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Invesco Mid Cap Core Equity Fund Class Y (GTAYX)
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15/05 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 34,08M
Invesco Mid Cap Core Equity Y
14,16
+0,05
+0,35%
GTAYX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Invesco Mid Cap Core Equity Fund Class Y. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de GTAYX, entre outras informações.
Informações de Contato
Endereço
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Telefone
(800) 659-1005
Site
www.invesco.com/us
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Belinda Cavazos | - | 2020 | Agora |
| Biografia | Belinda is a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She is a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. | ||
| Raymond Anello | Portfolio Manager | 2019 | Agora |
| Biografia | Mr. Anello has been a Vice President of the OppenheimerFunds Inc since May 2009 and a portfolio manager of OppenheimerFunds since April 2011. He has served as sector manager for energy and utilities for OppenheimerFunds's Main Street Investment Team since May 2009. Prior to joining OppenheimerFunds, Mr. Anello was portfolio manager of the RS All Cap Dividend product from its inception in July 2007 through April 2009 and served as a sector manager for energy and utilities for various other RS Investments products. Mr. Anello joined Guardian Life Insurance Company in October 1999 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. Mr. Anello served as an equity portfolio manager/analyst and high yield analyst at Orion Capital from 1995 to 1998 and an assistant portfolio manager at the Garrison Bradford portfolio management firm from 1988 to 1995. Mr. Anello is a portfolio manager of other portfolios in the OppenheimerFunds complex. | ||
| Magnus Krantz | Vice President, Portfolio Manager | 2019 | Agora |
| Biografia | Mr. Krantz has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. He has served as sector manager for technology for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Mr. Krantz was a sector manager at RS Investments and Guardian Life Insurance Company. Mr. Krantz joined Guardian Life Insurance Company in December 2005 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. Mr. Krantz served as a portfolio manager and analyst at Citigroup Asset Management from 1998 to 2005 and as a consultant at Price Waterhouse from 1997 to 1998. He also served as product development engineer at Newbridge Networks from 1993 to 1996 and as a software engineer at Mitel Corporation from 1990 to 1993. Mr. Krantz is a portfolio manager of other portfolios in the OppenheimerFunds complex.Mr. Krantz holds an M.B.A. from Columbia University and a Bachelor of Engineering (Electrical) from Carleton University in Ottawa, Canada. | ||
| Joy Budzinski | Vice President | 2019 | Agora |
| Biografia | Budzinski has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. She has served as sector manager for healthcare for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Ms. Budzinski was a healthcare sector manager at RS Investments and Guardian Life Insurance Company. Ms. Budzinski joined Guardian Life Insurance Company in August 2006 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. She served as senior equity analyst at Bank of New York BNY Asset Management from 2001 to 2006 and as a portfolio manager at Allianz of America from 1999 to 2001. Ms. Budzinski also served as a portfolio manager and analyst at JP Morgan Chase from 1993 to 1997 and as an analyst at Prudential Investments from 1997 to 1998. Ms. Budzinski is a portfolio manager of other portfolios in the OppenheimerFunds complex. She holds an M.B.A. from Fairleigh Dickinson and a B.S. in finance from Rider University. | ||
| Raman Vardharaj | Vice President | 2019 | Agora |
| Biografia | Mr. Vardharaj has been a Vice President and portfolio manager of the Sub-Adviser since May 2009. Prior to joining the Sub-Adviser, Mr. Vardharaj was a senior quantitative analyst creating stock selection models, monitoring portfolio risks and analyzing portfolio performance across the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as quantitative analyst at The Guardian Life Insurance Company of America from 1998 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Vardharaj is a portfolio manager of other portfolios in the OppenheimerFunds complex.Mr. Vardharaj holds an M.B.A. from the University of Rochester and a Bachelor of Technology degree from the Indian Institute of Technology. Raman is a CFA charterholder. | ||
