Boston-based Dalton, Greiner, Hartman, Maher & Co. (DGHM) is bringing on Michael Dunn as vice president, director of sales and marketing, according to a letter from CEO Bruce Geller. He is responsible for selling DGHM products in the financial intermediary distribution channel, including mutual fund sales. Most recently, Dunn built the intermediary and institutional sales platform in his capacity at U.S. Global Investors.
In the same letter, Geller imbedded the news that DGHM is in the process of forming a new mutual fund. The DGHM V2000 (Smallcap Value) Fund will run in tandem with the firm's 15-year-old V2000 fund. The new fund should launch around July 1, 2010.
Company Press Release
Dear Clients and Friends,
On behalf of DGHM, I’m very pleased to inform you that Michael
Dunn has joined our team as Vice President, Director of Sales
and Marketing. Michael’s focus at DGHM will be selling our
product line in the financial intermediary distribution channel,
including mutual fund sales, wrap platforms, as well as separately
managed accounts where applicable. Michael’s efforts will
supplement our current institutional marketing partnerships with
Ocotillo Capital in the US, and Hereford Funds for European
investors.
We believe that we have developed an admirable track record
across our product line throughout our 27 year history, and with
the strength and cohesiveness of our investment team and
operational infrastructure, Michael will help us take it to the next
level. In his most recent experience, Michael was responsible for
building the intermediary and institutional sales platform at U.S.
Global Investors. Other previous experience included successful
sales and marketing roles at Elijah Asset Management,
Robertson Stephens, and Charles Schwab & Co. Michael is a
native of Boston, MA and currently resides there with his wife
Catherine and nine year old daughter Laura. Feel free to contact
Michael at (212) 400 – 2230 or mdunn@dghm.com. With great
pleasure, I welcome Michael to our team!
I would also like to announce the formation of the DGHM V2000
(smallcap value) mutual fund. This product will be run in lockstep
with our existing V2000 product which has over a 15 year track
record of strong and consistent performance. We are proud to be
able to offer a product of this quality to the retail marketplace. As
we have demonstrated with the success of our Allcap Value
mutual fund, selected targeting of the retail marketplace is a
logical extension of our firm’s capabilities, and presents a large
untapped opportunity for the growth and success of DGHM.
Please keep an eye out for the launch of this fund on
approximately July 1, 2010. Feel free to visit us at
www.dghm.com for further detail on our full product line.
Best regards,
Bruce Geller, CFA
Chief Executive Officer
565 Fifth Avenue
Suite 2101
New York, NY 10017-2413
212-557-2445
Fax 212-557-4898
3001 Tamiami Trail North
Suite 206
Naples, FL 34103
239-261-3555
Fax 239-261-5512