Sean Katof leads the firm’s research team and is responsible for reviewing current and new sub-advisors for possible additions to the existing family of funds. He drives efforts in the development of new products within the alternative marketplace to expand current offerings within LoCorr Funds. Sean joined the firm in 2015, and has worked in the investment industry since 1994. Prior to joining LoCorr Funds, Sean served as Director of Capital Markets at SLOCUM, an institutional consulting firm, from 2005 to 2015. In this role, he led the firm’s global equity manager research covering traditional equity, short extension, closed end fund, and options overlay strategies. In addition, he was actively involved in equity long-short manager research.
Prior to joining Slocum, Sean served as Portfolio Manager at Devenir Investment Advisors, where he managed the Industry Leaders Core Equity portfolio from 2004 - 2005. Prior to that, he was a Vice President and Portfolio Manager at INVESCO Funds Group where he served in positions of increasing responsibility from 1994 – 2003. Joining INVESCO Funds Group as a Fund Accountant, Sean moved into the investment division, eventually serving as Portfolio Manager for the INVESCO Real Estate Opportunity Fund and Co-Portfolio Manager for the INVESCO Core Equity Fund.
Sean received his B.S. in business administration with an emphasis in finance from the University of Colorado at Boulder. He holds an M.S. in finance from the University of Colorado at Denver. Sean is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder.
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