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.
|
Gordon A. Johnson
Managing Director, Small Cap Core
- Industry Experience: 23 years
- B.S.B.A., Southern Illinois University
- M.B.A., Southern Illinois University
|
|
Gordon leads Allegiant’s Small Cap Core investment team. He started the Small Cap Core product in 1994 and has provided overall investment direction and management to the same investment team since inception. Prior to the merger with Allegiant, he was President and Chief Investment Officer of Allegiant Investment Counselors, Inc. (AIC), which he joined in 1985 as an Assistant Portfolio Manager. Gordon holds a B.S.B.A. and an M.B.A. with specialization in Finance from Southern Illinois University.
|
|
James E. Mineman
Portfolio Manager, Small Cap Core
- Industry Experience: 14 years
- B.S.B.A., Southern Illinois University
- M.A., St. Louis University
|
|
James is a Portfolio Manager on the Allegiant Small Cap Core investment team where he specializes in managing the team’s equity research process. Consistent with the generalist approach, he serves in the capacity of analyst and portfolio manager. He has been with the core team since its founding in 1994. James holds a B.S.B.A. with a specialization in Finance from Southern Illinois University and an M.S. in Finance from St. Louis University.
|
|
Peter A. Roy, CFA
Senior Analyst, Small Cap Core
- Industry Experience: 9 years
- B.A., University of Dayton
- M.B.A., Washington University
|
|
Peter is a Senior Analyst for Allegiant’s Small Cap Core investment team. He provides security analysis and idea generation to the portfolio management process. He joined the team in 2003 and has previously held positions with Allegiant Bancorp, Banc of America Securities, LLC and Nuveen Investments. Peter holds a B.A. in English from the University of Dayton and an M.B.A. from Washington University’s Olin School of Business.
|
|
Lisa A. Teter
Senior Analyst, Small Cap Core
- Industry Experience: 14 years
- B.S., Southern Illinois University
|
|
Lisa is a Senior Analyst for Allegiant’s Small Cap Core investment team. She is part of the core team that has been together since 1994. As a Senior Analyst, her responsibilities include security analysis and idea generation within the portfolio management process. Lisa holds a B.S. degree in Finance and Management from Southern Illinois University.
|
|
|
|
Quick Stats |
as of
11/30/2008 |
| Inception |
4/2/2004 |
| Ticker |
ACRIX |
| CUSIP |
01748V585 |
| Net Assets |
$135,930,734 |
|
Morningstar Style
Small Growth
|
 |
|
Daily Price |
as of
1/5/09
|
|
NAV |
POP |
Chg ($) |
Chg (%) |
| $7.33 |
$7.33 |
-$0.02 |
-0.27% |
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.
 |