Palmer Square Long/Short Credit A
Investment Managers Series Trust (Palmer Square)803 West Michigan StreetMilwaukee, WI 53233
866-933-9033
Managementinformationen
Christopher D. Long,Leitender Manager seit 27. November 2014
Christopher D. Long. Mr. Long is the President and founder of Palmer Square Capital Management LLC and is responsible for Palmer Square Capital’s alternative investments business, managing both the firm’s investment activities and operations as well as defining its investment policy. Mr. Long also founded Guilford Capital Management LLC (“Guilford”) in April 2009, another SEC registered investment advisor, which was sold in December 2009 to Mariner Wealth Advisers, LLC. Prior to founding Palmer Square Capital and Guilford, Mr. Long was a Managing Director and Investment Committee Member at Prairie Capital Management, LLC (“Prairie”) from 2006 to 2009, where he was one of the team members responsible for client relationship management, the firm’s due diligence and proprietary alternative investment products, including numerous hedge fund of funds and private equity fund of funds. Prior to joining Prairie, Mr. Long was at various New York City-based firms including Sandell Asset Management, Corp. (“Sandell”), a multi-billion multi-strategy hedge fund, where he, as a Research Analyst, invested in both equity and debt securities from 2005 to 2006. Prior to Sandell, he worked at Morgan Stanley in the Credit Derivatives and Distressed Securities Group as an Associate, focusing on the firm’s proprietary investments during the summer of 2004. Before Morgan Stanley, Mr. Long worked at TH Lee Putnam Ventures, a $1.1 billion private equity fund sponsored by Thomas H. Lee Partners and Putnam Investments, from 1999 to 2003. In that role, he was a member of the investment team investing over $200 million of capital and served as a director and board observer at certain companies in which the fund invested. Mr. Long started his career at JPMorgan & Co. in Leveraged Finance and Mergers & Acquisitions, advising corporations and private equity firms on investment banking and capital markets, from 1997 through 1999. Mr. Long holds the Series 7 and 66 securities licenses. Mr. Long received an MBA from the Harvard Business School in 2005, and an undergraduate degree in Economics, cum laude, from Princeton University in 1997.
Morningstar Style Box
Yahoo arbeitet mit Morningstar zusammen, einer führenden Gruppe für die Marktforschung und Investitionsdaten, um Investoren dabei zu helfen, auf Yahoo Finanzen Fonds einzustufen und zu vergleichen. Die Morningstar-Kategorie findet sich neben der Morningstar Style Box, die den Investitionsschwerpunkt eines Fonds angibt, auf Grundlage der zugrundeliegenden Wertpapiere im Fonds.
Morningstar-Kategorie
Das im Prospekt eines Fonds angegebene Investitionsziel gibt nicht zwingend die tatsächlichen künftigen Investitionen wieder. Die Morningstar-Kategorie hingegen wird aufgrund der zugrundeliegenden Wertpapiere im jeweiligen Portfolio vergeben. Morningstar-Kategorien helfen Investoren und Investmentprofis dabei, Fonds sinnvoll zu vergleichen. Die Kategorien erleichtern die Zusammenstellung gut diversifizierter Portfolios, die Einstufung potentieller Risiken und Festlegung von Fonds mit Top-Performance. Wir platzieren Fonds in Kategorien auf Basis ihrer Portfolio-Statistiken und -Zusammenstellung im Verlauf der letzten drei Jahre. Ist der Fonds neu und hat noch keinen Portfolio-Verlauf, schätzen wir die Positionierung, bevor wir eine permanentere Kategoriezuordnung vergeben. Gegebenenfalls ändern wir die Kategoriezuordnung auf Basis kürzlicher Änderungen des Portfolios.