Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
8.96
+0.01
+0.11%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
💰 With a 129% YTD gain in the bag, these are our AI’s top global picks for March
Read now
Pia High Yield Fund Institutional Class (PHYSX)
Add to/Remove from a Portfolio
Add to Watchlist
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 93.49M
PIA High Yield Institutional
8.96
+0.01
+0.11%
- Overview
- Profile
- Historical Data
- Holdings
PHYSX Overview
On this page you'll find an in-depth profile of Pia High Yield Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PHYSX among other information.
Investment Strategy
The investment seeks a high level of current income; capital growth is a secondary objective when it is consistent with its primary objective. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of domestic and foreign high yield instruments, defined as bonds, convertible securities, forward commitments, loan participations and assignments, preferred stocks and Rule 144A securities. It may invest up to 10% of its net assets in securities and instruments that are economically tied to emerging market countries.
Contact Information
Address
1299 Ocean Avenue, 2nd Floor
Santa Monica,CA 90401
United States
Santa Monica,CA 90401
United States
Phone
1-800-251-1970
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Y. Yean | Co-Portfolio Manager | 2017 | Now |
| Biography | Michael Y. Yean Vice President Portfolio Manager/Credit Research Analyst Mr. Yean is responsible for the management of the firm’s high yield and convertible bond strategies. Mr. Yean is also is a credit research analyst, where he specializes in the industrial sector. In 1998 Mr. Yean joined PIA as a portfolio manager and research analyst for the PIA Small-cap and Mid-cap Equity portfolios. In 2002, Michael transitioned to fixed income credit analyst as the Bond Dept restructured toward greater emphasis in credit research. Prior to joining PIA Michael served in the Consulting Department of Merrill Lynch and the Investment Department of M.J. Segal & Company. He earned a Bachelor of Arts degree in Economics at University of California at Los Angeles. | ||
| Lloyd McAdams | Chairman | 2013 | Now |
| Biography | Mr. McAdams currently serves as President of PIA. From PIA’s formation in 1986 until 2018 he served as the firm’s Chief Investment Officer. Mr. McAdams is a board member of Anworth Mortgage Asset Corp., a publicly-traded company which manages a portfolio of mortgage securities for its shareholders. From 1996 to 2004, Mr. McAdams served as the Chairman and CEO of Syndicated Capital, Inc., the former distributor of the PIA Mutual Funds.. Before joining PIA, Mr. McAdams held the positions of President of Security Pacific Investment Managers, Inc., Senior Vice President of Trust Company of the West, and an Investment Officer with the State of Tennessee. Mr. McAdams has served as a Board member of the California Public Employees Retirement System (“CALPERS”). Since 1997, Mr. McAdams has also been the founder, Chairman and CEO of Anworth Mortgage Asset Corp, a NYSE listed company (“ANH”) that manages a portfolio of mortgage backed securities for its mostly institutional shareholders. He is a Chartered Financial Analyst Charter Holder, and a Certified Employee Benefit Specialist. Mr. McAdams holds a B.S. in Statistics from Stanford University and an M.B.A. from the University of Tennessee | ||
| Robert E. Sydow | Senior Vice President | 2010 | 2017 |
| Biography | Robert Sydow is Senior Managing Director, Chief Investment Officer, and Portfolio Manager at Mesirow Financial Investment Management, Inc. Mr. Sydow joined Mesirow Financial in 2017. Prior to joining Mesirow Financial, Mr. Sydow was a senior vice president at Pacific Income Advisers from 2010 to 2017. Previously, he founded Grandview Capital and served in multiple positions at SunAmerica Investments’ High Yield Bond Department. Mr. Sydow also held multiple positions at First Interstate Bancorp and Atlantic Richfield Company. He earned joint undergraduate degrees in Economics and History, graduating summa cum laude, and an M.B.A. and J.D. from UCLA. Mr. Sydow has 30 years of industry experience. | ||
| Kevin S. Buckle | Senior Managing Director | 2010 | 2017 |
| Biography | Mr. Buckle High Yield Portfolio Manager. He joined Grandview Capital in June 2002 as a Portfolio Manager and was previously Managing Director at Willow Brook Capital, a private equity boutique. From 1994 to 2001, he was a Vice President, Director, and Senior Vice President and Portfolio Manager of SunAmerica Investments, where he co-managed high yield bond, leveraged loan, and structured product portfolios. Mr. Buckle earned a B.S. in finance and accounting in 1986 and an M.B.A. with honors in 1990 from the University of Southern California. Mr. Buckle is a Chartered Financial Analyst. | ||
| James Lisko | Managing Director | 2010 | 2017 |
| Biography | James Lisko, Managing Director and Portfolio Manager, serves as a portfolio manager for Mesirow Financial Investment Management, Inc. Mr. Lisko joined Mesirow Financial in 2017. Prior to joining Mesirow Financial in 2017, Mr. Lisko was a senior vice president at Pacific Income Advisers from 2010 to 2017. Previously, he was a portfolio manager at Grandview Capital, portfolio manager at JPBT Advisors, senior analyst at Western Asset Management and SunAmerica Investments, and a director of research at Papillon Partners. Mr. Lisko earned an undergraduate degree in Finance from Ohio State University and an M.B.A. from the University of Miami. Mr. Lisko has 25 years of industry experience. | ||
| Timothy B. Tarpening | Portfolio Strategist, Director | 2010 | 2013 |
| Biography | Mr. Tarpening is the firm’s Executive Vice President and Senior Portfolio Strategist. He is a member of PIA’s three-person Macro Strategy group, the firm’s Investment Strategy Group, and a Principal. Mr. Tarpening joined PIA in 1993 as an Investment Officer and member of the Equity Portfolio Management Group. Tim was largely responsible for growing the firm’s equity assets twenty-fold to more than $2 billion by 2000, prior to joining the firm’s Bond Strategy Group. Mr. Tarpening is currently responsible for strategic portfolio construction and oversight of the PIA Business Development Group. Mr. Tarpening began his investment career in 1984 with Drexel Burnham Lambert (DBL) in Beverly Hills. In 1987, Tim became a Registered Representative with DBL, and later joined PaineWebber as a Vice President of Investments prior to joining PIA. Mr. Tarpening received a Bachelor of Arts degree in Psychology at the University of California at Santa Barbara. In 1996, he earned his CIMA credential at The Wharton School of Business. | ||
Write your thoughts about Pia High Yield Fund Institutional Class
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