Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Portfolio Managers. David K. Sherman, President of the Adviser, is the Fund’s Lead Portfolio Manager and T. Kirk Whitney, CFA®, Assistant Portfolio Manager and Senior Analyst of the Adviser, is the Fund’s Assistant Portfolio Manager. Mr. Sherman and Mr. Whitney have been managing the Fund since its inception in 2021.