Fund Inception | 12/31/2008 |
Name of Issuer | Genter Capital Management |
Fund Advisor(s) | Genter Capital Management LLC |
Sub-Advisor(s) | -- |
Fund Managers for GDIIX
David Klatt
Portfolio Manager since 12/31/2008
David P. Klatt, CFA, is Vice President, Portfolio Manager and a member of the Investment Policy Committee of the Advisor. Mr. Klatt began his investment career at RNC Genter in 1999 as a Marketing Analyst. In 2000, he joined the firm’s equity department, where he was subsequently promoted to Portfolio Manager Assistant. He received various promotions during his tenure in the department and in 2007 he assumed his current duties as Vice President and Portfolio Manager. Mr. Klatt earned a B.S. in Economics from the University of California, Los Angeles.
David Pescherine
Portfolio Manager since 10/04/2019
David Pescherine, joined RNC Genter Capital Management in 2006 as Vice President, Securities Analyst, and is a member of the Executive Management, Equity Research, and Investment Policy Committees. His equity securities research is specialized in the Technology, Financial, Consumer Staples, and Telecommunications sectors. He was promoted to First Vice President in 2010, Senior Vice President Director of Equity Research in 2011, and Co-Portfolio Manager of the Dividend Income Strategy in 2019. Prior to joining RNC Genter, Mr. Pescherine worked for First Union Bank as a portfolio manager. He then served as a sell side analyst with Citigroup. During his six year tenure at Citigroup, he led a research team that specialized in electronics manufacturing services (EMS) in the technology sector. Mr. Pescherine earned a M.B.A. from the Stern School of Business at New York University and a B.S. from Penn State University. Mr. Pescherine is a CFA charterholder and a member of the CFA Institute and the CFA Society of Los Angeles.