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למימוש המבצע
(0P00013PFS) OYSTER US Small And Mid Company Growth R GBP D
הוסף ל/הסר מתיק ההשקעות
הוסף לרשימת מעקב
334.760
-0.510
-0.15%
21/05 - סגור. מטבע GBP
סוג:
קרן
שוק:
לוקסמבורג
מנפיק:
SYZ Asset Management (Luxembourg) SA
ISIN:
LU1091108768
סוג הנכס:
ני"ע
- דירוג Morningstar:
- סך נכסים: 45.33M
OYSTER US Selection R GBP D
334.760
-0.510
-0.15%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
0P00013PFS - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת OYSTER US Small And Mid Company Growth R GBP D. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של 0P00013PFS – וכן מידע נוסף.
פרטי התקשרות
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Tucker Walsh | - | 2020 | עכשיו |
| Rayna Lesser Hannaway | Portfolio Manager & Analyst | 2020 | עכשיו |
| ביוגרפיה | Ms. Lesser Hannaway joined Polen Capital in 2017. She is co-portfolio manager of the firm’s U.S. Small Company Growth strategy and lead portfolio manager of the U.S. SMID Growth strategy. Prior to joining Polen Capital, she spent nine years in portfolio management and two years as a research analyst at Fidelity Investments in Boston evaluating small and mid-cap companies. She also spent nine years working in small cap research for Jennison Associates and Lord Abbett & Company. Ms. Lesser Hannaway received a B.A. in Economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Ms. Lesser Hannaway is a CFA® charterholder since 2000. She is a current member of the Board of Trustees at Shore Country Day School and former board member of North Shore Nursery School, both in Beverly, Massachusetts, and is actively involved with Big Brothers Big Sisters of Massachusetts Bay. | ||
| Jason J. Votruba | Portfolio Manager | 2014 | 2020 |
| ביוגרפיה | Mr. Votruba is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund and previously he served as a member of the small cap equity team. Prior to joining the firm in 2002, he worked as an analyst within the Equity Research and Investment Banking divisions at George K. Baum & Company from 2000 to 2002 and Commerce Bank from 1998 to 2000. He has 21 years of financial industry experience. Mr. Votruba earned his Bachelor of Science degree in Business Administration from Kansas State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| Derek M. Smashey | Assistant Portfolio Manager | 2012 | 2020 |
| ביוגרפיה | Mr. Smashey is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. Prior to joining the firm in 2006, he was a director at Nations Media Partners, an investment banking firm specializing in media and communications. Mr. Smashey has 15 years of financial industry experience. He earned his MBA from the University of Kansas and his Bachelor of Science degree in Finance from Northwest Missouri State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| John A. Indellicate | Co-Portfolio Manager | 2012 | 2020 |
| ביוגרפיה | Mr. Indellicate is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He joined the firm in 2004 as a senior qualitative analyst and has been a member of the mid cap team since the product’s inception in 2006. Mr. Indellicate has 15 years of financial industry experience. He earned his bachelor’s degree in Economics from Harvard University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| G. Patrick Dunkerley | Portfolio Manager | 2012 | 2020 |
| ביוגרפיה | Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy’s inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid-cap mutual fund and separate account product for Victory Capital Management from 2001 to 2006. His experience also includes roles as an equity research analyst at Edward Jones and Securities Corporation of Iowa. Mr. Dunkerley has 25 years of financial industry experience. Mr. Dunkerley earned his MBA from Golden Gate University and his Bachelor of Science degree in Business Administration from the University of Missouri. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. Mr. Dunkerley is a veteran of the U.S. Air Force where he served at the rank of captain. | ||
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