Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Portfolio > Mutual Funds

AIM Funds Shuffles Managers

Your article was successfully shared with the contacts you provided.

March 3, 2003 — AIM Capital Management Inc. announced management changes to 12 of their mutual funds:

The following changes were effective March 1:


  • AIM Emerging Growth Fund/A (EMEAX) Karl Farmer, Jay Rushin Rushin, Robert Kippes-30.2%
  • AIM Global Growth Fund/A (AGGAX) Kirk L. Anderson, Clas G. Olsson, Barrett K. Sides Monika Degan, Olsson, Sides-20.0%
  • AIM Global Income Fund/A (AGAIX) Robert G. Alley, Jan H. Friedli, Carolyn L. Gibbs, Scot W. Johnson Alley, Friedli, Gibbs-4.6%
  • AIM Large Cap Basic Value Fund/A (LCBAX) Robert Cannon Coleman II, Matthew W. Seinsheimer, Michael J. Simon, Bret W. Stanley Seinsheimer, Simon, Stanley-24.0%

The following changes are effective May 1:


  • AIM Aggressive Growth Fund/A (AAGFX) Karl Farmer, Robert M. Kippes, Jay K. RushinRyan Crane, Kippes, Rushin-22.6%
  • AIM Blue Chip Fund/A (ABCAX) Kirk L. Anderson, Monika H. DeganDegan, Jonathan Schoolar-27.0%
  • AIM Charter Fund/A (CHTRX) David W. Pointer, Ronald S. SloanSloan, Michael Yellen-17.4%
  • AIM Constellation Fund/A (CSTGX) Christian A. Costanzo, Robert J. Lloyd, Kenneth A. Zschappel Zschappel, Robert Kippes-25.4%
  • AIM Dent Demographic Trends Fund/A (ADDAX) Kirk L. Anderson, James G. Birdsall, Lanny H. Sachnowitz Sachnowitz, Edgar Larsen-31.6%
  • AIM International Growth Fund/A (AIIEX) Shuxin Cao, Jason T. Holzer, Clas G. Olsson, Barret K. SidesHolzer, Olsson, Sides-14.1%
  • AIM Mid Cap Growth Fund/A (AMCAX) Karl Farmer, Jay K. RushinRushin, Kenneth A. Zschappel, Robert Kippes, Ryan Crane-29.5%
  • AIM Weingarten Fund/A (WEINX) James G. Birdsall, Monika H. Degan, Lanny H. SachnowitzDegan, Sachnowitz-30.8%

“None of the people involved in these changes are retiring from the company, nor are they leaving the firm,” a spokesman for AIM Funds said. “Most of the new additions represent the promotion of senior analysts to portfolio managers. These analysts have already been supporting their respective funds for quite some time. We are principally adding some depth to these management teams.”

The spokesman added, “We are not changing the investment objectives nor philosophies of any of these funds.”


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.