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Bridge Builder Small/mid Cap Growth Fund (BBGSX)
Lägg till/Ta bort från en portfölj
Lägg till portföljen
16,84
-0,09
-0,53%
31/01 - Stängd. Valuta i USD
- Morningstar-värdering:
- Totala tillgångar: 9,6B
Bridge Builder Small/Mid Cap Growth
16,84
-0,09
-0,53%
- Översikt
- Profil
- Historiska data
- Innehav
BBGSX Översikt
På denna sida hittar du en djupgående profil av Bridge Builder Small/mid Cap Growth Fund. Läs om viktig ledning, totala tillgångar, investeringsstrategi och kontaktinformation om BBGSX tillsammans med annan information.
Kontaktinformation
Adress
615 East Michigan Street
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
Telefon
-
Verkställande ledning
| Namn | Titel | Sedan | Till |
|---|---|---|---|
| Trevor Martin | - | 2024 | Nu |
| Biografi | Trevor Martin has been a member of the RS Investments Growth team since 2014 and a co-portfolio manager of Victory RS Small Cap Growth Fund, Victory RS Select Growth Fund, Victory RS Mid Cap Growth Fund, Victory RS Growth Fund, and Victory RS Small Cap Equity Fund since May 2024. Mr. Martin is a CFA charterholder. | ||
| Matthew Spitznagle | Portfolio Manager, Vice President | 2022 | Nu |
| Biografi | Matt is a senior research analyst for the Small Cap Strategy portfolio, covering the Consumer Discretionary, Consumer Staples, Financials, and Utilities sectors. He has 18 years of investment experience. Prior to joining Eagle, Matt’s research experience includes equity analyst positions with Sentinel Investments (on the subject team from 2005-2012) and Northern Trust. He earned his B.S. in Finance from the University of Illinois in 1991 and an M.B.A. from Northern Illinois University in 1995. Matt is a CFA charterholder. He began his investment career in 1996. | ||
| Edmund G. Woods | Co-Portfolio Manager | 2022 | Nu |
| Biografi | Edmund (“E.G.”) Woods is a Portfolio co-Manager, responsible for covering companies in the Financials and Real Estate sectors of Eagle Asset Management, Inc. He has 24 years of investment industry experience. Prior to joining Eagle in 2020, E.G. worked as a portfolio manager and research analyst for a variety of firms. He earned a B.A. from Trinity College in 1989 and an M.B.A. from Dartmouth in 1999. He is a CFA charterholder. | ||
| Jason Wulff | Equity Analyst | 2022 | Nu |
| Biografi | Mr. Wulff, has been employed by Sentinel Asset Management, Inc. (“Sentinel”) since 2007 as an equity analyst. He holds the Chartered Financial Analyst designation. | ||
| Jay C. Warner | Managing Director, Portfolio Manager | 2022 | Nu |
| Biografi | Jay Warner, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is a co-lead portfolio manager for the Artisan U.S. Small-Cap Growth Strategy and a portfolio manager for the Artisan U.S. Mid-Cap Growth, Global Opportunities and Global Discovery Strategies. Prior to joining Artisan Partners in May 2003, Jay attended the Graduate School of Business at the University of Wisconsin-Madison and graduated from the Applied Security Analysis Program. From 1997 through 2001, Jay was a senior accountant specializing in auditing, reviewing and compiling financial statements. Jay holds a bachelor's degree in accounting and a master's degree in finance, investment and banking from the University of Wisconsin-Madison. Jay was a licensed Certified Public Accountant. | ||
| Paul Whitehead | Managing Director | 2022 | Nu |
| Biografi | Paul Whitehead, Managing Director, is the Co-Head of Index Equity with responsibility for Global Portfolio Engineering, Index Asset Allocation, Investment Process & Platform, and Transition Management (TRIM) within BlackRock's ETF and Index Investments group. Mr. Whitehead's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role , Mr. Whitehead was Global Head of Equity Trading, Global Head of Transition Management and Head of Americas Equity Trading. | ||
| Peter Sietsema | - | 2022 | Nu |
| Biografi | Peter Sietsema has been with BFA since 2007, including his years with BGI, which merged with BFA in 2009. Mr. Sietsema has been employed by BFA or its affiliates as a Director since 2011 and a Vice President from 2009 to 2010. Mr. Sietsema has been a Portfolio Manager of each fund since 2023. | ||
| Prakash Vijayan | Portfolio Manager | 2021 | Nu |
| Biografi | Prakash Vijayan is an assistant portfolio manager and senior analyst on the US Growth Equities Team with a focus on the information technology and communication services sectors. His in-depth fundamental research, idea generation, and buy/sell recommendations are leveraged across the Micro Cap Growth, Small Cap Growth, and Small/Mid Cap Growth strategies. Mr. Vijayan began his career as an equity research analyst for Beekman Capital Management in 2005, covering the technology, media, and telecommunications sectors prior to joining Driehaus Capital Management in 2010. He received his Bachelor of Technology degree in mechanical engineering from the Indian Institute of Technology in 2003 and a Master of Science in mechanical engineering from Arizona State University in 2005. Mr. Vijayan is a CFA charterholder. | ||
| Stephen J. Bishop | Co-Portfolio Manager | 2021 | Nu |
| Biografi | Stephen J. Bishop has been a member of the RS Growth team since 1996 and has been with Victory Capital Management Inc. since 2016. Mr. Bishop has been a co-portfolio manager and analyst of Victory RS Mid Cap Growth Fund (including its predecessor fund) since 2008, Victory RS Small Cap Equity Fund (including its predecessor fund) since 2009. From 1996 to 2016, Mr. Bishop was a research analyst primarily covering the technology sector with RS Investment Management Co. LLC, which was acquired by the Adviser in 2016. Prior to joining RS Investments, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc., for two years. | ||
| Jeffrey James | Portfolio Manager | 2021 | Nu |
| Biografi | Jeffrey James is the lead portfolio manager for the Micro Cap Growth, Small Cap Growth, and Small/Mid Cap Growth strategies. In his role as portfolio manager, he has final responsibility for the strategies’ portfolio construction, risk management, and buy/sell decisions. Additionally, he is responsible for implementation of the investment philosophy, idea generation as well as the evaluation of macro-level trends and the market environment. | ||
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