Muzinich & Co., Inc. (“Muzinich”) serves as the investment subadviser of the Fund For Income and Floating Rate Fund. Muzinich has discretionary trading authority over all of the Fund’s assets, subject to continuing oversight and supervision by FIMCO and the Fund’s Board of Trustees. Muzinich is located at 450 Park Avenue, New York, NY 10022. Muzinich is an institutional asset manager specializing in high yield bond portfolio and other credit-oriented strategies. As of September 30, 2015, Muzinich managed approximately $23.6 billion in assets worldwide.
The Fund For Income and the Floating Rate Fund are managed by a team of investment professionals who have active roles in managing the Funds. The following investment professionals manage the Fund For Income and the Floating Rate Fund: Bryan Petermann, Portfolio Manager, who joined Muzinich in 2010 and prior thereto served as Managing Director, Head of High Yield, at Pinebridge Investments (f/k/a AIG Investments), for the last 5 years of his tenure (2000-2010); and Clinton Comeaux, Portfolio Manager, who joined Muzinich in 2006. Mr. Comeaux has served as Portfolio Manager of the Fund For Income since 2009 and Mr. Petermann has served as Portfolio Manager of that Fund since 2010. Mr. Petermann has served as a Portfolio Manager of the Floating Rate Fund since its inception in 2013, and Mr. Comeaux, has served as Portfolio Manager of the Fund since 2014. Messrs. Peterman and Comeaux also serve as Portfolio Managers of another First Investors Fund.