AHA Balanced Fund - Manager Information

   

Freeman Associates

Target Allocation: 65%

Equity Manager Freeman Associates follows a core conservative approach of diversification across all equity market sectors while conducting quantitative research analysis of companies to seek out the best performing stocks in each sector. Analysis includes ranking of price-to–earnings ratios, corporate earnings, price and trend momentum, and product viability within the industry group.


The Managers
  • John Freeman – Chairman & CEO
  • Thomas M. Anichini – Sr. Vice President, Portfolio Manager
  • Michael Bishopp – President, Director of Risk Management
   

Baird Advisors

Target Allocation: 35%

Fixed Income Manager Baird Advisors invests in high quality, intermediate to longer term securities while matching the duration of the aggregate index, with diversification across bond market sectors such as governments, agencies, corporates and mortgages.


The Managers
  • Mary Ellen Stanek, CFA – Managing Director & CIO
  • Daniel A. Tranchita, CFA – Sr. Vice President, Sr. Portfolio Manager
  • Gary Elfe – Managing Director, Sr. Portfolio Manager