Fund Inception | 11/06/1992 |
Name of Issuer | 1919 Funds |
Fund Advisor(s) | 1919 Investment Counsel, LLC |
Sub-Advisor(s) | -- |
Fund Managers for SSIAX
Ronald Bates
Portfolio Manager since 12/28/2006
Ron is a Managing Director at 1919 Investment Counsel, LLC ("1919ic"), a member of the Executive Committee and the head of the Socialy Responsive Investing Deaprtment, leads 1919ic’s Cincinnati office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. Before joining 1919ic, he was a vice president and director of portfolio management at Fifth Third Trust and Investment Advisors.
Aimee Eudy
Portfolio Manager since 05/21/2012
Aimee is a Principal and a Portfolio Manager at 1919 Investment Counsel, LLC. As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of a number of private and institutional clients. She also serves as a corporate credit analyst in the taxable fixed income market and is co-manager of both the 1919 Socially Responsive Balanced Fund and the 1919 Variable Socially Responsive Balanced Fund. Aimee is a member of the Fixed Income Committee, Global Total Return Committee and the Socially Responsive Investing Group.
Robert Huesman
Portfolio Manager since 09/01/2020
Mr. Robert Huesman, Portfolio Manager of the Adviser, has been a portfolio manager of the Socially Responsive Fund since September 2020. Robert is a Senior Investment Associate at 1919ic. His primary responsibility is to support the Socially Responsive Investment Strategies and work with Portfolio Managers on portfolio construction and ongoing portfolio monitoring.
Alison Bevilacqua
Portfolio Manager since 09/01/2020
Ms. Bevilacqua, a portfolio manager and principal at 1919ic, joined a predecessor of 1919ic in 1996. She specializes in corporate responsibility and ESG research.