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Great Lakes Large Cap Value Fund Institutional Class Shares (0P0000WNMD)
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09/12 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 40,24M
Great Lakes Large Cap Value Fund Institutional Cla
13,070
-0,140
-1,06%
0P0000WNMD - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Great Lakes Large Cap Value Fund Institutional Class Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000WNMD, entre outras informações.
Informações de Contato
Endereço
222 South Riverside Plaza, 28th Floor, Chicago, Illinois
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Telefone
-
Site
www.glafunds.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Benjamin Kim | Portfolio Manager | 2020 | 2022 |
| Biografia | Mr. Kim joined as Senior Research Analyst in April, 2011. As a Senior Research Analyst for the Small Cap Portfolio, Mr. Kim was/is responsible for equity investments in the Industrial, Technology, and Materials sectors. Prior to joining Great Lakes Advisors, Mr. Kim was an Investment Analyst at Harris Associates from 2007 to 2009 and a Securities Analyst for Skyline Asset Management from 1998 to 2007. Mr. Kim holds a BS in Accounting from Indiana University and an MBA with a concentration in Finance and Economics from the University of Chicago. He is a CFA charter holder and a Certified Public Accountant. | ||
| Raymond O. Wicklander | Portfolio Manager | 2020 | 2022 |
| Biografia | Mr. Wicklander joined the Great Lakes Advisors in December, 2019. Ray is a Portfolio Manager and Analyst on the GLA Fundamental Equity team where he serves as Portfolio Manager on the Great Lakes Advisors ’s Large Cap Value and Global and International Equity Strategies. Ray previously spent 12 years at Nuveen Investments, as a Managing Director, Portfolio Manager of the Global Select strategies, and co-Manager of the Large Cap and All Cap Value strategies, and Analyst at NWQ Investment Management. Previously Ray was at Nuveen subsidiary Tradewinds Global Investors, as Managing Director, Portfolio Manager, Analyst, and with additional leadership roles as Deputy Director of Research and a member of the firm’s Investment Committee. Early in his career Ray was in Long/Short equities at Pembroke Capital Management in London, and he began his career at Northern Trust Asset Management in Chicago. Ray holds a BBA from the University of Notre Dame and an MSc from the London School of Economics. He also holds both the CPA and CFA designations. | ||
| Edward J. Calkins | Chief Investment Officer | 2012 | 2022 |
| Biografia | Mr. Calkins is a Portfolio Manager and Analyst at Great Lakes where he has played an instrumental role in the development of the firm’s distinct approach to equity management. In 1990, Ed was one of the founders of Great Lakes Advisors, Inc. He currently works closely on the value equity approach, assists in managing client relationships, and participates in business development. Ed is a member of both the Management Committee and Board. Ed worked in equity investment units at Continental Bank after graduating with an MBA with distinction from the J.L. Kellogg Graduate School of Management at Northwestern University and earning a BS with honors from Saint Louis University. He is a member of the CFA institute and its Chicago chapter. | ||
| Wells L. Frice | Portfolio Manager | 2012 | 2022 |
| Biografia | Mr. Frice joined the Great Lakes Advisors in 1998 and is a Senior Equity Portfolio Manager focused on the large cap value portfolios. Prior to joining the Great Lakes Advisors, Mr. Frice was employed by First Chicago NBD and served as Senior Equity Analyst, Deputy Director of Equity Research, and an equity portfolio manager. Mr. Frice is a graduate of Lake Forest College and is a Chartered Financial Analyst. He is a member of the CFA Institute and The Investment Analysts Society of Chicago. | ||
| Huong M. Le | Senior Research Analyst | 2012 | 2021 |
