Real Estate 130/30
Fund Resources
- Fact Sheet (PDF | 283 KB)
- Commentary (PDF | 168 KB)
- Strategy Highlight (PDF | 144 KB)
- Prospectus (PDF | 865 KB)
- SAI (PDF | 6 MB)
- 130/30 Funds Kit
| Class | CUSIP | Ticker |
|---|---|---|
| A | 76628R565 | SREGX |
| C | 76628R557 | SRELX |
| I | 76628R573 | SRIEX |
Portfolio Managers
Kevin Means, CFA
Partner and Chief Investment Officer, Portfolio Manager (Alpha Equity Management LLC)
• Mr. Kevin Means, CFA, has served as Partner and Chief Investment Officer, Portfolio Manager Alpha Equity Management LLC since 2000. ...Read More
• As Portfolio Manager, he has been primarily responsible for stock selection in the Real Estate 130/30 Fund since its inception.
• He has more than 20 years of investment experience.
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Neil Kochen, CFA
Partner and Chief Risk Officer (Alpha Equity Management LLC)
Neil Kochen is Partner and Chief Risk Officer, as well as Asset Allocation Strategist. Prior to joining the firm, he served as Chief Risk Officer and Chief Investment Officer-Equities with ING Aeltus Investment Management. He has more than 22 years of investment experience....Read More
Neil has a B.A. in Mathematics and Economics from the University of Rochester and an MBA from Columbia University. View Less
Vincent Fioramonti, CFA
Partner and Director of Trading and Operations
Portfolio Manager (Alpha Equity Management LLC)
• Mr. Vincent Fioramonti, CFA, has served as Partner and Director of Trading and Operations, Portfolio Manager Alpha Equity Management LLC since 2002. ...Read More
• As Senior International Portfolio Manager, he has been primarily responsible for stock selection in the International Equity 130/30 Fund since its inception.
• He has more than 19 years of investment experience.
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Don Townswick, CFA
Partner and Director of Research, Portfolio Manager (Alpha Equity Management LLC)
• Mr. Don Townswick, CFA, has served as Partner and Director of Research, Portfolio Manager Alpha Equity Management LLC since 2004. ...Read More
• As Portfolio Manager, he has been primarily responsible for stock selection in the U.S. Equity 130/30 Fund since its inception.
• He has more than 15 years of investment experience.
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