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Kp Small Cap Equity Fund Institutional Shares (KPSCX)
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15/12 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 1,37B
KP Small Cap Equity Institutional
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KPSCX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Kp Small Cap Equity Fund Institutional Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de KPSCX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Marc R. Shapiro | - | 2019 | Agora |
| Biografia | Marc R. Shapiro has been with CCI since 2004. He earned a B.A. in Finance and Marketing from Emory University. | ||
| Mark Andersen | Senior Vice President | 2018 | Agora |
| Biografia | Mark Andersen, is a Senior Vice President and Co-Portfolio Manager of Callan LLC. Mr. Andersen has been with the Adviser for 11 years. | ||
| Karl A. Schneider | Vice President | 2018 | Agora |
| Biografia | Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S. Equity Strategies for GEBS, where in addition to overseeing the management of the U.S. equity index strategies, he also serves as a portfolio manager for a number of the group's passive equity portfolios. Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication. Prior to joining GEBS, Mr. Schneider worked as a portfolio manager in SSGA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. He joined SSGA in 1996. Mr. Schneider holds a BS in finance and investments from Babson College and an MS in finance from Boston College. He has earned the Chartered Alternative Investment Analyst designation. Mr. Schneider is a member of the CAIA Association. | ||
| Gerard S.E. Heffernan | Partner | 2018 | Agora |
| Biografia | Gerry is Portfolio Manager on Walthausen & Co.’s Micro Cap Value, Small Cap Value and Select Value products. Prior to joining Walthausen in 2018, Gerry was an investment consultant to Linde Hansen & Co., where he was developing a micro-cap value strategy. Prior to Linde Hansen, Gerry was a partner and portfolio manager at Lord Abbett & Co. where he was the founding portfolio manager on the Lord Abbett Micro Cap Value fund from 1998 to 2013 and portfolio manager on the Lord Abbett Small Cap Value Fund from 2009 to 2013. Prior to Lord Abbett, Gerry was a portfolio manager at CL Capital Management Company. Gerry received a B.S. in Business Administration from Villanova University and is a holder of the Chartered Financial Analyst designation. | ||
| Christopher T. Corbett | Senior Vice President | 2017 | Agora |
| Biografia | Mr. Corbett joined Columbus Circle Investors in May, 2006. Prior to becoming Managing Director and Portfolio Manager, Mr. Corbett held the position of Senior Vice President/Co-Portfolio Manager. Prior to becoming Senior Vice President/Co-Portfolio Manager, he held the position of Senior Securities Analyst. Prior to this, he was an Associate Analyst for Banc of America. Mr. Corbett also worked as an Associate Analyst with UBS and as an Investment Analyst for Driehaus Capital Management. Mr. Corbett received his M.B.A. in Finance and Management and B.B.A. in Accounting from the University of Notre Dame. Mr. Corbett has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts). | ||
| Michael J. Feehily | Senior Managing Director | 2015 | Agora |
| Biografia | Mr. Feehily, CFA, is a Managing Director of SSgA and the Adviser and Co-Head of Passive Equity Strategies in North America in the Global Equity Beta Solutions Group. In this capacity, Mr. Feehily has oversight of the North American Passive Equity teams in Boston and Montreal. In addition, Mr. Feehily is a member of the Senior Management Group. Mr. Feehily rejoined SSgA in 2010 after spending the previous four years at State Street Global Markets LLC where he helped to build the Exposure Solutions business. This group created and managed portfolios that were designed to meet the short-term market exposure needs of institutional clients. Prior to this, Mr. Feehily had been Head of the US Passive Equity Team within SSgA. He joined SSgA in 1997. Mr. Feehily received a Bachelor of Science Degree from Babson College in Finance, Investments, and Economics. He received an MBA in Finance from Bentley College and also earned the Chartered Financial Analyst designation. He is a member of the Boston Security Analysts Society and the CFA Institute. Mr. Feehily is also a former member of the Russell Index Client Advisory Board. | ||
| David M. Adams | Principal | 2015 | Agora |
| Biografia | Dave, Principal, CEO, acts as Managing Director & Portfolio Manager for the Aristotle Boston investment team. Prior to joining the firm, he spent 9 years at Eagle Boston and 14 years at Pioneer Investment Management, where his tenure included a role as lead portfolio manager for the Pioneer Small Cap Value Fund. Dave has been involved in the investment industry since 1990, almost exclusively focused on small cap investing. He graduated from Boston College, where he received a B.S. in Finance and Economics, cum laude, in 1985, and a M.S. in Finance in 1989 (top 5% of class). He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc. | ||
| John(Jack) McPherson | Principal | 2015 | Agora |
| Biografia | John (Jack) McPherson, CFA, Principal, President and Portfolio Manager, has managed the portion of the Fund’s assets allocated to Aristotle Boston since 2015. Mr. McPherson has been with Aristotle Boston since 2014 and has over 25 years of industry experience. Prior to joining Aristotle Boston, Jack serves as a Managing Director and Portfolio Manager at Eagle Boston. Prior to joining Eagle Boston, he was a Vice President and Portfolio Manager of the Pioneer Small Cap Value Fund at Pioneer Investment Management. Jack also spent over 12 years in portfolio management and research roles at Middleton & Company, Evergreen Investment Management, and Atlantic Trust Private Wealth Management. He graduated from the F.W. Olin Graduate School of Business at Babson College with an M.B.A. in 2005 and earned his B.S. from Northeastern University in 1990. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc. | ||
| Richard A. Hocker | CIO (Chief Investment Officer) | 2015 | Agora |
| Biografia | Hocker, Founder, Chief Investment Officer and Chief Executive Officer, serves as the chief investment officer of Penn Capital Management Company. Since inception of the firm in November 1987, Hocker has served as chief investment officer and Senior Portfolio Manager guiding policy development and the future direction of PENN’s high yield bond and equity strategies. Additionally, Mr. Hocker is a member of the Executive Committee and Chairman of the Investment Committee. Prior to DIA, Hocker was head of Investment Division of Provident National Bank. | ||
| J. Paulo Silva | Portfolio Manager | 2015 | Agora |
| Biografia | Mr. Silva began his career with Penn Capital in 2002 as a research analyst focused on technology and industrial companies. Today, he serves as the portfolio manager for Penn Capital’s Micro Cap and Small Cap Value equity straties. As a member of the Equity Strategy Committee, Mr. Silva works closely with the equity portfolio management team to contribute ideas specifically in the micro to mid-capitalization range. He is also a member of the firm’s Executive Committee which drives overall strategy and management of the firm. In addition, Mr. Silva has focused on several distressed debt situations, successfully completing a reorganization through serving on the official committee of creditors. Beyond Penn Capital, Mr. Silva serves on the Investment Committee of the Valley Forge Military Academy. He received a BS in Civil Engineering summa cum laude from Tufts University and an MBA from the Yale School of Management. | ||
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