Fund Inception | 03/30/2001 |
Name of Issuer | Westwood |
Fund Advisor(s) | Westwood Management Corp |
Sub-Advisor(s) | -- |
Fund Managers for KIFAX
John Palmer
Portfolio Manager since 05/01/2021
John is a portfolio manager for the Westwood Salient real estate team. Prior to joining Westwood (formerly Salient) in 2013, John evaluated and executed strategic acquisitions of wealth management firms at Focus Financial Partners. Previously, he evaluated privately held bank and thrift investment opportunities at Belvedere Capital Partners, a financial services-focused private equity firm. John began his career at RBC Capital Markets, executing mergers and acquisitions as well as equity and debt transactions primarily for financial services sector clients.
John has an MBA in finance from the Kellogg School of Management at Northwestern University, and he graduated with high honors from St. Olaf College, majoring in mathematics and economics.