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8.95
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USAA Short-Term Bond Institutional
8.95
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0%
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UISBX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Victory Short-Term Bond Fund Institutional Shares. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של UISBX – וכן מידע נוסף.
פרטי התקשרות
כתובת
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
טלפון
210-694-9700
אינטרנט
www.vcm.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Douglas J. Rollwitz | Assistant Portfolio Manager | 2019 | עכשיו |
| ביוגרפיה | Douglas J. Rollwitz, CFA, CPA, Victory Capital Portfolio Manager-USAA Investments, a Victory Capital Investment Franchise, has co-managed the Fund since January 2023. Mr. Rollwitz has 23 years of investment management experience, including 19 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: B.B.A., University of Texas at San Antonio; M.B.A., University of Texas at Arlington. He holds the CFA designation and is a member of the CFA Institute and the San Antonio Financial Analysts Society. | ||
| R.Neal Graves | Assistant Vice President | 2019 | עכשיו |
| ביוגרפיה | R. Neal Graves, CFA, CPA, is Victory Capital Senior Portfolio Manager–USAA Investments, a Victory Capital Investment Franchise Mr. Graves has 27 years of finance related experience including 19 years of investment management experience with AMCO, which was acquired by the Adviser’s parent company in 2019. About education, he earned M.P.A, University of Texas at Austin; B.B.A., University of Texas at Austin. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| James F. Jackson | Portfolio Manager | 2019 | עכשיו |
| ביוגרפיה | James F. Jackson, Jr., CFA, Victory Capital Senior Portfolio Manager, Head of Fixed Income Portfolio Management, and co-Chief Investment Officer–USAA Investments, a Victory Capital Investment Franchise, has co-managed the Fund since inception. Mr. Jackson has 22 years of investment management experience including 10 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: M.B.A. with High Distinction, Ross School of Business, University of Michigan; B.S., United States Naval Academy. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| John Spear | Senior Vice President | 2016 | עכשיו |
| ביוגרפיה | CFA, Senior Vice President, Chief Investment Officer of USAA Investments, has co-managed the Fund since November 2016. Mr. Spear has managed the USAA Life Insurance Portfolio since November 1999 and has supervised the USAA fixed-income portfolio management team since May 2012.Education: B.B.A., Western Illinois University. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| Kurt Daum | Executive Director | 2016 | עכשיו |
| ביוגרפיה | Kurt Daum, J.D., Executive Director of Mutual Funds Portfolios, focusing on all areas of fixed-income research, has co-managed the Fund since November 2016. Prior to joining USAA, he was a Director at Highland Capital Management focused on fixed-income and private equity investing from January 2009 until November 2013. Education: B.B.A., University of Texas at Austin; J.D., University of Texas School of Law. | ||
| Brian W. Smith | Executive Director | 2013 | עכשיו |
| ביוגרפיה | Brian W. Smith, CFA, CPA, Executive Director Mutual Funds Portfolios. Mr. Smith has started to engage in investment management and worked for USAA since 1999 and 1985, respectively. Education: B.B.A., University of Texas at San Antonio, M.B.A., University of Texas at San Antonio. He is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| Julianne Bass | Vice President | 2007 | 2022 |
| ביוגרפיה | Julianne Bass, CFA, Victory Capital Senior Portfolio Manager–USAA Investments, A Victory Capital Investment Franchise, has co-managed the Fund since 2007. Ms. Bass has 32 years of investment management experience including 20 years with AMCO, which was acquired by the Adviser’s parent company in 2019. Education: B.B.A., University of Texas at Austin; M.B.A., University of Houston. She holds the Chartered Financial Analyst (“CFA”) designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| R. Matthew Freund | Senior Vice President | 2002 | 2016 |
| ביוגרפיה | As a Co-Chief Investment Officer, Matt Freund is responsible for oversight of investment team resources, investment processes, performance and risk. As Head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process. Matt joined Calamos in 2016 and has more than 30 years of industry experience. Prior to joining Calamos, he was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA’s mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets. During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual funds. Earlier in his career, Matt served as a senior investment analyst for MetLife in the Capital Markets Group. He received a BA in Accounting from Franklin & Marshall College and an MBA from Indiana University. | ||
| Paul H. Lundmark | Managing Director | 1993 | 2002 |
| ביוגרפיה | Paul Lundmark joined Richmond Capital Management in 2003 and is a Managing Director. His previous employers include USAA Investment Management Company, Raymond James, Home Life Insurance, and Washington Square Capital. Lundmark is a member of both the Association for Investment Management and Research and the San Antonio Financial Analysts Society. Lundmark holds the Chartered Financial Analyst designation. | ||
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