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1919 Variable Socially Responsive Balanced Fund (QLMICX)

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Dados históricos de 1919 Variable Socially Responsive Balanced Fund, para cotação em tempo real realize outra pesquisa, por favor

16,997 +0,007 +0,04%

01/03 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 18,02M

Tipo: Fundo

Mercado: EUA

Emissor: 1919 Funds

Classe de Ativo: Ações

QLMICX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de 1919 Variable Socially Responsive Balanced Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de QLMICX, entre outras informações.

Categoria

Allocation--50% to 70% Equity

Total de ativos

18,02M

Despesas

0,44%

Data de início

01.05.1992

Informações de Contato

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

Telefone -

Site www.1919Funds.com

Principais Executivos

Nome	Título	Desde	Até
Robert Huesman	Portfolio Manager	2020	2024
Biografia	Mr. Robert Huesman, Portfolio Manager of the Adviser, has been a portfolio manager of the Socially Responsive Fund since September 2020. Robert is a Senior Investment Associate at 1919ic. His primary responsibility is to support the Socially Responsive Investment Strategies and work with Portfolio Managers on portfolio construction and ongoing portfolio monitoring.
Alison Bevilacqua	-	2020	2024
Biografia	Ms. Bevilacqua, a portfolio manager and principal at 1919ic, joined a predecessor of 1919ic in 1996. She specializes in corporate responsibility and ESG research.
Aimee M. Eudy	Vice President	2012	2024
Biografia	Aimee is a Principal and a Portfolio Manager at 1919 Investment Counsel, LLC. As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of a number of private and institutional clients. She also serves as a corporate credit analyst in the taxable fixed income market and is co-manager of both the 1919 Socially Responsive Balanced Fund and the 1919 Variable Socially Responsive Balanced Fund. Aimee is a member of the Fixed Income Committee, Global Total Return Committee and the Socially Responsive Investing Group.
Ronald T. Bates	Managing Director	2006	2024
Biografia	Ron is a Managing Director at 1919 Investment Counsel, LLC ("1919ic"), a member of the Executive Committee and the head of the Socialy Responsive Investing Deaprtment, leads 1919ic’s Cincinnati office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. Before joining 1919ic, he was a vice president and director of portfolio management at Fifth Third Trust and Investment Advisors.
David Kafes	Vice President, Portfolio Manager, Senior Portfolio Manager	2007	2012
Biografia	David is a Fixed Income portfolio manager who joined Logan after 21 years at Legg Mason, where his most recent position was as an institutional fixed income portfolio manager. He was also co-manager on the Legg Mason Partners Social Responsibility Fund. He has managed fixed income assets for many institutional clients including endowments, foundations and insurance companies. David earned an MBA in Finance from the University of Baltimore and a BA in Business Administration from the University of Maryland in College Park. He is a Chartered Financial Analyst and a member of the Baltimore CFA Society.
Victoria M. Schwatka	Senior Vice President	2007	2009
Biografia	Schwatka is a senior vice president with Legg Mason Capital Management, her employer since 1986. Previously, she spent five years as a vice president with ASB Capital Management, and three years as a senior fixed-income portfolio manager with the Florida State Board of Administration. She was also an account officer with Citibank for a year and a portfolio manager with Lazard Freres & Company for six years. She has over 27 years of investment experience.
William Theriault	Director, Portfolio Manager, Corporate Planning and Analysis	1992	2007
Biografia	Theriault is a director and portfolio manager for SBFM. In 1996, Theriault joined Greenwich Street Advisers (predecessor firm to Smith Barney Asset Management) as a portfolio manager. Previously, he worked with in the Corporate Planning and Analysis group of Smith Barney. Theriault holds the Chartered Financial Analyst designation.
Robert Brady	Managing Director, Portfolio Manager	1995	2007
Biografia	Brady is a managing director and portfolio manager with Smith Barney Mutual Funds Management, his employer since September 1976. Brady earned his Chartered Financial Analyst designation in 1978. He is a member of the Association for Investment Management and Research, and the New York Society of Security Analysts.
Gene H. Martino	Vice President, Portfolio Manager	1995	2007
Biografia	Martino is Vice President and portfolio manager for Greenwich Street Advisors. He has been with Smith Barney and its predecessor since 1986. Involved in investment management for more than fifteen years, Martino has also held portfolio management positions with Chase Manhattan Bank and the Bankers Trust Company.
Kent A. Kelley	Portfolio Manager	1992	2001
Biografia	Kelley is a portfolio manager with Kenwood Capital Management LLC, his employer since 1998. From 1995 to 1998, he served as chief executive officer with Travelers Investment Management Company (TIMCO), an affiliate of Smith Barney Asset Management, where he directed all portfolio management, research and trading operations. He began his investment career in 1978. Kelley holds the Chartered Financial Analyst designation.

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