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Ohio Adviser Will Offer Tech Value Fund


The Sturgeon Financial Group of Dayton, Ohio is planning to offer a value fund with a technology bent, the first of two funds the firm expects to offer this year.

The Sturgeon Fund plans to follow a value investing philosophy and take what the fund describes as significant investments in technology stocks, according to a registration statement filed with the SEC Dec. 22. The fund will be sold with a sales charge of up to four percent, according to the registration statement. Sturgeon Financial has approximately $350 million in assets under management, said Richard W. Bradford, the portfolio manager for the Sturgeon Fund.

Sturgeon Financial hopes to introduce the Sturgeon Fund in March, Bradford said. The company is planning to offer a growth and income fund later this year, he said.