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The Tocqueville Phoenix Fund (DEFIX)

Fundos dos EUA

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Dados históricos de Delafield Fund, para cotação em tempo real realize outra pesquisa, por favor

20,99 -0,04 -0,19%

17/11 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 130,19M

Tipo: Fundo

Mercado: EUA

Emissor: Tocqueville

Classe de Ativo: Ações

DEFIX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de The Tocqueville Phoenix Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de DEFIX, entre outras informações.

Categoria

Small Value

Total de ativos

130,19M

Despesas

1,25%

Data de início

34292

Informações de Contato

Endereço 40 West 57th St. 19th FL
New York,NY 10019
United States

Telefone +1 212 6980800

Site www.tocqueville.com

Principais Executivos

Nome	Título	Desde	Até
Michael V. Sellecchia	Portfolio Manager	2021	Agora
Biografia	Michael V. Sellecchia has been a co-portfolio manager of the Tocqueville Phoenix Fund since February 2021. Mr. Sellecchia joined the Advisor in 2009 and was a Research Analyst from September 2009 to January 2021. Prior to joining Tocqueville, he spent one year at Delafield Asset Management, a division of Reich & Tang Asset Management LLC. Earlier, he spent two years with a small private equity firm and one year with UBS doing equity research. Mr. Sellecchia received his B.A. in Economics from Boston College.
James Maxwell	Portfolio Manager	2016	Agora
Biografia	James Maxwell (b. 1981), is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Maxwell joined Tocqueville in 2009 and is a co-manager. Prior to joining Tocqueville, Mr. Maxwell spent three years at Delafield Asset Management, a division of Reich & Tang Asset Management LLC. Mr. Maxwell graduated Cum Laude with a double major in Finance and Economics from Northern Arizona University. He also holds the CFA designation. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Joshua Kaufthal	Portfolio Manager	2016	2020
Biografia	Joshua Kaufthal (b. 1974), is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Kaufthal joined Tocqueville in 2009 and is a co-manager. Prior to joining Tocqueville, Mr. Kaufthal spent six years at Delafield Asset Management, a division of Reich & Tang Asset Management LLC. Earlier, he spent three years as an Associate Analyst in the equity research department at UBS, where he covered broadline retail stocks. He began his career at Bear Stearns, where he was a financial analyst in the firm’s natural resource investment banking group. Mr. Kaufthal earned a B.A. in Communications from the University of Pennsylvania.
J. Dennis Delafield	Managing Director	1993	2020
Biografia	J. Dennis Delafield, CFA, is a Senior Portfolio Manager at Tocqueville Asset Management L.P. Mr. Delafield joined Tocqueville in September 2009. Prior to joining Tocqueville, Mr. Delafield was a Managing Director of Reich & Tang Asset Management, LLC which had joined with Mr. Delafield’s Delafield Asset Management, Inc. in 1991. Mr. Delafield founded Delafield Asset Management, Inc. in 1980, after leaving David J. Greene as a Managing Partner, where he was for ten years. Mr. Delafield joined Sterling, Grace & Co. in New York in 1959 where he became the Partner in charge of research in their investment advisory services area. He started his career in 1957 at Security Associates, Inc. in Winter Park, Florida. Mr. Delafield received a BA from Princeton University in 1957 and achieved his Chartered Financial Analyst designation in 1968.
Vincent Sellecchia	Senior Portfolio Manager	1993	2019
Biografia	Vincent Sellecchia, CFA, is a Senior Portfolio Manager at Tocqueville Asset Management L.P. Mr. Sellecchia, joined Tocqueville in 2009. Prior to joining Tocqueville in 2009, Mr. Sellecchia was a Managing Director at Reich & Tang Asset Management LLC. Mr. Sellecchia was associated with Reich & Tang Asset Management LLC in an investment advisory capacity since September 1991. Mr. Sellecchia received his BA from Boston College in 1974 and a MBA from New York University in 1976. He achieved his Chartered Financial Analyst designation in 1980.

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