Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2008-04-14 | "Managing Partner of the Investment Adviser." |
| 2009-04-14 | "Managing Partner of the Adviser and portfolio manager of the Fund (2007 to present)." |
| 2010-04-16 | "Managing Partner of the Adviser and portfolio manager of the Fund (2007 to present)." |
| 2011-04-15 | "Managing Partner of the Adviser and portfolio manager of the Fund (2007 to present)." |
| 2012-04-27 | "Managing Partner of the Adviser, portfolio manager of the Fund (2007 to present) and founder of Swank Capital, LLC (2000-present)." |
| 2013-04-24 | "Managing Partner of the Adviser, portfolio manager of the Funds (2007 to present) and founder of Swank Capital, LLC (2000-present)." |
| 2014-04-25 | "Managing Partner of the Adviser and founder of Swank Capital, LLC (2000-present)." |
| 2015-04-22 | "Managing Partner of the Adviser and founder of Swank Capital, LLC (2000-present)." |
| 2016-04-26 | "Managing Partner of the Adviser and founder of Swank Capital, LLC (2000-present)." |
| 2017-04-24 | "Managing Partner of the Adviser and founder of Swank Capital, LLC (2000-present)." |
| 2018-04-30 | "Managing Partner of the Adviser and founder of Swank Capital, LLC (2000-present)." |
| 2019-05-01 | “Chairman and Managing Partner of the Adviser and founder of Swank Capital, LLC (2000-present).” |
| 2020-03-04 | "Founder, Chairman and Chief Investment Officer of the Adviser and founder of Swank Capital, LLC..." |
| 2021-04-20 | “Founder, Chairman and Chief Investment Officer of the Adviser and founder of Swank Capital, LLC, general partner of the Adviser (2000 – present).” |
| 2022-04-26 | "Through his experience as a Trustee and Chair of the Board of funds in the Fund Complex, managing partner and Chief Investment Officer of the Adviser and founder of Swank Capital, LLC and his extensive professional experience with investment firms and an oil and gas research and consulting firm, Mr. Swank is experienced in financial regulatory and investment matters." |
| 2023-04-21 | "Chairman of Swank Capital, LLC (2000 – present); Formerly Chairman and Managing Partner of the Adviser (2000-2021)." |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-04-09