Optimizing Your InvestmentsTM
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Joseph B. Childrey
Founder & Chief Investment Officer

Mr. Childrey developed an investment philosophy that incorporates the principles of behavioral finance and trend following. He launched and managed the Probabilities Fund L.P., a long/short hedge fund, for six years before converting the fund to a mutual fund. Mr. Childrey served private and institutional clients at AG Edwards/Wells Fargo for 15 years, starting his career at PaineWebber. An inventor, Mr. Childrey co-invented with Jon Jewitt a patented product in the consumer electronics industry that is marketed and sold worldwide. Mr. Childrey graduated from Western Maryland College with a BA in Sociology.

Jonathan L. Chatfield, CFA
Chief Portfolio Manager

Mr. Chatfield has over 20 years of experience in the investment management industry. He has served previously as a portfolio manager and investment management consultant and has developed computer software for the financial services industry. Mr. Chatfield holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Diego and the CFA Institute. He received a BS in Agricultural and Managerial Economics from the University of California, Davis.

Jeffrey Hirsch
Chief Market Strategist

Mr. Hirsch is CEO of Hirsch Holdings, editor-in-chief of the Stock Trader's Almanac and Almanac Investor eNewsletter at www.stocktradersalmanac.com, and a Yahoo Finance contributor. He is the author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It (Wiley, 2011). Mr. Hirsch is a 27-year Wall Street veteran; he took over from founder Yale Hirsch in 2001 and regularly appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets.

Christopher Mistal
Director of Research

Mr. Mistal has nearly 15 years of experience in financial analysis with a focus on historical market seasonality and patterns. He has written and maintained proprietary software code. Mr. Mistal currently manages the data and analysis for the annual Stock Trader’s Almanac and Almanac Investor e-Newsletter. Mr. Mistal is a U.S. Navy Veteran. He graduated from Naval Nuclear Power School in 1995 and went on to serve as an Electrician’s Mate in the engineering department of two nuclear powered submarines. Upon leaving the Navy in 2000, Chris was an Applications Engineer where he designed, built, programmed, installed, and provided operational training on various package inspection systems utilizing a broad spectrum of technologies.

Mary Gray
Chief Operating Officer

Mrs. Gray has over 20 years of experience in the financial services industry and personally worked with Mr. Childrey for 10 years while both were at Wells Fargo. With expertise in operations, compliance, and client service she has established an efficient, clientcentered culture in the organization. Mrs. Gray currently holds Series 7, Series 63 and Series 65 securities licenses.

Robert B. Ausdal Jr., CFA
Research Consultant

Mr. Ausdal has over 35 years’ experience with Ausdal Financial Partners Inc., a Davenport, IA based FINRA member broker dealer and SEC registered investment advisory firm with over 250 registered representatives located throughout the Unites States. He currently serves as Ausdal’s President, where in addition to his CEO duties he is responsible for the management and development of the firm’s proprietary asset management programs. Mr. Ausdal is a Chartered Financial Analyst and is a member of the CFA Institute. He received a BA in Finance from the University of Illinois, Urbana-Champaign.

Allen Shepard, PhD
Research Consultant

Dr. Shepard co-developed the Fund’s investment strategy with Mr. Childrey and has served as an outside consultant to the investment committee since the firm’s inception. Dr. Shepard has developed proprietary hedging models for use in managing preferred and fixed-income securities, and is currently Vice President and Senior Risk Analyst at Stonebridge Advisors. Dr. Shepard held positions as a Gibbs instructor in the Mathematics Department at Yale University. He received his PhD in Mathematics from Brown University and a BA in Mathematics from Hampshire College.