Fund Inception | 01/03/2007 |
Name of Issuer | Dunham Funds |
Fund Advisor(s) | Dunham & Associates Invmt Counsel, Inc. |
Sub-Advisor(s) | Arrowstreet Capital Limited Partnership |
Fund Managers for DAINX
Peter Rathjens
Portfolio Manager since 07/01/2008
Peter has the overall responsibility for Arrowstreet's investment products and chairs the firm’s Investment Committee. From 1998 to 1999, Peter was the CIO, and from 1995-1999, the Director of Global Investments at PanAgora Asset Management. Prior to that, he directed PanAgora’s research team since 1992. Peter started his career at Colonial Asset Management. His previous work experience includes jobs at Data Resources and Lehman Bros.Peter’s academic career included positions as an Instructor at Princeton University and as an Assistant Professor and Adjunct Professor at Brandeis University.
Derek Vance
Portfolio Manager since 12/31/2018
Derek has the overall responsibility for Arrowstreet’s investment products and chairs the firm’s Investment Committee. Derek also sits on Arrowstreet’s Operating Committee and has served on Arrowstreet’s Board of Directors since 2019. From 2020 to 2023, Derek was the Co-Head of Research at Arrowstreet, managing the Research group on a day-to-day basis and working to advance Arrowstreet’s research agenda, focusing on new signals and strategies based on proprietary quantitative research. Prior to his time as Co-Head of Research, Derek was Head of Alpha Development within the Research team from 2015 to 2019. Derek rejoined Arrowstreet in 2008 after a 2006 summer internship in the Research team, and he joined the partnership in 2011. From 2007 to 2008, Derek worked as an analyst in the Quantitative Investment Strategies group at Goldman Sachs Asset Management. Derek received an AB in Economics from Harvard College in 2007. He is a CFA charterholder.
Christopher Malloy
Portfolio Manager since 12/31/2019
Christopher Malloy, PhD serves as a Portfolio Manager for Arrowstreet. Prior to joining Arrowstreet in 2019, Mr. Malloy served as the Sylvan C. Coleman Chaired Professor of Financial Management in the Finance Unit at Harvard Business School, and a Research Associate at the National Bureau of Economic Research since 2007. Mr. Malloy earned a PhD and MBA from The University of Chicago Graduate School of Business, and a BA from Yale University.
Julia Yuan
Portfolio Manager since 01/01/2024
Ms. Yuan serves as a Co-Portfolio Manager for the Dunham International Stock Fund. Ms. Yuan joined Arrowstreet in 2012. Ms. Yuan earned an M.S. from Massachusetts Institute of Technology and a B.S. from Guanghua School of Management, Peking University.
Brandon Berger
Portfolio Manager since 03/01/2025
Mr. Berger currently serves as a Portfolio Manager of Arrowstreet and holds a seat on the firm’s Investment Committee. Mr. Berger joined Arrowstreet in 2013. Mr. Berger leads the portfolio construction function within the Arrowstreet portfolio management team. Mr. Berger received an MBA with a concentration in Finance from Fordham University’s Gabelli School of Business in 2011, and a BS in Business Administration with concentrations in Finance and International Business from Fordham University in 2010.