Investment Professionals
William H. Bales
William Bales serves as portfolio manager, principal, and member of Bullseye Asset Management LLC. He previously served as the Portfolio Manager at Janus Capital Management responsible for the Janus Venture Fund and separately managed portfolios in the Small Cap Growth discipline. Mr. Bales joined Janus Capital Management in 1991, and became an analyst in 1993. He served as co-manager of the Janus Venture Fund from 1997 and became the sole portfolio manager in January 2001. Mr. Bales was selected as one of Barron’s Top 100 Fund Managers in 2001 and 2005, and received multiple awards from Lipper in 2008 for “Best Fund over 5 Years” and “Best Fund over 3 Years." Mr. Bales was featured in Investor's Business Daily in February 2007 under "Mutual Fund Profile."
Mr. Bales received a Master of Science degree in marketing and finance and a Bachelor of Science in marketing from the University of Colorado. Mr. Bales has been in the investment industry since 1992.
Jakob V. Holm, CFA
Jakob Holm serves as portfolio manager, principal, member, and Chief Compliance Officer of Bullseye Asset Management LLC. He previously served as the Portfolio Manager at Janus Capital Management responsible for the Janus Adviser Small Company Value Fund, Janus Aspen Small Company Value Fund and separately managed portfolios in the Small Company Value discipline. Prior to joining Janus in July 2005, Mr. Holm spent five years at Bay Isle Financial in Oakland, California, managing small-cap value portfolios since March 2002. In addition, he spent four years with Sand Hill Advisors in Menlo Park, California as a Research Analyst, covering a wide variety of industries including communications, financials, REITs, and technology.
Mr. Holm received a Master of International Management degree from Thunderbird School of Global Management, in international management focusing on finance, and earned a Bachelor of Arts degree in economics from Augustana College where he graduated cum laude. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Colorado. Mr. Holm has been in the investment industry since 1997.
