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Advisor Information for HOBIX

Fund Inception07/06/2016
Name of IssuerHolbrook Holdings
Fund Advisor(s)Holbrook Holdings Inc
Sub-Advisor(s)--

Fund Managers for HOBIX

Scott Carmack
Portfolio Manager since 07/06/2016
Mr. Carmack has served as Chief Executive Officer of Holbrook Holdings Inc. since 2016. He worked at Leader Capital from 2011 to 2015, serving first as an analyst, then as a portfolio manager and President. Previously, he worked from 2003 to 2010 as a proprietary trader at Evolution, Assent and Chimera Securities. From 2001 to 2003, Mr. Carmack served as an analyst at JP Morgan Private Bank. Mr. Carmack graduated from Harvard University with honors with a degree in economics.
Ethan Lai
Portfolio Manager since 12/31/2023
Mr. Lai joined Holbrook Holdings in 2021 and serves as Portfolio Manager. Prior to joining Holbrook, Mr. Lai was an Associate Director at CSG Investments, Inc., a subsidiary of Beal Bank, in Dallas, TX. He worked at Leader Capital from 2016 to 2020, serving first as an analyst, then as a portfolio manager. Mr. Lai began his career in investment banking at SunTrust Robinson Humphrey (now Truist) followed by a role at Goldman Sachs in their investment management division in Atlanta, GA. He graduated in 2012 with a degree in mechanical engineering from the Georgia Institute of Technology.
Daniel Toomey
Portfolio Manager since 04/28/2025
Mr. Toomey joined Holbrook Holdings in 2024 and serves as Portfolio Manager. Prior to joining Holbrook Holdings, Inc., Mr. Toomey was Senior Trader for the multi-strategy hedge fund Millennium Management. Before that, Mr. Toomey was Senior Portfolio Manager at Tennessee Consolidated Retirement System (TCRS). During his 8-year tenure managing roughly $4 billion in fixed income securities at TCRS, Mr. Toomey was ranked the #1 Corporate Bond portfolio manager in the U.S. among pension funds with >$10 billion in assets. Mr. Toomey graduated with a Bachelor of Arts degree from Wake Forest University in 2001 and he is a Chartered Financial Analyst (CFA).