Fund Inception | 11/15/2010 |
Name of Issuer | Euro Pacific Asset Management |
Fund Advisor(s) | Euro Pacific Asset Management, LLC |
Sub-Advisor(s) | -- |
Fund Managers for EPIBX
James Nelson
Portfolio Manager since 11/15/2010
James Nelson, CFA, Managing Member and Portfolio Manager of Euro Pacific Asset Management, has served as the portfolio manager of the Fund since its inception. From 2000 through August 2007, Mr. Nelson served as a financial controller with the U.S. Air Force. From July 2007 through September 2008, Mr. Nelson was employed by ROTH Capital Partners as an Associate Equity Research Analyst within the Security and Financial Technology Industries. Since November 2008, Mr. Nelson has served in various roles, including portfolio manager for Euro Pacific Capital and helped form their Wealth Management business. Mr. Nelson also helped form Euro Pacific Asset Management (an affiliate of Euro Pacific Capital) in 2009.
Stephen Kleckner
Portfolio Manager since 01/31/2013
Stephen Kleckner, CAIA, Portfolio Manager, joined Euro Pacific Asset Management in 2010, and has served as Co-Portfolio Manager of the EuroPac International Bond Fund since January 2013. In his previous role, he was assistant Portfolio Manager of the fund, and Senior Analyst of the International Equity Strategies. From September 2008 to November 2010, he was a trader at Westwood Management, an institutional asset manager, trading fixed income securities, and advising the investment team on various credit markets. Prior to Westwood, he was employed at APS Capital, sourcing and facilitating trades of distressed private debt instruments across international markets for the firm’s institutional clients. He completed his Bachelor's Degree in Economics at The University of Texas at Austin.