Fund Inception | 03/10/2022 |
Name of Issuer | FullerThaler |
Fund Advisor(s) | Fuller & Thaler Asset Management Inc |
Sub-Advisor(s) | -- |
Fund Managers for FTSAX
Raymond Lin
Portfolio Manager since 12/19/2018
Mr. Lin is the Lead Portfolio Manager for the Behavioral Unconstrained Equity and Behavioral Small-Mid Core Equity strategies at FullerThaler and has ultimate decision-making authority for all investment aspects of his strategies. He has been with the firm since 2006 and has been in the financial industry since 1988. Prior to joining the firm, he was a portfolio manager for a long-short equity fund at Tricera Capital. He previously was a currency options trader at JP Morgan. While at FullerThaler, Mr. Lin has been instrumental in developing and implementing additional risk management methodologies to improve the portfolio construction and monitoring process. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. He received his BS in Computer Science from the University of Michigan and his MBA and MA from the University of California, Berkeley. Mr. Lin is an owner of the firm and a member of the Board of Directors.
Raife Giovinazzo
Portfolio Manager since 12/19/2018
Dr. Giovinazzo is the Lead Portfolio Manager of the Behavioral Small-Cap Equity and Mid-Cap Equity strategies and has ultimate decision-making authority for all investment aspects of both strategies. He is also responsible for research using market insights and behavioral finance to enhance the investment process. Dr. Giovinazzo has been in the financial industry since 1995. Prior to joining FullerThaler, Dr. Giovinazzo was a researcher and co-portfolio manager with Blackrock's Scientific Active Equity group (formerly Barclays Global Investors). His previous experience also includes investment and consulting work with Wellington Management, Marsh & McLennan, and Mercer Management Consulting (now Oliver Wyman). Dr. Giovinazzo received his BA in sociology from Princeton, and his MBA in analytic finance, economics, and statistics, as well as a PhD in finance from the Booth School of Business at the University of Chicago. He wrote his undergraduate thesis for Dr. Kahneman (winner of the 2002 Nobel Prize in Economics) while at Princeton, and Dr. Thaler (winner of the 2017 Nobel Prize in Economics) was his dissertation co-chair at the University of Chicago. Dr. Giovinazzo’s research and insights have been profiled by Barron’s, Bloomberg, CNBC, Forbes, Citywire and other media. Dr. Giovinazzo holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. He is an owner of the firm and a member of the Board of Directors.