Fund Inception | 03/27/2013 |
Name of Issuer | Stringer Funds |
Fund Advisor(s) | Stringer Asset Management LLC |
Sub-Advisor(s) | -- |
Fund Managers for SRGAX
Gary Stringer
Portfolio Manager since 03/27/2013
Mr. Stringer is responsible for the day-to-day portfolio management of the Fund. Mr. Stringer is the Chief Investment Officer of the Stringer Asset Management, LLC.
Mr. Stringer is the President and Chief Investment Officer of Stringer. Mr. Stringer co-founded Stringer in February 2013. From August 2005 to forming Stringer, Mr. Stringer was a Managing Director at Morgan Keegan and Company, Inc. where he served as the Director of Investments for Morgan Keegan’s Wealth Management Services division. In this position, Mr. Stringer chaired the Investment Strategy Committee, which set the firm’s asset allocation models and managed discretionary portfolios.
Mr. Stringer holds a Bachelor of Science degree in Marketing from the University of Maryland as well as the Chartered Financial Analyst (CFA). In addition, he has completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association and the Wharton School. He is a member of the CFA Institute, the Memphis Security Analyst Society, the Investment Management Consultants Association and the MidSouth Association for Business Economics.
Kim Escue
Portfolio Manager since 03/27/2013
Mrs. Escue serves as a Senior Portfolio Manager for Stringer Asset Management, LLC (“SAMâ€). Mrs. Escue co-founded SAM in February 2013. Prior to forming SAM, Mrs. Escue was a Senior Vice President and Senior Due Diligence Specialist at Morgan Keegan and Company, Inc. In her role as a research analyst she assessed mutual funds and separately managed accounts for retail and institutional clients. She was also a member of the Investment Strategy Committee, which set the firm’s asset allocation models and managed discretionary portfolios. Mrs. Escue received both her Bachelor of Business Administration and Master of Business Administration degrees from the University of Memphis. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Memphis. Mrs. Escue lives in Memphis.
Chad Keller
Portfolio Manager since 03/27/2013
Mr. Keller serves as the Chief Operating Officer and Chief Compliance Officer for Stringer Asset Management, LLC (“SAMâ€). Mr. Keller co-founded SAM in February 2013. Prior to forming SAM, Mr. Keller was a First Vice President and Senior Investment Specialist in the Wealth Management Services division of Morgan Keegan and Company, Inc. In this role, Mr. Keller worked with investment and economic data on a daily basis and was responsible for the quantitative risk characteristics of several of the firm’s discretionary models. He also wrote many client-facing papers on market and investment topics. Mr. Keller earned a Bachelor of Arts degree in Economics from the University of Tennessee and a Master of Business Administration from the University of Memphis. Additionally, Mr. Keller holds the Certified Financial Plannerâ„¢ (CFP®) and the Certified Investment Management Analyst® (CIMA®) designations. He is a member of the Investment Management Consultants Association. Mr. Keller lives in Memphis with his wife, Catherine.