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Ultra Series Mid Cap Fund Class I (0P00003CNU)
Lägg till/Ta bort från en portfölj
Lägg till portföljen
16,316
+0,068
+0,42%
03/12 - Fördröjd data. Valuta i USD
- Morningstar-värdering:
- Totala tillgångar: 108,6M
Ultra Series Mid Cap Fund Class I
16,316
+0,068
+0,42%
- Översikt
- Profil
- Historiska data
- Innehav
0P00003CNU Översikt
På denna sida hittar du en djupgående profil av Ultra Series Mid Cap Fund Class I. Läs om viktig ledning, totala tillgångar, investeringsstrategi och kontaktinformation om 0P00003CNU tillsammans med annan information.
Kontaktinformation
Verkställande ledning
| Namn | Titel | Sedan | Till |
|---|---|---|---|
| Andy Romanowich | - | 2019 | Nu |
| Biografi | Mr. Romanowich, Vice President and Portfolio Manager, has co-managed the Fund since May 2019. Mr. Romanowich has been a member of the Madison equity team since joining the firm in 2009 and has worked in the financial services industry since 2004. | ||
| Haruki Toyama | Portfolio Manager | 2015 | Nu |
| Biografi | Haruki serves as a portfolio manager for Madison’s mid-cap strategies and is an equity analyst for Madison’s U.S. Equity Team. Haruki has been working in the financial industry since 1994 and joined Madison in 2014. He earned his B.A. in music and economics from Brown University and MBA from Cornell University. | ||
| Rich Eisinger | Co-Head of Investments, Portfolio Manager/Analyst | 2000 | Nu |
| Biografi | Rich serves as a mid-cap and large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He is one of the Principals at Madison Investments and is Co-Head of Investments with a focus on the firm’s Equity Teams. He started in the financial services industry in 1994 and joined Madison in 1997. Rich is also a member of the firm’s Executive and Investment Risk Management Committees as well as the Board of Directors. He earned his J.D. from the University of Louisville and his MBA from Cornell University. | ||
| Matt Hayner | Portfolio Manager | 2010 | 2015 |
| Biografi | Matt is a Portfolio Manager and member of the Chicago investment team concentrating on equity research and analysis. He’s a practitioner of the investment philosophy pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to joining Kovitz, Matt was a portfolio manager for Madison Investments for 20 years where he served as lead manager on the firm’s U.S. equity large cap strategy. Before entering the investment industry, Matt utilized his chemistry education in a product development role for a Fortune 500 company. He holds a BS in chemistry from Eastern Illinois University, an MBA from University of St. Thomas, and is a CFA® Charterholder. Matt lives on the North Shore of Chicago with his family where they enjoy living in close proximity to Lake Michigan. | ||
| Timothy J. McCormack | Vice President | 2009 | 2010 |
| Biografi | Timothy J. McCormack, CFA. Senior Managing Director and Equity Portfolio Manager of Wellington Management. Mr. McCormack began his investment career in 1991. He joined Wellington Management as an investment professional in 2000. McCormack is a member of the New York Society of Security Analysts. Mr. McCormack holds the Chartered Financial Analyst designation. | ||
| Shaun F. Pedersen | Senior Managing Director | 2009 | 2010 |
| Biografi | Shaun F. Pedersen. is Senior Managing Director and Equity Portfolio Manager of Wellington Management. Shaun F. Pederson, began his investment career in 1991. Mr. Pedersen joined Wellington Management as an investment professional in 2004. He has been involved in portfolio management and securities analysis for the Trust since joining the firm. Prior to joining Wellington Management, Mr. Pedersen was an investment professional at Thomas Weisel Asset Management (2001-2004) and at The Boston Company (1996-2000). | ||
| Francis J. Boggan | Senior Vice President | 2006 | 2010 |
| Biografi | Francis J. Boggan, CFA, Senior Vice President, Partner, and Equity Portfolio Manager. Frank is the senior member for the Mid Cap Growth and Quality Growth investment teams which manage accounts for a diverse group of institutional and mutual fund clients. He is also a senior member of the Opportunistic Core Equity Team and is a co-manager on the Opportunistic Core and Large Cap Opportunistic Core equity approaches. Frank draws on research provided by the dedicated teams for these products as well as by the firm's regional and global industry analysts. Prior to joining Wellington Management in 2001, Frank was a managing director of Palladian Capital Management in Los Angeles, where he co-managed equity portfolios for pension trusts, foundations, endowments, insurance companies, and individuals (1998 — 2000). Prior to that, he worked for The Pioneer Group, Inc. in Boston, where he co-managed the Pioneer II Fund (1991 — 1998) and managed separate institutional accounts. He also worked at Farmers Group, Inc. in Los Angeles, where he was the director of Equity Investments (1981 — 1991). Frank received his MBA, cum laude, from the University of Southern California (1981) and his BA in finance from the State University of New York in Buffalo (1979). He holds the Chartered Financial Analyst designation. | ||
| Michael Gates | - | 2000 | 2006 |
| Biografi | "Michael leads MPS in the Americas and is lead portfolio manager for the Target Allocation mutual funds. Michael also serves as Head of the Investments at FutureAdvisor. Michael’s service with BlackRock dates back to 2009, where he served as part of the Multi-Asset Strategies group, as well as BlackRock's Global Trading group. From 1999 to 2009, Michael worked for Barclays Global Investors (BGI), which merged with BlackRock in 2009, in a variety of research roles, focused on fixed income and alternative investment strategies. Previously Michael worked as an analyst responsible for equity risk models at Barra. Michael earned his M.S. in Economics from the University of California, Davis, and a B.S., with honors, from the University of California, Davis." | ||
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