| Kristin Ketner Pak | Vice President | 2019 | Agora |
| Biografia | Ms. Ketner has been a Vice President of the OppenheimerFunds Inc since June 2009 and portfolio manager of the OppenheimerFunds Inc since November 2012. She has served as sector manager for consumer discretionary and consumer staples for the OppenheimerFunds Inc's Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Ms. Ketner was a sector manager at RS Investments and Guardian Life Insurance Company. Ms. Ketner joined Guardian Life Insurance Company in February 2006 and transitioned to RS Investments in October 2006 in connection with Guardian Life Insurance Company’s acquisition of an interest in RS Investments. Ms. Ketner served as portfolio manager at Solstice Equity Management from 2002 to 2005 and as a retail analyst at Goldman Sachs from 1999 to 2001. Ms. Ketner also served as a Director of Strategy and Integration at Staples from 1997 to 1999 and as an investment banker at Merrill Lynch from 1987 to 1992 and 1995 to 1997 and at Montgomery Securities from 1994 to 1995. Ms. Ketner is a portfolio manager of other portfolios in the OppenheimerFunds complex. | ||
| Adam Weiner | Portfolio Manager | 2019 | Agora |
| Biografia | Mr. Weiner has been a Vice President of the Sub-Adviser since May 2009 and a portfolio manager of the Sub-Adviser since November 2012. He has served as sector manager for industrials and materials for the Sub-Adviser’s Main Street Investment Team since May 2009. Prior to joining the Sub-Adviser, Mr. Weiner was a sector manager at RS Investments for industrials and materials. Prior to joining RS Investments in January 2007, Mr. Weiner was a Director and senior equity analyst at Credit Suisse Asset Management (CSAM). Mr. Weiner served as an equity analyst at Credit Suisse First Boston from 2004 to 2006 (buy-side) and 1999 to 2004 (sell-side) and Morgan Stanley from 1996 to 1999. Mr. Weiner also served as an internal auditor at Dun and Bradstreet from 1992 to 1996 and as a budget analyst, Information Resources Division of the Executive Office of the President from 1990 to 1992. Mr. Weiner is a portfolio manager of other portfolios in the OppenheimerFunds complex.Mr. Weiner holds an M.B.A. from New York University and a B.A. in finance from George Washington University. | ||
| Matthew P. Ziehl | Vice President | 2019 | Agora |
| Biografia | Mr. Ziehl has been a Vice President and senior portfolio manager of OppenheimerFunds, Inc. since May 2009. Prior to joining OppenheimerFunds, Inc., Mr. Ziehl was a portfolio manager with RS Investment Management Co. LLC from October 2006 to May 2009 and served as a managing director at The Guardian Life Insurance Company from December 2001 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Ziehl served as a portfolio manager and team leader at Salomon Brothers Asset Management, Inc. from January 2001 to December 2001. Mr. Ziehl has a B.A. in political science from Yale University and an M.B.A. from New York University. He is a CFA charterholder. | ||
| Ronald S. Sloan | CIO (Chief Investment Officer) | 1998 | 2019 |
| Biografia | Ron Sloan,(lead manager), Portfolio Manager, is chief investment officer of Invesco’s Domestic Core Investment Management Unit. Mr. Sloan joined Invesco in 1998 from Verissimo Research and Mgmt., where he served as president since 1993. Prior to this position, he was partner and executive vice president at Wood Island Associates Inc./Siebel Capital Management Inc. from 1981 to 1993. Mr. Sloan has been in the investment industry since 1971. Mr. Sloan earned both a Bachelor of Science degree in business administration. | ||
| Brian T. Nelson | Portfolio Manager | 2007 | 2018 |
| Biografia | Brian Nelson is a portfolio manager for Invesco’s U.S. Core Equity team. He was senior equities analyst. He has been associated with Invesco and/or its affiliates since 2004. He began his investment career in 1988 as a telecommunications and technology analyst with Franklin Templeton before being named portfolio manager in 1992. In 1995, he joined Chancellor LGT Asset Mgmt. (which merged with Invesco in 1997) as an analyst and was promoted to portfolio manager in 1998. Mr. Nelson joined Salomon Smith Barney as a vice president and senior analyst. | ||
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