The Portfolio Manager is Gerald Reid Jordan, President and Senior Portfolio Manager of the Sub-Adviser. After graduating from Harvard College, Mr. Jordan spent three years as a Position Trader for Salomon Brothers in New York City before attending Harvard Business School.

Upon graduation, he founded and managed Lighthouse Management, L.P., a small investment firm.

He joined Hellman Jordan in 1996 and since 2003 has served as Senior Portfolio Manager for its separately-managed accounts. He has been Portfolio Manager of the Jordan Fund since its inception in 2001.

Mr. Jordan also managed the limited partnership (which later converted into the Jordan Fund) since 1997.