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Long-term capital appreciation. Counter the impact of screens by overweighting select holdings so that the Fund’s broad quantitative characteristics match those of the S&P 500 as closely as possible.
Name | Title | Since | Until |
---|---|---|---|
Julie Linde | - | 2006 | Now |
Biography | Julie joined the RhumbLine team in July 2000. Initially she was responsible for many operational functions including trade processing, reconciliation and corporate action management. In July 2001 Julie was promoted from an account analyst to a portfolio manager. She works with Norm Meltz on managing and trading all our index products. Julie maintains daily contact with brokers and custodians insuring timely trade settlement. In addition, she works closely with Denise D’Entremont in reporting to clients and consultants. | ||
Ed Eck | Portfolio Manager | 1995 | 2007 |
Biography | Ed Eck is a portfolio manager for the Balanced and Core Equities Funds owned by CBIS. He currently works for Rhumbline Advisers, established in 1990 in Boston, MA. They are a passive index manageed company, managing $7 billion in assets, including $491 million of CBIS's assets. |
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