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State Street Institutional Small-cap Equity Fund Investment Class (SIVIX)
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- Classificação da Morningstar:
- Total do Ativo: 1,09B
State Street Instl Small-Cap Equity Inv
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SIVIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de State Street Institutional Small-cap Equity Fund Investment Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de SIVIX, entre outras informações.
Informações de Contato
Endereço
One Congress Street, Suite 1,
Boston,MA 02114-2016
United States
Boston,MA 02114-2016
United States
Telefone
617-664-7338
Site
www.ssga.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Richard D. Lee | Managing Partner | 2024 | Agora |
| Biografia | Richard D. Lee, CFA® is a Managing Partner and Deputy Chief Investment Officer. He joined Westfield in 2004, and has been a member of Westfield’s Investment Committee since then. He covers Hardware, Semiconductors and IT Services. Before joining Westfield, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions. Rich earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family. | ||
| Ethan J. Meyers | Vice President | 2024 | Agora |
| Biografia | Ethan is a Managing Partner and Director of Research at Westfield Capital. As a member of the Investment Committee, he contributes ideas to all of Westfield’s products, with a specific concentration in Business, Financial, and Consumer Services. In 1999, Ethan joined the Westfield team after working as a Research Analyst at Johnson Rice & Company LLC, in New Orleans, LA. A Chartered Financial Analyst, Ethan earned a Bachelor of Science degree from the A.B. Freeman School of Business at Tulane University in 1996. He is a member of the Boston Society of Security Analysts. In addition to spending time with his family, Ethan enjoys guitar, basketball, golf and scuba diving. | ||
| William A. Muggia | CIO (Chief Investment Officer) | 2024 | Agora |
| Biografia | Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base. | ||
| Fares Altaher | Portfolio Manager | 2022 | Agora |
| Biografia | Fares Altaher is a Vice President of SSGA and the Adviser and a member of the Manager Research Team for the Investment Solutions Group. This team is responsible for manager research and investment due diligence for all public investment strategies utilized by the Investment Solutions Group. Prior to joining SSGA in 2018, Mr. Altaher spent eleven years at Segal Marco Advisors, an institutional investment consultant, where he held various roles, most recently as a Director of Global Equities. Mr. Altaher holds a Bachelor of Science in Management Information Systems from Southern Connecticut State University and a Master of Business Administration from the University of Bridgeport. | ||
| McAfee S. Burke | Asst. PM & Research Anayst | 2022 | Agora |
| Biografia | MCAFEE BURKE, CFA®, Portfolio Manager for the Small Cap Value and SMID Cap Value strategies and Research Analyst. As a Research Analyst at KCM, Mr. Burke is responsible for selecting and monitoring securities within the consumer and industrials sectors of KCM’s universe. McAfee joined Kennedy Capital in October 2015. Mr. Burke began his investment career in 2005, and prior to joining KCM he worked as a portfolio manager and senior equity analyst for Delaware Investments for 8 years. McAfee earned a B.A. in Economics and Spanish from Bowdoin College. | ||
| Phillip Cook | Co-Chief Investment Officer & Principal | 2021 | Agora |
| Biografia | Mr. Cook joined SouthernSun in 2006. He is responsible for coordination of research and communication within the Investment Team and is responsible for the research and analysis of existing portfolio companies as well as new ideas. He also provides input on portfolio management and construction. Prior to joining SouthernSun, Mr. Cook served as the Analyst to the Chairman and CEO of Trivest Partners, a Miami-based private equity firm focused on middle-market LBOs. He received his B.S. in International Business, summa cum laude, from Auburn University. Mr. Cook serves on the Board of Su Casa Family Ministries. | ||
| Carrie Peluso | Portfolio Manager | 2021 | Agora |
| Biografia | Carrie Peluso, CFA, is a Managing Director of the Adviser and the Head of Manager Research for the Global Fiduciary Solutions (GFS) group. She joined the Adviser in 2018. | ||
| Shawn McKay | - | 2019 | Agora |
| Biografia | Shawn McKay, CFA, is a Vice President of SSGA and a member of the portfolio construction team within the Outsourced Chief Investment Officer (“OCIO”) business. In his role with OCIO, he has also worked as part of the manager research team where he conducted due diligence, and ongoing oversight on a variety of asset managers/strategies. Prior to this, Mr. McKay was a member of the Fiduciary Advisory Solutions group within SSGA where his responsibilities included daily operations, data gathering for manager research, trading, and client reporting. He has been with SSGA since 2007 and State Street since 1999. Prior to joining SSGA, he was an AVP and Senior Public Reporting Analyst in the Corporate Finance group responsible for capital adequacy reporting to the Federal Reserve, as well as being a part of the Basel II implementation project. Prior to this he held various positions in the Investor Services division of State Street Bank. Mr. McKay holds a Master of Science in Finance from Suffolk University and a Bachelor of Business Administration in Finance from the University of Massachusetts at Amherst. He has earned the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, Inc., and CFA Society Boston, Inc. | ||
| Marc Shapiro | Managing Director | 2012 | Agora |
| Biografia | Marc is a Partner and Senior Portfolio Manager for Palisade Capital Management’s Small Cap Core Equity and Smid Cap Core Equity strategies. He is a member of the firm’s Investment Committee. Prior to his promotion to Senior Portfolio Manager in March 2012, Marc was Associate Portfolio Manager and Senior Vice President of Research for the strategy with lead research responsibility for a number of sectors, including Information Technology and Telecom Services. Prior to joining Palisade in 2004, Marc was a Senior Equity Analyst at Awad Asset Management and a Small Cap Analyst at Schroders. He received his M.S. in Finance from Drexel University and his B.S. in Finance from the College of New Jersey. | ||
| Frank Latuda | Vice President, Director, Chief Investment Officer, and Portfolio Manager | 2010 | Agora |
| Biografia | Frank Latuda, Jr., CFA®, Chief Investment Officer (“CIO”) and Portfolio Manager of Kennedy Capital Management, Inc. ("KCM"). Mr. Latuda is also a Portfolio Manager for the company’s SMID Cap Value, Mid Cap Value, and All Cap Value strategies. Mr. Latuda serves as a member of the company’s Board of Directors and as CIO, Mr. Latuda is the Chairman of the Investment Policy Committee. Mr. Latuda began his investment career in 1992 and prior to joining KCM, he was an analyst with Burns, Pauli, Mahoney Company. Mr. Latuda joined KCM as an equity analyst in 1997 and served as Director of Research from 1998 until 2000. Mr. Latuda earned a B.S. in Electrical Engineering from the University of Notre Dame, as well as an M.S. in Electrical Engineering and an M.B.A. from the University of Illinois. | ||
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