George Cipolloni — SPARQNOW

At-a-Glance

Manages the Penn Mutual AM 1847 Income Fund (PMEFX) from July 2020 to June 2025.
Served as Portfolio Manager for the Berwyn Income Fund (BERIX) from May 2006 to February 2019.
The Berwyn Income Fund was a 6-time Lipper Fund Award Winner between 2007 and 2015.
The Berwyn Income Fund was Morningstar Top-1% Ranked Conservative Allocation fund over 15 years.
Specializes in bottom-up, fundamental research-focused, value investing across dividend stocks, corporate bonds, convertible bonds, and preferred stock.
Holds the Chartered Financial Analyst (CFA) designation.

Biography

George Cipolloni, CFA, is an experienced portfolio manager specializing in income and value investing. He currently serves as the Portfolio Manager of the Penn Mutual AM 1847 Income Fund (PMEFX), a role he has held since the fund's inception in July 2020, with his tenure scheduled through June 2025. This fund has been recognized by Morningstar, ranking in the top 16% of Moderately Conservative Allocation funds from 2020-2025.