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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Patrick J. Azouri, CFA
Portfolio Manager, Tax-exempt
- Industry Experience: 9 years
- B.S., University of Pittsburgh
- M.B.A., Carnegie Mellon University
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Pat joined the firm's Fixed Income Team in 2005 and is responsible for tax-exempt money market investments. He was most recently with the firm’s parent company, National City Corporation, which he joined in 2002, first as a retail bank deposits analyst, then as a corporate finance department analyst. Before joining National City, he spent three years in institutional client services at Federated Investors. Pat holds a B.S. from the University of Pittsburgh and an M.B.A. from Carnegie Mellon University and is a CFA charterholder.
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Cynthia D. Cole
Senior Portfolio Manager, Fixed Income
- Industry Experience: 24 years
- B.S., Tri-State University
- M.B.A., Xavier University
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Cindy is a senior member of the fixed income team with responsibility for custom strategies and tax-exempt investments. She has over 20 years of investment experience, including positions in insurance company portfolio management, research, and portfolio strategy. Prior to joining Allegiant, she was the corporate bond portfolio manager for Ohio Casualty Group. Cindy joined the firm in 1999. Cindy received a B.S. from Tri-State University and an M.B.A. from Xavier University.
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Keith L. Erwin
Portfolio Manager, Municipal
- Industry Experience: 12 years
- B.A., Alma College
- M.A., Western Michigan University
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Keith is a member of the fixed income team with responsibility for tax-exempt investments. He has previously held positions in commercial credit and fixed income research. Prior to joining Allegiant, he was a credit analyst with First of America Bank. Keith received a B.A. from Alma College and an M.A. from Western Michigan University.
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Quick Stats |
as of
11/30/2008 |
| Inception |
8/8/1994 |
| Ticker |
APIXX |
| CUSIP |
01748E328 |
| Net Assets |
$146,470,897 |
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Daily Price |
as of
1/5/09
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NAV |
POP |
Chg ($) |
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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