Co-Portfolio Managers

Dave M Battilega is the Co-Portfolio Manager of the TPCM Fixed Income Strategy as well as the Co-Portfolio Manager of the Aquila Three Peaks High Income Fund. Since January, 2012, Mr. Battilega has been Assistant Portfolio Manager of both the Aquila Three Peaks High Income Fund and the Aquila Three Peaks Opportunity Growth Fund, and Director of Trading for TPCM. Mr. Battilega has an impressive knowledge of the high-yield corporate debt market, and is a key contributor within TPCM, involved in research analytics, portfolio analytics, and trading. Mr. Battilega joined TPCM in 2004 as a research analyst covering a wide range of sectors, and later transitioned to the trading desk. Throughout his tenure with TPCM, Dave has proven to be extremely driven, hard-working, and passionate about the TPCM strategies and the markets in which TPCM invests. Mr. Battilega is a graduate of the University of Northern Colorado, holding degrees in both Finance and Accounting.

 


Zach MillerZach B Miller, CFA is the Co-Portfolio Manager of the TPCM Equity Strategy as well as the Co-Portfolio Manager of the Aquila Three Peaks Opportunity Growth Fund. Since January, 2012, Mr. Miller has been Director of Research with TPCM, a role in which he has demonstrated leadership, discipline and extraordinary dedication. His in-depth knowledge of a diverse range of sectors and high-yield credits has contributed significantly to the equity and high-yield bond strategies. Since joining TPCM in 2008, Mr. Miller has produced insightful and comprehensive research analytics, and has demonstrated the ability to clearly articulate the TPCM investment strategies. Mr. Miller received his CFA designation in June 2012 and is a graduate of the University of Northern Colorado, holding a degree in business administration with an emphasis in Finance and a minor in economics.