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Muzinich Low Duration Fund Supra Institutional Shares (MZLSX)
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9.42
-0.01
-0.11%
- Morningstar Rating:
- Total Assets: 1.08B
Muzinich Low Duration Supra Instl
9.42
-0.01
-0.11%
- Overview
- Profile
- Historical Data
- Holdings
Muzinich Low Duration Fund Supra Institutional Shares Overview
On this page you'll find an in-depth profile of Muzinich Low Duration Fund Supra Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of MZLSX among other information.
Investment Strategy
The investment seeks to protect capital and generate positive returns under most market conditions. The fund normally invests at least 80% of the fund's net assets (plus any borrowings for investment purposes) in a well-diversified portfolio of corporate bonds and syndicated loans, including floating rate loans and restricted securities such as bonds issued pursuant to Rule 144A. It may have a majority of its assets in foreign fixed income securities, with permitted-currency emerging market exposure not to exceed 20% of the fund's net assets.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Eric Schure | - | 2023 | Now |
| Biography | Eric Schure joined Muzinich in 2020. Eric is a Portfolio Manager with an investment grade specialization. Eric originally joined the Firm as a Senior Credit Analyst from TD Asset Management where he spent five years as an Investment Grade Credit Research Analyst and a Client Portfolio Manager. Prior to that, Eric spent four years at Société Générale as a U.S. Credit Analyst. Eric received a BA degree in Resource Economics from the University of Massachusetts and is a CFA Charterholder. | ||
| Richard Smith | Portfolio Manager | 2023 | Now |
| Biography | Mr. Smith, Fund Manager — UK Equities, joined the company in June 2002 and manages UK smaller companies funds. He began his fund management career in 1973. | ||
| Joseph Galzerano | Portfolio Manager | 2021 | Now |
| Biography | Joseph joined Muzinich in 2010. He is a Portfolio Manager focusing on U.S. high yield. Prior to joining Muzinich, Joseph worked at Babson Capital Management where he was Managing Director and Senior Investment Analyst. Previously, he held Senior Analyst positions in high yield research at CIBC World Markets and Citicorp Securities. Joseph earned a B.A., Epsilon Sigma Pi, cum laude, from Manhattan College, and an M.B.A. in Corporate Finance from Fordham University where he finished his degree with honor designations Phi Kappa Phi and Beta Gamma Sigma. He was formally credit trained at the Citicorp Global Institute of Finance and is a Certified Public Accountant. | ||
| Ian Horn | - | 2020 | Now |
| Biography | Ian Horn joined Muzinich in 2013. Ian is a Portfolio Manager on Muzinich’s Investment Grade strategies with seven years of corporate credit experience. Ian also has credit analysis responsibilities within the utilities, real estate and transportation industries. Prior to joining Muzinich, Ian spent 2 years at the Royal Bank of Canada in their Wealth Management division, and previously worked at Lazard and JP Morgan. Ian earned a Masters in Engineering from the University of Oxford, where he received academic awards including a scholarship from the Institution of Mechanical Engineers. Ian holds the Chartered Financial Analyst designation. | ||
| Tatjana Greil-Castro | Portfolio Manager | 2016 | Now |
| Biography | Tatjana Greil-Castro joined Muzinich in 2007. Tatjana is a Portfolio Manager with 18 years of corporate credit experience. Prior to joining Muzinich, Tatjana worked for Metlife Investments, where she served as an Associate Director of the High Return Unit. Earlier, Tatjana worked as Senior Portfolio Manager in European high yield for Fortis Investments and as a portfolio manager and credit analyst at Legal & General Investment Management. She started her career as a high yield telecom analyst with Merrill Lynch in 1999. She has a Ph.D. from the London School of Economics & Political Science, a Masters from the Kiel Institute of World Economics in Germany, and an M.Sc./B.S. in Economics from the University of Vienna. | ||
| Craig Guttenplan | Vice President, Senior Analyst-European Banks | 2021 | 2023 |
| Biography | Craig Guttenplan, CFA, Vice President, is a senior analyst on the preferred securities team specializing in European banks. He has 19 years of experience. Prior to joining the firm in 2023, Mr. Guttenplan was with Muzinich & Co., serving as a portfolio manager and senior credit analyst on the institutional fixed income team. Previously, he held credit investment roles at Allianz Global Investors and CreditSights. Mr. Guttenplan has a BS from New York University and is based in New York. | ||
| Kevin Ziets | - | 2020 | 2021 |
| Biography | Kevin Ziets joined Muzinich in 2017. Kevin serves as a Portfolio Manager focusing on U.S. High Yield credits after spending 20 years as a research analyst primarily in the U.S. high yield market, covering a variety of sectors across buy side, sell side, and rating agency roles. Previously, as a Senior Credit Analyst for Muzinich, Kevin covered the gaming, lodging, leisure, airlines, homebuilders/building products, packaging and transportation sectors. Prior to joining Muzinich, Kevin was a high yield corporate Credit Analyst most recently at Citigroup and before that at Goldman Sachs, Moody’s, Lazard, PrinceRidge and Pali Capital. Kevin earned a B.A. from Northwestern University and an M.B.A. from New York University’s Stern School of Business. He holds the Chartered Financial Analyst designation. | ||
| Bryan Petermann | Portfolio Manager | 2017 | 2021 |
| Biography | Bryan, Portfolio Manager, joined Muzinich in 2010 from Pinebridge Investments (formerly AIG Investments) where he served as Managing Director, Head of high yield for the last five years of his tenure. Bryan started his career in the banking sector. He worked in the media and cable groups at the Union Bank of California and Banque Paribas. Previously, he participated in the start of Société Générale’s cable and media group. Bryan received a B.A. from the University of California, Los Angeles where he was a Phi Beta Kappa scholar, and an M.B.A. from the University of California, Berkeley | ||
| Anthony DeMeo | Portfolio Manager | 2016 | 2021 |
| Biography | Anthony joined Muzinich in 2015. He is a Portfolio Manager focusing on US investment grade bonds and a PM for the Enhancedyield Short-Term and Low Duration Funds. Prior to joining Muzinich, Anthony was an Investment Grade Credit Trader at Société Générale for four years focusing on the consumer, retail and industrial sectors. Previously, he spent 11 years in debt capital markets at Barclays Capital and Deutsche Bank where he advised corporations on financing and solution strategies. Anthony earned a B.A. in Economics from Cornell University. | ||
| Clint Comeaux | Managing Director, Head of High Yield and Senior Credit, PM | 2017 | 2020 |
| Biography | Clint is a Portfolio Manager, Head of High Yield and member of the Onex Credit Investment Committee. Clint has 24 years of experience. Prior to joining Onex Credit, Clint was a Portfolio Manager at Muzinich & Company where he focused on U.S. High Yield, Global High Yield and Target Dated investment strategies. He was also a member of the firm’s Investment Committee and ESG Steering Committee. Prior to joining Muzinich, Clint held positions at WR Huff Asset Management, Enron Corporation and PPG Industries. | ||
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