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Woa All Asset I Class I Shares (WOAIX)

Fundos dos EUA

Adicionar/Remover de uma Carteira Adicionar à carteira

10,18 -0,01 -0,10%

27/11 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 17,46M

Tipo: Fundo

Mercado: EUA

Emissor: WOA

Subjacente: MSCI ACWI Net USD

Classe de Ativo: Ações

WOAIX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Woa All Asset I Class I Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de WOAIX, entre outras informações.

Categoria

Tactical Allocation

Total de ativos

17,46M

Despesas

1,53%

Data de início

40969

Informações de Contato

Endereço 17605 Wright Street, Suite 2
Omaha,NE 68130
United States

Telefone 1-855-754-7935

Principais Executivos

Nome	Título	Desde	Até
Hunter Starkey	-	2022	Agora
Biografia	Hunter Starkey, currently in his role as a Senior Associate at Pathstone Family Office, serves as one of the primary traders for the strategy. He has been with the prior investment adviser Eaton Vance Water Oak Advisors (“EVWOA”) since June 2021. Prior to joining EVWOA, Mr Starkey served as a tax preparer and junior accountant at HMS Certified Public Accounts from 2016 to 2018 and from 2018 to 2021 was a Wealth Management Associate at Trivergent Trust Company. Mr Starkey graduated in May 2015 with a B.A. in Finance from the University of Miami.
Jeffrey L. Scanga	Analyst	2012	Agora
Biografia	Jeffrey L. Scanga, CIPM, currently in his role as a Senior Portfolio Manager at Water Oak Advisors, Jeffrey L. Scanga serves as one of the primary traders for the strategy. He has been with Water Oak Advisors since October 2011. His educational background consists of a MBA from Rollins College and a B.S. in Finance from University of Central Florida. Mr. Scanga holds the Certificate in Investment Performance Measurement™ designation
Duke E. Laflamme	Vice President	2020	2022
Biografia	Laflamme has been a fixed-income analyst and a portfolio manager at Eaton Vance since 2001, and has been a Vice President of Eaton Vance and BMR since 2001.
Casey Johnson	Senior Portfolio Manager	2019	2021
Biografia	Casey Johnson, currently in his role as a Senior Portfolio Manager at Water Oak Advisors, Casey Johnson serves as one of the primary traders for the strategy. He has been with Water Oak Advisors since May 2019. Prior to joining Water Oak Advisors, Mr. Johnson was the Director of Research at DePrince, Race & Zollo, an institutional asset management firm located in Winter Park, Florida. During his 15 years at the firm, Mr. Johnson was responsible for conducting fundamental research with a focus on value strategies in both Developed and Emerging Markets. His educational background consists of a MBA from Rollins College and a B.A. in Economics from the University of Notre Dame.
Jeff Lin	Portfolio Manager	2014	2021
Biografia	Jeff Lin, CFA, currently in his role as a Portfolio Manager at Water Oak Advisors, Jeff Lin serves as one of the primary traders for the strategy. He has been with Water Oak Advisors since March 2014. Previously, Jeff served as a Senior Analyst within BNY Mellon’s Institutional Asset Servicing Group from February 2011 until March 2014. His educational background consists of a MBA from Rollins College, and a B.A. in Business Administration from the University of Florida. Mr. Lin holds the CHARTERED FINANCIAL ANALYST® designation.
Stephen A. Curley	Director	2012	2021
Biografia	Stephen A. Curley, CFA, CFP®, currently in his role as a Chief Investment Officer and Principal at Water Oak Advisors, Stephen A. Curley serves as a Senior Advisor and helps provide broad based leadership to the firm. He has been with Water Oak Advisors since February 2008. His educational background consists of a MBA from University of Central Florida and a B.A. in Finance from University of North Florida. Mr. Curley holds the CHARTERED FINANCIAL ANALYST® designation and is a CERTIFIED FINANCIAL PLANNER™.
Scott J. Macaione	Director	2012	2021
Biografia	Scott J. Macaione, CFP®, currently in his role as a Head of Advisory Services and Principal at Water Oak Advisors, Scott J. Macaione serves as a Senior Advisor and helps provide broad based leadership to the firm. He has been with Water Oak Advisors since May 2011. His educational background consists of a B.S. in Finance from Stonehill College. Mr. Macaione is a CERTIFIED FINANCIAL PLANNER™.
L. Clarke Lemons	Founder, President	2012	2018
Biografia	L. Clarke Lemons, as Founder and President, Principal of Water Oak Advisors, L. Clarke Lemons provides overall leadership and direction to the firm. Prior to founding the firm in 1996, he served as a portfolio manager, managing money for a large independent advisor located in Florida. Mr. Lemons has a MBA from Rollins College, and a B.A. in History from Florida State University.
Christopher H. Hylen	President	2012	2013
Biografia	Christopher H. Hylen brings nearly two decades of investment experience to Water Oak Advisors. He currently serves as the President of the firm’s Naples office. His educational background consists of a MBA from Rollins College and a B.A. in Business from James Madison University. Mr. Hylen holds the Series 65 license and is a long-time CERTIFIED FINANCIAL PLANNER™.

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WOA All Asset I C.	10,18	-0,01	-0,10%
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Global X E-commer.	574,00	0,00	0,00%
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WL TianTianFu MMk.	1,000	0,000	0,00%
Fondo BBVA Bancom.	13,657	-0,005	-0,04%
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