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Rating:Former OppFunds Analyst Applies His Own Thesis to a New Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, April 22, 2010

Former OppFunds Analyst Applies His Own Thesis to a New Fund

News summary by MFWire's editors

Registered investment advisor Thesis Fund Management has launched its first mutual fund. The Thesis Flexible Fund uses a long/short investment strategy and is open to retail investors and advisors. The fund has an expense ratio of 300 basis points, according to the SEC filing.

Thesis was started by former OppenheimerFunds senior analyst Stephen Roseman, who is the manager of the fund. Roseman is also the company's chief executive officer.

The fund is distributed though Grand Distribution Services and is now offered through the Charles Schwab and Fidelity platforms, according to published reports. 

Edited by: Daniel Tovrov


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