Registrera för att skapa bevakningar för instrument,
ekonomiska händelser och innehåll av författare som följs
Gratis registrering Har du redan ett konto? Logga in
Värdering
Alla instrumenttyper
- Alla instrumenttyper
- Index
- Aktier
- ETF
- Fonder
- Råvaror
- Valutor
- Krypto
- Obligationer
- Certifikat
Prova en annan sökning
Lås upp premiumdata: Upp till 50% rabatt InvestingPro HÄMTA REA
Loomis Sayles Small Capital Value Fund Institutional Class (LSSCX)
Lägg till/Ta bort från en portfölj
Lägg till portföljen
23,38
-0,24
-1,02%
- Morningstar-värdering:
- Totala tillgångar: 388,05M
Loomis Sayles Small Cap Value Instl
23,38
-0,24
-1,02%
- Översikt
- Profil
- Historiska data
- Innehav
LSSCX Översikt
På denna sida hittar du en djupgående profil av Loomis Sayles Small Capital Value Fund Institutional Class. Läs om viktig ledning, totala tillgångar, investeringsstrategi och kontaktinformation om LSSCX tillsammans med annan information.
Kontaktinformation
Adress
P.O. Box 219594
Kansas City,MO 64121-9594
United States
Kansas City,MO 64121-9594
United States
Telefon
+1 8006333330
Webb
www.loomissayles.com
Verkställande ledning
| Namn | Titel | Sedan | Till |
|---|---|---|---|
| Jeffrey M. Schwartz | Vice President | 2012 | Nu |
| Biografi | Jeffrey Schwartz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios. Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan. | ||
| Joseph R. Gatz | Vice President | 2000 | Nu |
| Biografi | Joe Gatz is a portfolio manager for the Loomis Sayles equity group. He co-manages the Loomis Sayles Small Cap Value Fund and the Loomis Sayles Small/Mid Cap and Small Cap Value strategies. In addition to his portfolio management responsibilities, Joe also maintains primary research coverage for several holdings within both strategies, withan emphasis on special situations, as well as industrials, technology and healthcare. He joined Loomis Sayles in 1999 as a mid cap value equity portfolio manager, and was promoted to lead the small/extended/mid | ||
| Dan G. Thelen | Managing Director, Small/Mid Cap Equities | 2000 | 2011 |
| Biografi | Dan Thelen, a portfolio manager with the Advisor, has managed the Ancora/Thelen Small-Mid Cap Fund since its inception in 2013. He was responsible for the management of institutional client portfolios as well as expanding the asset base of Ancora’s Family of Mutual Funds. Dan began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries. | ||
| Dawn Alston Paige | Executive Vice President | 2000 | 2000 |
| Biografi | Dawn serves as Piedmont’s Executive Vice President and portfolio manager of Piedmont’s Small Cap Value Opportunity Product. Prior to joining Piedmont, Dawn previously served as co-manager of the Loomis Sayles Small Cap Value product. Dawn began her investment career at Loomis, Sayles in 1992 when she joined the recently founded Small Cap Product Group as its first analyst. She became a portfolio manager in 1997. | ||
| Mary C. Champagne | Portfolio Manager | 1995 | 2000 |
| Biografi | Mary C. Champagne, CFA, a founding partner of the Adviser, joined the NorthPointe Capital, LLC in 1999 and serves as portfolio manager. Champagne holds the Chartered Financial Analyst designation. | ||
| Jeffrey C. Petherick | Portfolio Manager | 1991 | 2000 |
| Biografi | Jeffrey C. Petherick, CFA, a founding partner of the Adviser, joined the Adviser in 1999 and serves as portfolio manager Petherick holds the Chartered Financial Analyst designation. | ||
| Barbara C. Friedman | Senior Vice President and portfolio manager | 1991 | 1995 |
| Biografi | Friedman is senior vice president and portfolio manager with John Hancock Advisers, her employer since 1998. Previously, she was a vice president at Fleet Investment Advisers. Prior to that, she was a vice president at Loomis, Sayles and Company. She spent 13 years as a partner with Harvard Management Company, and four years as an assistant vice president with Wellington Management Company. Friedman holds the Chartered Financial Analyst desgnation. | ||
| Ric H. Dillon | Founder, CEO, CIO | 1991 | 1993 |
| Biografi | Mr. Dillon is one of the founders of VELA Investment Management, LLC and has served as CEO, CIO & Co-Portfolio Manager of the firm since November 2019. Early in his career, Mr. Dillon was a Portfolio Manager at Loomis, Sayles & Company. In the 1990s, Mr. Dillon founded Dillon Capital Management, where he served as President and Chief Investment Officer until the company was acquired by Loomis, Sayles & Company, where he returned to work as a Portfolio Manager until 2000. In May 2000, Mr. Dillon founded Diamond Hill Capital Management, where he served as CEO and Portfolio Manager on their Small Cap and Long-Short Strategies. Mr. Dillon retired from Diamond Hill Capital Management in 2018. Mr. Dillon holds the Chartered Financial Analyst (CFA) designation. He received an MBA from the University of Dayton, as well as a M.A. in Finance and a B.S. in Business Administration from The Ohio State University. | ||
Skriv dina tankar om Loomis Sayles Small Capital Value Fund Institutional Class
Aär du säker på att du vill ta bort det här diagrammet?
Radera Avbryt
Ersätt det bifogade diagrammet med ett nytt?
Byt ut Avbryt
Riktlinjer för kommentarer
Lägg till diagram till kommentar
Bekräfta blockering
Är du säker på att du vill blockera %USER_NAME%?
Genom att blockera kan du och %USER_NAME% inte se varandras inlägg på Investing.com.
%USER_NAME% lyckades läggas till i din Blockeringslista
Eftersom du precis avblockerat denna person måste du vänta 48 timmar för att kunna förnya blockeringen.
Rapportera den här kommentaren
Jag anser att denna kommentar är:
Kommentar flaggad
Tack!
Rapporten har skickats till våra moderatorer för granskning