July 27, 2016 5:54 AM ET

Capital Markets

Company Overview of Turner Investments, LP

Company Overview

Turner Investments is an employee owned investment manager. The firm provides its services to investment companies, pension and profit sharing plans, state and municipal government entities, high net worth individuals, pension funds, foundations, public companies, other asset managers and pooled investment vehicles, financial advisors, banking and thrift institutions, individuals, charitable and non-charitable organizations, educational and non-profit enterprises, public-employee retirement systems, and Taft-Hartley plans. It manages separate client focused equity portfolios. The firm also launches and manages equity mutual funds for its clients. It invests in the public equity markets acros...

1205 Westlakes Drive

Suite 100

Berwyn, PA 19312

United States

Founded in 1990

Phone:

484-329-2300

Fax:

610-251-0732

Key Executives for Turner Investments, LP

President and Chief Executive Officer
Co-Founder, Chief Investment Officer, Senior Portfolio Manager, and Chairman
Co-Founder, Security Analyst, Vice President, Senior Portfolio Manager, and Vice Chairman
Co-Founder, President, and Senior Portfolio Manager
Chief Operating and Chief Accounting Officer
Compensation as of Fiscal Year 2016.

Turner Investments, LP Key Developments

Turner Investments, L.P. Announces Executive Appointments

Turner Investments, L.P. has welcomed three seasoned professionals to its management team. Robert Baird, CPA was appointed as Chief Operating & Accounting Officer, Jena Weaver Dietrich was named as Director of Marketing, and Erik Hagar, CFA was appointed as Senior Portfolio Specialist for the firm. Most recently, Mr. Baird was with Veracen for two years. Jena Weaver Dietrich rejoins Turner as Director of Marketing, having served eight years previously in the same capacity for the firm and its affiliates. Most recently, Ms. Dietrich was a Managing Director for Custom Institutional Fund Solutions. Most recently Erik spent nine years at Vanguard as a Senior Investment Analyst within its Portfolio Review Group and as Head of Consultant Relations within the Institutional Sales Division.

Turner Investments, L.P Names Michael R. Thompson as Director of Business Development

Michael R. Thompson has recently been named as director of business development of Turner Investments, L.P. In his position, Mr. Thompson is responsible for delivering assets and revenue growth in targeted sales channels across the country. His appointment reflects the firm’s commitment to grow its business and offer its investment strategies to a global audience. Mr. Thompson reports to Bob Turner, chairman and chief investment officer at Turner. During his hiatus from Turner, Mr. Thompson was chief marketing officer at Attalus Capital, LLC, and most recently was director of institutional business development for Diamond Hill Capital Management. He also held senior business development positions at Pilgrim Baxter & Associates, Riversource Investments, and Gould Investment Partners.

Turner Investments, L.P. Names John P. Fraunces as Co-Portfolio Manager of its Global Medical Sciences Strategies

John P. Fraunces, Jr. has been named Co-Portfolio Manager of Turner Investments, L.P. Global Medical Sciences strategies, bolstering the firm's healthcare sector investment team. Mr. Fraunces joins Michael Tung, MD, in managing Turner's Medical Sciences Long/Short Fund, which was launched in February 2011. Prior to joining Turner Investments, L.P. earlier this year, Mr. Fraunces was the managing member and portfolio manager for Synaptic Capital Group.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
July 6, 2016
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