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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Mark A. Lozina, CFA
Portfolio Manager, Short Duration
- Industry Experience: 13 years
- B.S., State University of New York at Geneseo
- M.B.A., University of Rochester
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Mark's responsibility is to oversee all AAA-rated structured product investments such as mortgage-backed and asset-backed securities and to oversee all actively managed short duration portfolios. Prior to joining Allegiant in 2002, he was with National City Corporation's Equity Sponsor Group, involved with senior debt lending for equity buy-outs. A CFA charterholder, Mark received a B.S. from the State University of New York at Geneseo and an M.B.A. from the University of Rochester.
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Joseph S. Madrid, CFA
Senior Analyst, Money Market
- Industry Experience: 5 years
- B.A., Baldwin-Wallace College
- M.B.A., University of New Mexico
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Joe is a member of the fixed income team with responsibility for money market fixed income investments. He has 13 years of financial services experience, prior to moving into investments. Before joining Allegiant in 2005, he was an investment officer with the firm's parent company with responsibility for portfolio management and client service. A CFA charterholder, Joe received a B.A. from Baldwin-Wallace College and an M.B.A. from the University of New Mexico.
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Richard J. Stevenson
Portfolio Manager, Money Market
- Industry Experience: 13 years
- B.A., Baldwin-Wallace College
- M.B.A., Baldwin-Wallace College
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Rick is a member of the fixed income team with responsibility for money market investments. He was previously with Productive Portfolios, Inc. where he focused on short duration/liquidity portfolio management for Ohio public sector clients. Additionally, he has two years experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick joined the firm in 2002 and holds both a B.A. and an M.B.A. from Baldwin-Wallace College.
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Quick Stats |
as of
11/30/2008 |
| Inception |
3/3/1987 |
| Ticker |
AGIXX |
| CUSIP |
01748V858 |
| Net Assets |
$838,728,755 |
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Daily Price |
as of
1/5/09
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NAV |
POP |
Chg ($) |
Chg (%) |
| $1.00 |
$1.00 |
$0.00 |
0.00% |
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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