Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Stork and Reaper for July 26, 2012 Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, July 26, 2012

Stork and Reaper for July 26, 2012

Reported by DW

The Stork delivered four new funds today.

William Blair will offer the International Leaders Fund, which will seek long-term capital appreciation. The fund will be managed by W. George Greig and Kenneth J. McAtamney. [SEC Filing]

MassMutual is offering three new funds: the S&P Mid Cap Index Fund, which seeks investment results comparable to the performance of the S&P MidCap 400 Index; the Russell 2000 Small Cap Index Fund, which seeks investment results comparable to the performance of the Russell 2000 Index; and the MSCI EAFE International Index Fund, which seeks results comparable to the performance of the MSCI EAFE Index. All three funds will be subadvised by Northern Trust Investments. Brent Reeder serves as the PM for the S&P Mid Cap Index Fund and the Russell 2000 Small Cap Index Fund, while Shaun Murphy serves as PM for the MSCI EAFE International Index Fund. In a phone interview with MFWire, MassMutual investment director Rick Schulitz explained that Northern Trust was chosen as the subadviser because of the firm's extensive experience in the mutual fund space and MassMutual's existing relationship with them. These three new funds are being offered to meet the needs of plan sponsors. [SEC Filing]

The Reaper continued to claim one fund a day.

Touchstone will close and liquidate its Touchstone Intermediate Fixed Income Fund, pursuant to a unanimous vote by its board of trustees on July 25. The fund is closed to new investments as of the close of business today, July 26. It will close and liquidate on or about August 27. [SEC Filing]

Meanwhile, other funds experienced PM changes.

There might be a reshuffling in T2 Partners Management LP's future. Glenn Tongue will serve as the sole PM for the Tilson Focus Fund, as Whitney Tilson, founder of Tilson Mutual Funds, reduces his involvement in the managing of the fund. Tongue and Tilson ran the fund together since its inception in 2005. The Focus Fund's objectives and strategy will remain unchanged. In a phone interview with MFWire, Tilson Funds consultant Rick Schumacher explained that Tilson's reduced involvement is due to his increased focused on managing hedge funds. [SEC Filing]

Matrix Capital Group has lost a PM on the USX China Fund. Ryan Jenkins resigned from his role as fund PM on July 20. He managed the fund with co-PM Christopher Anci, who will now be the sole fund PM. [SEC Filing]

CRM Funds has made additions to its team of PMs on two funds. Jonathan Ruch joined the CRM Small/Mid Cap and Thad Pollock joined the CRM Mid Cap Value Fund. [SEC Filing

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7
  2. WE - Trailblazing Leaderships: Insights From Los Angeles' Leading Women CEOs, January 8
  3. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9
  4. MFDF webinar - AI and Fund Compliance, January 21
  5. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. 2025 ICI Innovate, Feb 3-5
  10. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  11. MFDF Director Discussion Series - Open Forum, February 10
  12. MFDF Director Discussion Series - Open Forum, February 11
  13. Expect Miracles In Manhattan 2025, February 27
  14. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  15. T3 Technology Conference 2025, Mar 3-6
  16. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  17. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  18. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  19. 2025 MMI Summit, Mar 27-28
  20. MFDF Director Discussion Series - Open Forum, April 2
  21. Envestnet Elevate 2025, Apr 9-10
  22. MFDF Director Discussion Series - Open Forum, April 15
  23. The 36th Sub-Advised Funds Forum, Apr 29-30
  24. Expect Miracles 6th Annual Distance Challenge, May 13-20
  25. Morningstar Investment Conference 2025, Jun 25-26
  26. MFDF Director Discussion Series - Open Forum, July 9




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use