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Salient Us Dividend Signal Fund Class A (FDYAX)
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13/08 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.3M
Salient US Dividend Signal Fund Class A
33.950
-0.010
-0.03%
- Overview
- Profile
- Historical Data
- Holdings
FDYAX Overview
On this page you'll find an in-depth profile of Salient Us Dividend Signal Fund Class A. Learn about the key management, total assets, investment strategy and contact information of FDYAX among other information.
Investment Strategy
The investment seeks total return, with dividend and interest income being an important component of that return, while exhibiting less downside volatility than the Russell 3000 Index. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies domiciled in the United States. The Advisor selects based on their fundamental quality, dividend yield, dividend growth potential, valuation and anticipated price appreciation.
Contact Information
Address
4265 San Felipe, Suite 800, Houston, Texas 77027
,
United States
,
United States
Phone
1-866-667-9228
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David L. Ruff | Portfolio Manager | 2015 | Now |
| Biography | David L. Ruff is a managing director and senior portfolio manager at Salient and co-manages the Dividend Signal Strategy® portfolios. David specializes in the materials, telecom, energy and utilities sectors as well as Asia-based companies. Previously, David was chief investment officer for Berkeley Capital Management. In 2008, Forward Management acquired Berkeley, and subsequently in 2015, Salient acquired Forward. Prior to joining Berkeley in 2001, David was chief investment officer of London Pacific Advisors where he chaired the LPA Investment Policy Committee. From 1998 through 2001, David served as president and director for the Security Analysts of Sacramento. David graduated magna cum laude from Iowa State University with a Bachelor of Science in finance. David is a CFA® charterholder and currently a member of CFA Institute and the Security Analysts of San Francisco. | ||
| Aaron Visse | co-Portfolio Manager | 2016 | 2018 |
| Biography | Mr. Visse has been a portfolio manager for Forward Management since June 2009. Mr. Visse has primary responsibility for the day-to-day management of the Forward Global Infrastructure Fund. Mr. Visse was responsible for securities investment decisions on behalf of Kensington Investment Group, Inc.’s infrastructure portfolios from 2007 to June 2009. He joined Kensington in 2002 as an Analyst and began managing portfolios in 2007. Prior to joining Kensington, he was a Senior Research Analyst at Linsco/Private Ledger (LPL) Financial Services, where he followed REITs and financial services companies. Mr. Visse holds an MS in Business Administration. He is a Chartered Financial Analyst and a member of the CFA Institute and the CFA Society of San Francisco. Mr. Visse has managed the Forward Global Infrastructure Fund since its inception in June 2007. Mr. Visse has managed the Forward International Real Estate Fund, Forward Real Estate Long/Short Fund, and Forward Select Income Fund since June 2009 and the Forward Real Estate Fund since March 2010. | ||
| Bruce R. Brewington | Portfolio Manager | 2015 | 2018 |
| Biography | Mr. Brewington is a Portfolio Manager for Forward Management with emphasis on Small-Mid Core, U.S. Dividend, Global Dividend and International Dividend strategies and has held this position since August 2008. From September 2005 to July 2008, Mr. Brewington was an Analyst and Member of the Investment Policy Committee for Berkeley Capital Management. From 1995 to 2003, he was an Analyst with Putnam Lovell Securities, and from 1992 to 1994, he was an Analyst for Prudential Securities. Mr. Brewington holds an MBA. Mr. Brewington has managed the Forward International Dividend Fund since December 2008, the Forward Large Cap Equity Fund since August 2009, the Forward Focus Fund since October 2010, and the Forward Select EM Dividend Fund since its inception in May 2011. He has also worked as a Senior Analyst at First Nationwide Financial Corp. (1988‐1992); a Corporate Auditor at Santa Fe Southern Pacific Corp. (1986‐1988); an Auditor with Price Waterhouse (1983‐1986); and a Research Chemist with SmithKline (1980‐1983). Mr. Brewington holds a BS in Molecular Biology from the University of Colorado as well as an MBA from the University of Notre Dame de Namur. | ||
| Eric Sagmeister | European Equity | 2015 | 2018 |
