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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)
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07/03 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 8,68B
Old Westbury Small & Mid Cap Strategies
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OWSMX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Old Westbury Small & Mid Cap Strategies Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de OWSMX, entre outras informações.
Informações de Contato
Endereço
630 5Th Ave
New York,NY 10111
United States
New York,NY 10111
United States
Telefone
+1 212 7089100
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Omar Hegazi | Portfolio Manager | 2025 | Agora |
| Biografia | Omar graduated with a BA in Philosophy, Politics & Economics from Oxford University in 2007 and received an MA in Near and Middle Eastern Studies from London University in 2008. After an internship with HM Government at the Foreign & Commonwealth Office, he joined Polunin in Dec 2008 to cover the Middle Eastern markets. Omar is bilingual in English and Arabic and also speaks French, German and Japanese to a reasonable level. Omar is currently studying for his CFA exams. | ||
| Aleksandrs Babikov | - | 2025 | Agora |
| Biografia | Mr. Aleksandrs Babikovs is a Portfolio Manager and has been a member of the Polunin investment team since 2011. He is a Lead Portfolio Manager of Polunin’s International Value Strategy. Prior to joining Polunin, Mr. Babikovs worked in trading and research at Renesource Capital and as a trader at Citadele Bank (formerly Parex Bank). Mr. Babikovs graduated from the University of Latvia with a Bachelors degree in Finance. | ||
| Fanesca Young | Portfolio Manager | 2023 | Agora |
| Biografia | Fanesca Young, Ph.D., CFA, Senior Vice President, Director, Equity Portfolio Management, serves as lead Portfolio Manager. Prior to joining Acadian, she was head of global systematic equities at GIC Private Ltd. Prior to that, she was managing director and director of quantitative research at Los Angeles Capital Management. Ms. Young is also a member of the editorial boards of the Financial Analyst Journal and the Journal of Systematic Investing, as well as a member of the Q Group's program committee. She earned a Ph.D. in statistics from Columbia University and an M.Phil. and an M.A. in statistics from Columbia University. She also holds a B.A. in mathematics from the University of Virginia. She is a CFA charterholder. | ||
| Andrea Tulcin | Senior Vice President | 2022 | Agora |
| Biografia | Ms. Andrea Tulcin, a Senior Vice President of Bessemer Investment Management LLC, joined in 2019 and Bessemer, an affiliate of the company, in 2017. Previously, she served as a Senior Vice President and an Associate Portfolio Manager for Bessemer’s Large Cap Global portfolio. Prior to joining Bessemer, Ms. Tulcin held Equity Analyst roles at Infusive Asset Management and Guggenheim Global Trading. Before that, she worked as an associate analyst and a business administration associate at Tradewinds Global Investors. Ms. Tulcin earned a B.A., cum laude, in journalism from Lehigh University in 2006 and a M.B.A. from The Wharton School of the University of Pennsylvania in 2013. | ||
| Jacqueline Williams | Partner - Analyst | 2022 | Agora |
| Biografia | Jackie brings more than 26 years of experience, including over 15 years of buy-side equity research experience, to her role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2019, she held the role of Vice President, Equity Analyst at GW&K Investment Management – where she focused on small and smid cap health care equities – and with AlphaOne Capital Partners, where she focused on small and micro cap health care and industrial equities. Jackie graduated from Colgate University with a Bachelor of Arts degree in Economics and German Literature and earned her Master of Business Administration degree from NYU’s Leonard Stern School of Business. Jackie earned her Chartered Financial Analyst® (CFA) designation in 2004 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Robert D. Hallisey | Partner - Analyst | 2020 | Agora |
| Biografia | Rob brings more than 28 years of financial services experience to his role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2016, Rob worked on Fidelity’s fund manager due diligence team for the company’s Workplace Investing clients. Rob’s previous experience includes coverage of the small and mid cap health care sector at BlackRock, Sirios Capital, and John Hancock Funds. Rob graduated from Saint Michael’s College with a Bachelor of Science degree in Business Administration and earned his Master of Business Administration degree from Babson College. Rob currently serves on the Board of Directors of the Flynn Center for the Performing Arts. | ||
| Brendan O. Bradley | Executive Vice President, Chief Investment Officer | 2018 | Agora |
| Biografia | Brendan joined Acadian in 2004 and is the firm’s Chief Investment Officer. Brendan previously served as Director of Portfolio Management, overseeing portfolio management policy, and also as the Director of Acadian’s Managed Volatility strategies. Brendan is a member of several oversight committees at Acadian, including the Board of Managers, Executive Management Team, Executive Committee, and Responsible Investing Committee. Prior to Acadian, Brendan was a vice president at Upstream Technologies, where he designed and implemented investment management systems and strategies. | ||
| Joseph J. Farley | Partner - Analyst | 2018 | Agora |
| Biografia | Joe brings more than 30 years of experience as a securities analyst to his role as a technology sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2014, Joe was a Founder and Portfolio Manager of Kelvingrove Partners, LLC, an investment management firm focused on technology, media, and telecommunications. His investment management career began at Private Capital Management in Naples, FL where he was the Managing Director of Investment Research and a Portfolio Manager. Joe spent over 10 years as a securities analyst on Wall Street, and held senior investment research and management roles at Morgan Stanley, Donaldson Lufkin & Jenrette, and UBS. Joe began his career as a market analyst with AT&T. Joe earned Master and Bachelor of Arts degrees in Economics from the University at Albany, State University of New York. | ||
| Corey N. Bronner | Partner - Deputy Chief Investment Officer | 2018 | Agora |
| Biografia | Corey brings more than 15 years of financial services experience to his role as a consumer and financials sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2010, Corey was an Analyst focusing primarily on the financial services industry at Duff & Phelps Corporation. He also spent time as a Credit Analyst with the commercial lending group at Merchants Bank, a subsidiary of Merchant Bancshares, Inc. (now Community Bank Systems), before joining Duff & Phelps Corporation. Corey graduated magna cum laude from the University of Vermont with a Bachelor of Science degree in Business Administration. Corey was inducted into the University of Vermont Athletic Hall of Fame in 2017 for his athletic achievements in soccer during his undergraduate career. Corey earned his Chartered Financial Analyst® (CFA) designation in 2011 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Joseph M. Caligiuri | Partner - Deputy Chief Investment Officer | 2018 | Agora |
| Biografia | Joe brings more than 14 years of financial services experience to his role on the small and mid cap investment team. Joe joined Champlain in 2008 and spent two years on the Operations team before moving to the investment team where he covers the industrials and materials sectors. Joe graduated from Saint Michael’s College with a Bachelor of Arts degree in Philosophy. Joe earned his Chartered Financial Analyst® (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont. Joe currently serves on the Board of Directors for the Boys & Girls Club of Burlington, VT. | ||
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