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Cavanal Hill Active Core Fund Class A (AABAX)
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25/02 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 392.3K
Cavanal Hill Active Core Fund Class A
9.266
-0.004
-0.04%
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AABAX Overview
On this page you'll find an in-depth profile of Cavanal Hill Active Core Fund Class A. Learn about the key management, total assets, investment strategy and contact information of AABAX among other information.
Investment Strategy
The investment seeks capital appreciation and income. The fund normally invests between 40% and 75% of its net assets in equity securities and at least 25% of its net assets in fixed income securities that are "investment grade," rated at the time of purchase within the four highest ratings categories assigned by a nationally recognized statistical ratings organization, or, if not rated, found by the Adviser under guidelines approved by the Trusts Board of Trustees to be of comparable quality. The equity portion of the fund consists of investments in companies of all market capitalization, including large, mid and small.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brandon R. Barnes | Vice President | 2020 | 2022 |
| Biography | Brandon Barnes manages the investment team that conducts fundamental equity research for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Dividend Equity, Large Cap Core, Concentrated Equity Income, and New Growth Leaders strategies. In addition, he is a portfolio manager for the Cavanal Hill Opportunistic Fund and the Cavanal Hill Active Core Fund. Brandon earned a Bachelor of Business Administration Degree and a Master of Science Degree in Business Administration from Texas Tech University. Brandon holds the Chartered Financial Analyst designation. | ||
| Thomas W. Verdel | Senior Vice President | 2015 | 2022 |
| Biography | Thomas Wesley Verdel manages the investment team that conducts the quantitative equity research for Cavanal Hill Investment Management. He is responsible for the portfolio management of the Cavanal Hill Mid Cap Core, Large Cap Core Quantitative, Large Cap Growth, Durable Equity, Focused Large Cap Value, Focused Large Cap Growth, and Small Cap strategies. In addition, he is responsible for the management of the Cavanal Hill Mid Cap Core Equity Fund. Wes received a Bachelor of Science Degree in Electrical Engineering and a Bachelor of Science Degree in Mathematics, both conferred Magna Cum Laude, from Oklahoma State University. He earned a Master of Science Degree in Electrical Engineering from Yale University and a Master of Science Degree in Finance from the University of Tulsa. Wes holds the Chartered Financial Analyst designation. | ||
| Matt C. Stephani | Head | 2015 | 2022 |
| Biography | Mr. Stephani is responsible for conducting research for and overseeing the execution of Cavanal Hill's tax-efficient large and mid-capitalization core equity strategies. Prior to joining Cavanal Hill Investment Management, Inc., Mr. Stephani was a Senior Vice President and a Portfolio Manager at Great Companies, LLC for five years. At Great Companies, Mr. Stephani managed four large capitalization equity strategies and was the lead analyst for the healthcare, software and industrial sectors. Mr. Stephani started his career in 1995 at Deloitte & Touche as a Senior Accountant and subsequently | ||
| Michael P. Maurer | Portfolio Manager | 2005 | 2022 |
| Biography | Michael Maurer joined Cavanal Hill in 2002 as a Portfolio Manager and member of the Fixed Income Management team and senior vice president. Mr. Maurer is responsible for the execution of the taxable fixed income process and contributes to Cavanal Hill's macroeconomic analysis. In 2005, Lipper presented Mr. Maurer with a Performance Achievement Certificate for his #1 ranked mutual fund performance in the short-intermediate investment grade peer group. Prior to joining Cavanal Hill, Mr. Maurer worked as a senior high-grade and high-yield corporate bond trader with AG Edwards & Sons for August 1993 to October 2002.While at AG Edwards, Mr. Maurer was promoted to Fixed Income Strategist and presented insightful analysis on the fixed income markets. He also performed as a market analyst/debt strategist for A.G. Edwards. Mr. Maurer received his Chartered Financial Analyst designation in 2004 and a Bachelor of Science in Finance and Management in 1993 and a Masters in Business Administration in 1997 from Saint Louis University. | ||
| Russell Knox | - | 2021 | 2021 |
