risk-managed index design. Mr. Sinnott earned both an A.B. and an A.M. in Statistics from Harvard University, where he focused on statistical machine learning, capital markets, and time series analysis. Mr. Sinnott is also a CAIA® Charterholder. | ||
| Andrew W. Lo | Chairman and Chief Investment Strategist | 2013 | 2017 |
| Biography | As Chairman of the Board of Directors and Chief Investment Strategist of AlphaSimplex, Dr. Lo directs the research agenda and, together with Chief Investment Officer Dr. David Modest, heads the research team. Dr. Lo also chairs the Investment Committee, which is responsible for vetting, approving, and documenting all investment strategies as well as assessing performance results and proposing and implementing design changes. He is also a permanent member of the Risk Committee and serves as a co-portfolio manager of certain mutual funds advised by AlphaSimplex. Dr. Lo has over 30 years of industry and academic experience. Prior to founding AlphaSimplex in 1999, Dr. Lo developed trading technologies and investment models for large financial institutions on a consultative basis. In addition to his AlphaSimplex responsibilities, Dr. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of MIT’s Laboratory for Financial Engineering. Dr. Lo has authored numerous journal articles and published several books, including Hedge Funds: An Analytic Perspective (2008), A Non-Random Walk Down Wall Street (1999), and The Econometrics of Financial Markets (1997). Dr. Lo earned a B.A. in Economics from Yale University as well as an A.M. and a Ph.D. in Economics from Harvard University. | ||
| Jeremiah H. Chafkin | CIO (Chief Investment Officer) | 2013 | 2014 |
| Biography | Mr. Chafkin serves as Chief Investment Officer of AssetMark, Inc. Previously, Mr. Chafkin was a portfolio manager and CEO at AlphaSimplex Group, a liquid alternative asset management specialist. He joined AlphaSimplex in 2007 from Natixis Global Asset Management, where he served as President and CEO with responsibility for all of its affiliated managers in the United States and Asia. Prior to Natixis, Mr. Chafkin was with the Charles Schwab Corporation as a member of its Executive Committee. At Schwab, Mr. Chafkin headed the asset management and mutual fund divisions before serving as President of Schwab Advised Investing, overseeing equity research, mutual fund ratings, and all direct advisory services for retail clients. Before Schwab, Mr. Chafkin spent 15 years in senior management roles at Bankers Trust Company, most recently as CEO of Structured Investment Management and previously as COO of U.S. Asset Management, Chairman and President of Japan Bankers Trust Company, and Co-Head of Fixed Income. Mr. Chafkin earned a B.A. in Economics from Yale University and an M.B.A. in Finance from Columbia University. | ||
Write your thoughts about Alphasimplex Tactical U.s. Market Fund Class C
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review