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Ancora Special Opportunity Fund Class I (0P00005Z4G)

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Ancora Special Opportunity Fund Class I historical data, for real-time data please try another search
5.690 +0.040    +0.71%
29/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Ancora
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 12.81M
Ancora Special Opportunity Fund Class I 5.690 +0.040 +0.71%

0P00005Z4G Overview

 
On this page you'll find an in-depth profile of Ancora Special Opportunity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00005Z4G among other information.
Category

Small Value

Total Assets

12.81M

Expenses

1.73%

Inception Date

Jan 05, 2004

Contact Information

Address 2000 Auburn Drive, Suite 430
Cleveland,OH 44122
United States
Phone -

Top Executives

Name Title Since Until
Richard A. Barone Portfolio Manager 2004 Now
Biography Richard A. Barone is, and has been since 2004, the portfolio manager. Barone serves as chairman of Ancora Advisors LLC. From 2001 to 2003, Mr. Barone served as portfolio manager of Fifth Third Bancorp’s asset management subsidiary, Fifth Third Investment Advisors. Prior to 2001, Mr. Barone was Chief Executive Officer of Maxus Investment Group, a financial services company, and was the portfolio manager. Barone became chairman of the Maxus Investment Group in 1973. Previously, he spent six years as vice president of J.N. Russell. Barone is also a financial principal with the National Association of Security Dealers.
Denis J. Amato Director, Senior Vice President, co-Portfolio Manager 2006 2011
Biography Denis J. Amato serves as a member of the Executive Committee of The Ancora Group Inc., which is the parent of the Advisor. From 2001 to 2005, Mr. Amato served as the Chief Investment Officer for the Northeast Ohio Region of Fifth Third Bank, managed both individual and institutional portfolios and was a portfolio manager for two mutual funds, including the Fifth Third MicroCap Value Fund. During the period from 1997 to 2001, Mr. Amato was the Chief Investment Officer and lead equity portfolio strategist with the Maxus Investment Group. While with Maxus, Denis J. Amato was the portfolio manager for the Maxus Ohio Heartland Fund. Mr. Amato was the Chief Investment Officer at Gelfand Partners beginning in 1991 until that organization merged with Maxus in 1997.
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