Bringing you live news and features since 2006 

Bashir to leave SAM


Stone Asset Management’s (SAM) Vice President, Investments, Mohsin Bashir is to leave the firm to pursue a new opportunity, effective 20 November, 2017. 

Bashir has been working with the SAM investment team and Board of Directors to ensure a seamless transition for SAM and its clients. 
“We thank Bashir for his years of service with SAM and wish him well in his future endeavours,” says John Juhlke, President, Stone Investment Group. “We apply a strong, team-based investment approach, and are confident our disciplined processes will ensure a smooth transition for our clients. Importantly, this transition gives us an excellent opportunity to evolve our portfolio management team, bench strength and investment processes going forward to enable us to deliver best-in-class performance for our clients.”
The management oversight of Stone Dividend Growth Class, Stone Global Balanced Fund and Stone GaleForce Dividend Growth Pool will be assumed by the SAM investment team whose active, alpha-driven process is based on the proprietary, award-winning Growth Over Time framework.
“We conduct a regular 360-degree review of SAM’s investment processes to ensure they are absolutely airtight and able to deliver the best value and security for SAM’s loyal clients,” says Chris Kruczynski, a member of Stone Investment Group’s  Board of Directors. “We believe that this portfolio management transition marks an important inflection point – one that can help ensure sustainable alpha generation and long-term results for clients for years to come.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by