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למימוש המבצע
(0P00002TII) ICON Natural Resources and Infrastructure Fund Institutional Class
הוסף ל/הסר מתיק ההשקעות
הוסף לרשימת מעקב
17.490
+0.150
+0.87%
24/12 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 120.32M
ICON Natural Resources Fund Class S
17.490
+0.150
+0.87%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
0P00002TII - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת ICON Natural Resources and Infrastructure Fund Institutional Class. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של 0P00002TII – וכן מידע נוסף.
פרטי התקשרות
כתובת
5299 DTC Boulevard, Suite 1200
Greenwood Village,CO 80111
United States
Greenwood Village,CO 80111
United States
טלפון
+1 303 7901600
אינטרנט
www.iconfunds.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Brian Callahan | Member | 2019 | עכשיו |
| ביוגרפיה | Brian Callahan is ICON’s Investment Committee member for separately managed accounts (SMAs) and institutional accounts. He first joined ICON in 2000 as a Research Analyst while attending Colorado State University. In 2007, he received a master’s in business administration from The Ohio State University and returned as a Research Analyst. In 2008, he became an Investment Committee member and Portfolio Manager.From 2008 until January 2011 he managed ICON’s separately managed accounts. From 2011 to 2014 Mr. Callahan was ICON’s Director of Marketing. From 2014 to 2018 Mr. Callahan managed ICON’s strategy based portfolios and tactical allocation portfolios .He was previously employed as a treasury administrator at Citi Fund Services . He holds a FINRA Series 7 registration. | ||
| Scott Callahan | Assistant Portfolio Manager | 2019 | עכשיו |
| ביוגרפיה | Scott Callahan joined ICON in 2005 as a Research Analyst and was promoted to Assistant Portfolio Manager in January 2006. He left ICON in August 2006 to pursue his MBA, which he received from New York University in 2008. Mr. Callahan became a Portfolio Manager in 2008. Mr. Callahan received a bachelor’s degree in psychology from the University of Colorado. | ||
| Craig T. Callahan | President, Chairman | 2019 | עכשיו |
| ביוגרפיה | Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations. | ||
| Rob Young | Portfolio Manager | 2017 | 2019 |
| ביוגרפיה | Rob Young, CFA, joined ICON in 2015 as a Research Analyst. Mr. Young was promoted to Portfolio Manager on January 1, 2017. From 2013-2015, he was a VP of Equity Institutional Sales at DA Davidson. Previously, he was a Senior Equity Analyst at Wm Smith and Co from 2007-2013. Mr. Young received his Bachelor of Science degree in Finance, along with his MBA from the University of Denver. He holds the Series 7, 63, 68 and 87 registrations. | ||
| Zach Jonson | Director | 2007 | 2017 |
| ביוגרפיה | Zach Jonson, CFA, joined ICON in 2003 as a Reconciliation and Performance Specialist. He became a Research Analyst in 2006 and was promoted to a junior member and subsequently, a member of the Investment Committee as a Portfolio Manager in 2007. In 2012, Mr. Jonson was appointed Director of Fund Management. Mr. Jonson received a bachelor of arts degree in economics from the University of Colorado and an MBA from the University of Denver. He holds the FINRA Series 7 and 63 registrations. | ||
| Derek N. Rollingson | Vice President | 2003 | 2008 |
| ביוגרפיה | Derek Rollingson joined ICON in 2000 as a junior member of the Investment Committee and subsequently became a senior member. In 2003, he was promoted to Portfolio Manager. Mr. Rollingson is a Senior Vice President of Investment Management. He was previously employed as a research analyst in corporate litigation for Navigant Consulting from 1997 to 2000. He holds a bachelor’s degree in Business Management Finance and Minor in Statistics from Brigham Young University and has an MSF from the University of Denver. He holds the FINRA Series 7, 63 and 66 registrations. | ||
| Craig T. Callahan | President, Chairman | 1997 | 2003 |
| ביוגרפיה | Craig Callahan is the company Founder, Chief Executive Officer, President and Chairman of the Investment Committee of ICON Advisers, Inc. Mr. Callahan received his doctorate of business administration in finance and statistics from Kent State University in 1979 and a Bachelor of Science degree from Ohio State University in 1973. From 1986 to 2005, he served as ICON’s Chief Investment Officer. He holds the FINRA Series 7, 24, 63, 65, and 66 registrations. | ||
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