FUND
MANAGERS

Wednesday 03/10/2010

FUND MANAGERS > Your Fund Managers

Your Fund Managers

Manu Daftary is President of DG Capital Management and the firm's sole shareholder.  Mr. Daftary has day-to-day responsibility for choosing the investments of the Funds. DGCM has served as investment advisor to the Funds and has been responsible for management of the Funds' portfolios since their inception. He has been with DGCM since July 1996. Previously Mr. Daftary was a portfolio manager with Greenville Capital Management during 1995 and early 1996; was Senior Vice President/Portfolio Manager with Hellman, Jordan Management Company from 1993-1995; was co-manager of the institutional growth stock portfolio with Geewax, Terker & Co. from 1988-1993.

Mr. Daftary has earned a BA from Elphinstone College, University of Bombay and a BS, Finance and an MBA from the California State University at Long Beach. He is a Chartered Financial Analyst.

Charles A.  Knott is the founder, Chairman and Chief Investment Officer of Knott Capital Management. He is also lead portfolio manager for the Fund.  Charles has more than 35 years' investment experience, including more than 20 years with bank trust departments. In addition to holding the Chief Investment Officer position at several large institutions, he has served as the Deputy Banking Commissioner for the State of Maryland. He has offered his testimony as an expert witness before the Federal Reserve Banking Committee, as well as appearing on radio, television and in The Wall Street Journal. Charles is a graduate of Loyola College in Baltimore, MD.

Peter M. Schofield has served as a portfolio manager of the Fund since January of 2006. Mr. Schofield has more than 21 years of investment industry experience. From 1996 to 2005 he was a Vice President and Portfolio Manager at Sovereign Asset Management (a subsidiary of John Hancock Advisers), where he co-managed approximately $3 billion in clients assets. Prior to his tenure at Sovereign, Mr. Schofield served as a Portfolio Manager at G.T.C. from 1984 to 1996.

Jonathan Ferrell is the founder, President and Manager of Rock Canyon. He has also been a principal at Lehi Partners LLC, since 2003, where he manages a hedge fund. Prior to establishing Rock Canyon, Mr. Ferrell was Director of Research at Paragon Capital Management. He is a graduate of Brigham Young University where he earned both a BA in Near Eastern Studies and an MBA.

Todd Draney is Vice President and Manager of Rock Canyon. He has also been a principal at Lehi Partners LLC since 2003, where he manages a hedge fund. Prior to his involvement with Rock Canyon and Lehi Partners, Mr. Draney was President at Timpanogos Capital Group, Vice President at UAM Investment Services and Senior Advisor at Wasatch Advisors. He is a graduate of Brigham Young University where he earned his BA in Economics and Portuguese and an MBA.)

Frank Latuda, Jr., CFA, is a Vice President, Director, Chief Investment Officer, and Portfolio Manager of the All Cap Value, Small Cap Value and Mid Cap Value portfolios for Kennedy. In his capacity as Chief Investment Officer, Mr. Latuda also serves as the chairman of the Investment Advisory Committee. He joined Kennedy as an equity analyst in 1997, and served as Director of Research from 1998 until 2000. He has been involved in Mid Cap Value investing since 2002 in various roles at Kennedy. Mr. Latuda earned his BS in Electrical Engineering from the University of Notre Dame, as well as a MS in Electrical Engineering and a MBA from the University of Illinois.

Stephen W. Shipman, CFA, of Century Management, has continuously served as Portfolio Manager of the Fund since its inception. Prior to joining Century Management in April 2009, Mr. Shipman was with Bjurman, Barry and Associates, Inc., the former subadvisory firm for the Fund, where he also served as Portfolio Manager for the Fund.

Theodore R. Aronson, CFA, Managing Principal, founded Aronson+Johnson+Ortiz (“AJO”) in 1984 and has served as a portfolio manager of the Fund since its inception in 1996. Mr. Aronson is involved with portfolio management, administration, and marketing at AJO. Prior to founding AJO, Mr. Aronson was a partner with Addison Capital Management from 1981 to 1984.

Kevin M. Johnson, Principal, joined AJO in 1993 and has served as a portfolio manager of the Fund since its inception in 1996. Mr. Johnson directs AJO’s research effort. Prior to joining AJO, Mr. Johnson was a portfolio manager at DuPont’s internal pension group.

Martha E. Ortiz, CFA, Principal, joined AJO in 1987 and has served as a portfolio manager of the Fund since its inception in 1996. Ms. Ortiz oversees portfolio implementation and trading. Prior to joining AJO, Ms. Ortiz was with Wilshire Associates, where she supported the Equity Management System (now Atlas).

Gina Marie N. Moore, CFA, CPA, Principal, joined AJO in 1998 and has served as a portfolio manager of the Fund since 2004. In addition to her portfolio management duties, Ms. Moore also focuses on marketing. Prior to joining AJO, she was with Glenmede Trust Company, where she was involved with portfolio analytics and marketing.

Stefani Cranston, CFA, CPA, joined AJO in 1991 and has served as a portfolio manager of the Fund since 2007. In addition to her portfolio management duties with AJO, Ms. Cranston is also involved with financial accounting and performance measurement.

R. Brian Wenzinger, CFA, joined AJO in 2000 and has served as a portfolio manager of the Fund since 2007. At AJO, Mr. Wenzinger focuses his time on portfolio management and research.

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