AHA Diversified Equity Fund - Manager Information
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Freeman Associates
Target Allocation: 30-40%
Core 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
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AMBS Investment Counsel
Target Allocation: 15-20%
Alpha Manager AMBS Investment Counsel seeks opportunities for excess return in the Russell 1000 Value index plus stocks equivalent to, but found outside, the core marketplace. They follow a traditional fundamental large cap value approach with emphasis on dividends and hands on research and contacts. The Managers
- Barbara J. DeMoor, CFA – President
- Wayne A. Titche – CIO
- Allan J. Meyers, CFA – Portfolio Manger
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SKBA Capital Management LLC
Target Allocation: 15-20%
Alpha Manager SKBA Capital Management LLC seeks opportunities in both the large and middle-capitalization areas of the stock market while following a value-oriented style. The Managers
- Andrew W. Bischel, CFA – President & Chief Investment Officer
- Kenneth J. Kaplan,CFA – Chairman & CEO
- Joshua Rothe – Director of Equity Research, Portfolio Manager
- Matthew Zuck, CFA – Portfolio Manager
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Turner Investment Partners
Target Allocation: 25-30%
Alpha Manager Turner Investment Partners invests in growth equity securities for the portfolio. Their focus is on large cap securities, but the firm will also invest in mid cap companies. Turner Investment Partners Press Release with the AHA Diversified Equity Fund.
The Managers
- Robert E. Turner – Chairman & Chief Investment Officer
- Mark D. Turner – Vice Chairman & Senior Portfolio Manager/Security Analyst
- Robb J. Parlanti – Senior Portfolio Manager/Security Analyst
- Halie W. O’Shea – Portfolio Manager/Security Analyst
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The Russell 1000 Value Index measures the performance of those Russell 1000® companies with lower price-to-book ratios and lower forecasted growth values. The Russell 1000 measures the performance of the 1,000 largest companies in the Russell 3000® Index. The Russell 3000 Measures the performance of the 3,000 largest U.S. companies based on total market capitalization. Russell Investment Group is the owner of the trademarks, service marks, and copyrights related to their indexes.