Asset Management

What's New In Investments, Funds? - Carillon Tower Advisers

Editorial Staff 24 June 2020

What's New In Investments, Funds? - Carillon Tower Advisers

The latest in funds and investment news from across the world.

Carillon Tower Advisers, the US-based asset management house, has launched an active US small-cap equity fund available in a European SICAV structure. 

The new offering is called Raymond James Funds Eagle US Small Cap Strategy. It is managed by Carillon’s affiliate Eagle Asset Management.

The fund offers European investors exposure to a strategy with a focus on sustainable investment philosophies. Eagle is a signatory of the UN-backed Principles for Responsible Investment, and the fund employs an environmental, social and governance-aware process. 

The fund will be managed by members of Eagle’s team based in Waterbury, Vermont. The investment team consists of portfolio co-manager Matthew McGeary and portfolio co-managers Jason Wulff, Betsy Pecor, and Matt Spitznagle. The team has worked together since 2005 at a prior firm, and most joined Eagle in 2012. Wulff joined in 2015.

The SICAV is one of two funds managed by Carillon affiliates and offered by Raymond James Asset Management International. The other is the Reams Unconstrained Bond Fund. 

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes