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MFWire: Turner Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Turner Investment Partners
1205 Westlakes Drive
Suite 100
Berwyn, PA  19312
Google Maps

Contact
Main Phone: 484-329-2300
Web Site: http://www.turnerinvestments.com

Mutual Fund Brand(s)
Turner Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Brothers Bob and Mark Turner and Christopher McHugh founded Berwyn, Pennsylvania-based Turner Investment Partners in 1990. Turner is an independent firm and has consistently added new employee owners throughout the past decade.

    Today, Bob Turner serves as chairman, CIO and principal for the funds, as well as lead portfolio manager for Turner's large cap growth and global growth strategies and the Turner Market Neutral strategy. He developed the equity investment process that undergirds all Turner growth equity strategies.

    Mark Turner is president of the firm, and serves as lead portfolio manager for the International Growth ADR and International Growth strategies, and as co-manager for Turner's large cap growth, global growth, and global financial services strategy.

    Christopher McHugh is now vice president of Turner, lead portfolio manager for three funds, and co-portfolio manager for two funds.

    Turner offers 25 funds spanning the long/short equity, international equity, U.S. growth equity, core & value equity, and quantitative equity asset allocation classes. Besides offering its own funds, the firm has a substantial subadvisory business that it has been growing since the early 2000's.

    The firm took a hit in the financial crisis of 2008, laying off 22 employees from the distribution and business services teams in October of that year. The cuts were implemented less than a week after Turner withdrew its SEC registration statement for an IPO.

    More recently, however, Turner seems to be on the rebound as it rebuilds and expands its distribution team. In August 2009, the firm hired four external and three internal wholesalers, all for newly-created posts. In October of that year, Turner hired another five wholesalers in a second wave of expansion to its private client group. And in November, Turner's private client group managing director Gary Ross said the firm would add another 17 to 25 wholesalers over the next 12 to 18 months.

    Ross and 10 other employees became principals at Turner in January 2010.
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    Key People:
    Brian McNally
    General Counsel, Chief Legal Officer, Turner Investment Partners, Inc.
    Thomas Trala
    Chief Operating and Financial Officer , Turner Investment Partners
    Bob Turner
    Co-founder, Chairman, Chief Investment Officer , Turner Investments
    Mark Turner
    Co-founder and President ,
    Christopher McHugh
    Senior Portfolio Mgr ,
    Daniel McFadden
    Senior Managing Director, Global Client Service,
    Michael Lawson
    Controller and Chief Financial Officer , Advisors' Inner Circle Fund - McKee International Equity Portfolio
    Story Archive for Turner Investment Partners
    Published On Story Headline Publication
    4/6/2018 Seven Months In, an ETF Shop Acquisition Breaks Down MFWire.com
    9/11/2017 Filings For Fundsters - September 11, 2017 MFWire.com
    8/30/2017 Turner Buys Into the ETF Biz MFWire.com
    1/20/2017 Filings for Fundsters - January 20, 2017 MFWire.com
    12/2/2016 Turner Strategically Builds Out a Full Menu MFWire.com
    8/25/2016 People on the Move -- August 25, 2016 MFWire.com
    8/24/2016 Bob Turner Shares the Throne Post-Merger MFWire.com
    7/22/2016 Friday Feature: People on the Move MFWire.com
    7/6/2016 Bob Turner Unveils Merger of Equals MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    6/22/2015 Turner Fights Four Ex-Employees In Court MFWire.com
    1/18/2013 Stork and Reaper for the Week of January 14, 2013 MFWire.com
    12/31/2012 American Funds, Fairholme and Fido Surprise M* MFWire.com
    9/21/2012 Stork and Reaper for September 21, 2012 MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    7/11/2011 Three Fund Firms Have Made Official IPO Plans: Who's Next? MFWire.com
    2/7/2011 Turner Broadens its Alternative Lineup MFWire.com
    10/8/2010 Turner Swaps Vendors MFWire.com
    9/8/2010 Turner Hires a Marketing Chief MFWire.com
    6/7/2010 Turner Bags an Investing Pro MFWire.com
    5/12/2010 Turner Unveils Fund No. 13 MFWire.com
    2/26/2010 RiverSource Turns to Turner MFWire.com
    1/15/2010 Turner Eyes More Wholesalers MFWire.com
    1/13/2010 Turner Hands its Private Client Group Chief a Piece of the Pie MFWire.com
    11/6/2009 Turner is On the Prowl for More Wholesalers MFWire.com
    11/5/2009 Turner Ups its Wholesaler Count by Five MFWire.com
    9/14/2009 IndexIQ Turns a Sales Exec Out West MFWire.com
    8/27/2009 Turner Hires Seven Wholesalers MFWire.com
    8/24/2009 Turner Expands its Private Client Group MFWire.com
    7/10/2009 Old Mutual Drops Turner from its Large Cap Growth Fund MFWire.com
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