Últimas Notícias

Fecha

Dynamic U.s. Opportunity Fund Class N (0P0000UAP9)

Fundos dos EUA

Adicionar/Remover de uma Carteira Adicionar à carteira

14,860 -0,030 -0,20%

20/06 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 7,01M

Tipo: Fundo

Mercado: EUA

Emissor: Innealta Capital

Classe de Ativo: Ações

0P0000UAP9 - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Dynamic U.s. Opportunity Fund Class N. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000UAP9, entre outras informações.

Categoria

Tactical Allocation

Total de ativos

7,01M

Despesas

1,49%

Data de início

30.12.2011

Informações de Contato

Endereço Building A Suite 240
Austin,TX 78738
United States

Telefone 737.808.4640

Fax 512.436.9909

Site www.innealtacapital.com

Principais Executivos

Nome	Título	Desde	Até
Yuxing Zhang	-	2021	Agora
Biografia	Yuxing (Alfred) Zhang, CFA, FRM, is a Quantitative Researcher and Portfolio Manager at Innealta Capital, where he utilizes his expertise in finance and mathematics to drive the success of a wide range of research initiatives, from analyzing returns drivers to portfolio design, management, and trading. Mr. Zhang heads the quantitative investment team at Innealta. Additionally, he serves as a key resource to clients, offering expert insights on investment-related topics and market commentary. He has been in the financial industry since 2014. Mr. Zhang earned his M.S. in Financial Mathematics from the University of Chicago, a B.S. degree in Applied Mathematics, and a B.A. in Economics from the Southwestern University of Finance and Economics in Chengdu, China. In addition, Mr. Zhang is a CFA® charter holder and holds the Financial Risk Management (FRM®) designation. Mr. Zhang has been with Innealta since 2017.
Franco Fava	-	2021	Agora
Biografia	Franco Fava is an Assistant Portfolio Manager and Financial Quantitative Analyst of Innealta Capital, joined Innealta Capital 2019. Mr. Fava is part of Innealta’s quantitative and implementation team, providing analytical support through in-depth research and quantitative analysis of the sector, region, and country fundamentals. Mr. Fava received a B.S. in Engineering from the Pontifical Catholic University of Chile in 2016 and a graduate degree in Industrial Engineering from the same University in 2018.
Vito Sciaraffia	Chief Investment Officer	2015	Agora
Biografia	Vito Sciaraffia serves as Chief Investment Officer of Innealta Capital, LLC. In addition, Dr. Sciaraffia served as Chief Investment Officer of Innealta Capital, a division of AFAM Capital Inc., since October 1st, 2015 to July 31st, 2018. In his Chief Investment Officer role, Dr. Sciaraffia is responsible for ensuring prudent management of all client assets, designing quantitative strategies, and leading the research activities of the investment team. His professional experience focuses heavily on the quantitative evaluation of equity securities and financial markets. Also, Dr. Sciaraffia is actively involved with clients through conference presentations, training activities, webinars, and written market commentaries. Dr. Sciaraffia has been in the financial industry since 2004. His previous work experience includes: Senior Researcher on the Strategy Research Team at Dimensional Fund Advisors, from May 2013 to June 2015, where he conducted empirical asset pricing research, wrote research papers, enhanced the design of investment strategies, and collaborated with their marketing and sales departments by delivering technical presentations to various clients and Academic in the Finance Department at the McCombs School of Business at the University of Texas at Austin from January 2012 to May 2013 and January 2017 to present, where he focuses his research on empirical asset pricing and has taught the core Investment Management course and the Quantitative Investment Strategies course for graduate students. In