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| Hoover Investment Management
is the Fund’s sub-advisor and is a San Francisco-based firm
focused on small capitalization stocks founded in 1997 by
portfolio manager Irene G. Hoover. |
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The Hoover team managed more than $1.6 billion
for institutional investors including Forward Hoover Mini-cap
Fund, foundations, endowments, universities and religious
organizations as of March 31, 2008 |
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Ms. Hoover is responsible for all final investment
decisions |
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The analysts are generalists, but the key team
members have particular areas of expertise – Hoover in
energy, financial services, consumer and special situations;
Schneider in healthcare, medical technology and special situations; Ledoux
in technology, REITs and special situations; Colbert in industrials, producer durables, media, utilities, aerospace and special situations; Steinbrecher in financials and special situations; Cullen in market trend analysis and trading |
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Principal, Director of Market Analysis & Equity Trading
31 years in the investment business |
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Vice President and Principal of Jurika & Voyles
Vice President and Director of Equity Trading at Pacific Securities,
Inc.
Vice President of Bateman, Eichler, Hill and Richards Inc.
Assistant Vice President of ISI Corporation |
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Active member of the San Francisco Security Traders Association
where he has served as both an Officer and Director |
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BS in economics from University of San Francisco |
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Associate Portfolio Manager & Senior Analyst
24 years experience in the investment business |
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Analyst and Portfolio Manager at Pacific Century
Advisers, Renberg & Associates and Apodaca Investment
Group
Portfolio Manager at Galleon Capital
Quantitative Analyst/Project Manager at Villanova Capital |
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Member of the American Statistical Association |
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BA from University
of California at Santa Cruz and MBA from Yale School of Management |
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Christian G. Ledoux, CFA* |
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Senior Research Analyst
13 years experience in the investment business |
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Analyst at Alliant Partners
Senior Research Analyst at Hoover Investment Management
Equity Analyst at Jurika & Voyles |
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BA from University of California at Santa Barbara |
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Senior Research Analyst
9 years experience in the investment business |
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Equity Research Analyst at Aster Investment Management
Vice President of Equity Research at Merrill Lynch |
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BA from Brigham Young University and MBA from Anderson School at UCLA |
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Level III CFA Candidate |
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Senior Research Analyst
39 years experience in the investment business |
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Managing Director and Analyst at JMP Securities
Senior Analyst at Jurika & Volyes
Analyst at Prudential Securities |
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MS degree from the University of Illinois |
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Key Personnel
