Fund Inception | 12/02/2013 |
Name of Issuer | Baywood |
Fund Advisor(s) | SKBA Capital Management LLC |
Sub-Advisor(s) | -- |
Fund Managers for BVPIX
Joshua Rothé
Portfolio Manager since 12/02/2013
Mr. Rothé is President and Director of Research. He has been in the industry since 1991 and joined SKBA in 1994. Mr. Rothé is a member of the Investment Strategy Team. Previously, Mr. Rothé worked at Lehman Brothers and Kemper Securities. Mr. Rothé received his BS in international business and his MBA with an emphasis in finance from the University of San Francisco. He is a member the CFA Society of San Francisco and the CFA Institute. He holds the Series 65 securities license. Mr. Rothé is an equity owner of the firm.
Shelley Mann
Portfolio Manager since 12/02/2013
Shelley H. Mann. Ms. Mann is Senior Vice President, Director of Trading and Operations and Chief Compliance Officer of SKBA Capital Management, LLC. She has been in the industry since 1976 and joined SKBA when the firm was founded in 1989. Ms. Mann is responsible for managing the firm’s trading activities, is a member of the Fixed Income Strategy Team, oversees the firm’s client operations and as CCO is responsible for administering the Advisor’s Compliance Program. Previously, Ms. Mann worked at The Bank of California. She attended Utah State University.
Matthew Segura
Portfolio Manager since 09/29/2017
Mr. Segura is the Director of Institutional Portfolio Management. He is a portfolio manager on the Investment Strategy Team and is also a securities analyst. Mr. Segura joined SKBA in 2007 as a member of our research internship program and rejoined SKBA in 2011. Previously Mr. Segura worked at Charles Schwab & Co performing several roles: A Cash Management team member in the Treasury, and a Manager in Financial Planning and Analysis for Schwab's largest retail divisions. Mr. Segura also served five years Active Duty in the United States Marine Corps. Mr. Segura received a BS in business administration from Haas School of Business at UC Berkeley and is a member of the CFA Society of San Francisco and the CFA Institute. Mr. Segura is an equity owner of the firm.
Thomas Hiester
Portfolio Manager since 04/25/2025
Mr. Hiester is a member of the Research team and is a Securities Analyst. He is responsible for security analysis, industry specific research and investment idea generation. Prior to joining SKBA in 2016, Mr. Hiester spent five years as a financial analyst at a private investment firm. Mr. Hiester received a Bachelor of Arts in business management economics from the University of California at Santa Cruz. Mr. Hiester is a member of the CFA Society of San Francisco and the CFA Institute.