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Rating:Sentinel Shuffles More PMs Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, March 28, 2013

Sentinel Shuffles More PMs

Reported by Tommy Fernandez

And a-One, and a-Two, and a-Three!

Sentinel is continuing its PM shuffle by promoting three executives to the level of PM for two funds. The move comes just a week after the firm hired a permanent PM for four other funds.

In this latest dance step, Jason Doiron will take over as lead PM for the Sentinel Conservative Strategies Fund. He has been with the portfolio team since 2009.

Meanwhile, Jason Wulff will assume the lead PM responsibilities for the Sentinel Growth Leaders Fund. He will be joined by co-PM Hilary Roper.

Here is the press release:
Company Press Release

Sentinel Promotes Three Portfolio Managers



?Montpelier, VT – March 20, 2013 – Sentinel Investments announces the promotion of three key members of its investment team to elevated portfolio management positions.

“Given the significant growth we’ve experienced in several key markets over the past year, we wanted to strengthen our team to support further top- line growth in the future,” said Christian Thwaites, President and CEO of Sentinel. “These promotions are in recognition of outstanding contributions our investment professionals have made to Sentinel over the years. Supporting the individuals who have demonstrated the ability to deliver strong risk- adjusted results for our investors ensures the durability of our investment platform for the long term.”

Jason Doiron, FRM and PRM, will take over as lead portfolio manager for the Sentinel Conservative Strategies Fund (Class A: SECMX). Jason has been an integral part of the portfolio team since 2009.

“A dynamic approach to asset allocation and sector rotation , combined with Sentinel’s strong fundamental stock and security selection expertise, are central to the success of Conservative Strategies,” said Mr. Doiron. “I’m very excited for the opportunity.”

Jason Wulff, CFA, will assume the lead portfolio management responsibilities for the Sentinel Growth Leaders Fund (Class A: BRFOX). He will be joined by co- manager Hilary Roper, CFA. Together Jason and Hilary bring more than 30 years of experience to the Fund.

“Jason and Hilary have been vital to the success of our Sentinel Common Stock Fund (Class A: SENCX) and exemplify our commitment to capital stewardship,” said Mr. Thwaites. “We see great potential in having them apply that same success with Growth Leaders.”

The new responsibilities of Mr. Doiron, Mr. Wulff, and Ms. Roper will take effect on March 30, 2013.?To learn more about Sentinel, our team, and what we offer, please visit www.sentinelinvestments.com.

About Sentinel Investments

Sentinel offers mutual funds, retirement plan solutions and institutional investment management. Our managers are united by the common belief that well-defined, repeatable investment processes grounded in fundamental research have the potential to deliver solid, consistent results over time. Each discipline has its own dedicated research team, adding an additional level of market insight and objective perspective.

Headquartered in Montpelier VT, Sentinel Investments’ assets under management totaled more than $27 billion in assets under management, including over $8 billion across 16 Sentinel mutual funds, as of December 31, 2012. Learn more at www.sentinelinvestments.com.
 

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