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Alps Global Opportunity Fund Class I (LPEIX)

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8.02 +0.04    +0.50%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 39.72M
Type:  Fund
Market:  United States
Issuer:  ALPS
Asset Class:  Equity
ALPS Red Rocks Listed Private Equity I 8.02 +0.04 +0.50%

LPEIX Overview

 
On this page you'll find an in-depth profile of Alps Global Opportunity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of LPEIX among other information.
Category

World Small/Mid Stock

Total Assets

39.72M

Expenses

1.25%

Inception Date

39447

Investment Strategy

The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream. The fund will invest at least 80% of its net assets in (i) securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies and (ii) derivatives that otherwise have the economic characteristics of Listed Private Equity Companies.

Contact Information

Address 1290 Broadway, Suite 1100
Denver,CO 80203
United States
Phone +1 8667595679

Top Executives

Name Title Since Until
Andrew Drummond Portfolio Manager 2017 Now
Biography Andrew Drummond Prior to joining Red Rocks Capital in 2007, Mr. Drummond was a Portfolio Manager at Sargent, Bickham Lagudis in Boulder, Colorado. Previously, Mr. Drummond was an Equity Analyst for Berger Financial Group from 1999 through 2003 and an Analyst for Colorado Public Employees’ Retirement Association from 1996 to 1999. Mr. Drummond began his investment management career at The Boston Company Asset Management in 1992. Mr. Drummond has a B.S. from the University of Colorado and M.S. in finance from the University of Denver and over 20 years of industry experience.
Kirk McCown Vice President 2017 2022
Biography Prior to joining Red Rocks Capital in 2007 Mr. McCown was with Janus Capital and Crestone Capital Management where he was Founder and Chief Investment Officer. Previously, Mr. McCown served as Senior Vice President and Portfolio Manager for Reich & Tang in New York, Portfolio Manager for The St. Paul Companies and as a Trust Investment Officer for Norwest Bank in Omaha. Mr. McCown has a BA and MA from the University of Nebraska. Mr. McCown has 25 years of investment experience and over 30 years of industry experience. He has earned the Chartered Financial Analyst designation.
Wyck Brown Senior Vice President 2017 2020
Biography Mr. Brown was named Senior Vice President of Red Rocks Capital in 2017. Mr. Brown joined ALPS in 2014 and, prior to joining ALPS, Mr. Brown was a principal and senior portfolio manager at Braddock Financial for nearly twelve years, focusing on startups, private equity portfolio companies and fixed-income investments. Previously, for over nine years, Mr. Brown served as portfolio manager, trader, and analyst, while working for ING Investment Management as well as Great-West Life & Annuity Assurance Co. Mr. Brown received his M.B.A. in Finance from the University of Denver Daniels College of Business and a B.S. in Business Administration – Information Systems from the University of Colorado, Boulder. He is a CFA charter holder.
Adam Goldman Managing Director 2007 2017
Biography Mr.Goldman is a Managing Director of Primark and has served as a portfolio manager. Prior to Primark, Mr. Goldman was a Co-Founder and Managing Partner of Red Rocks Capital, Denver, Colorado, from 2003 to 2017. Previously he served as a General Partner and Managing Director in four separate venture funds with Centennial Ventures, Denver, Colorado, from 1992 through 2002
Mark S. Sunderhuse Managing Director 2007 2017
Biography Mr. Sunderhuse is a Co-Founder and Managing Partner of Red Rocks Capital since 2003. Previously, he was a Portfolio Manager and Partner with Berger Financial, in Denver, Colorado, from 1998 to 2001. Mr. Sunderhuse attended the University of Colorado and served on the Board of Trustees for the University of Colorado Leeds School of Business.
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