Salient Tactical Plus F (BTPIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Salient Tactical Plus F
Cincinnati, OH 45246
225 Pictoria Drive, Suite 450
Ultimus Managers Trust
Management information
,Lead manager since 30 December 2012
Mr. Kennedy has served as Portfolio Manager of the Sub-Advisor since September 2022. Mr. Kennedy began his career at Divergence Analysis Inc, a proprietary research firm focused on developing research and models for active portfolio and risk management. Building on the firm’s methodology, he co-
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founded Montcrest Capital LLC in 2017, a registered investment advisor managing a systematic equity strategy he co-developed for high-net worth and family office clients. Most recently, Mr. Kennedy was Vice President at eVestment, a division of Nasdaq, focusing on business development with hedge funds and other alternative managers. Mr. Kennedy holds a BBA in both Finance and Risk Management from the Terry School of Business at the University of Georgia. He is a charterholder of the CFA and CAIA designations.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyWestwood
Net assets72.16M
YTD return1.22%
Yield3.93%
Morningstar rating★★★
Inception date30 Dec 2012
Fund operations
Last dividend0.46
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseBTPIXCategory average
Annual report expense ratio (net)1.27%1.92%
Prospectus net expense ratio1.27%N/A
Prospectus gross expense ratio1.96%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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