Strategies/Equity Strategies
LARGE CAP VALUE - Team


Our focused team structure promotes efficient communication of ideas and daily interaction, optimizing individual contributions and team-based decision making:
  • Team members are generalists, but have individual sector responsibilities
  • Team has varied professional backgrounds, including equity research, arbitrage and options/derivatives
  • Sell-side and third-party research is used for information, not opinion

Andrew Shipman, CFA
Portfolio Manager
Industry Experience: 15 years
  • B.A. Rhodes College
  • M.B.A. University of Memphis
Edward Johnson, CFA
Portfolio Manager
Industry Experience: 11 years
  • B.A. Miami University
  • M.B.A. Case Western Reserve University

 

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LCV Overview

Allegiant Asset Management Company ("Allegiant"), Allegiant Institutional Services and Allegiant Funds comprise Allegiant Asset Management Group. With $28.7 billion in assets under management (9.30.08), Allegiant is an SEC-registered investment adviser, offering an array of investment strategies. Allegiant is a subsidiary of National City Corporation® (NCC).

Allegiant serves as investment advisor to Allegiant Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios, for which it receives an investment advisory fee. Allegiant Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with Allegiant and is not a bank.

NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

Allegiant Asset Management Group also provides 401(k), custody, trustee, securities lending and escrow services, including escrow products for the travel industry through Allegiant Institutional Services. Allegiant Institutional Services is a business unit of National City Bank, member FDIC®.

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