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Performance Trust Total Return Bond Fund Class Institutional (PTIAX)

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19,43 -0,04 -0,21%

17/04 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 9,04B

Tipo: Fundo

Mercado: EUA

Emissor: Trust for Professional Mgrs(PTIA)

Classe de Ativo: Título

PTIAX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Performance Trust Total Return Bond Fund Class Institutional. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de PTIAX, entre outras informações.

Categoria

Intermediate Core-Plus Bond

Total de ativos

9,04B

Despesas

0,76%

Data de início

40421

Informações de Contato

Endereço P.O. Box 701
Milwaukee,WI 53201-0701
United States

Telefone -

Site www.ptamfunds.com

Principais Executivos

Nome	Título	Desde	Até
Lars Anderson	-	2023	Agora
Biografia	Mr. Anderson serves as a member of the PTAM's portfolio management team. Mr. Anderson is responsible for the portfolio construction, security selection, and modeling securitized credit securities. Mr. Anderson joined the PTAM in January 2011 as an Analyst. In December 2017 he was promoted to Senior Analyst and in September 2020 he was named a Portfolio Manager of the PTAM. Mr. Anderson received a Bachelor of Science in Business and Economics with a concentration in Finance from North Park University and has been a CFA® charterholder since 2015.
Mark Peiler	-	2023	Agora
Biografia	Mr. Peiler serves as a member of the Adviser’s portfolio management team. His responsibilities include portfolio construction, security selection and risk management of municipal bonds. Prior to joining the Adviser, Mr. Peiler was the Chief Investment Officer at BNC National Bank for over 23 years from 1998 to 2022. At BNC National Bank, he applied Shape Management® to the management of its portfolio of municipal, mortgage-backed, and other structured fixed-income securities. Mr. Peiler also managed portfolios for clients of its Wealth Management Division, and prior to leaving BNC National Bank, he was named the Interim Chief Financial Officer. Mr. Peiler received a Bachelor of Business Administration majoring in Banking and Financial Economics from the University of North Dakota, and is a CFA® charterholder. Mr. Peiler served on the CFA Society Minnesota board from 2010 through 2021, and was its President from 2017 through 2019.
G. Michael Plaiss	Portfolio Manager	2010	Agora
Biografia	Mike brings over 15 years of experience managing institutional fixed-income portfolios. He currently manages investment portfolios across all of PTAM’s structured credit and municipal bond focused funds and separately managed accounts. Mike’s responsibilities include portfolio construction, security selection, portfolio attribution, modeling RMBS and municipal bond cash flows, and risk management. Prior to joining PTAM, Mike managed more than $700 million in municipal and corporate bonds, mortgage-backed securities, and other structured fixed-income for the Kentucky Farm Bureau, the state’s largest property and casualty insurance provider. Earlier in his career, Mike held positions at multiple banking institutions where he also managed diverse fixed income portfolios. Mike graduated from Indiana University, Bloomington with a Bachelor of Arts in Economics and is a CFA charterholder.
Anthony J. Harris	Co-Portfolio Manager	2010	Agora
Biografia	Mr. Harris served as a member of the PT Asset Management, LLC’s portfolio management team, and was co-portfolio manager of the PT Asset Management, LLC’s certain pooled investment vehicles and separately managed accounts. His responsibilities include portfolio construction, security selection, portfolio attribution, and risk management. Prior to joining the PT Asset Management, LLC in February 2009, he co-founded Six Degrees Capital Management in January 2007, an alternative fixed- income investment manager focused on securitized products. From 2001 to 2007, Mr. Harris originated, structured, and invested in securitized products at BMO Capital Markets Corp. and managed a multi-billion dollar portfolio of ABS, CDOs, and RMBS. Mr. Harris began his career with PricewaterhouseCoopers and passed the CPA exam in 1998. Mr. Harris received a Bachelor of Business Administration from University of Michigan Ross School of Business with an emphasis in Accounting, and a MBA from the University of Chicago Booth School of Business with an emphasis in Finance and Economics.
Peter B. Cook	CIO (Chief Investment Officer)	2010	2013
Biografia	Mr. Cook, Chief Investment Officer. Prior to joining Performance Trust Invest Advisors in 2006, Mr. Cook founded and managed Rochester Partners, a long/short equity hedge fund, from 1997 through 2006. Previously, he ran an equity hedge fund for Templeton Global Investors (“Templeton”) and managed Templeton’s global equity trading desk in Nassau, Bahamas. Prior to joining Templeton, Mr. Cook was Vice President at UBS in New York, specializing in interest rate and currency swaps. He achieved his CPA certification in 1982 while employed at Deloitte & Touche LLP. Mr. Cook has achieved degrees of BS of Accountancy from University of Illinois and MBA from University of Chicago with a specialization in International Finance. He is currently an active leader in the CFA® Society of Chicago, focusing on continuing education issues.
Bradley D. Bonga	-	2010	2011
Biografia	Career Start Date;1992

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