The firm continues to innovate its management strategy by adding new executive talent
PORTLAND, Ore.–(BUSINESS WIRE)–Effective today, Leader Capital (“Leader”), a firm focused on providing fixed-income mutual funds, held a vote by proxy to establish its first stand alone trust. The firm’s strategic shift away from series trusts aims to provide a favorable environment to support Leader’s shareholders and products. To help facilitate this change, Leader’s Board of Directors welcomes Andrew Rogers, Raymond Davis and Martin Kehoe to serve as Trustees.
- Andrew Rogers has over 20 years of business experience in the financial services industry. For 16 years, Mr. Rogers served as Chief Executive Officer of a large fund administrator, fund accountant and transfer agency firm. Currently, Mr. Rogers serves as Chief Executive Officer at FusionIQ, a fintech company that provides intelligent investment solutions to investors.
- Raymond A. Davis has nearly 26 years of professional experience as a United States Army soldier, private security employee and government contractor. Mr. Davis obtained a Bachelor of Science Degree in security management with an emphasis on international security. He has an extensive military background and has earned a decorated Green Beret on behalf of his accomplishments. His considerable knowledge of operational and management issues make him a value to ensure the Board reaches its objectives.
- Martin Kehoe has approximately 30 years of experience in real estate development. Mr. Kehoe is the owner of Kehoe Northwest Properties, one of the largest residential and commercial real estate development companies in the state of Oregon. After founding his company in 1989, it has developed over a half a billion dollars of real estate. His experience offers an extensive understanding of the factors driving the market and bring an entrepreneurial spirit to the Board.
Mr. Rogers, Mr. Davis and Mr. Kehoe bring roughly 76 years of experience to the Board. All three Trustees enhance Leader’s ability to offer superior, high credit quality investments across multiple fixed-income sectors. In addition, Leader offloaded its series trust, which manages 90 other funds, to focus on this initiative.
“Our new Trustees are leaders in their respective fields which provides the Board with a well-rounded outlook to all areas of our business,” explains John Lekas, president and senior portfolio manager of Leader Capital. “We want to emulate that success in our separately managed trust and overall strategy. Leader Capital’s governance structure is stronger than ever and we expect continued growth this year.”
Leader Capital was founded in 1997 and began managing fixed-income mutual funds in 2005. The firm is based in Portland, Oregon and is 100% employee owned. Leader Capital is dedicated to optimizing returns and managing the risk versus reward relationship inherent to every investment.
The Leader Funds are distributed by Ceros Financial Services, Inc. Member FINRA/SIPC. Leader Capital Corp. and Ceros are not affiliated.
An investor should consider the Fund’s objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the Fund’s prospectus. For more information please call 800-269-8810. Please read the prospectus carefully before investing.
Investing in any mutual fund involves risk, including loss of principal. For details relating to the risks associated with the Leader Funds, please see the Fund’s prospectus.
Contacts
Alexander E. Nye
Associate Vice President, GREGORY FCA
direct: 610-228-2287