addition, Dr. Sciaraffia has served as a Management Associate in the Investment Banking Division at Citigroup, member of the Market Risk Team at JP Morgan, and consultant to multiple private and public organizations. Dr. Sciaraffia earned his PhD in Business Administration from the Haas School of Business at the University of California, Berkeley. In addition, he has an MA in Mathematics with an emphasis in stochastic processes and an MS in Business from the University of California, Berkeley, an MBA and an MS in Finance from the University of Chile, and a BS in Economics and Management from the Catholic University of Chile.
Joshua J. Kocher	Portfolio Manager	2019	2021
Biografia	Mr. Kocher serves as Portfolio Manager at Innealta Capital and is responsible for supporting and directing investment decisions, generating investment ideas across equities, credit, and fixed income, and providing trading support for tactically managed portfolios. He has worked in the financial services industry since 2000. His previous experience includes: portfolio management and analyst positions at MKP Capital Management, hedge fund and institutional sales at Credit Suisse, and portfolio management at Susquehanna International Group. While at MKP, he managed portfolios of fixed income, equity, and credit investments, collaborated with marketing and risk management departments, and researched new investment strategies. At Credit Suisse, Mr. Kocher worked on a multi-asset sales team that focused on generating and delivering investment ideas across equities, credit and fixed income. Finally at Susquehanna International Group (SIG), he managed SIG’s risk arbitrage investing strategies in closed end funds on the New York Stock Exchange. Mr. Kocher earned a MBA in Finance from Columbia University and a BS in Chemical Engineering from the University of Virginia.
Mark Alan Mowrey	Senior Portfolio Manager	2015	2016
Biografia	With a career in investment research and management spanning nearly two decades, Signature Resources’ Chief Investment Officer, Mark Mowrey, brings a uniquely broad and relevant expertise to the firm. Graduated from the Wharton School of the University of Pennsylvania and holding the Chartered Financial Analyst® designation, his roles have ranged from financial journalism and sell-side equity research to the management of multi-billion-dollar investment portfolios.
Gerald W. Buetow	Portfolio Manager	2011	2015
Biografia	Gerald W. Buetow, Jr., Ph.D., CFA is the founder of Innealta Capital. Prior to joining AFAM Capital, Inc, Dr. Buetow was the founder of BFRC Services, LLC and Innealta Portfolio Advisors, LLC – quantitative consulting and advisory firms located in Charlottesville, VA. Clients have included various global investment banks. His previous experience includes: former Chief Investment Officer of XTF GAM, LLC, Senior Portfolio Manager/Managing Director at Portfolio Management Consultants and Director of Research and Product Development at Atlantic Asset Management, LLC. Dr. Buetow was also Vice President of Curriculum Development for the Association for Investment Management and Research (AIMR). In addition, Dr. Buetow was the Wheat First Professor of Finance and Director of the Quantitative Finance program at James Madison University. He was also lead quantitative researcher for Prudential Investment's Quantitative Investment Management Group where he managed an enhanced index fund and developed structured securities. Dr. Buetow also has numerous publications in various academic and practitioner journals as well as in various edited works. He authored two books on term structure modeling and interest rate contingent claim valuation. Dr. Buetow has a B.S. in Electrical Engineering and a Ph.D. in Finance and Econometrics from Lehigh University. He also has a M.S. in Finance from the University of Texas - Dallas and is a CFA charter holder.

