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Europac International Value Fund Class A (EPIVX)
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EuroPac International Value Fund Class A
10.090
-0.090
-0.88%
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EPIVX Overview
On this page you'll find an in-depth profile of Europac International Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of EPIVX among other information.
Investment Strategy
The investment seeks income and long term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of companies located in Europe or the Pacific Rim. The fund's advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. The fund will invest in large-, mid-, and small-capitalization companies that are considered by the fund's advisor to be value oriented and dividend paying companies.
Contact Information
Address
1201 Dove Street, Suite 370
Newport Beach,CA 92660
United States
Newport Beach,CA 92660
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Luke Allen | Senior Research Analyst | 2016 | Now |
| Biography | Luke Allen, CFA, is a Portfolio Manager and a Senior Research Analyst, joined Euro Pacific Asset Management in 2010 as a Senior Associate. Prior to Euro Pacific, Mr. Allen was an analyst for a private equity and commercial real estate firm, where he gained extensive underwriting and financial modeling experience. Mr. Allen began his career as a Commissioned Officer in the United States Air Force, where he acted as a financial controller and directed the finance and accounting office of the Comptroller at McChord Air Force Base, WA. Mr. Allen holds a Master of Science in Accounting degree from University of Dallas and a Bachelor of Science degree from the United States Air Force Academy. | ||
| James Nelson | Managing Member and Portfolio Manager | 2010 | Now |
| Biography | James Nelson, CFA, Managing Member and Portfolio Manager of Euro Pacific Asset Management, has served as the portfolio manager of the Fund since its inception. From 2000 through August 2007, Mr. Nelson served as a financial controller with the U.S. Air Force. From July 2007 through September 2008, Mr. Nelson was employed by ROTH Capital Partners as an Associate Equity Research Analyst within the Security and Financial Technology Industries. Since November 2008, Mr. Nelson has served in various roles, including portfolio manager for Euro Pacific Capital and helped form their Wealth Management business. Mr. Nelson also helped form Euro Pacific Asset Management (an affiliate of Euro Pacific Capital) in 2009. | ||
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