| Biography | Mr. Knox is a Vice President and has been a fixed income fund manager at Cavanal Hill Investment Management since 2005. Before joining the Adviser, Mr. Knox was a graduate assistant in Oklahoma State University’s finance department. Mr. Knox also interned with Citigroup Global Markets’ Yield Book desk. Mr. Knox holds the Chartered Financial Analyst® designation. | ||
| J. Brian Henderson | President | 2005 | 2020 |
| Biography | J. Brian Henderson serves as Cavanal Hill's President and Chief Investment Officer - Fixed Income. Mr. Henderson oversees Cavanal Hill's Fixed Income Management team and is responsible for the execution of the taxable fixed income process. Mr. Henderson established Cavanal Hill's fixed income philosophy and process in 1993 while serving as the firm's Director of Fixed Income Strategy and as a Portfolio Manager for the taxable and tax-exempt fixed income and money market strategies. Lipper has presented Mr. Henderson with Performance Achievement Certificates for the #1 mutual fund performance rankings six times from 1998-2006. Under Mr. Hendersons leadership, Cavanal Hill's fixed income teams investment performance has been highlighted in several national publications including the Wall Street Transcript, Kiplinger, USA Today, S&P Research, Wealth Magazine, and by Morningstar. Prior to joining Cavanal Hill, Mr. Henderson was the Head Taxable Fixed Income Trader for BOK Financials Capital Markets group. Mr. Henderson is a CFA Charter holder and has served as a CFA exam grader and past President and Board member of the local CFA society. Mr. Henderson received a Bachelor of Business Administration in Finance from Southern Methodist University in 1989. | ||
| S. Bob Rezaee | Portfolio Manager | 2008 | 2012 |
| Biography | Bob Rezaee is the founder of Newmark Investment Management, an Austin based investment advisory firm, and the Portfolio Manager for the Fund since April 30, 2013. Previously, Mr. Rezaee was the Head of Equities and Senior Portfolio Manager for Cavanal Hill (CH) Investment Management until December 2012 with responsibility for the day-to-day portfolio management, equity team supervision, research and research oversight for all CH’s equity offerings. Mr. Rezaee joined CH in 2006 as a Portfolio Manager responsible for research and portfolio management for CH’s Large Cap Core offering. In August 2007, he was promoted to the Head of Equities at which time he began the process of expanding CH’s equity offering with the launch of CH’s all cap Dividend Equity Strategy in late 2007. In June 2009, CH launched its Opportunistic Strategy with Mr. Rezaee as its sole portfolio manager. The Opportunistic Strategy was initially made available to investors as separately managed accounts. In September 2011, the Opportunistic Strategy’s availability to investors was expanded with its launch in a mutual fund structure with Mr. Rezaee as its sole manager. For calendar 2012, CH Opportunistic Fund was ranked #1 by Lipper Services in its assigned category for its first full calendar year and inception-to-date with Mr. Rezaee as the fund’s sole manager during the period until December 2012. Mr. Rezaee began his institutional investment management career in 1993 as a Research Analyst for Allianz RCM Capital Management in San Francisco before joining Montgomery Asset Management in 1998 as a Senior Analyst and Portfolio Manager. Mr. Rezaee received a Bachelor of Business Administration in Accounting and in Finance from Texas Tech University. Prior to entering the institutional investment management industry , Mr. Rezaee was a Senior Financial Analyst for Gap, Inc. | ||
| Jean Claude Gruet | CIO | 2005 | 2007 |
| Biography | Gruet has been chief investment officer - Equities for BOk Investment Advisers, Inc. since April 2005. Prior to joining BOk Investment Advisers, Inc., he was the chief executive officer of Kidderbrook Investment Management and prior to that the director of the Investment Counsel Group of Eaton Vance Management in Boston. Gruet spent the first ten years of his career as an equity analyst in New York with Dean Witter Reynolds, Salomon Brothers, Inc., and UBS Securities. | ||
| Grafton Potter | Principal | 2002 | 2005 |
| Biography | Potter is a principal of Investment Concepts, his employer since 1988. Previously, he spent 15 years as director of research with United Missouri Investment Counsel and three years as an analyst with Comerica Bank in Detroit. Potter is a Chartered Financial Analyst, a member of the Association for Investment Management and Research, and a former president of the Kansas City Society of Financial Analysts. Born November 19, 1945 in Kansas City, Missouri, he has five children. | ||
| Andy H. Hood | - | 1995 | 2002 |
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