Breaking News
Get 60% Off 0
Black Friday is Now! Don’t miss out on up to 60% OFF InvestingPro
CLAIM SALE
Close

Counterpoint Tactical Income Fund Class I (CPITX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
11.44 +0.01    +0.09%
29/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Counterpoint Mutual Funds
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.67B
Counterpoint Tactical Income I 11.44 +0.01 +0.09%

CPITX Overview

 
On this page you'll find an in-depth profile of Counterpoint Tactical Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of CPITX among other information.
Category

Nontraditional Bond

Total Assets

1.67B

Expenses

1.44%

Inception Date

41977

Contact Information

Address 12707 High Bluff Drive, Suite 200
San Diego,CA 92130
United States
Phone -

Top Executives

Name Title Since Until
Joseph Engelberg Chief Research Officer 2017 Now
Biography Joseph Engelberg has served as Chief Research Officer of Counterpoint Mutual Funds, LLC since 2015. Dr. Engelberg has also been an Associate Professor of Finance at University California San Diego, Rady School of Management since 2011. Prior to joining Counterpoint Mutual Funds, LLC, Dr. Engelberg co-founded Counterpoint Asset Management, LLC in 2012. From 2008 to 2011, Dr. Engelberg was an Assistant Professor of Finance at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He earned his Ph.D. in Finance from the Kellogg School of Management at Northwestern University and earned his B.A. in Mathematics and B.S. in Business Administration from the University of Southern California.
Michael Krause Co-Founder 2014 Now
Biography Michael Krause is a co-founder of Counterpoint Mutual Funds, LLC. Prior to founding Counterpoint Mutual Funds, LLC in 2014, Mr. Krause co-founded Counterpoint Asset Management, LLC in 2012 to offer quantitative investment strategies to investment clients. Mr. Krause served as a senior financial risk analyst for San Diego Gas & Electric from 2012 until 2014. Mr. Krause is a CFA® charter holder. He obtained an MBA from the Rady School of Management at the University of California at San Diego in 2012 and a Bachelor of Arts in Economics from San Diego State University. Prior to attending San Diego State University, Mr. Krause worked as a computer and information technology consultant and co-founded Exchange Network Services, Inc., an internet service provider, which earned him the Ernst and Young Entrepreneur of the Year, Northeast Ohio regional award in 1998.
John Koudsi Co-Founder 2014 2017
Biography Mr. Koudsi has served as a co-founder of the Counterpoint Mutual Funds, LLC. since 2014. Mr. Koudsi has also served as founder of Core Financial Partners, Inc., a registered investment adviser offering portfolio management and corporate tax/financial planning services, since 2010. Prior to founding Core Financial Partners, Inc., Mr. Koudsi was a financial adviser at Ameriprise Financial from 1997 to 2010. Mr. Koudsi holds the Certified Financial Planner, CFP® designation. Mr. Koudsi has a BA/BS in Finance and Political Science from the University of Southern California.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

CPITX Comments

Write your thoughts about Counterpoint Tactical Income Fund Class I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email