Cadastre-se e crie alertas para ativos, eventos econômicos como também artigos de colaboradores
Cadastre-se grátis Já possui uma conta? Login
63,79
+0,58
+0,92%
Cotações
Todos os tipos de ativos
- Todos os tipos de ativos
- Índices
- Ações
- ETFs
- Fundos
- Commodities
- Moedas
- Cripto
- Título
- Certificados
Por favor, tente outra busca
🎁 💸 É grátis! Copie a lista de ações mais lucrativas da carteira de Warren Buffett, com lucro de +49,1% Copiar carteira
Touchstone Large Cap Focused Fund Class Y (SICWX)
Adicionar/Remover de uma Carteira
Adicionar à carteira
- Classificação da Morningstar:
- Total do Ativo: 859,24M
Sentinel Common Stock I
63,79
+0,58
+0,92%
SICWX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Touchstone Large Cap Focused Fund Class Y. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de SICWX, entre outras informações.
Informações de Contato
Endereço
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
Telefone
+1 8005430407
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| James E. Wilhelm | Head | 2017 | Agora |
| Biografia | Managing Director and Senior Portfolio Manager, joined Fort Washington Investment Advisors, Inc. ("Fort Washington”) in 2002. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University. He has investment experience dating back to 1993. | ||
| Hilary T. Roper | Co-Portfolio Manager | 2010 | 2017 |
| Biografia | Hilary joined Sentinel in 1998 and is a portfolio manager for the Sentinel Common Stock Fund . Along with her portfolio management responsibilities, she is an equity analyst on the large cap team and covers the consumer discretionary, consumer staples, health care, and IT services sectors. Since the start of her investment industry career in 1992, she has held positions with Schroder Capital Management International and Smith Barney, Inc. Hilary is a graduate of Cornell University and holds the designation of Chartered Financial Analyst. | ||
| Daniel J. Manion | Vice President | 1994 | 2017 |
| Biografia | Dan joined Sentinel in 1993 and is director of equity research as well as a portfolio manager for the large core team. He is a portfolio manager for the Sentinel Common Stock Fund and the Sentinel Balanced Fund. He began his career in the investment industry in 1987 as an analyst with Wright Investors’ Service. Dan received his undergraduate degree from the University of Oklahoma and his MBA from the University of Bridgeport. He holds the Chartered Financial Analyst designation. | ||
| Van Harissis | - | 1999 | 2004 |
| Biografia | Van has more than 31 years of investment management experience. He is a founding partner and a member of the firm’s investment team and serves as a portfolio manager for the focused large cap value strategy and general support for the small and mid cap portfolios. Prior to joining Champlain, Van was a senior vice president at NL Capital Management, Inc. and served as a portfolio manager with Sentinel Advisors, Inc. He was responsible for managing large cap core equity and balanced strategies. Van served as managing director and portfolio manager at Phoenix Investment Partners, Ltd., before joining NL Capital Management, Inc. Van graduated cum laude from the University of Rochester with a Bachelor of Arts in Economics. He received his MBA degree, graduating cum laude, at Johnson Graduate School of Management, Cornell University. Van earned his Chartered Financial Analyst (CFA) designation in 1989 and is a member of the CFA Institute and the Vermont CFA Society. | ||
| Richard A. Pender | CIO | 1994 | 1999 |
| Biografia | Pender is chief investment officer with American Guaranty & Trust, his employer since 1993. He also currently serves as a senior vice president with Sentinel Advisors, his employer since 1986. Previously, Pender spent three years as an assistant director for stock market research with the American Stock Exchange. Pender holds the Chartered Financial Analyst designation and he is a member of the New York Society of Analysts. | ||
| Keniston P. Merrill | CEO | 1994 | 1997 |
| Biografia | Merrill is chief executive officer and portfolio manager with Sentinel Advisors, his employer since 1982. Previously, he was managing director with Rothschild Inc. Merrill was born August 14, 1936. | ||
| Robert L. Lee | Portfolio Manager | 1994 | 1996 |
| Biografia | Lee is a portfolio manager and director of equity research with Sentinel Advisors, his employer since 1993. Previously, he was a vice president and director of a portfolio-management group at Shawmut. Lee holds the Chartered Financial Analyst designation. He is a member of the Association for Investment Management and Research, and the Boston Security Analysts Society. | ||
| Christopher E. Martin | Senior Vice President | 1985 | 1994 |
| Biografia | Martin joined National Life in 1969 as a security analyst and was named senior security analyst in 1971. He became vice president of Sentinel Advisors Company in 1978, senior vice president in 1986, and president and chief executive officer in 1991. Martin also serves as senior vice president of National Life Investment Management Company. Prior to joining National Life, Martin was a security analyst with Connecticut Bank and Trust Company in Hartford for three years. | ||
| Keniston P. Merrill | CEO | 1982 | 1985 |
| Biografia | Merrill is chief executive officer and portfolio manager with Sentinel Advisors, his employer since 1982. Previously, he was managing director with Rothschild Inc. Merrill was born August 14, 1936. | ||
Escreva o que você pensa sobre Touchstone Large Cap Focused Fund Class Y
Tem certeza que deseja excluir esse gráfico?
Apagar Cancelar
Substituir o gráfico anexado por um novo gráfico?
Substituir Cancelar
Diretrizes para Comentários
Anexar um gráfico a um comentário
Confirmar bloqueio
Tem certeza de que deseja bloquear %USER_NAME%?
Ao confirmar o bloqueio, você e %USER_NAME% não poderão ver o que cada um de vocês posta no Investing.com.
%USER_NAME% foi adicionado com êxito à sua Lista de bloqueios
Já que acabou de desbloquear esta pessoa, você deve aguardar 48 horas antes de bloqueá-la novamente.
Denunciar esse comentário
Diga-nos o que achou desse comentário
Comentário denunciado
Obrigado!
Seu comentário foi enviado aos moderadores para revisão