Strategies/Equity Strategies
STRUCTURED SMALL CAP 130/30 - Team


Our team applies substantial experience and expertise to managing structured equity portfolios.
  • Structured to ensure maximum interaction, meeting constantly each day
  • Cross-functional collaboration

  PORTFOLIO MANAGEMENT
  Hitesh Patel, PhD  
  Managing Director 
 22 years experience 		   Julie Liu    
 Analyst 
 7 years experience
  • PhD Medicinal Chemistry, University of Illinois at Chicago
  • MS Pharmaceutical Chemistry, Bombay University
 
  • MBA, University of Chicago Graduate School of Business

  STRUCTURED EQUITY TEAM MEMBERS PERFORMING QUANTITATIVE RESEARCH FOR THE 
  ALLEGIANT SMALL CAP 130/30 STRATEGY
  Paul Kleinaitis, CFA   
  21 years experience 		    Rob Roquitte, CFA 
  22 years experience  		  Steve Greiner, PhD  
  19 years experience
  • Master of Finance, J.J. Kellogg Graduate School of Management at Northwestern University
 
  • MBA, Finance and Economics, University of Chicago
  • PhD & MS,  Chemical Physics, University of Rochester
  Michael Rawson, CFA 
  10 years experience 		  Jonathan Toerber
  24 years experience 		  Chen Chen, PHD
  3 years experience
  • MBA, University of Wisconsin
  • BS, Computer Science, Northeastern Illinois University
  • PhD, Business Statistics, University of Illinois at Chicago
  • MS, Econometrics, Fudan University
  Rita Ontko
  14 years experience
  • BSBA, University of Akron
CFA® and Chartered Financial Analyst ® are trademarks owned by CFA Institute. 

Printable Versions
130/30 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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