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Acuitas Us Microcap Fund Institutional Shares (AFMCX)
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18/07 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 93,22M
Acuitas US Microcap Institutional
13,87
-0,09
-0,64%
AFMCX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Acuitas Us Microcap Fund Institutional Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de AFMCX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Matt Nieman | Portfolio Manager | 2021 | Agora |
| Biografia | Matt Nieman joined Acuitas in 2013 and serves as a Portfolio Manager on select U.S. microcap portfolios and as a Senior Research Analyst. He is responsible for discovering, researching and recommending external investment managers across asset classes. Matt leads the external manager due diligence effort for U.S. microcap value, international growth and long/short equity. Additionally, he oversees and implements manager transitions across client portfolios. Matt received his undergraduate degree from Santa Clara University, where he studied Economics. He is currently a member of the Seattle Society of Financial Analysts and is a CFA charterholder. | ||
| Christopher D. Tessin | CIO (Chief Investment Officer) | 2014 | Agora |
| Biografia | Christopher D. Tessin, CFA, Partner and Chief Investment Officer, co-founded Acuitas Investments in January 2011. Prior to this, Mr. Tessin was employed by Russell Investments in Tacoma, Washington, from 2003 through 2010. During his many years at the firm, he progressed from Research Analyst to Associate Portfolio Manager and, finally, to Portfolio Manager. Before joining Russell Investments, Mr. Tessin worked as an Associate in Equity Research with Bear, Stearns in New York from 2001 to 2003. He has also held positions in portfolio management and research at Lehman Brothers, and in portfolio management at International Asset Transactions. Mr. Tessin received a B.A. degree in 1993 (Economics and Philosophy) and an MBA in 1998 (Finance), both from Columbia University. | ||
| Dennis W. Jensen | Director | 2014 | Agora |
| Biografia | Dennis W. Jensen, CFA, is Partner and Director of Research of Acuitas Investments which he co-founded in 2011. Prior to this, Mr. Jensen was employed by Russell Investments from 1994 until 2010. During his early years at the firm, he was an Analyst and then a Senior Research Analyst. During his last two years at Russell Investments. Mr. Jensen formed the General Partner to leverage his experience at Russell Investments. He received a Bachelor of Business Administration degree in 1993 from the University of Puget Sound. | ||
| David M. Rose | Senior Vice President | 2020 | 2021 |
| Biografia | David Rose, CFA, is a Senior Vice President, Chief Investment Officer, and a Managing Director of Granahan Investment Management, Inc. (“GIM”). Mr. Rose is the portfolio manager for GIM’s Small Cap Select, SMID-Select and MidCap Select strategies, as well as overseeing a portion of the multi-managed Small Cap and SMID-Cap portfolios. Mr. Rose joined GIM in 2015. Prior to joining GIM, most recently Mr. Rose was a partner with Furey Research Partners in Boston, where he conducted small cap equity research for use by the firm’s investment manager clients. Prior to his work at Furey Research, Mr. Rose spent much of his career as a portfolio manager with American Century Investments in Kansas City, MO, before moving to Pyramis Global Advisors in Smithfield, RI to manage a new mid-cap fund. Mr. Rose received his MS in Finance from the University of Wisconsin at Madison, and his BS in Business Administration from Washington University in St. Louis, MO. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Jeffrey A. Harrison | SVP, Managing Director, PM | 2020 | 2021 |
| Biografia | Jeff Harrison is a Senior Vice President and Managing Director of the firm. Jeff is a portfolio manager/analyst for the multi-managed Small Cap and SMID-Cap portfolios. Jeff came to GIM in 2015 with 18 years industry experience specializing in small cap equities, with the last 11 years as a portfolio manager. Jeff has spent much of his career as portfolio manager on a diversified small cap growth equity fund with Wells Capital Management and its predecessor companies in Richmond, VA. Jeff has extensive fundamental research experience across industries with specific expertise in the healthcare and financial services sectors. Jeff received his MBA in Finance from the College of William & Mary, and his BA from Hampden-Sydney College in Virginia. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| William J Dezellem | Chief Investment Officer | 2020 | 2021 |
