Global Energy Investment Team

• Joined CastleArk in 1999
• Investment Experience since 1979
• University of Notre Dame, BA, Economics: 1979
• University of Chicago, MBA, Finance: 1982

Jerry began his career as an energy analyst at Harris Bancorp in 1979.

In 1981, he joined Kemper Financial as an industry analyst. In 1984, he was named portfolio manager for the Blue Chip and Small Cap Growth Funds.

In 1989 he joined Loomis, Sayles as a Large Cap Growth portfolio manager. In 1994 he was named Managing Partner of the Chicago office and was added to the company’s Board of Directors.

Jerry left Loomis Sayles in 1999 to form CastleArk Management LLC, an institutional growth stock and energy fund investment company. In his role as Chief Investment Officer, Jerry is part of the large cap growth and energy teams.

He appears frequently on CNBC and other financial media venues. Jerry serves on the Finance Council of the Chicago Archdiocese and the University of Notre Dame’s Arts and Letters Council.

• Joined CastleArk in 2002
• Investment Experience since 1979
• Georgetown University, BS, Finance: 1978
• University of South Carolina, MS, International Finance: 1983

Tim entered the investment industry as a credit analyst for the National Bank of Washington in 1979. After two years, he moved to Harris Trust as a currency trader.

For the next 17 years, Tim held various currency related positions at First National Bank of Chicago, Chicago Research & Trading, and Bank One. These positions included trader, portfolio manager, and risk manager.

Tim joined CastleArk in 2002 as a research analyst on the Energy team. Tim is the brother of Ed Clark.

• Joined CastleArk in 2007
• Investment Experience since 2000
• Florida Atlantic University, BA, Psychology: 1996
• Loyola University, MBA, Finance: 2003

Troy spent several years as a professional golfer on the mini-tours before entering the investment business.

He joined Marlin Capital in 2000 as a research analyst, later becoming a portfolio manager on an Energy focused portfolio.

After seven years at Marlin Capital, Troy joined CastleArk in 2007 as a research analyst on the Energy team.

• Joined CastleArk in 2007
• Investment Experience since 2005
• University of Notre Dame, BBA, Accounting: 2004
• University of Notre Dame, MS, Finance: 2005

Joe began his career as an Audit and Risk Associate at KPMG, LLC in 2005. He later joined CastleArk as a research analyst and is now a member of the Energy team.

• Joined CastleArk in 2014
• Investment Experience since 2001
• The Ohio State University, BSBA, Finance: 2001

Christopher began his career at UBS O’Connor on the Convertible Arbitrage desk in 2001. He moved to the flagship Fundamental Research Equity Long/Short Fund in 2004. There, he was a Director and Co-Portfolio Manager in charge of trading within the Small Cap Equity strategy as well as Large Cap Industrials. Chris joined CastleArk’s Small Cap/SMID team in 2014.