Nós o incentivamos a usar os comentários para se engajar com os usuários, compartilhar a sua perspectiva e fazer perguntas a autores e entre si. No entanto, a fim de manter o alto nível do discurso que todos nós valorizamos e esperamos, por favor, mantenha os seguintes critérios em mente:

Enriqueça a conversa
Mantenha-se focado e na linha. Só poste material relevante ao tema a ser discutido.
Seja respeitoso. Mesmo opiniões negativas podem ser enquadradas de forma positiva e diplomática.
Use estilo de escrita padrão. Incluir pontuação e letras maiúsculas e minúsculas.
NOTA: Spam e/ou mensagens promocionais ou links dentro de um comentário serão removidos.
Evite palavrões, calúnias, ataques pessoais ou discriminatórios dirigidos a um autor ou outro usuário.
Somente serão permitidos comentários em Português.

Os autores de spam ou abuso serão excluídos do site e proibidos de comentar no futuro, a critério do Investing.com

Eu li as instruções para comentários e concordo com os termos descritos.

Eu aceito

0P0000UAP9 - Comentários

Escreva o que você pensa sobre Dynamic U.s. Opportunity Fund Class N

Tem certeza que deseja excluir esse gráfico?

Apagar Cancelar

Postar

Postar também no :

Substituir o gráfico anexado por um novo gráfico?

Substituir Cancelar

1000

Diretrizes para Comentários

A sua permissão para inserir comentários está atualmente suspensa devido a denúncias feitas por usuários. O seu status será analisado por nossos moderadores.

Aguarde um minuto antes de tentar comentar novamente.

Obrigado pelo seu comentário. Por favor, note que todos os comentários estão automaticamente pendentes, em nosso sistema, até que aprovados por nossos moderadores. Por esse motivo, pode demorar algum tempo antes que o mesmo apareça em nosso site.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Agora</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Compartilhar</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Seguir esse post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Parar de seguir esse post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Salvar		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Salvo. Ver <a href="/members-admin/saved-items" target="_blank">Itens salvos</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>Esse comentário já foi salvo nos seus <a href="/members-admin/saved-items" target="_blank">Itens salvos</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Resposta do Autor</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d30-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Responder</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="Concordo"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="Discordo"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Denunciar</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Agora</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Resposta do Autor</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Compartilhar</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d30-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d30-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Responder</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="Concordo"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="Discordo"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Tem certeza que deseja excluir esse gráfico?

Apagar Cancelar

Postar

Substituir o gráfico anexado por um novo gráfico?

Substituir Cancelar

1000

Diretrizes para Comentários

A sua permissão para inserir comentários está atualmente suspensa devido a denúncias feitas por usuários. O seu status será analisado por nossos moderadores.

Aguarde um minuto antes de tentar comentar novamente.

Diga-nos o que achou desse comentário

Spam

Ofensivo

Obrigado!

Seu comentário foi enviado aos moderadores para revisão

Mais Categorias

1D1S1M6M1A5AMáx.

Ibovespa	136.583	-533	-0,39%
Ibovespa Futuros	139.100	-675	-0,48%
US 500	5.999,5	+31,7	+0,53%
US 30	42.324,9	+118,1	+0,28%
S&P 500 VIX	20,22	-0,40	-1,94%
Bitcoin Futuro	102.770,0	+1.435,0	+1,42%
Índice Dólar	98,230	-0,052	-0,05%

Petróleo Brent	74,94	-0,54	-0,72%
Petróleo WTI	73,06	-0,78	-1,06%
Café Contrato C	325,33	+10,28	+3,26%
Soja Chicago	1.059,88	-7,13	-0,67%
Cacau NY	8.521,00	+352,00	+4,31%
Ouro	3.403,52	+17,82	+0,53%
Açúcar NY nº11	16,06	-0,04	-0,25%

Dólar/BRL	5,4975	-0,0152	-0,28%
EUR/BRL	6,3452	-0,0074	-0,12%
EUR/Dólar	1,1538	+0,0015	+0,13%
Dólar/JPY	146,43	+0,33	+0,23%
GBP/Dólar	1,3498	+0,0048	+0,36%
GBP/BRL	7,4207	+0,0064	+0,09%
CAD/BRL	4,0040	-0,0103	-0,26%

Petrobras PN	32,86	+0,04	+0,12%
Vale ON	50,10	+0,18	+0,36%
Casas Bahia ON	3,29	-0,13	-3,80%
Magazine Luiza ON	8,75	-0,10	-1,13%
IRB Brasil ON	46,10	-1,22	-2,58%
Oi ON	0,63	0,00	0,00%
Weg ON	41,32	-0,24	-0,58%

Cotações Recentes

Nome	Preço	Variação	Var. %
Dynamic U.S. Oppo.	14,860	-0,030	-0,20%
C WorldWide Emerg.	40,450	+0,370	+0,92%
Nomura US Governm.	8.025,000	-6,000	-0,07%