Andrew Lo - CMG Mauldin Insider

CMG Mauldin Solutions A -- USA Fund  

USD 11.06  0.01  0.0903%

Fund Manager since May 15, 2013

As Chairman of the Board of Directors and Chief Investment Strategist of AlphaSimplex Dr. Lo directs the research agenda and together with Chief Investment Officer Dr. Xiru Zhang heads the research team. Dr. Lo also chairs the Investment Committee which is responsible for vetting approving and documenting all investment strategies as well as assessing performance results and proposing and implementing design changes. He is also a permanent member of the Risk Committee and serves as a coportfolio manager of the mutual funds advised by AlphaSimplex. Dr. Lo has over 25 years of industry experience. Prior to founding AlphaSimplex in 1999 Dr. Lo developed trading technologies and investment models for large financial institutions on a consultative basis. In addition to his AlphaSimplex responsibilities Dr. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of MITs Laboratory for Financial Engineering. Dr. Lo has authored numerous journal articles and published several books including Hedge Funds An Analytic Perspective A NonRandom Walk Down Wall Street and The Econometrics of Financial Markets . Dr. Lo earned a B.A. in Economics from Yale University as well as an A.M. and a Ph.D. in Economics from Harvard University.
  Money Manager Since 2013  Ph.D    
866-264-9456  

Management Performance (%)

Fund Summary

The fund normally invests at least 80% of its total assets in equity securities of publicly listed companies, and at least 40% of its assets in securities issued by companies domiciled outside of the United States, from a minimum of three foreign countries. The adviser initially intends to build a portfolio of 50 equity positions, but the total number held by the fund may vary from timetotime as determined by the adviser. The fund is nondiversified.The fund is listed under World Large Stock category and is part of CMG family.

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Andrew Lo, Money Manager, Ph.D

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