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Sei Institutional Managed Trust Core Fixed Income Fund Class F (TRLVX)
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21/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 3.09B
SEI Core Fixed Income F (SIMT)
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- Overview
- Profile
- Historical Data
- Holdings
TRLVX Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Core Fixed Income Fund Class F. Learn about the key management, total assets, investment strategy and contact information of TRLVX among other information.
Investment Strategy
The investment seeks current income consistent with the preservation of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed income securities. It will invest primarily in investment and non-investment grade (junk bond) U.S. corporate and government fixed income securities, including asset-backed securities, mortgage dollar rolls, mortgage-backed securities and securities issued or guaranteed by the U.S. government and its agencies and instrumentalities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Buchanan | - | 2024 | Now |
| Biography | Michael Buchanan is Western Asset's deputy chief investment officer and has been in the fixed-income industry since 1990. As Deputy CIO, Michael has direct oversight of Western Asset's Global Credit Team, which covers US and non-US investment-grade, high-yield and bank loan sectors. He also leads the Global Credit Committee, which ultimately determines overall firmwide credit themes. Prior to joining Western Asset in 2005, Michael served as Managing Director and Head of US Credit Products at Credit Suisse Asset Management and as Executive Vice President and Portfolio Manager at Janus Capital Management. He also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager. Michael graduated with honors from Brown University. He holds a Bachelor of Arts in Economics, and is a CFA charterholder | ||
| Jerry M. Cudzil | Portfolio Manager | 2023 | Now |
| Biography | Mr. Cudzil is a Specialist Portfolio Manager and Head of Credit Trading. He oversees the Fixed Income group’s trading of investment grade corporate bonds, high yield bonds, leveraged loans and credit derivatives. Prior to joining TCW in 2012, Mr. Cudzil was a High Yield Bond Trader for Morgan Stanley and Deutsche Bank, specializing in project finance, aviation, and energy securities. He was previously a Portfolio Manager for Dimaio Ahmad Capital, managing the multi-strategy credit fund and aviation fund and leading the firm’s risk management team. Mr. Cudzil began his career as a Corporate Bond Trader for Prudential Securities and has also traded investment grade and high yield debt for Credit Suisse and Goldman Sachs. Mr. Cudzil earned a BA in Economics from the University of Pennsylvania. | ||
| Ruben Hovhannisyan | Portfolio Manager | 2023 | Now |
| Biography | Mr. Hovhannisyan is an Associate Generalist Portfolio Manager in the Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Prior to his current role, he served as a Senior Portfolio Analyst working alongside the Generalist Portfolio Managers. Mr. Hovhannisyan joined TCW from Metropolitan West Asset Management company, where he spent two years as a collateralized debt obligations specialist and member of the portfolio risk management group. Prior to joining MetWest in 2007, he was an associate at KPMG Structured Finance Group where he was engaged in various projects analyzing structured products. Mr. Hovhannisyan holds a BA in Business/Economics from the University of California, Los Angeles (UCLA) and an MBA from the UCLA Anderson School of Management. He is a CFA charterholder. | ||
| Joseph Hondros | Portfolio Manager | 2022 | Now |
| Biography | Joseph Hondros is a member of the Structured Products team at MetLife Investment Management (MIM). Joseph joined MIM in September 2017, in connection with the acquisition of Logan Circle Partners (LCP) by MetLife. Prior to joining Logan Circle Partners, he was the Director of Global Fixed Income research at SEI Investments, managing a team responsible for all SEI fixed income strategies. Prior to this role, he was the lead Investment Grade portfolio manager for SEI from 2009 to 2014. Before joining SEI, Joseph was an Executive Director at Morgan Stanley Investment Management for 12 years specializing primarily in ABS and CMBS analytics and trading. He began his structured products career at TIAA-CREF specializing in mortgage backed securities. Joseph received a Bachelor of Science degree cum laude in economics from Villanova University and a Master of Business Administration in finance from Indiana University and is a CFA® charterholder. | ||
| Stephen A. Mullin | Portfolio Manager | 2022 | Now |
| Biography | Stephen Mullin is a portfolio manager and leads long duration fixed income for MetLife Investment Management (MIM) Public Fixed Income. Mullin joined MIM in September 2017, in connection with the acquisition of Logan Circle Partners (LCP) by MetLife. He assists in the risk / duration management of core-based and credit mandates. Prior to joining LCP in 2007, Mullin worked on the long duration portfolio management team at Delaware Investments. Prior to joining Delaware Investments, he worked at Ryan Labs where he created custom liability indices and performed asset/liability studies for the firm's clients, including public and private defined benefit plans, insurance companies, and state lotteries. | ||
| Joshua Lofgren | Portfolio Manager | 2022 | Now |
| Biography | Joshua Lofgren is a portfolio manager on the High-Grade team for MetLife Investment Management (MIM) Public Fixed Income. In this role, he leads the Corporate Strategy, the Intermediate Corporate Strategy, and the Long Short Credit Strategy, and is a co-portfolio manager on the Core and Core Plus Strategies. Joshua joined MIM in September 2017, in connection with the acquisition of Logan Circle Partners (LCP) by MetLife. Prior to joining LCP in 2012, he worked in the securities division at Goldman Sachs in New York for nine years, working with institutional clients across a range of credit products, including investment grade and high yield credit, in both cash and derivative form. He has over 19 years of industry experience. Joshua has a Bachelor of Science in business administration with a concentration in finance from the University of Richmond. He is a CFA® charterholder | ||
| Natalia Glekel | Portfolio Manager | 2022 | Now |
| Biography | Natalia Glekel is a fixed income credit portfolio manager. She joined Jennison in 2022. Previously, Natalia was a credit analyst at Amundi US, covering US investment grade, high yield, and loan credits. Prior to joining Amundi US, she was a fixed income analyst at Aberdeen Standard Investments, where she covered US high yield and US investment grade credit. Natalia earned a BS in finance from Suffolk University and an MSF from Boston College Carroll Graduate School of Management. She is a CFA charterholder. | ||
| Nilay Shah | - | 2022 | Now |
| Biography | Nilay Shah serves as a Portfolio Manager for the Opportunistic Income and Core Fixed Income Funds. Mr. Shah's duties include manager due diligence and selection for SEI's fixed income fund management and separate account business with a primary focus on US investment-grade and high yield strategies. Mr. Shah joined SEI in 2005 and has over 15 years of investment experience. Mr. Shah received a Bachelor of Science in Business Administration with concentrations in Finance and Economics from Drexel University and a Master of Business Administration with a concentration in Finance from Saint Joseph's University. | ||
| Anthony Karaminas | Head | 2021 | Now |
| Biography | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Julien A. Scholnick | Portfolio Manage | 2019 | Now |
| Biography | – Western Asset Management Company, LLC – Portfolio Manager, 2003- – Salomon Smith Barney – Associate, Private Client Group, 2000-2001 – Digital Coast Partners – Senior Analyst, 1999-2000 – Arthur Andersen, LLP – Senior Analyst, 1997-1999 – Cornell University, M.B.A. – University of California, Los Angeles, B.A., magna cum laude – Chartered Financial Analyst | ||
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