Please try another search
The investment seeks high current income and capital appreciation consistent with the preservation of capital. The fund will invest at least 80% of its net assets in fixed income securities and income producing equities. It seeks to achieve its investment objective by investing in both investment grade and non-investment grade debt, preferred stock, convertible bonds, bank loans, high yield bonds, mortgage- and asset-backed securities, SPACs and income producing equities that the Adviser, the fund’s investment adviser, deems appropriate for the fund’s investment objective.
Name | Title | Since | Until |
---|---|---|---|
Spencer Rolfe | Portfolio Manager | 2023 | Now |
Biography | Spencer Rolfe is an Assistant Portfolio Manager of the Adviser, a wholly owned subsidiary of ENDI Corp., and serves as the Portfolio Manager of the Fund. Prior to joining the Adviser, Mr. Rolfe was a Managing Director at Corvid Peak Capital Management and an Analyst at Arena Investors, focusing on credit opportunities and special situations. Mr. Rolfe began his career at Cohanzick Management, LLC, an affiliate of the Adviser, in 2017, covering performing and distressed credit opportunities and equity special situations. In addition, Mr. Rolfe is a Teaching Assistant within the Finance Department of New York University’s Stern Business School with a focus on Global Value Investing. Mr. Rolfe received his B.A. from the University of Missouri. | ||
David K. Sherman | Portfolio Manager | 2013 | Now |
Biography | David K. Sherman is the Founder and President of the Adviser, a wholly owned subsidiary of ENDI Corp., and serves as the Lead Portfolio Manager of the Funds. Mr. Sherman served as the sole portfolio manager of the Predecessor Fund, since the Predecessor Fund’s inception. Mr. Sherman has 35 years of investment management experience and founded Cohanzick Management, LLC in 1996. Prior to establishing Cohanzick, Mr. Sherman was actively involved as a senior executive in Leucadia National Corporation’s corporate investments and acquisitions and was Treasurer of the holding company’s insurance operations. Mr. Sherman holds a Bachelor of Science from Washington University. |
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.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review