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The investment seeks to provide a high and stable level of income exempt from federal and Alabama personal income taxes derived from Alabama municipal securities without incurring undue risk to principal. The fund seeks to provide a steady flow of tax-exempt income derived from Alabama municipal securities of investment grade quality (those rated BBB or Baa or higher by U.S. nationally recognized rating services at the time of purchase) with a weighted average nominal maturity normally greater than 10 years.
Name | Title | Since | Until |
---|---|---|---|
Brian Tibe | Portfolio Manager | 2015 | Now |
Biography | Mr. Tibe is a 1996 graduate of the University of Kentucky with a major in Finance. He has been employed by Dupree & Company, Inc. since 2005 serving as an Investment Advisor. Tibe has been employed in the securities industry since 1996, previously with Fidelity Investments and Charles Schwab. | ||
Vincent Harrison | Lead Portfolio Manager | 1999 | Now |
Biography | Mr. Harrison is a 1993 graduate of Eastern Kentucky University, with majors in Finance and Real Estate. He was employed by Dupree & Co. in 1994 and worked in bond accounting until 1999 when he became an Assistant Manager. He became Lead Portfolio Manager in 2004. | ||
Eugene Gard | Associate Portfolio Manager | 2008 | 2015 |
Biography | Gard is a 2001 graduate of the United States Naval Academy and served in the U. S. Navy until 2007. He joined Dupree & Co. in 2008 as an Associate Portfolio Manager. He achieved the CFA designation in 2012. | ||
Thomas P. Dupree | founded Dupree Funds | 2004 | 2007 |
Biography | Mr. Dupree is the chairman of Dupree & Company, Inc. and the president of Dupree Mutual Funds. From 1955 to 1980, he worked in municipal bond sales as a trader and institutional salesman. He founded Dupree Mutual Funds in 1979. He has more than 50 years of experience in the municipal bond industry. | ||
William T. Griggs | executive Vice President | 2000 | 2004 |
Biography | Griggs is an executive vice president with Dupree & Company, his employer since 1989. Previously, he spent three years with Edward D. Jones & Company, where he had served as a branch manager. He also spent 12 years in public financial management as a chief financial officer. Griggs is a Certified Public Accountant |
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