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למימוש המבצע
(0P0000NH2B) Bright Rock Mid Cap Growth Fund Investor Class
הוסף ל/הסר מתיק ההשקעות
הוסף לרשימת מעקב
14.660
+0.030
+0.21%
23/08 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 64.37K
Bright Rock Mid Cap Growth Fund Investor Class
14.660
+0.030
+0.21%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
0P0000NH2B - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Bright Rock Mid Cap Growth Fund Investor Class. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של 0P0000NH2B – וכן מידע נוסף.
פרטי התקשרות
כתובת
2036 Washington Street
Hanover,MA 02339
United States
Hanover,MA 02339
United States
טלפון
(781) 982-6593
פקס
781-982-6769
אינטרנט
www.brightrockfunds.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Douglas S. Butler | Portfolio Manager | 2012 | עכשיו |
| ביוגרפיה | Doug Butler has worked in the investment business since 1991. Douglas Butler has served as Director of Research of Rockland Trust since 2004. Prior to joining Rockland Trust, Mr. Butler had a consulting business, specializing in mergers and acquisitions consulting for private manufacturing firms in the Chicago area. Prior to that, Mr. Butler was an equity portfolio manager for Sanford C. Bernstein. Mr. Butler is a CFA charter holder and has also received his designation as a Certified Financial PlannerTM. | ||
| David B. Smith | CIO (Chief Investment Officer), Senior Portfolio Manager | 2012 | עכשיו |
| ביוגרפיה | David Smith has worked in the investment management field since 1990. As the Chief Investment Officer and Senior Portfolio Manager, he is responsible for the oversight and direction of Bright Rock Capital. He also is responsible for managing client portfolios. In this capacity, Mr. Smith is involved in performing research and setting investment policy. Prior to joining Bright Rock Capital in 2010, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation. He was the lead portfolio manager for the firm’s MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. Previously, Mr. Smith was a Principal at State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group. Prior to this, he was Managing Director of real estate securities at the Tuckerman Group, SSgA’s real estate subsidiary. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charter holder, a member of the CFA Institute and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council and on the MSF Advisory Board for the MSF Program at the Sawyer School of Management at Suffolk University. He is also on the Board of Directors of Cardinal Cushing Centers Inc. and the Investment Committee for the South Shore Chamber of Commerce. | ||
| Jason R. Lilly | Portfolio Manager | 2012 | 2016 |
| ביוגרפיה | As co-manager for the Bright Rock Quality Large Cap strategy, Mr. Lilly is responsible for performing securities research, setting investment policy and individual stock selection. Prior to his current position, Mr. Lilly worked for The Vanguard Group. Mr. Lilly holds a B.S. in Economics from the University of Massachusetts/Amherst and an M.B.A. from Arizona State University. He is a CFA charter holder and has also received his designation as a Certified Financial Planner™. Mr. Lilly belongs to the CFA Institute, and the Boston Security Analysts Society. | ||
| Alan E. Norton | Managing Director | 2010 | 2012 |
| ביוגרפיה | Mr. Norton has been a m anaging d irector and p ortfolio m anager of the Sub-Advisor since 2014. He is the lead manager of the Mid Cap Growth Strategy for the Sub-Advisor and has continually managed Mid Cap Growth portfolios since 1999. Mr. Norton began his investment career with Fidelity Investments in 1987. From 2008-2013, he was formerly v ice p resident and t eam l eader of Bright Rock Capital's Small and Mid Cap Growth strategies. Mr. Norton spent over 6 years as a s enior v ice p resident and t eam l eader of the Small and Mid Cap Growth strategies at John Hancock Advisers/ MFC Global US, LLC. Prior to Joining John Hancock, he worked at The Colony Group as a s enior p ortfolio m anager and member of the firm's management committee. Prior to The Colony Group, Mr. Norton worked at Congress Asset Management where he created the Mid Cap growth strategy in 1999 and held the roles of p ortfolio m anager and d irector of r esearch . He has managed separate portfolios for high net worth and institutional clients, as well as mutual funds. Mr. Norton has a B achelor of Arts degree in History from Trinity College in Hartford, C onnecticut . He also holds a Master of Business Administration degree . with a concentration in International Finance from the Babson Graduate School of Business. He holds the C hartered Financial Analyst (CFA) designation, is a member of the CFA Institute, and is a member of the CFA Society Boston. | ||
| Henry E. Mehlman | Vice President | 2010 | 2012 |
| ביוגרפיה | Henry E. Mehlman, CFA, is a vice president at John Hancock Advisers and a portfolio manager for the Small Cap Equity and Mid Cap Equity Strategies. Mr. Mehlman has over 30 years of experience in equity portfolio management and research. Prior to joining John Hancock, he was a senior portfolio manager at The Colony Group. Previously to that, he served as a director of research and senior vice president and portfolio manager at Congress Asset Management. | ||
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