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Rating:DGHM Hires Dunn, Forms a Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, April 15, 2010

DGHM Hires Dunn, Forms a Fund

Reported by Stephanie Bernhard

Boston-based Dalton, Greiner, Hartman, Maher & Co. (DGHM) is bringing on Michael Dunn as vice president, director of sales and marketing, according to a letter from CEO Bruce Geller. He is responsible for selling DGHM products in the financial intermediary distribution channel, including mutual fund sales. Most recently, Dunn built the intermediary and institutional sales platform in his capacity at U.S. Global Investors.

In the same letter, Geller imbedded the news that DGHM is in the process of forming a new mutual fund. The DGHM V2000 (Smallcap Value) Fund will run in tandem with the firm's 15-year-old V2000 fund. The new fund should launch around July 1, 2010.


Company Press Release

Dear Clients and Friends,

On behalf of DGHM, Iím very pleased to inform you that Michael Dunn has joined our team as Vice President, Director of Sales and Marketing. Michaelís focus at DGHM will be selling our product line in the financial intermediary distribution channel, including mutual fund sales, wrap platforms, as well as separately managed accounts where applicable. Michaelís efforts will supplement our current institutional marketing partnerships with Ocotillo Capital in the US, and Hereford Funds for European investors.

We believe that we have developed an admirable track record across our product line throughout our 27 year history, and with the strength and cohesiveness of our investment team and operational infrastructure, Michael will help us take it to the next level. In his most recent experience, Michael was responsible for building the intermediary and institutional sales platform at U.S. Global Investors. Other previous experience included successful sales and marketing roles at Elijah Asset Management, Robertson Stephens, and Charles Schwab & Co. Michael is a native of Boston, MA and currently resides there with his wife Catherine and nine year old daughter Laura. Feel free to contact Michael at (212) 400 Ė 2230 or mdunn@dghm.com. With great pleasure, I welcome Michael to our team!

I would also like to announce the formation of the DGHM V2000 (smallcap value) mutual fund. This product will be run in lockstep with our existing V2000 product which has over a 15 year track record of strong and consistent performance. We are proud to be able to offer a product of this quality to the retail marketplace. As we have demonstrated with the success of our Allcap Value mutual fund, selected targeting of the retail marketplace is a logical extension of our firmís capabilities, and presents a large untapped opportunity for the growth and success of DGHM. Please keep an eye out for the launch of this fund on approximately July 1, 2010. Feel free to visit us at www.dghm.com for further detail on our full product line.

Best regards,

Bruce Geller, CFA
Chief Executive Officer

565 Fifth Avenue
Suite 2101
New York, NY 10017-2413
212-557-2445
Fax 212-557-4898

3001 Tamiami Trail North
Suite 206
Naples, FL 34103
239-261-3555
Fax 239-261-5512 

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