| Biography | Mr. Sagmeister is a Portfolio Manager for Forward Management with emphasis on Small-Mid Core, U.S. Dividend, Global Dividend and International Dividend strategies and has held this position since July 2013. From 2009 to June 2013, Mr. Sagmeister was Executive Director, European Equity Sales at Nomura Securities International. From 2008 to 2009, Mr. Sagmeister was Director, European Equity Sales for Merrill Lynch. From 2006 to 2008, Mr. Sagmeister was Vice President, European Equity Sales at Credit Suisse. Mr. Sagmeister also served as Investment analyst for Global Utilities and Telecoms (2005 to 2006), Investment Analyst for International Equities (2002 to 2005) and Portfolio Administrator (1995 to 2001) at Nicholas Applegate Capital Management. | ||
| Paul Broughton | Associate Portfolio Manager | 2015 | 2018 |
| Biography | Mr. Broughton has been with Forward Management since December 2010 as Assistant Portfolio Manager. Mr. Broughton has co-primary responsibility for the day-to-day management of the Forward U.S. Government Money Fund. Prior to joining Forward Management, Mr. Broughton was a Senior Financial Analyst for the Sacramento Municipal Utility District, where he managed the District’s fixed income portfolio, from January 2010 to November 2010. From March 2006 to January 2010, Mr. Broughton was VP/Investment Officer for Pacific Capital Bancorp where he managed the Bank’s bond portfolio. Previously, Mr. Broughton was a Fixed Income Trader (July 2002 to February 2006) and a Senior Priority Investment Specialist (June 1997 to July 2002) with American Century Investments, and was employed as an Investment Accountant for State Street from March 1996 to May 1997. Mr. Broughton is a Chartered Financial Analyst. Mr. Broughton has managed the Allocation Funds, the cash portion of the Forward Emerging Markets Fund, the Forward Frontier Strategy Fund, and the Forward U.S. Government Money Fund since February 2011. | ||
| Randall T. Coleman | Portfolio Manager | 2015 | 2018 |
| Biography | Mr. Coleman is a Portfolio Manager for Forward Management with emphasis on Small-Mid Core, U.S. Dividend, Global Dividend and International Dividend strategies and has held this position since August 2008. Mr. Coleman has primary responsibility for the day-to-day management of the Forward Focus Fund. From 2001 to July 2008, Mr. Coleman was a Portfolio Manager and Member of the Investment Policy Committee for Berkeley Capital Management. From 1994 to 2001, Mr. Coleman was Vice President at London Pacific Advisors. From 1987 to 1988, he served as a Compliance Officer for Intrust Investor Services and from 1986 to 1987, he was a Registered Representative with First Investors Corp. Mr. Coleman is a Chartered Financial Analyst and holds an MBA. | ||
| Jim Welsh | Portfolio Manager | 2013 | 2015 |
| Biography | Mr. Welsh has been a Portfolio Manager with Forward Management since June 2012. From June 2010 to May 2012, Mr. Welsh was a Financial Advisor with Morgan Stanley Smith Barney. From March 1991 to June 2010, Mr. Welsh was the sole proprietor of Welsh Money Management, an investment advisory firm. | ||
| David McGanney | Head Trader | 2013 | 2015 |
| Biography | David McGanney. Mr. McGanney is the Head Trader with Forward Management and has held this position since June 2009. Mr. McGanney has primary responsibility for the day-to-day management of the dividend-capture strategy of the Forward Dynamic Income Strategy Fund. From June 2001 to June 2009, Mr. McGanney was a Trader and Assistant Vice President with Kensington Investment Group. From October 1992 to June 2001, Mr. McGanney was the founder and partner of Golden State Financial Services, a mortgage brokerage company. From 1985 to 1992, Mr. McGanney was Vice President at Liquidity Fund Corporation where he was responsible for the research and trading of non-traded real estate securities | ||
| Jim O'Donnell | CIO (Chief Investment Officer) | 2013 | 2015 |
| Biography | Jim O’Donnell, CFA. Mr. O’Donnell is Chief Investment Officer of Forward Management. He has held this position since July 2006. Mr. O’Donnell has overall responsibility for asset management at Forward Management. Mr. O’Donnell has co-primary responsibility for the day to day management of the Forward Tactical Enhanced Fund. From September 2001 to October 2002 and from February 2004 to May 2006, Mr. O’Donnell was an Analyst with Meisenbach Capital, conducting fundamental and financial analysis for a hedge fund portfolio. Between November 2002 and February 2004, Mr. O’Donnell was a consultant with Rainmaker Alliance, consulting with venture capital and start-up firms on financial models, projections and business strategy. From April 1993 to August 2001, Mr. O’Donnell was a Portfolio Manager for Nicholas-Applegate Capital Management, responsible for stock selection and financial analysis for large cap, mid cap, and small cap portfolios. Mr. O’Donnell is a Chartered Financial Analyst and holds an MBA. | ||
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