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54.24
-0.65
-1.18%
⚔ 무역 전쟁에도 끄떡없는 방어주: 스크리너로 확인해보세요!
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18/03 - 지연 데이터. USD 통화
- 모닝스타 평가:
- 총 자산: 249.91M
Virtus Mid-Cap Growth A
54.24
-0.65
-1.18%
PHSKX 개요
이 페이지에서 Virtus KAR Mid-Cap Growth Fund Class A에 대한 상세 프로필을_x0008_ 확인해 보세요. PHSKX의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.
연락처
최고 경영진
| 종목명 | 헤드라인 | 재직 시작연도 | 기간 |
|---|---|---|---|
| Noran Eid | Portfolio Manager & Sr. Reseearch Analyst | 2023 | now |
| 전기 | Noran Eid is a Portfolio Manager and Senior Research Analyst with primary research responsibilities for large-cap portfolios in the consumer discretionary, information technology, and healthcare sectors. She began her career in equity research in 2012. Before joining Kayne Anderson Rudnick in 2018, Ms. Eid was an investment analyst with Sands Capital Management. Ms. Eid earned her B.S. in engineering from the American University in Cairo and her MBA from the Wharton School, University of Pennsylvania. | ||
| Chris Armbruster | Portfolio Manager + Senior Research Analyst | 2020 | now |
| 전기 | Chris Armbruster, CFA is a Portfolio Manager & Senior Research Analyst with primary research responsibilities for the mid and large-capitalization communications services, consumer discretionary, health-care, and information technology sectors. He began his equity research career in 2005. Before joining Kayne Anderson Rudnick in 2013, Mr. Armbruster worked at B. Riley & Co. as an Associate Analyst covering Special Situations and at Al Frank Asset Management as a Vice President in Equity Research. Mr. Armbruster earned a B.A. in Business Economics, with a minor in Accounting, from the University of California, Los Angeles. Mr. Armbruster is a CFA charterholder and is a member of the CFA Society of Los Angeles, Inc. | ||
| Douglas Foreman | Director | 2012 | 2024 |
| 전기 | Douglas S. Foreman, CFA is Co-Chief Investment Officer and a member of the Executive Management Committee. He has worked in investment management since 1986 and joined Kayne Anderson Rudnick in 2011. Prior to joining KAR, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an MBA from Harvard University. Mr. Foreman is a CFA charterholder. | ||
| Gregory Toppe | Portfolio Manager and Senior Research Analyst | 2012 | 2015 |
| 전기 | Gregory Toppe, CFA. Mr. Toppe is a Portfolio Manager and Senior Research Analyst at Kayne, with primary research responsibilities for the small and mid-capitalization materials and processing, producer durables, and technology sectors. Before joining Kayne in 2008, he was an equity analyst at Mt. Eden Investment Advisors (2006 to 2008). Prior to that, he was a research analyst and portfolio specialist at Fisher Investments (2000 to 2004) and earned an MBA from the University of Wisconsin (2004 to 2006). | ||
| Thomas P. Lettenberger | Portfolio Manager | 2008 | 2012 |
| 전기 | Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago. | ||
| Daniel L. Sido | Senior Partner | 2006 | 2012 |
| 전기 | Daniel L. Sido is a Senior Partner and Portfolio Manager and joined Harris Investment Management in 1994. Dan joined the firm from St. Louis bringing 11 years experience as a Portfolio Manager of taxable and non-taxable equity and fixed income accounts and as a fundamental and quantitative research analyst. Dan is a member of the Chicago Quantitative Alliance and graduated from Bradley University with a B.S. in Finance and an M.B.A. from Saint Louis University. | ||
| T. Andrew Janes | Partner | 2006 | 2012 |
| 전기 | Andrew Janes is a partner and portfolio manager for Harris Investment Management. He has over 13 years in portfolio management, investment research and trust administration experience. Andrew joined the Harris from an Ohio bank where he was a fund manager and senior portfolio manager. Andrew received his undergraduate degree in economics from Ohio State University and his J.D. from Capital University of Law in Columbus. | ||
| C. Thomas Johnson | Senior Partner, Head | 2008 | 2009 |
| 전기 | C. Thomas Johnson is a Senior Partner and the Head of U.S. Equities at Harris Investment Management, Inc. All 38 years of his career have been spent with the Harris organization. Mr. Johnson’s responsibilities include overseeing the US Equity Portfolio Management and Relationship Management teams. After graduating from Earlham College with a BA in Mathematics, Mr. Johnson completed his MBA in Finance at Indiana University. Additionally, Mr. Johnson holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of Chicago. | ||
| Mark Wimer | Senior Portfolio Manager | 2006 | 2008 |
| 전기 | Mark Wimer, CFA, Senior Portfolio Manager, joined Strategic Global Advisors, LLC in 2008. His responsibilities include day-to-day management of portfolios as well as quantitative and fundamental research. Mr. Wimer has over twenty years of investment experience, most recently as a portfolio manager for several quantitatively-driven domestic and international equity strategies at Harris Investment Management in Chicago. Mr. Wimer has a BS in Computer & Electrical Engineering from Purdue University and an MBA from the Johnson School at Cornell University. Mr. Wimer is a CFA charter holder and a member of the CFA Society of Chicago and the Chicago Quantitative Alliance. | ||
| Yossi Lipsker, CFA | Portfolio Manager/Analyst | 2004 | 2006 |
| 전기 | Yossi joined RHJ in October of 2008. Prior to joining the firm, he was a Managing Director and Portfolio Manager at Engemann Asset Management. Yossi received an M.B.A. from Columbia Business School. Additionally, Yossi holds a B.R.S. degree in religious studies from the Rabbinical College of America. He is a CFA Charterholder and is a member of the CFA Society of Los Angeles. | ||
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