Sirios Long/Short Institutional (SLHIX)
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Sirios Long/Short Institutional
Pawtucket, RI 2860
c/o BNY Mellon Investment Servicing, 101 Sabin Street
Fundvantage Trust
(866) 261-6483
Management Information
John F. Brennan,Lead Manager since May 2, 2018
John F. Brennan, Jr. Mr. Brennan co-founded Sirios in July 1999 and currently serves as Managing Director. Prior to co-founding Sirios, Mr. Brennan was a senior vice president of MFS Investment Management where he served as portfolio manager and member of the MFS Advisory Board and MFS Equity Management Group. In addition, he completed the Manufacturing Management Program at General Electric from 1981 through 1983. Mr. Brennan received an MBA from the Stanford University Graduate School of Business in 1985 and a Bachelor of Science degree, summa cum laude, from the University of Rhode Island College of Engineering in 1981.
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Morningstar Category
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Fund Overview
CategoryLong-Short Equity
Fund FamilySirios
Net Assets34.21M
YTD Return8.08%
Yield0.00%
Morningstar Rating★★★
Inception DateMay 2, 2018
Fund Operations
Last Dividend0.28
Last Cap Gain9.00
Holdings Turnover79.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSLHIXCategory Average
Annual Report Expense Ratio (net)1.66%1.92%
Prospectus Net Expense Ratio1.66%N/A
Prospectus Gross Expense Ratio2.46%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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