Collective Investment Funds
T Bank qualified retirement plan clients may elect to utilize our collective investment funds, some of which are managed by well known outside advisers. The funds include a variety of investment styles.
Fund Information:
Frequently Asked Questions
Collective Fund Investment Objectives
Collective Fund – Fund Fact Sheets
Fund Performance Report
Active Managers
| Style | Manager(s) | Manager Since | Manager Website |
|---|---|---|---|
| Large Cap Equity | 12th Street Asset Management Company LLC Aperio Group LLC Applied Finance Capital Management LLC |
2014-02 2019-07 2019-08 |
www.12thstreetasset.com www.aperiogroup.com www.appliedfinance.com |
| Large Cap Value | Yacktman Asset Management LP | 2010-09 | www.yacktman.com |
| Small/Mid Cap | 12th Street Asset Management Company LLC The London Company of Virginia LLC |
2016-07 2010-06 |
www.12thstreetasset.com www.tlcadvisory.com |
| International | First Eagle Investment Management LLC Polen Capital Management LLC |
2012-09 2020-08 |
www.firsteaglefunds.com www.polencapital.com |
| Fixed Income | DoubleLine Funds Guggenheim Investment Management Pacific Investment Management Company LLC (“PIMCO”) |
2017-11 2010-11 2011-02 |
www.doublelinefunds.com www.guggenheimpartners.com www.pimco.com |
| Flexible Allocation | First Pacific Advisors LP | 2010-01 | www.fpafunds.com |
For specific questions on the funds or individual managers, please contact the advisor to T Bank for these funds, Tectonic Advisors, LLC at (972) 233-3323.