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1919 Financial Services Fund Class I (0P00003AXJ)

US Funds

포토폴리오 추가/삭제 포트폴리오에 추가합니다

34.760 -0.100 -0.29%

29/11 - 닫음. USD 통화

모닝스타 평가:
총 자산: 40.04M

종류: 펀드

시장: 미국

발행자: 1919 Funds

자산등급: 주식

0P00003AXJ 개요

이 페이지에서 1919 Financial Services Fund Class I에 대한 상세 프로필을_x0008_ 확인해 보세요. 0P00003AXJ의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.

종류

Financial

총 자산

40.04M

비용

1.18%

개시 날짜

2008년 03월 25일

연락처

주소 P.O. Box 701
Milwaukee,WI 53201-0701
United States

전화 -

웹 www.1919Funds.com

최고 경영진

종목명	헤드라인	재직 시작연도	기간
John Helfst	Portfolio Manager	2022	now
전기	Mr. Helfst, a Financial Services Research Analyst at 1919 since June 2022, has more than 26 years of experience focused on financial services and real estate. Prior to joining 1919 he was a financial services research analyst and portfolio manager at Voya (formerly ING) Investment Management since 2015.
Charles King	CIO (Chief Investment Officer)	2017	now
전기	Mr. King, a portfolio manager at 1919 since 1998 and 1919’s chief investment officer since January 2011, leads 1919’s Philadelphia office and manages investment portfolios for individual and institutional clients. Before joining 1919, he was a senior portfolio manager at CoreStates Family Wealth Group.
Mel J Casey	-	2021	2021
전기	Mel J. Casey, CFA, CAIA, is a Portfolio Manager with 1919 Investment Counsel. He has more than 15 years of experience in the finnancial services industry, focused on equity analysis and portfolio construction for individuals, families, foundations and institutional clients. Prior to joining 1919, Mel was a Vice President in Equity Sales and Trading for both Compass Point Reserach in Washington D.C. and Keefe, Bruyette & Woods in New York. Mel received his Bachelor of Commerce degree from Universituy College Dublin. He is a CFA and CAIA charterholder, a member of the CFA Institute and a member of the CFA Society of Washington D.C.
Christopher J. Perry	Principal	2014	2021
전기	Chris is a Principal at 1919 Investment Counsel. His primary responsibilities are as an Equity Research Analyst covering the Financial Services Sector and Portfolio Manager for the 1919 Financial Services Fund. Chris entered the Financial Services Industry in 1990. Prior to joining the firm, he was with Manulife Asset Management/John Hancock Investments where he was Managing Director and Portfolio Manager from 2005 to 2014. Chris also held the position of Principal, Portfolio Manager/Security Analyst at Turner Investments, L.P from 1998 to 2005, where he worked on the large cap team and managed a financial services fund. Earlier in his career, Chris held positions at Miller Anderson & Sherrerd and The Vanguard Group. Chris earned a B.S. in Business Administration with Finance concentration from Villanova University in 1989 and an M.B.A. with Investment Management concentration from Drexel University in 1995. Chris is a CFA charterholder and a member of the CFA Institute and CFA Society of Philadelphia.
Lee Robertson	Principal	2014	2021
전기	Lee is a Principal at 1919 Investment Counsel. As a Portfolio Manager, his primary responsibilities are overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients; and co-managing the 1919 Financial Services Fund. Lee entered the Financial Services Industry in 1985 and joined Scudder, Stevens & Clark (a predecessor firm) in 1990. Prior to joining the firm, Lee worked in the banking and consulting industries for ten years. Lee earned his B.A. in Economics from Southern Methodist University and an M.B.A. in Finance from Wharton. He is a CFA charterholder and a member of the New York Society of Securities Analysts.
Amy LaGuardia	Managing Director	2007	2014
전기	LaGuardia joined Barrett in May 2003 as senior vice president. Prior to joining Barrett, she was senior vice president and Director of Research at Gray, Seifert & Co., Inc., a company founded in 1980 and purchased by Legg Mason in 1994, where she had worked since 1982.
Thomas Linkas	CIO	2006	2007
전기	Linkas is chief investment officer of Batterymarch Financial Management which he joined in 1990 to direct the firm's US equity strategy. In 1994, he was also responsible for the developed markets of the EAFE universe. Prior to Batterymarch, he worked as a senior technology analyst for L.F. Rothchild & Co., with similar responsibilities at Goldman, Sachs & Co. He also managed three equity funds for Putnam Management Company. Linkas holds the Chartered Financial Analyst designation.
Charles F. Lovejoy	Portfolio Manager	2006	2007
전기	Lovejoy is portfolio manager with Batterymarch Financial Management, his employer since 1992. Previously, he was managing director with Boston International Advisors from 1990 to 1992, and senior vice president with Putnam Management from 1980 to 1990. Lovejoy holds the Chartered Financial Analyst designation. He is also a former president of the Boston Quantitative Discussion Group and the Boston Security Analysts Society.
Roger Garrett	Director, Head	2005	2006
전기	Roger is responsible for managing our International Equity portfolios and joined the team in October 2012. His investment career began in 1988 as an economist and analyst at Francis Allison Symes. In 1991 he joined Citibank Investment Management as a Senior Portfolio Manager responsible for managing the equity and bond portfolios. In 1994 he transferred to London with Citibank and joined their Emerging Markets equity team as a Portfolio Manager. In 2004 Roger moved into the role of Head of Global Equities at Citigroup until the asset management business was sold to Legg Mason at the end of 2005. Roger then moved back to the Emerging Market equity team as a Senior Portfolio Manager and Head of Research. Roger is married and has two children. He is a keen squash and tennis player and can occasionally be spotted on the golf course.
Management Team	-	2000	2005
전기	Team Managed

