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למימוש המבצע
(CAVAX) SEI Catholic Values Trust Catholic Values Equity Fund Class F
הוסף ל/הסר מתיק ההשקעות
הוסף לרשימת מעקב
16.09
+0.12
+0.75%
17/01 - סגור. מטבע USD
- דירוג Morningstar:
- סך נכסים: 357.29M
SEI Catholic Values Equity F (SCVT)
16.09
+0.12
+0.75%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
CAVAX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת SEI Catholic Values Trust Catholic Values Equity Fund Class F. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של CAVAX – וכן מידע נוסף.
פרטי התקשרות
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Brendan O. Bradley | Executive Vice President, Chief Investment Officer | 2024 | עכשיו |
| ביוגרפיה | Brendan joined Acadian in 2004 and is the firm’s Chief Investment Officer. Brendan previously served as Director of Portfolio Management, overseeing portfolio management policy, and also as the Director of Acadian’s Managed Volatility strategies. Brendan is a member of several oversight committees at Acadian, including the Board of Managers, Executive Management Team, Executive Committee, and Responsible Investing Committee. Prior to Acadian, Brendan was a vice president at Upstream Technologies, where he designed and implemented investment management systems and strategies. | ||
| Fanesca Young | Portfolio Manager | 2024 | עכשיו |
| ביוגרפיה | Fanesca Young, Ph.D., CFA, Senior Vice President, Director, Equity Portfolio Management, serves as lead Portfolio Manager. Prior to joining Acadian, she was head of global systematic equities at GIC Private Ltd. Prior to that, she was managing director and director of quantitative research at Los Angeles Capital Management. Ms. Young is also a member of the editorial boards of the Financial Analyst Journal and the Journal of Systematic Investing, as well as a member of the Q Group's program committee. She earned a Ph.D. in statistics from Columbia University and an M.Phil. and an M.A. in statistics from Columbia University. She also holds a B.A. in mathematics from the University of Virginia. She is a CFA charterholder. | ||
| Dermot Murphy | - | 2024 | עכשיו |
| Ben Whitmore | Portfolio Manager | 2024 | עכשיו |
| ביוגרפיה | Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University. | ||
| Jason Collins | Vice President | 2023 | עכשיו |
| ביוגרפיה | Jason Collins is a co-portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. He is a vice president and an Investment Advisory Committee member of the Short-Term Bond Fund, a vice president of the Fixed Income Series, Inc., and a member of the Investment Advisory Committee for the Limited-Term Bond Portfolio. Jason also chairs the Synthetic Investment Committee and cochairs the Low Duration Advisory Committee. He is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. Jason’s investment experience began in 2001, and he has been with T. Rowe Price since 2005, beginning as a portfolio investment analyst on the Stable Value team, before transitioning to the U.S. Taxable Low Duration team. After that, he was an associate portfolio manager responsible for managing high-quality multi-sector portfolios for stable value mandates. Prior to joining the firm, Jason was employed by University Federal Credit Union as a financial analyst, where he managed a portfolio of investment-grade securities and was responsible for the credit union's asset liability management program. Before that, he was employed by Janus Capital as an investor service supervisor. Jason also was an airborne reconnaissance supervisor in the United States Navy. Jason earned a B.S., with honors, in liberal studies from Excelsior College and an M.B.A. from the University of Texas at Austin. Jason also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
| James Reber | Managing Director, Portfolio Management | 2022 | עכשיו |
| ביוגרפיה | James Reber, Managing Director – Portfolio Management, is responsible for portfolio management of Parametric’s Private Client Direct Group — primarily serving Parametric’s wealth management and family office client base. The Private Client Direct Group manages US, non-US and global Custom Core® portfolios. Prior to joining Parametric in 2004, James was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to IT and technology industries. He earned an M.B.A. from the University of Washington and a B.S. in chemical engineering from Michigan State University | ||
| Jay C. Willadsen | Research Analyst | 2022 | עכשיו |
| ביוגרפיה | Jay Willadsen is a co-Portfolio Manager on the team’s investment strategies. Mr. Willadsen previously spent 18 years at LMCG Investments, LLC, joining the Value team there in March 2003 as a research analyst. He became the co-Portfolio Manager on the Mid Cap Value portfolio in October 2014 and became the co-Portfolio Manager on the Small Cap Portfolio in March 2022. Prior to joining LMCG, Jay served as a Senior Vice President for Independence Investment, LLC, an institutional asset manager located in Boston. Previously, he researched equity stocks for the Indiana University Foundation. Mr. Willadsen was also an associate national bank examiner for the Comptroller of Currency in Omaha, NE. Mr. Willadsen holds a BA from Buena Vista University and an MBA from Indiana University. He is a CFA charterholder, a member of the CFA Institute and the Boston Bank Analyst Society. | ||
| R. Todd Vingers | Portfolio Manager | 2021 | עכשיו |
| ביוגרפיה | Todd Vingers is the President of Leeward Investments, and also serves as head of the investment team and Portfolio Manager on the team’s investment strategies. Mr. Vingers previously spent 19 years at LMCG Investments, LLC, establishing the Value team there in 2002. He has served as the Lead Portfolio Manager on Small Cap Value since 2002 and co-Portfolio Manager on Mid Cap Value since 2014. Prior to LMCG, Mr. Vingers served as a Vice President and senior portfolio manager for American Century Investments and a valuation analyst for the Hawthorne Company. He holds a BA from the University of St. Thomas and an MBA from the University of Chicago Booth School of Business. Mr. Vingers is a CFA charterholder and a member of the CFA Institute. | ||
| Louis Florentin-Lee | Portfolio Manager | 2020 | עכשיו |
| ביוגרפיה | Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst of Lazard Asset Management on various global equity teams, International Compounders and US Equity Select. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics. | ||
| Barnaby Wilson | Portfolio Manager | 2020 | עכשיו |
| ביוגרפיה | Barnaby Wilson, CFA Managing Director, Portfolio Manager/Analyst Lazard Asset Management Limited (London) Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Compounders. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder. | ||
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