Strategies/Equity Strategies
SMALL CAP CORE - Team


The Portfolio Team - Longevity & Consistency:
  • Core team (Johnson/Mineman/Teter) in place since 1993
  • Experienced team with an average 13 years of industry experience
  • Generalist approach where “everyone is an analyst” provides coverage of small cap universe
  • Daily/weekly team meetings review macroeconomic outlook, stock price movements and company news
  • Constant communication regarding portfolio positioning, performance and risk

  Gordon Johnson
Managing Director 
23 years investment experience
   
  James Mineman
Portfolio Manager
14 years investment experience 
Peter A. Roy, CFA
Senior IAnalyst 
9 years investment experience
 

Lisa A. Teter
Senior Analyst
14 years investment experience


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SCC 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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