Profile
John R.
Bartholdson is currently the Director at Old Mutual Funds I since 2004 and the Independent Trustee at CBRE Global Real Estate Income Fund since 2014.
Previously, he held positions such as Chief Financial Officer, Treasurer, Director & SVP at Triumph Group, Inc. from 1993 to 2007, Director at Old Mutual Funds II from 2004 to 2012, Director at Old Mutual Funds Iii in 2009, Trustee at Old Mutual Insurance Series Fund from 2011 to 2012, Trustee at Old Mutual Advisor Funds, Trustee at ING Clarion Global Real Estate Income Fund, Treasurer at TPC Castings, Trustee at Investment Managers Series Trust - Berwyn Fund from 2013 to 2016, Trustee at Berwyn Income Fund from 2013 to 2016, and Trustee at Berwyn Cornerstone Fund from 2013 to 2016.
John Bartholdson active positions
| Companies | Position | Start |
|---|---|---|
| CBRE GLOBAL REAL ESTATE INCOME FUND | Director/Board Member | 23/08/2004 |
Old Mutual Funds I
Old Mutual Funds I Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 22/07/2010 |
Former positions of John Bartholdson
| Companies | Position | End |
|---|---|---|
Berwyn Cornerstone Fund
Berwyn Cornerstone Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 01/01/2016 |
Berwyn Income Fund
Berwyn Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 01/01/2016 |
Investment Managers Series Trust - Berwyn Fund
Investment Managers Series Trust - Berwyn Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 01/01/2016 |
Triumph Precision Castings Co.
Triumph Precision Castings Co. Metal FabricationProducer Manufacturing Manufactures nonferrous foundries except aluminum and copper | Treasurer | 26/10/2012 |
Old Mutual Funds II
Old Mutual Funds II Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Director/Board Member | 15/06/2012 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Triumph Group, Inc.
Triumph Group, Inc. Aerospace & DefenseElectronic Technology Designs, manufactures and repairs aircraft systems and components | Electronic Technology |
Old Mutual Insurance Series Fund
Old Mutual Insurance Series Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Old Mutual Advisor Funds
Old Mutual Advisor Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Old Mutual Funds II
Old Mutual Funds II Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
Old Mutual Funds I
Old Mutual Funds I Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Old Mutual Funds Iii
Old Mutual Funds Iii Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
ING Clarion Global Real Estate Income Fund
ING Clarion Global Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Triumph Precision Castings Co.
Triumph Precision Castings Co. Metal FabricationProducer Manufacturing Manufactures nonferrous foundries except aluminum and copper | Producer Manufacturing |
CBRE Global Real Estate Income Fund
CBRE Global Real Estate Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Investment Managers Series Trust - Berwyn Fund
Investment Managers Series Trust - Berwyn Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Berwyn Income Fund
Berwyn Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Berwyn Cornerstone Fund
Berwyn Cornerstone Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
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