Most Frequently Asked Questions

Who makes up the Funds' investment team?

A critical element to the success of the fund’s research process is the firm’s team of seasoned investment professionals who hold a proven track record in screening, researching, and stock-picking.   The investment team is comprised of two portfolio managers/analysts and four research analysts.    

Michael S. Allocco
Portfolio Manager (Technology, Defense, Homebuilding & Biotech)
Education:   B.A. University of South Florida, M.B.A. University of Chicago
Industry Experience:  14 years
Previous Investment Experience:   HLM Management Company - Sr. Technology Analyst and Portfolio Manager; Dain Rauscher Wessels - Principal, Institutional Equity Sales.

Jamie Cuellar, CFA
Portfolio Manager (Media, Gaming, Retail, Restaurants & Technology Hardware)
Education: B.B.A. University of San Diego, M.B.A. Cox School of Business, Southern Methodist University
Industry Experience:   14 years
Previous Investment Experience:    Lee Financial Corporation - Investment   Analyst; Fidelity Investments – Mutual Fund Service Group.

Casey Cass

Research Analyst (Metals and Mining, Transportation, Financials)

Education: B.B.A. Southern Methodist University

Industry Experience: 4 years.

Alice Cui
Research Analyst (Healthcare)

Education: B.S. Tsinghua University (China), M.S. Tufts University, M.B.A. The Wharton School of the University of Pennsylvania

Industry Experience: 8 years

Previous Investment Experience: Credit Suisse – Research Analyst, UBS – Healthcare Analyst.

Tim Hulburt, CFA
Research Analyst (Software, Industrials, Generalist)

Education: B.S. University of Wisconsin - Oshkosh; M.S. University of Wisconsin - Madison

Industry Experience: 13 years

Previous Investment Experience: Lord Abbett – Senior Analyst; State of Wisconsin Investment Board - Domestic Equities Analyst; Crown, Cork & Seal - Plant Controller.
             
Craig Swann
Research Analyst (Energy, Industrials, Agriculture, Financials)

Education:  B.A. Southern Methodist University, M.B.A. Southern Methodist University Industry Industry Experience: 9 years

Previous Investment Experience: Capital One Southcoast Capital – Institutional Equity Sales, Bank of America – Financial Advisor, Morgan Stanley – Financial Advisor.

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