의견을 통해 다른 사용자들과 교류하고, 관점을 공유하고, 저자와 서로 간에 의문점을 제시하시기를 바랍니다. 하지만, 저희 모두가 기대하고 소중히 여기는 높은 수준의 담화를 유지하기 위해, 다음과 같은 기준을 기억하시기 바랍니다:

풍성한 대화 나누기.
주제에 집중하기. 토론 주제와 관련된 것만 게시합니다.
존중하기. 부정적인의견도 긍정적이고 세련되게 표현할 수 있습니다.
표준어 사용: 문법에 맞춰 글을 작성합니다.
주의사항: 의견에 포함된 스팸이나 홍보용 메시지 및 링크는 제거될 것입니다.
저자나 다른 사용자에 대한 욕설, 비방, 또는 인신공격은 삼가하시기 바랍니다.
대화를 독점하지 마십시오. 열정과 소신에 감사드립니다. 다만 다른 분들에게도 자신의 생각을 표현할 기회를 드리고자 합니다. 의견은 간결하고 사려 깊게 제시하시고 다른 사람이 불편해 할 수 있음으로 같은 의견을 되풀이하지 마시기 바랍니다. 이야기나 포럼을 독차지하는 사람에 대한 불만이 접수될 경우, 해당 사이트에서 그 사람을 금지할 수 있습니다.
의견은 한글로 작성해주세요.

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동의합니다

0P00003AXJ 코멘트

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잠시만 기다리신 후에 다시 의견을 작성해 주십시오.

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					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
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	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
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    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
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			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>저자의 응답</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
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					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">답글</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
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	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
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의견 지침

유저님의 부정적인 댓글 내용으로 인해, 유저님은 더이상 댓글을 작성하실 수 없게 되었습니다. 유저님의 계정 상태는 관리자가 검토할 예정입니다.

잠시만 기다리신 후에 다시 의견을 작성해 주십시오.

나는 이 의견이 다음과 같다고 생각합니다:

스팸

공격적임

감사합니다!

귀하의 보고는 검토를 위해 조정자에게 보내졌습니다.

카테고리 더 보기

1일1주1달6달1년5년최대

코스피지수	2,455.91	-48.76	-1.95%
코스피200 선물 (F)	355.85	-2.65	-0.74%
US 500	6,036.0	+37.3	+0.62%
US Tech 100	20,930.4	+185.9	+0.90%
DAX	19,626.45	+200.72	+1.03%
닛케이	38,148.50	-201.00	-0.52%
미국 달러 지수	105.830	-0.220	-0.21%

금	2,681.00	+16.20	+0.61%
은	31.108	+0.552	+1.80%
브렌트유	72.94	+0.16	+0.22%
WTI유	68.00	-0.72	-1.05%
천연가스	3.363	+0.159	+4.99%
구리	4.1400	+0.0010	+0.00%
미국 옥수수	433.00	+5.00	+1.17%

달러/원	1,394.67	+0.94	+0.07%
유로/달러	1.0575	+0.0022	+0.00%
브라질 헤알/원	233.47	+1.82	+0.79%
엔/원	9.3115	+0.1156	+1.30%
파운드/달러	1.2737	+0.0050	+0.79%
태국 바트/원	40.602	+0.056	+0.15%
달러/엔	149.75	-1.79	-1.18%

애플	237.33	+2.40	+1.02%
알리바바 ADR	87.37	+0.78	+0.90%
테슬라	345.16	+12.27	+3.69%
알코아	46.43	+0.55	+1.20%
뱅크오브아메리카	47.51	-0.26	-0.54%
코카콜라	64.08	-0.35	-0.54%
엑슨모빌	117.96	+0.30	+0.25%

최근 조회한 시세

	종목명	가격	변동	변동 %
	1919 Financial Se.	34.760	-0.100	-0.29%