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Bishop Street Dividend Value Fund Class I (0P00005XXL)

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Dados históricos de Bishop Street Dividend Value Fund Class I, para cotação em tempo real realize outra pesquisa, por favor

3,460 0,000 0,00%

26/06 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 19,29M

Tipo: Fundo

Mercado: EUA

Emissor: Bishop Street

Classe de Ativo: Ações

0P00005XXL - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Bishop Street Dividend Value Fund Class I. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P00005XXL, entre outras informações.

Categoria

Large Value

Total de ativos

19,29M

Despesas

1,05%

Data de início

01.05.2006

Informações de Contato

Endereço 11 Freedom Valley Drive
Oaks,PA 19087
United States

Telefone -

Site www.bishopstreetfunds.com

Principais Executivos

Nome	Título	Desde	Até
Peter C. Santoro	Senior Portfolio Manager	2014	2019
Biografia	Peter Santoro is a senior portfolio manager on the Dividend Income and Core Equity Teams for Columbia Threadneedle Investments. Mr. Santoro joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, Mr. Santoro served as an equity analyst for Rockefeller & Company, concentrating on the global consumer sector, including media, food and beverage and retail companies. While at Rockefeller, he was also responsible for managing global portfolios for select clients, monitoring current investments, assessing the current marketplace and making asset allocation recommendations. He has been a member of the investment community since 1996. Mr. Santoro graduated cum laude from Amherst College in 1994. In addition, he holds the Chartered Financial Analyst® designation.
Michael S. Barclay	Senior Portfolio Manager	2011	2019
Biografia	Michael Barclay is a senior portfolio manager on the Income Strategies Team at Columbia Threadneedle Investments. He joined one of the Columbia Management legacy firms in 2006 as a senior equity analyst. Prior to his current role, Mr. Barclay was a senior equity analyst on the Centralized Fundamental Research Team from 2006 to 2011. Previously, Mr. Barclay worked as a senior equity analyst at Fortis Investments covering financial services and technology. Prior to that, he was an equity analyst and assistant portfolio manager at Independence Investments. Before that, he worked at FleetBoston Financial, Morgan Stanley & Company and Bank of Boston. He has been a member of the investment community since 1991. Mr. Barclay received a B.A. in government and a Master of Public Administration (M.P.A.) degree from Cornell University. In addition, he holds the Chartered Financial Analyst® designation.
Scott L. Davis	Vice President	2010	2019
Biografia	Scott Davis is a senior portfolio manager and head of income strategies for Columbia Threadneedle Investments. Mr. Davis joined one of the Columbia Management legacy firms in 1985 as a portfolio manager. Previously, Mr. Davis worked as a registered representative at both Tucker Anthony and Merrill Lynch. Since 1991, he has managed institutional relationships and mutual funds in a value equity style. He has been a member of the investment community since 1980. Mr. Davis received a B.A. at American International College and an M.A. at the University of Connecticut.
David L. King	Lead Manager	2011	2015
Biografia	David King is a senior portfolio manager with the Asset Allocation Team at Columbia Threadneedle Investments. Mr. King joined one of the Columbia Threadneedle Investments firms in 2010. Previously, Mr. King was a senior portfolio manager at Putnam Investments. Prior to that, he held various other roles during his 25 years at Putnam, beginning as an equity research analyst and including associate director of equity research. Prior to Putnam, he worked briefly at Drexel Burnham Lambert and Citibank, NA. Mr. King began his career at Manufacturers Hanover Trust (now JPMorgan Chase) in 1978. He has been a member of the investment community since 1983. Mr. King recieved a B.S. in administration, summa cum laude, from the University of New Hampshire and an MBA from Harvard Business School. In addition, he holds the Chartered Financial Analyst designation.
Richard E. Dahlberg	Managing Director	2010	2015
Biografia	Dahlberg has been associated with U.S. Trust since July, 2007 and has been associated with Columbia Management Advisors, LLC or its predecessors since September, 2003. Prior to joining Columbia Management Advisors, LLC in September, 2003, he was with Grantham, Mayo, Van Otterloo & Co. LLC from November, 2001 to December, 2002. Dahlberg holds the Chartered Financial Analyst designation.
Joseph N. Pappo	Chief Executive Officer	2006	2010
Biografia	Joseph N. Pappo is Managing Director of Ziegler Lotsoff Capital Management, and a Senior Portfolio Manager for our Active Equity strategies. In 1988, Mr. Pappo founded Eden Financial Corporation, where he served as president between (88-91). The Eden operation was integrated into Weiss, Peck & Greer in 1991 as the new Quantitative Equity Division. Mr. Pappo served as the managing director of that division(91-96). The division managed seven mutual funds and 30 institutional accounts. "
Donald W. Reid	Senior Portfolio Manager	2006	2010
Biografia	Donald W. Reid, Ph.D., is a Managing Director, Senior Portfolio Manager and Co-CIO at Ziegler Lotsoff Capital Management, LLC. 1997. Prior to joining ZLCM, he had similar responsibilities as Director of Quantitative Equity Research at Weiss, Peck & Greer, 1991-1996, and as Director of Research and Development for Eden Financial Corporation, 1988-1991. Dr. Reid was an Associate Professor/Professor at U of South AL (90-91), U of GA(86-90), and U of KY (81-86). Dr. Reid holds a BS from Auburn University, a MS.from University of Georgia, and a PhD from University of Kentucky.

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