Selkirk Opportunities
211 West Fort StreetSuite 720Detroit MI 48226
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Phone: 888-296-3360
| Category: | Small Blend | | Fund Family: | Ambassador | | Net Assets: | 189.08K | | Year-to-Date Return: | 6.60% | | Yield: | N/A | | Morningstar Rating: | N/A | | Fund Inception Date: | Dec 29, 2011 |
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Jeffrey A. Hakala
Lead Manager since Dec 29, 2011 | | | Jeffrey A. Hakala, CFA, CPA, founding member of Clarkston, is the lead portfolio manager of the Opportunities Fund, Core Fund and Income Fund. Mr. Jeffrey Hakala also leads Clarkstonâs Investment Committee and has over fifteen yearsâ experience in portfolio management, investment research, financial reporting and accounting. Prior to forming Clarkston, he was a member of the Audit and Advisory Services Group at Arthur Andersen, LLP from 1996 to 1999. He served as a portfolio manager at Seger-Elvekrog from 1999 through 2002 and from 2006 to 2007, he was a portfolio manager with Investment Counsel, Inc. Mr. Jeffrey Hakala earned a Bachelorâs degree in Accounting and a Masterâs degree in Business Administration, both from Michigan State University. He is a licensed Certified Public Accountant and holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 250 | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 25 |
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| The investment seeks to provide long-term capital appreciation.
The fund seeks to achieve its investment objective by investing at least 70% of its assets in companies with market capitalization of less than $5 billion or smaller than the largest company in the Russell 2000 Index, whichever is larger and as measured at the time of purchase, which are considered by the fund's Adviser to be small cap issuers, and that the fund's Adviser considers to be high quality, strong companies available for purchase at an exceptional value. |
| Last Dividend
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| N/A | | Last Cap Gain
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| N/A | | Annual Holdings Turnover
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| N/A | | Average for Category: | 52.87% |
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| Expense | SLOPX | Category Avg |
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| Annual Report Expense Ratio (net): | N/A | 1.32% | | Prospectus Net Expense Ratio: | 1.25% | N/A | | Prospectus Gross Expense Ratio: | 2.11% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.31% | | Max Deferred Sales Load:
| N/A | 2.26% | | 3 Yr Expense Projection*: | 397 | 611 | | 5 Yr Expense Projection*: | N/A | 994 | | 10 Yr Expense Projection*: | N/A | 1,971 |
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0.34%