H Birzer - Tortoise Select Insider

Tortoise Select Opportunity Instl -- USA Fund  

USD 8.81  0.03  0.34%

Fund Manager since September 30, 2013

Mr. Birzer cofounded Tortoise Capital in 2002. Mr. Birzer is a member of the Investment Committee of Tortoise Capital. He began his career in 1981 at KPMG Peat Marwick. His experience includes three years as vice president for F. Martin Koenig and Co. where he focused on equity and options investments and three years at Drexel Burnham Lambert where he served as vice president in the corporate finance department. In 1990 Mr. Birzer cofounded Fountain Capital Management a highyield bond management firm and founding sponsor of Tortoise. He earned a MBA degree from New York University and a BS in business administration degree from the University of Notre Dame. He is a CFA charterholder.
  Money Manager Since 2013  CFA    
855-822-3863  

H Birzer Latest Insider Activity

Management Performance (%)

Similar Money Managers

Found 3 records

One Year Return

Norman MacDonaldInvesco Energy A
-14.26%
Gregory LeBlancVanguard Energy Inv
-1.74%
Gregory LeBlancVanguard Energy Adm
-3.76%

Fund Summary

Under normal circumstances, the fund invests primarily in the securities of North American energy companies or other companies that benefit from the operations of such North American energy companies . It seeks to achieve its investment objective by investing typically in common stocks issued by 15 to 40 companies of any capitalization that are publicly traded on an exchange or in the overthecounter market. The fund is nondiversified.The fund is listed under Equity Energy category and is part of Tortoise Capital Advisors family.

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Top Management

Tortoise Select Oppo Leadership Team
H Birzer, Money Manager, CFA

Fund Performance

Tortoise Select Performance Indicators