Gerald Hellerman - Special Opportunities Chief Compliance Officer and Interested Director
| SPE Fund | USD 14.97 0.06 0.40% |
Mr. Gerald Hellerman is a Chief Compliance Officer, Director of the Company. Mr. Hellerman was a Director of SPE since 2009 and its Chief Compliance Officer since January 2010. Mr. Hellerman has more than 40 years of financial experience, including serving as a Financial Analyst and Branch Chief at the U.S. Securities and Exchange Commission and as Chief Financial Analyst at the Antitrust Division of the U.S. Department of Justice for 17 years. He has served as a director of a number of public companies, including registered investment companies, and as a financial and corporate consultant during the period from 1993 to 2014.
| Age | 82 |
| Tenure | 5 years |
| Phone | 403 355-2779 |
| Web | www.spartanenergy.ca |
Special Opportunities Management Performance (%)
The company has Return on Asset of 0.43 % which means that on every $100 spent on assets, it made $0.43 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (6.99) %, meaning that it generated no profit with money invested by stockholders. Special Opportunities' management efficiency ratios could be used to measure how well Special Opportunities manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
| Found 11 records | One Year Return | ||
| Rand Berney | Tortoise Capital Series | 65 | |
| Bruce Spector | Ares Dynamic Credit | 78 | |
| Nancy Eckl | Lazard Global Total | 57 | |
| Richard Reiss | Lazard Global Total | 74 | |
| Kenneth Davidson | Lazard Global Total | 74 | |
| John Shaw | Ares Dynamic Credit | 69 | |
| James Hunt | Ares Dynamic Credit | 69 | |
| Robert Solmson | Lazard Global Total | 72 | |
| Alexandra Herger | Tortoise Capital Series | 63 | |
| Conrad Ciccotello | Tortoise Capital Series | 60 | |
| Ashish Bhutani | Lazard Global Total | 61 | |
Management Performance
| Return On Equity | -6.99 | |||
| Return On Asset | 0.43 |
Special Opportunities Leadership Team
Elected by the shareholders, the Special Opportunities' board of directors comprises two types of representatives: Special Opportunities inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Special. The board's role is to monitor Special Opportunities' management team and ensure that shareholders' interests are well served. Special Opportunities' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Special Opportunities' outside directors are responsible for providing unbiased perspectives on the board's policies.
| Marc Lunder, Independent Director | ||
| Charles Walden, Independent Director | ||
| Andrew Dakos, Pres and Interested Director | ||
| Phillip Goldstein, Chairman of the Board, Secretary | ||
| Ben Harris, Independent Director | ||
| Gerald Hellerman, Chief Compliance Officer and Interested Director | ||
| Thomas Antonucci, Chief Financial Officer, Treasurer | ||
| Rajeev Das, Vice President Treasurer | ||
| Stephanie Darling, Chief Compliance Officer |
Special Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Special Opportunities a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -6.99 | |||
| Return On Asset | 0.43 | |||
| Operating Margin | 31.58 % | |||
| Current Valuation | 189.4 M | |||
| Shares Outstanding | 12.71 M | |||
| Shares Owned By Institutions | 36.84 % | |||
| Number Of Shares Shorted | 6.84 K | |||
| Price To Earning | 9.98 X | |||
| Price To Book | 0.74 X | |||
| Price To Sales | 32.06 X |
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Other Information on Investing in Special Fund
Special Opportunities financial ratios help investors to determine whether Special Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Special with respect to the benefits of owning Special Opportunities security.
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