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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Hitesh C. Patel, Ph.D.
Managing Director, Structured Equity
- Industry Experience: 15 years
- B.S., University of Gujarat
- M.S., Bombay University
- Ph.D., University of Illinois, Chicago
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Hitesh is a member of Allegiant’s Leadership Team and directs Allegiant’s Structured Equity team which focuses on Small Cap Core, Small Cap Growth and 130/30 strategies. He also manages the firm's equity trading desk. He previously served as Director of Quantitative Research at Harris Investment Management and has over 20 years of quantitative research and portfolio management experience. Hitesh received his B.S. in Pharmacy from University of Gujarat, M.S. in Pharmaceutical Chemistry from Bombay University and his Ph.D. in Medicinal Chemistry from University of Illinois at Chicago.
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Paul Kleinaitis, CFA
Senior Portfolio Manager, Structured Equity
- Industry Experience: 21 years
- B.S., Northwestern University
- M.S., Northwestern University
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Paul is a Senior Portfolio Manager for the Structured Equity team. He formerly served as team leader for small cap strategies and Portfolio Manager at Harris Investment Management for a small-cap opportunity fund, a small-cap aggressive growth fund, a small-cap value fund and separate accounts managed in these same styles. He has over 20 years of portfolio management and investment research experience. Paul received his B.S. in Mechanical Engineering from Northwestern University, a Master of Finance from the J.J. Kellogg Graduate School of Management at Northwestern and is a CFA charterholder.
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Robin C. Roquitte, CFA
Senior Portfolio Manager, Structured Equity
- Industry Experience: 21 years
- B.S., University of Denver
- M.B.A., University of Chicago
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Rob serves as a Senior Portfolio Manager for the firm's Structured Equity team. He formerly served as Portfolio Manager at Harris Investment Management for a small-cap opportunity fund, a small-cap value fund, a small-cap aggressive growth fund and separate accounts managed in these same styles. He has more than 20 years of investment management experience. A CFA charterholder, Rob received his B.S. in Finance and Marketing from the University of Denver and his M.B.A. in Finance and Economics from the University of Chicago.
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Chen Chen, Ph.D.
Senior Analyst, Structured Equity
- Industry Experience: 3 years
- B.S., Nanjing University
- M.S., Fudan University
- Ph.D., University of Illinois, Chicago
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Chen is a Senior Analyst on the Structured Equity team in Chicago. Prior to joining Allegiant, Chen was a Research Assistant with the Department of Information and Decision Sciences of the University of Illinois at Chicago. At Chicago, her work included microstructure market model estimation utilizing Sequential Monte Carlo method and index portfolio construction with statistically smoothed capitalization weights. Chen holds a B.S. in Mathematics from Nanjing University, an M.S. in Econometrics from Fudan University, and a Ph.D. in Business Statistics from the University of Illinois in Chicago.
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Quick Stats |
as of
11/30/2008 |
| Inception |
10/31/1988 |
| Ticker |
AMCIX |
| CUSIP |
01748E567 |
| Net Assets |
$13,246,827 |
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Morningstar Style
Mid-Cap Growth
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Daily Price |
as of
1/5/09
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NAV |
POP |
Chg ($) |
Chg (%) |
| $4.99 |
$4.99 |
-$0.03 |
-0.60% |
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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