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

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

Rating:A California Fund Firm Leaves the Door Open for More Acquisitions Not Rated 4.0 Email Routing List Email & Route  Print Print
Thursday, December 10, 2009

A California Fund Firm Leaves the Door Open for More Acquisitions

Reported by Armie Margaret Lee

Dunham Mutual Funds continues to look at acquisition opportunities, said Salvatore Capizzi, chief sales and marketing officer, in an interview with The MFWire on Thursday, the fifth anniversary of the launch of Dunham's line of funds.

In September of last year, Dunham closed its purchase of the Kelmoore Funds. San Diego-based Dunham currently offers 11 sub-advised mutual funds.

Starting in the second half of this year, Dunham's offerings became available through wirehouses for the first time. The funds went live on two wirehouses and another broker-dealer whose scope is national, according to Capizzi. He declined to name the firms.

"One of the objectives at Dunham is to start spreading the gospel of performance-based fees outside of the independent broker-dealer channel," Capizzi said.

Dunham also signed an agreement with another wirehouse, which has undergone a merger. The funds won't be available on that platform until the first or second quarter of next year.

Dunham currently has a total of 425 broker-dealer relationships, up from 140 in January 2008, Capizzi said. 

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

4.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
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




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use