MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve long term capital growth with some income.

Fund Managers

David Corris

David heads the Disciplined Equity Team from the Chicago office, and is responsible for equity portfolio management and research. He joined the company in 2008. David began his investment management career in 1999, and was a quantitative equity portfolio manager/researcher at Northern Trust Global Investments and a quantitative equity research analyst at Citigroup Asset Management. He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. In addition, he is a CFA® charterholder and a member of the CFA® Institute, the CFA® Society of Chicago and the Chicago Quantitative Alliance.

Thomas Lettenberger

Tom is responsible for equity portfolio management and research. He joined the company in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago.