Jeff Wilson Added as Portfolio Manager to Montag Mid-Growth
Chicago, IL – Aston Asset Management, LP (“Aston”) is pleased to announce the addition of Jeffrey S. Wilson, CFA, as a portfolio manager on the ASTON/Montag & Caldwell Mid Cap Growth Fund (AMCMX) as of February 2014. Mr. Wilson, Vice President and Security Analyst at subadviser Montag & Caldwell, joins current managers Andrew Jung and M. Scott Thompson in running the portfolio. He joined Montag & Caldwell in 2005 after graduating from Wake Forest University with a B.S. in Finance and a Master’s Degree in Accounting. Mr. Wilson holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
The Fund seeks to invest in high-quality mid-cap growth companies growing near-term earnings faster than the market and trading at a discount to their intrinsic value. It leverages Montag & Caldwell's time-tested, fundamentally driven growth investment philosophy and process.
“Jeff has been part of the research on the Fund since its November 2007 inception,” said William A. Vogel, President and Chief Executive Officer of Montag & Caldwell. “His talents are well suited towards taking a greater role in the managing of the portfolio.”
“Aston has enjoyed a long and beneficial relationship with Montag & Caldwell”, said Stuart D. Bilton, Chairman and Chief Executive Officer of Aston. “We think this promotion reflects the strength and depth of the research effort at the firm.”
Aston Asset Management, LP
Headquartered in Chicago, Illinois, Aston provides investment management services to the mutual fund and managed accounts markets by carefully selecting, monitoring and marketing experienced boutique investment managers, who seek to achieve consistent investment performance using disciplined investment processes and best in class business standards. From the initial due diligence on an investment manager to the launching of a new Aston Fund, we take measured steps to ensure congruence between the requirements of Aston, the capabilities of the subadviser and the needs of clients. As of December 31, 2013, Aston is the adviser to 23 mutual funds with total net assets of approximately $15.9 billion. Our funds are distributed nationally through intermediaries including registered investment advisors, model platforms, broker-dealers, consultants, retirement platforms and wealth management teams.
Note: Small- and mid-cap stocks are considered riskier than large-cap stocks due to greater potential volatility and less liquidity.
Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. Please call 800 597-9704 for a prospectus or a summary prospectus which contains this and other information about the Fund. Read it carefully before you invest or send money. Aston Funds are distributed by Foreside Funds Distributors LLC.