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

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

Rating:Performance Trust Unveils its Second Mutual Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, August 30, 2011

Performance Trust Unveils its Second Mutual Fund

Reported by Armie Margaret Lee

Performance Trust Investment Advisors, a Chicago RIA that entered the mutual fund business last year, has unveiled its second mutual fund, the Performance Trust Municipal Bond Fund [ prospectus]

J. Thomas Futrell, an alum of Nuveen Investments and Claymore who recently joined Performance Trust, leads the fund's credit analysis team. Fellow Nuveen alum John Wilhelm recently joined Performance Trust's municipal team.

The launch of the fund, say company officials, forms part of the company's strategy to offer individual investors the same scenario-based total return strategy available to its fixed income institutional clients.

Performance Trust applies sector and credit analysis to predominately investment grade muni bonds and subjects those bonds to the Shape Management Strategy. The strategy analyzes potential capital appreciation and interest rate risk in a range of up and down financial market scenarios.

"There is opportunity with distress, mispricing and inefficiencies in the financial markets," said Peter Cook, PTIA chief investment officer, in a press release on Tuesday. 

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

 Do You Recommend This Story?

Return to Top
 News Archives
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:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use