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קבלו גישה לנתוני פרימיום: עד 50% הנחה על InvestingPro למימוש המבצע
64.530
+0.140
+0.22%
- דירוג Morningstar:
- סך נכסים: 100.01M
Penn Series Fund Small Cap Growth Fund
64.530
+0.140
+0.22%
- כללי
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0P00003C5H - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Penn Series Funds, INC. Small Cap Growth Fund. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של 0P00003C5H – וכן מידע נוסף.
פרטי התקשרות
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Aaron Schaechterle | Portfolio Manager and Research Analyst | 2023 | עכשיו |
| ביוגרפיה | Aaron Schaechterle Portfolio Manager | Research Analyst Aaron Schaechterle is a Portfolio Manager on the US Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and Technology sectors. Aaron previously worked with the team from 2014 until 2021. He re-joined the firm in 2022 from Glaukos Corporation, an ophthalmic medical technology and pharmaceutical company, where he was a vice president of corporate strategy & development from 2021. Prior to joining Janus in 2014, he worked at GTCR, a Chicago-based private equity firm. Before that, he served as an investment banking analyst for Barclays Capital and Lincoln International. Aaron earned a bachelor of business administration degree in finance from the University of Iowa. He received an MBA from Harvard Business School, graduating with high distinction as a Baker Scholar. | ||
| Scott Stutzman | Portfolio Manager | 2016 | עכשיו |
| ביוגרפיה | Scott Stutzman is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US SMID Cap Growth and US Small Cap Growth strategies. He is also a Research Analyst covering the industrials & materials sector. Prior to joining Janus in 2007, Scott worked as an analyst for The Boston Company, where he researched investments for the Dreyfus Founders Mid-Cap Growth Fund, covering industrials, health care, and consumer sectors. Before that, he served as an analyst for Gulfco Ltd., analysing leveraged buyout transactions and providing strategic analysis for portfolio companies. Earlier in his career, Scott worked as a principal at GEN 3 Partners and as an associate at Booz, Allen & Hamilton. Scott received his bachelor of science degree in industrial engineering and management sciences from Northwestern University and his MBA with a concentration in finance from Columbia University, where he graduated Beta Gamma Sigma. Scott holds the Chartered Financial Analyst designation and has 22 years of financial industry experience. | ||
| Jonathan D. Coleman | Portfolio Manager | 2013 | עכשיו |
| ביוגרפיה | Jonathan Coleman is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US SMID Cap Growth and US Small Cap Growth strategies, a position he has held since 2013. From 2006 to 2013, Jonathan served as chief investment officer, equities. He joined Janus in 1994. Prior to that, he was a Fulbright Fellow in Costa Rica researching economic integration in Central America. Jonathan received his bachelor of arts degree in political economy and Spanish from Williams College, where he graduated Phi Beta Kappa. He holds the Chartered Financial Analyst designation and has 29 years of financial industry experience. | ||
| Chad Meade | Portfolio Manager | 2013 | 2013 |
| ביוגרפיה | Chad is a Partner and Portfolio Manager at Arrowpoint Partners and has 14 years of experience in the financial industry. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). While an equity research analyst at Janus Capital (2001-2011), he focused on small and mid capitalization stocks in the healthcare and industrials sectors. Prior to joining Janus Capital, he was a financial analyst for Goldman Sachs’ global investment research team. Chad graduated summa cum laude from Virginia Tech with a | ||
| Brian Schaub | Portfolio Manager | 2013 | 2013 |
| ביוגרפיה | Brian is a Partner and Portfolio Manager at Arrowpoint Partners and has 13 years of experience in the financial industry. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). During his time as an equity research analyst at Janus Capital (2000-2011), he focused on small and mid capitalization stocks in the communications sector. Brian graduated cum laude from Williams College with a bachelor’s degree in Economics and won the Arthur B. Graves, Class of 1858, Essay Prize in Economics for his wor | ||
| Michael Corelli | Managing Director, Portfolio Manager | 2009 | 2013 |
| ביוגרפיה | Mike worked with Mary and Kitty at Bankers Trust, and then went on to a successful career as an analyst and ultimately Portfolio Manager and Head of the Small/Mid Cap Growth Team at PIMCO Equity and its successor, Allianz. Mike then went on to start and manage his own hedge fund for six years, before joining Lisanti Capital. Mike focuses on growth stocks in the healthcare and technology sectors. | ||
| Roberto P. Wu | - | 2005 | 2009 |
| ביוגרפיה | Roberto Wu graduated from University of Southern California with a BS in Business Administration with an emphasis in Finance in 1997. He has over 11 years of experience in the industry and has been with the firm as a Research Analyst since 1997. He received his CFA designation in 2001 and assumed his current responsibilities as Portfolio Manager in 2004. | ||
| Patrick T. Bradford | - | 2005 | 2009 |
| ביוגרפיה | Patrick Bradford graduated from University of Southern California with a BS in Business Administration in 1992. He has over 15 years of experience in the industry and has been with the firm as an Equity and Fixed Income Trader since 1992. He assumed his current responsibilities as Head Trader and Portfolio Manager in 1997 and 2001, respectively. | ||
| G. Andrew Bjurman | President, CEO, Senior Portfolio Manager, Board, Investment Policy Committe | 2005 | 2009 |
| ביוגרפיה | Andrew Bjurman graduated from Whitman College with a BA in Political Science and a minor in Economics and Finance. He has over 38 years of experience in the industry and has been with the firm as a portfolio manager since its inception. He received his CFA & CIC designation in 1977 and assumed his current responsibilities as President and CEO in 1978. | ||
| Stephen W. Shipman | Senior Portfolio Manager | 2005 | 2009 |
| ביוגרפיה | Mr. Shipman, Senior Portfolio Manager of Van Den Berg Management I, Inc. is a CFA and has been employed by the Van Den Berg Management I, Inc. since 2009. Mr. Shipman has investment management and financial industry experience. Prior to joining the firm, he served as Executive Vice President and Director of Research of Bjurman, Barry & Associates from 1997-2009. Mr. Shipman has served as a member of the investment committee . Steve Shipman graduated from Georgetown University with a BA in English Literature in 1977. | ||
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