| Biografia | Ms. Le has been employed by Great Lakes Advisors, LLC since 2002 and serves as Portfolio Manager/Research Analyst. She joined the Great Lakes Value Equity Team in 2011. Before being named to the Great Lakes Value Equity Team she was employed by Great Lakes as an equity research analyst and risk specialist. Prior to joining Great Lakes in 2002, Ms. Le was employed in several roles for Evanston Hospital, Foote, Cone & Belding, Charles Schwab, and Wintrust Investments, LLC. Ms.Le is senior research analyst for Wayne Hummer Asset Management since 2004. Prior thereto, Le was a retirement specialist at Wayne Hummer from 2002 -2003, and was a contract account assistant from 2001 -2002 with Foote Cone & Belding. Ms. Le holds a BS from Northwestern University in Biology and Psychology and an MBA with concentrations in Analytical Finance and Accounting from the University of Chicago. She is a member of the Investment Analyst Society of Chicago and the Global Association of Risk Professionals. She is also a Chartered Financial Analyst. | ||
| Gary A. Lenhoff | Portfolio Manager | 2017 | 2019 |
| Biografia | Mr. Lenhoff joined Great Lakes Advisors, LLC as Senior Portfolio Manager in December 2010. Mr. Lenhoff was the co-founder and Chief Investment Officer of Ironworks Capital Management (“Ironworks”), founded in 2005. At Ironworks, Mr. Lenhoff launched Ironworks Partners, L.P., a $70 million long/short equity investment partnership where he was responsible for all aspects of fund operations including portfolio management, risk monitoring and security analysis. From 2000 until 2004, Mr. Lenhoff was employed as a portfolio manager with Bricoleur Capital Management, a small cap long/short equity hedge fund. From 1993 until 2000, Mr. Lenhoff was employed by Anderson, Hoagland & Co. as co-manager of an equity portfolio and manager of fixed income portfolios for ERISA and other tax exempt clients. Prior to joining Anderson, Hoagland & Co., Mr. Lenhoff spent the first eight years of his career with Prudential Investment Company. From 1990 until 1993 he served as Managing Director and from 1985 until 1990 as Vice President, Investment Analyst. In these capacities, Mr. Lenhoff was responsible for the management of multi-billion dollar portfolios of leveraged buyout and equity investments, and participated as a member of senior management in the Private Placement Group, managing portfolios of privately-placed fixed income and equity securities. | ||
| Steven G. Wittwer | Managing Director, Portfolio Manager, Sr. Research Analyst - Infrastructure | 2013 | 2016 |
| Biografia | Steven Wittwer, Senior Managing Director, is the Head of the Infrastructure Group and a Senior Portfolio Manager for the firm’s Global Listed Infrastructure Strategy. Mr. Wittwer joined the firm in 2017 as a Senior Analyst and concentrated his research on the global communications, transportation, and utilities sectors. Prior to joining Duff & Phelps, Mr. Wittwer was a Portfolio Manager and Senior Equity Analyst at Great Lakes Advisors in Chicago. He also previously worked for UBS Global Asset Management for 14 years in various capacities, including functioning as the Global Head of their Global Telecom team, conducting research in the U.S., Asia, and Europe, and serving as a key participant on the UBS Global Technology team. He holds a BBA in Accounting from the Wisconsin School of Business, University of Wisconsin, and an MBA in Finance from the Ross School of Business, University of Michigan-Ann Arbor. He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA, inactive). | ||
| Ophelia Barsketis | Portfolio Manager | 2013 | 2015 |
| Biografia | Ms. Barsketis is a Senior Equity Research Analyst at the Adviser. Prior to joining the Adviser in 2013, Ms. Barsketis was a managing director at Fiduciary Management Associates, LLC and co-team leader for large cap strategies from 2004 to 2011. At Duff and Phelps Investment Management, she served as a senior vice president and equity team head from 2000 to 2003. Ms. Barsketis began her career at Stein Roe and Farnham as a research assistant in 1983 and rose to managing director of global equities before leaving the firm in 2000. Ms. Barsketis earned a BA from the University of Chicago and an MBA from the Thunderbird School of Global Management. Ms. Barsketis is involved in a variety of investment organizations and serves on several advisory boards. | ||
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