portfolio management
At Allegiant, specialization is the key to our investment management philosophy. Our portfolio managers and research analysts work in independent teams. Each team focuses on a single sector or investment style. Their dedication and clear focus are reflected in the unwavering style purity of our funds.
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Christopher H. Wiles, CFA
Managing Director, Large Core/Growth
- Industry Experience: 22 years
- B.A., Youngstown State University
- M.B.A., Cleveland State University
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Chris is managing director for large cap core and large cap growth equity management. Most recently he was senior portfolio manager at Strong Capital Management, Inc. Chris founded Rockhaven Asset Management in 1997, which was later acquired by Strong in 2002. He has more than 20 years of investment experience, including positions at Rockhaven, Federated Investors and Mellon Financial Corporation. Wiles was named top Equity Income Manager by Barron’s in 1996. A CFA charterholder, he earned a B.A. from Youngstown State University and an M.B.A. from Cleveland State University.
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Lawrence E. Eakin Jr.
Senior Portfolio Manager, Large Core/Growth
- Industry Experience: 13 years
- B.A., Clarion University
- M.B.A., Duquesne University
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Larry is a Senior Portfolio Manager for the large cap core and large cap growth equity team. He was formerly co-portfolio manager at Strong Capital Management, Inc. and specializes in technology and finance. He has held research positions at Strong, Rockhaven Asset Management, and Federated Investors, Inc., with most recent responsibilities for the health care, technology and telecom sectors. Larry earned a B.A. degree from Clarion University of Pennsylvania and an M.B.A. from Duquesne University.
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Michael J. Halloran, CFA
Senior Analyst, Large Core/Growth
- Industry Experience: 8 years
- B.S.M.E., University of Pittsburgh
- M.S.M.E., University of Florida
- M.B.A., Carnegie Mellon University
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Michael serves as a large cap core and growth senior analyst. Formerly an equity analyst for the team at Strong Capital Management, Inc., he has an additional background in engineering and finance. Prior to his tenure at Strong, Michael worked for Rockhaven Asset Management, PNC Financial Services, Inc., and United Technologies. He has research experience with the consumer discretionary, staples, energy and utilities sectors. A CFA charterholder, Michael earned a B.S.M.E. from the University of Pittsburgh, an M.S.M.E. from the University of Florida and an MBA from Carnegie Mellon University.
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Joseph D. Famoso
Senior Analyst, Large Core/Growth
- Industry Experience: 14 years
- B.S., University of Pittsburgh
- M.B.A., University of Connecticut
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Joe is a member of the large cap core and large cap growth equity team, responsible for the finance, industrial, and basic materials sectors. In 2004, Joe joined Allegiant's large cap core and growth equity team, reuniting with leaders Chris Wiles and Larry Eakin, with whom he had previously worked from November 2000 through February 2004. Most recently, he served as an analyst with Mellon Equity Associates. Joe received a B.S. from the University of Pittsburgh and an M.B.A. from the University of Connecticut.
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Quick Stats |
as of
10/31/2008 |
| Inception |
12/20/1989 |
| Ticker |
AEQIX |
| CUSIP |
01748V684 |
| Net Assets |
$263,009,075 |
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Morningstar Style
Large Growth
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Daily Price |
as of
11/18/08
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NAV |
POP |
Chg ($) |
Chg (%) |
| $10.87 |
$10.87 |
$0.04 |
0.37% |
Risk/Reward Chart
Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown here.
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