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El objetivo es lograr la apreciación del capital invirtiendo principalmente en acciones de EE.UU. Invierte al menos el 80% de su patrimonio neto en valores de pequeñas empresas nacionales cuyas perspectivas de crecimiento estén por encima de la media.
Nombre | Título | Desde | Hasta |
---|---|---|---|
George J Sakellaris | Portfolio Manager | 2017 | Ahora |
Biografía | George is a portfolio manager of the Mid-Cap Growth strategy and an associate portfolio manager for the Small-Cap Growth strategy. Prior to joining the firm, he started and managed a small-cap growth strategy at Credo Capital Management and served as director of research and an analyst for GARP Research & Securities. | ||
Christopher A. Berrier | Partner | 2007 | Ahora |
Biografía | Christopher Berrier has been the portfolio manager of the Small-cap Growth strategy since April of 2006 and the Mid-cap Growth strategy since inception. Prior to joining the firm in 2005, Chris was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies. He received a B.A. in economics from Princeton University in 2000. | ||
Timothy W. Hathaway | Member | 2007 | 2013 |
Biografía | Timothy Hathaway, CFA, is the director of research and institutional investment management. He was co-portfolio manager of the Small-Cap Growth strategy for nine years until June 2014. Prior to that, he was a research analyst with the Large-Cap Equity team and was responsible for research in the consumer discretionary and energy sectors. |
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