Greg Habeeb — The Mathematician
“In a Numbers Game you Really Need a Numbers Guy.”
Greg Habeeb
At Calvert they specialize in bond issues with complex and unusual structures –
the ideal scenario for Senior Portfolio Manager, Greg Habeeb.
Greg's a numbers man through and through – MS Mathematics at NYU (Courant Institute of Mathematical Science) and BS Mathematics at Massachusetts IT – and has lead
this fund since January 1997. Add to that over 20 years experience as an analyst, trader and portfolio manager and it's not hard to see why Greg is right at home here.
The team applies in-depth credit analysis to identify bonds with price-appreciation potential but still maintains a flexible investment approach in order to
profit from changing market conditions.
Greg Habeeb was a member of the Society of Actuaries from 1985 to 1998.
The fund we are investing in to gain access to Money Master Greg Habeeb is:
| Fund Name: |
Calvert Short Duration |
| Fund Symbol: |
CSDAX |
| Fund Summary: |
|
Calvert Short Duration seeks to maximize income to the extent consistent with prudent investment management and preservation of capital,
through investment in short-term bonds and other income-producing securities. Management uses an active strategy, seeking relative value to
earn incremental income, typically investing at least 65% of assets in investment-grade debt securities.
Click here for the
Fund Fact Sheet.
* Notes: The 10-year average return shown for CFICX is for the 10-year period 01/01/98 - 12/31/07.
The average was calculated by adding the results for the 10 consecutive calendar years shown and dividing that result by 10.
The 10-year average return and 10 individual annual performance results are
shown with all dividends and gains reinvested and are net of all fund fees. All
fund expenses have already been deducted from the percentage results shown.
Source for Calendar year results: Zephyr StyleADVISOR
Past performance is no guarantee of future results. Actual future results will
vary.
The Retirement Corporation of America (RCA) is under no obligation to use
featured managers or funds and will change managers should they fail to meet
our selection criteria.
Information pertaining to RCA's advisory operations, services and fees is set
forth in RCA's current disclosure statement (copy available upon request from
RCA).