Flaherty & Crumrine Total Return Fund: Portfolio Manager Donald Crumrine to Retire December 31, 2015
The fund's investment adviser said portfolio manager Donald F. Crumrine will leave his role on December 31, 2015, due to his upcoming retirement. R. Eric Chadwick and Bradford S. Stone will continue as portfolio managers, so the management team is partly unchanged for shareholders.
Key points
- Donald F. Crumrine will no longer serve as a portfolio manager effective December 31, 2015.
- The change was announced by the Investment Adviser, Flaherty & Crumrine Incorporated, citing his upcoming retirement.
- R. Eric Chadwick and Bradford S. Stone will continue as portfolio managers for the fund.
The filing
Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 13, 2015.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.