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Bob Dorsey, Ultimus

Ultimus to provide mutual fund services to Caldwell & Orkin


Ultimus Fund Solutions has been chosen to provide a full range of mutual fund services for the Caldwell & Orkin Funds.

Ultimus will service the Caldwell & Orkin Market Opportunity Fund, an alternative long/short equity fund.
“We continue to support boutique investment managers and small businesses, particularly firms and funds such as Caldwell & Orkin, through our full service mutual fund service offering. Firms of this size find value in our high touch services and in personal relationships,” says Bob Dorsey (pictured), CEO and managing director at Ultimus. “We are delighted to partner with Caldwell & Orkin, guiding them through this conversion, and are eager to develop a mutually rewarding, long term relationship.”
Caldwell & Orkin, founded in 1989, is an investment boutique focused on long-short equity investing. Converting from another service provider, the firm chose Ultimus to provide a full range of mutual fund services, including fund administration, fund accounting, transfer agency services, and distribution, plus IRA custody.
“We selected Ultimus based on their understanding of our situation, their outstanding service reputation, and commitment to provide a smooth transition,” says David Bockel, portfolio manager at Caldwell & Orkin. “With the conversion now complete, we have been impressed with the quality of the transition services and their overall project management of assuming all services from our former provider. We look forward to solidifying this partnership in the ensuing months and for years to come.”

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