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The investment seeks total return while keeping the fund's volatility and downside risk below that of major equity market indices. The sub-adviser seeks to achieve the fund's investment objective by investing long-or-short primarily in stocks, bonds and commodities using the sub-adviser's technical and risk control strategies. The fund may invest 100% of its assets in ETFs and or mutual funds.
Name | Title | Since | Until |
---|---|---|---|
Michael L. Price | President | 2013 | Now |
Biography | Michael L. Price has served as President of the Price Capital Management, Inc. since he founded it in 1997. Mr. Price served in the US Navy from 1963 – 1994. After graduating from Auburn University in 1971 with a degree in Applied Physics, he was commissioned an ensign and sent to flight training. After 32 years of service, including 23 years of commissioned services as a Navy pilot, he retired as a Captain (O-6). During this commissioned service, he earned advanced degrees in Systems Management from the University of Southern California, and National Security and Strategic Studies from the Naval War College. In 1993, he formed Investors OnTrack, Inc., to provide training for high net worth individual investors and professional investors, with an emphasis on technical analysis. In 1995, he began publishing the OnTrack Report, a weekly newsletter for mutual fund investors. In 1997, he formed Price Capital Management to manage individual accounts using mutual funds. In 2000, he formed two hedge funds and began the transition to hedge fund management. Price Capital Management currently manages four hedge funds in addition to the OnTrack Core Fund using a similar investment strategy. | ||
W. Lee Harris | Chief Compliance Officer | 2013 | Now |
Biography | W. Lee Harris, Jr. has served as Chief Compliance Officer of Price Capital since February 2012. Additionally, Mr. Harris serves as President of Lee Harris Capital Management, Inc., a position held since 2004. Mr. Harris served in the US Navy from 1974-2004. He earned a Mathematics degree from the United States Naval Academy in 1974, and a Masters in Business Administration from the University of North Florida in 1981. After his retirement from 30 years of service in 2004, he established Lee Harris Capital Management, Inc., to provide separate account management to individual investors. |
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