| Biografia | William J. Dezellem, CFA is Chief Investment Officer, and President of Tieton Capital Management, which he founded in 2005. Bill was the founding Portfolio Manager of the Davidson Investment Advisors’ (formally known as Financial Aims) Small/Mid Cap Value Strategy (originally known as Regional Value) where he was the lead Portfolio Manager from the strategy’s inception in January 1998 through May 2005. With strong investment performance, assets grew from zero to $125 million. From April 2000 until June 2004, Bill was also the firm’s Chief Investment Officer, overseeing the investment professionals that managed nearly $1 billion of client assets. Prior to joining Davidson Investment Advisors, Bill was Vice President of Research and Senior Research Analyst at ICM Asset Management in Spokane, Washington. During his tenure from 1990 to 1997, he participated in growing the firm from approximately $100 million in assets under management to $2 billion under management with strong investment performance. In both 1999 and 2000 he was nominated for the Top Small to Mid Size Company Analyst Award in Reuters Investment Research Survey. Bill sits on The Capitol Theatre Board of Directors, is Past Chairman of the Yakima Valley Community Foundation Investment Committee, Past President of The Cascadians, Past President of the Spokane Chapter of Financial Analysts (now know as CFA Society Spokane) and Past President of the Spokane Stock & Bond Club. He earned the Chartered Financial Analyst designation in 1993, is a member of the CFA Institute and the CFA Society Seattle, CFA Society Portland and the CFA Society Spokane. Bill graduated Magna Cum Laude from Central Washington University with double majors in Business Economics and Business Administration with a Finance emphasis. When away from the office, he enjoys mountain biking, hiking, skiing, reading and photography while outdoors. | ||
| Jennifer Pawloski | SVP, Financial Officer, Managing Director, PM | 2020 | 2021 |
| Biografia | Jennifer Pawloski is a Senior Vice President, Financial Officer and Managing Director of GIM. Jennifer’s research has an emphasis in the Technology sector, and she is a portfolio manager for the multi-managed Small Cap and SMID-Cap portfolios. Prior to joining Granahan in 2007, Jennifer was the Director of Equity Research for Longwood Investment Advisors in Boston. Jennifer also worked with the Boston Company as a Vice President. Jennifer received her BS from Bentley College. | ||
| Gary C. Hatton | Managing Director | 2020 | 2021 |
| Biografia | Gary Hatton is co-Founder and Senior Managing Director of Granahan Investment Management. As a portfolio manager, Gary is responsible for emerging growth strategy and a portion of the small cap and SMID-cap portfolios. His research expertise is in the Medical and Biotechnology Sectors, as well as Industrials. Prior to joining Granahan Investment Management in 1985, Gary was a Healthcare and Industrials Analyst at Eaton Vance Management in Boston. Gary received his MS in Finance from the University of Wisconsin at Madison, and his BS from University of Rhode Island. Gary holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Matthew W. Dhane | Research Analyst | 2020 | 2021 |
| Biografia | Matthew W. Dhane, CFA, is Portfolio Manager and Principal of Tieton Capital Management, LLC which he co-founded in 2005. From August 2005 to January 2014 he was Senior Research Analyst and Principal of the firm. From June 2002 through July 2005 Matt was the Small/Mid Cap Value Strategy Research Analyst at Davidson Investment Advisors. Matt meets with companies, analyzes the data gathered, and incorporates findings from corporate Securities and Exchange Commission filings, to reach decisions on specific companies’ investment merits. Matt is a member of the Catholic Diocese of Yakima Finance Committee, the Capital Revolving Program, the Priest Retirement Trust, the Seminarian Education Trust and a member of the Catholic Charities of Central Washington Finance Committee. Matt earned the Chartered Financial Analyst designation in 2009. He is a member of the CFA Institute, the CFA Society of Seattle and the CFA Society of Spokane. He received a double major from Seattle University in Business Administration - Finance and Business Administration - Business Economics. Matt is married with two children. When away from the office Matt enjoys spending time with his family, travel, mountain biking and being outdoors. | ||
| Andrew L. Beja | Portfolio Manager | 2020 | 2021 |
| Biografia | Andrew Beja, CFA, is a Senior Vice President and Managing Director of GIM. Mr. Beja is the Portfolio Manager of the GIM Small Cap Focused Growth strategy, and he also manages a portion of the multi-managed portfolios. He joined Granahan Investment Management at the end of 2011 as a Portfolio Manager. From 2000 to 2011, Drew was with Lee Munder Capital Group in Boston, a firm he co-founded and where he managed several small and SMID cap growth equity products. In 2007, he started the Focused Growth strategy that he continues to manage at Granahan. Prior to Lee Munder, Drew was a portfolio manager with Standish, Ayer & Wood. Before moving to the buy-side, Drew was an equities analyst for Advest. Beja holds the Chartered Financial Analyst designation. He holds a BA from Miami University (Ohio) and was named fourth on the Barron’s/Value Line list of Top Fund Managers in July 2000. | ||
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