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MFWire: Sentinel Group Funds Inc.
MUTUAL FUND FAMILY PROFILES [BETA]
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Sentinel Investments
1 National Life Drive
Montpelier, VT  05604
Google Maps

Contact
Main Phone: 802-229-7410
Web Site: http://www.sentinelinvestments.com

Mutual Fund Brand(s)
Sentinel Group Funds Inc.

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On April 19, 2017, National Life unveiled a deal to sell much of its Sentinel Asset Management mutual fund business to Western & Southern Financial Group's Touchstone Investments subsidiary.

    Montpelier, Vermont-based Sentinel Investments' first mutual fund, the large-cap blend Sentinel Common Stock Fund, launched in 1934. Now the National Life Group subsidiary has more than $28 billion in AUM, including $5.4 billion across its 10 mutual funds, as of June 30, 2016. (Sentinel's AUM also includes institutional products.) National Life is a mutually-owned insurance company that traces its roots back to 1848.

    Sentinel has used several acquisitions to expands its business. At the end of 2005 Sentinel revealed a deal to buy New York City-based Bramwell Capital Management and it's two funds with $260 million in assets total. And in April 2008 Sentinel completed its acquisition of Portsmouth, New Hampshire-based Citizens Funds, a socially responsible investing (SRI) firm with eight funds and $740 million in assets.

    As of June 30, 2016, Sentinel now boasts four fixed income funds, four equity funds, and two asset allocation funds.
    Sentinel Investments logo

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    Key People:
    Thomas Brownell
    CEO, Sentinel Investments
    Lisa Muller
    Chief Operating Officer, Sentinel Investments
    Tom Hirschmann
    President, Head of Distribution, Sentinel Investments
    John Haase
    Head of Marketing, Sentinel Investments
    Russ Morgan
    Chief Compliance Officer, Sentinel Investments
    Jason Ronovech
    Senior Vice President, Portfolio Manager, Sentinel Investments
    Dan Manion
    Senior Vice President, Portfolio Manager, Director of Equity Research, Sentinel Investments
    Jason Doiron
    Senior Vice President, Head of Investments, PM, Sentinel Investments
    Story Archive for Sentinel Investments
    Published On Story Headline Publication
    10/3/2017 Credit Suisse and ETC Had a Big Month MFWire.com
    7/12/2017 Filings for Fundsters - July 12, 2017 MFWire.com
    4/20/2017 Why Is National Life Selling Sentinel? MFWire.com
    4/19/2017 Touchstone Buys a National Insurer's Mutual Fund Biz MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    8/10/2016 Who Will Succeed This Key Sentinel PM? MFWire.com
    1/13/2016 Four Sentinel Funds Will Become Two MFWire.com
    12/16/2015 Pioneer's Orvin Hires an Exec Targeting Indie Advisors MFWire.com
    4/17/2014 An Alts Shops Hires a Top Sentinel Vet MFWire.com
    12/13/2013 A New England Fund Firm Searches For a New Prez MFWire.com
    11/4/2013 Rekenthaler Writes: Managed Futures Are a Triple-Threat Mess MFWire.com
    8/26/2013 Szilagyi Builds NY Presence With a Hire from Sentinel MFWire.com
    8/2/2013 Sentinel Makes Another C-Suite Shift MFWire.com
    6/19/2013 Sentinel Makes Changes at the Top MFWire.com
    3/22/2013 Stork and Reaper for the Week of March 22, 2013 MFWire.com
    9/13/2012 Sentinel Turns to Expense Caps MFWire.com
    6/26/2012 Thwaites Amps Up Sentinel's Sales Team MFWire.com
    6/12/2012 Thwaites Fights Poverty MFWire.com
    12/21/2011 Are These Funds Worth a Second Look? MFWire.com
    9/15/2011 Sentinel Hires Two MFWire.com
    6/20/2011 Sentinel Crows About a New Subadvisor MFWire.com
    6/8/2011 Sentinel Turns Over its Back Office to... MFWire.com
    5/31/2011 Sentinel Forms a Team to Target Bank Trusts and RIAs MFWire.com
    5/27/2011 Sentinel Goes to the Apple Store MFWire.com
    4/7/2011 Sentinel Lures a PM From San Francisco MFWire.com
    7/6/2010 Sentinel Hires an International Equity PM MFWire.com
    7/2/2010 Fund Launches, Re-Brandings and PM Changes: July 2, 2010 MFWire.com
    6/21/2010 Inflation Risk Does Not Bother Sentinel PM MFWire.com
    4/16/2010 American Funds Still Rules MFWire.com
    4/5/2010 Sentinel Plans to Grow its Sales Force MFWire.com
    11/17/2009 Reich and Tang Swallows a Money Fund MFWire.com
    11/13/2009 Sentinel Names its New Marketing Chief MFWire.com
    6/5/2009 Picture This: Marketing Chief Leaves Sentinel MFWire.com
    2/27/2009 Sentinel Shoots for $2 Billion of Fund Sales MFWire.com
    1/23/2009 After a Banner Year, Sentinel Taps a National Sales Manager and Grows its Team MFWire.com
    7/25/2008 Sentinel Prepares for a Sales Push MFWire.com
    5/23/2008 Sentinel is Hiring for Two New Posts MFWire.com
    4/15/2008 Sentinel Completes Citizens Acquisition MFWire.com
    8/22/2007 Sentinel Asset Management Turns Lemons into Lemonade MFWire.com
    8/15/2007 More Focus on Sentinel and Other Money Market Kin MFWire.com
    8/14/2007 Sentinel Stands Guard Over its Good Name MFWire.com
    7/24/2007 Sentinel Adds Equity Analyst MFWire.com
    12/14/2005 Bramwell's Fund Run Ending MFWire.com
    1/30/2004 Alger Loses Subadvisory Mandate MFWire.com
    5/28/2003 Sentinel Appeals to Income Focused Investors MFWire.com
    9/1/1999 Sentinel Launches New Fund MFWire.com
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