Schooner Investment Group, LLC is the advisor of the Schooner Fund.  The advisor is an independent money manager specializing in equity, equity-linked, and convertible securities.  Since 1995, the services of the advisor's investment team have been reserved exclusively for global banks, large institutions, and select ultra high net worth individuals.  The Schooner Fund was developed as a product  specifically designed for the general investing public, executing an investment process focused on striving to deliver superior risk-adjusted performance through a balance of income generation and capital appreciation.

Portfolio Manager
Schooner Fund (SCNAX):

Gregory R. Levinson
Mr. Levinson has managed the Fund since its inception.  He has 16 years of industry experience in equities, equity-linked securities, and derivatives.  Greg was formerly a Senior Portfolio Manager for a multi-billion dollar hedge fund where he was the head of global convertible and equity-linked trading.  Previously he was the Founder and CIO of Polaris Advisors LP, an equity-linked market neutral manager specializing in convertible arbitrage, equity, and derivative strategies.  Prior to forming Polaris he was a Managing Director and Head Trader of convertible arbitrage at BNP/Cooper Neff where he led the U.S. convertibles team.  His responsibilities included oversight of all group operations and strategy development.  Prior to becoming Managing Director, he was Senior Vice President of Trading and the head trader for Banque Nationale de Paris' ("BNP") proprietary convertibles trading group.  Greg is a graduate of The Wharton School of The University of Pennsylvania.



Portfolio Managers
Schooner Global Absolute Return Fund (SARIX):

Alec Petro
Alec Petro joined the Advisor in 2011 as Portfolio Manager. Mr. Petro is also Managing Partner and Chief Risk Officer at Bay Hill Capital Management, LLC and Fort Hill Capital Management, each an investment management firm that he helped found in 2005. From 2005 to 2009, Mr. Petro was a founder and portfolio manager for Absolute Investment Advisers LLC, an investment management firm specializing in multi-manger hedged mutual funds. Mr. Petro received his B.A. from Boston College and his M.B.A. from the University of Chicago.




Brian Chen, Ph.D.
Brian Chen joined the Advisor in 2011 as Portfolio Manager. Since 2005 Dr. Chen has been the head of Bay Hill Capital Management’s and Fort Hill Capital Management’s Research and Quantitative Strategies where he develops volatility arbitrage and other quantitative investment strategies. Dr. Chen received a Ph.D. degree in electrical engineering and computer science, with a concentration in signal processing, and a minor in finance from the Massachusetts Institute of Technology (MIT). Dr. Chen also holds a S.M. degree in electrical engineering from MIT, and the B.S.E. degree (summa cum laude) in electrical engineering from the University of Michigan.