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Principal Smallcap Growth Fund I Institutional Class (PGRTX)
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04/08 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 89,14M
Principal SmallCap Growth I Instl
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+1,74%
PGRTX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Principal Smallcap Growth Fund I Institutional Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de PGRTX, entre outras informações.
Informações de Contato
Endereço
430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Telefone
1-800-787-1621
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Randy L. Welch | Vice President | 2009 | Agora |
| Biografia | Mr. Welch is a Vice President of Principal Management Corporation. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication. He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds. Mr. Welch is an affiliate member of the Chartered Financial Analysts (CFA) Institute. Mr. Welch earned a B.A. in Business/ Finance from Grand View College and an M.B.A. from Drake University. | ||
| James W. Fennessey | Vice President | 2009 | Agora |
| Biografia | Mr. Fennessey, CFA, Vice President of Principal Management Corporation. Mr. Fennessey joined the Principal Financial Group in 2000. He is the Head of the Manager Research Team that is responsible for analyzing, interpreting and coordinating investment performance data and evaluation of the investment managers under the due diligence program that monitors investment managers used by the Principal Funds and is a member of the Principal Funds Investment Committee. Fennessey earned a B.S. in Business Administration, with an emphasis in Finance, and a minor in Economics from Truman State University. He has earned the right to use the Chartered Financial Analyst designation. | ||
| Timothy W. Hathaway | Member | 2010 | 2014 |
| Biografia | Timothy Hathaway, CFA, is the director of research and institutional investment management. He was co-portfolio manager of the Small-Cap Growth strategy for nine years until June 2014. Prior to that, he was a research analyst with the Large-Cap Equity team and was responsible for research in the consumer discretionary and energy sectors. | ||
| Christopher A. Berrier | Partner | 2010 | 2014 |
| Biografia | Christopher Berrier has been the portfolio manager of the Small-cap Growth strategy since April of 2006 and the Mid-cap Growth strategy since inception. Prior to joining the firm in 2005, Chris was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies. He received a B.A. in economics from Princeton University in 2000. | ||
| Katerina Wasserman | Senior Managing Director | 2010 | 2014 |
| Biografia | Katerina Wasserman, Senior Managing Director and Portfolio Manager , joined Columbus Circle Investors in August 2000. Prior to becoming Senior Securities Analyst, she held the positions of Securities Analyst and of Research Associate. Prior to this, she was a Laboratory Manager at New York University where she handled both the financial administration of operation and the administration of scientific research projects. Ms. Wasserman also worked with PALL Corporation as a Scientist. Ms. Wasserman received her BS from the State University of New York at Stony Brook and a Master’s of Public Administration from the Robert F. Wagner Graduate School at New York University. | ||
| Mariateresa Monaco | Portfolio Manager | 2009 | 2014 |
| Biografia | Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. | ||
| Clifford G. Fox | Portfolio Manager | 2009 | 2014 |
| Biografia | Mr. Fox joined Columbus Circle Investors in October, 1992. Prior to this, he was Vice President of Equity Investments at General Reinsurance Corporation. He received his M.B.A. from the Stern School of Business, New York University and his B.S. from the Wharton School, University of Pennsylvania. Mr. Fox 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). | ||
| Wen-Tse Tseng | - | 2008 | 2014 |
| Biografia | n/a | ||
| N. Kumar Kirpalani | Senior Vice President | 2003 | 2014 |
| Biografia | N. Kumar Kirpalani joined AB in 1999 and is responsible for research and portfolio management for the financials, industrials and energy sectors for US Small/SMID Cap Growth. Prior to joining the firm, he was responsible for research and portfolio management for the small-cap industrials, financials and energy sectors at Invesco (NY) (formerly Chancellor Capital Management). Before joining Chancellor in 1993, Kirpalani was an equity analyst at Scudder, Stevens & Clark for seven years, covering the auto, building materials, natural gas pipeline and oil service industries. He began his career in 1979 at Ameritrust Company (now part of Key Corporation) and later served as senior investment officer in the trust department, a position he held until 1985. Kirpalani received a B.Tech. in chemical engineering from the Indian Institute of Technology and an MBA from the University of Chicago. He is a member of both the New York Society of Security Analysts and the Association for Investment Management and Research, and is a CFA charterholder. Location: New York | ||
| Samantha S. Lau | - | 2003 | 2014 |
| Biografia | She is a Senior Vice President of the Adviser, with which she has been associated in a substantially similar capacity as a portfolio manager since prior to 2016. She is also Co-Chief Investment Officer of U.S. Small and SMID Cap Growth Equities. | ||
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