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Treasury & Agency Fund - Select (OGTFX)

Treasury & Agency Fund - Select (OGTFX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Scott Grimshaw
Scott Grimshaw| Executive Director Biography

Scott E. Grimshaw, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Scott is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1988, Scott was previously a senior fixed income research analyst. Scott holds a B.S. in finance from Miami University, an M.B.A. from The Ohio State University and is a CFA charterholder.

Education
  • B.S., Finance, Miami University
  • M.B.A., Ohio State University
Experience
  • Industry Experience, 26 Years
  • Firm Experience, 26 Years
  • Fund Experience, 18 Years
Other funds managed by Scott Grimshaw:
Peter Simons
Peter Simons| Executive Director​ Biography

Peter Simons, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Peter is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. Prior to joining the firm in 2001, Peter worked as a graduate assistant in the Office of the Treasurer at The Ohio State University, assisting in the management of the university’s short-term investments. Previously, he worked at Nifco U.S. as a design engineer in the automotive industry. Peter holds a B.S. in mechanical engineering from Cedarville University, an M.B.A. from The Ohio State University and is a CFA charterholder.

Education
  • B.S., Mechanical Engineering,Cedarville University
  • M.B.A., The Ohio State University
Experience
  • Industry Experience, 14 Years
  • Firm Experience, 13 Years
  • Fund Experience, 9 Years
Other funds managed by Peter Simons:

The Fund's fixed income securities are subject to interest rate risk. If rates increase, the value of the Fund's investments generally declines.

Ordinarily the Fund will invest at least 80% of its total assets in treasury and agency obligations.

The Fund primarily invests in U.S. Treasury and U.S. agency obligations including fixed income securities, mortgage-backed and mortgage-related securities, and inflation-linked securities, including fixed and floating rate debt securities of varying maturities issued by the U.S. government, its agencies and instrumentalities. The Fund also may invest in government mortgage-backed securities and government adjustable rat mortgage loans known as ARMs.

The Fund anticipates a very high degree of portfolio turnover. This will likely result in additional tax consequences.