Use the Guide
Browse the Guide
Portfolio Discussions
Dr. Kelly's Review
Use the Guide
Guide to Retirement
Discussions
Client Presentation
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Featured Topics
Fixed Income
U.S. Equities
Income Opportunities
Global Growth
Looking for other topics? Visit the Library
Choose a Shortcut

U.S. Dynamic Plus Fund - C (JPSCX)

U.S. Dynamic Plus Fund - C (JPSCX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Dennis Ruhl
Dennis Ruhl| Managing Director Biography

Dennis S. Ruhl, managing director, is the head of the U.S. Behavioral Finance Small Cap Equity Group. A member of the team since 2001, Dennis also acts as a portfolio manager and leads quantitative research and implementation for the broader U.S. Behavioral Finance Team. An employee since 1999, Dennis previously worked on quantitative equity research (focusing on trading) as well as business development. Dennis holds dual bachelor's degrees in mathematics and computer science and a master's degree in computer science, all from MIT. He is the current New York and former National Chair of the Board of Minds Matter, a non-profit mentoring organization, and is also a former board member of the MIT Club of New York and regional vice chair of the MIT Educational Council. Dennis is a CFA charterholder.

Education
    B.A., Mathematics, Massachusetts Institute of Technology B.A., Computer Science, Massachusetts Institute of Technology
Experience
  • Industry Experience, 15 Years
  • Firm Experience, 15 Years
  • Fund Experience, 2 Years
Other funds managed by Dennis Ruhl:
 
Shudong Huang| Executive Director Biography

Shudong Huang is a senior portfolio manager of the Columbus Investment team. Currently he is a member of the portfolio management teams for Market Neutral portfolios and for Quantitative Large Cap Core Plus portfolio; he is also responsible for providing the team a monthly investment commentary. Previously he was also responsible for developing and upgrading stock selection model, and providing research for asset allocation strategies. Prior to joining Banc One Investment Advisor in 2000, he served as a market research manager for Bank One Retailing Marketing group, and prior to that, an analyst in Bank One Retailing Marketing group. He joined Bank one in 1997. Before joining Bank One, he was a market research analyst in Tandy Corporation in Fort Worth, Texas. He is a CFA charter holder, a member of the CFA institute, and a member of the Columbus Society of Financial Analysts.

Education
  • Master’s degree in Economics from Eastern Illinois University
  • Master’s degree in Information Technology at University of Texas at Arlington
Experience
  • Industry Experience, 17 Years
  • Firm Experience, 17 Years
  • Fund Experience, 1 Year
Other funds managed by Shudong Huang:

The Fund may engage in short sales. There is no guarantee that the use of long and short positions will succeed in limiting the Fund's exposure to domestic stock market movements, capitalization, sector-swings or other risk factors. Investment in a portfolio involved in long and short selling may have higher portfolio turnover rates. This will likely result in additional tax consequences. Short selling involves certain risks, including additional costs associated with covering short positions and a possibility of unlimited loss on certain short sale positions.

The Fund may use derivatives in connection with its investment strategies to hedge and manage risk and to increase its return. Derivatives may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions than other types of investments and could result in losses that significantly exceed the Fund's original investment. The Fund will have substantial short positions and must borrow those securities to make delivery to the buyer. The Fund may not always be able to borrow a security it wants to sell short. The Fund also may be unable to close out an established short position at an acceptable price, and may have to sell related long positions at disadvantageous times.