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Stralem Equity Fund (STEFX)

Fundos dos EUA

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Dados históricos de Stralem Equity, para cotação em tempo real realize outra pesquisa, por favor

4,91 -0,02 -0,41%

02/09 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 9,66M

Tipo: Fundo

Mercado: EUA

Emissor: Stralem Fund

Classe de Ativo: Ações

STEFX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Stralem Equity Fund. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de STEFX, entre outras informações.

Categoria

Large Blend

Total de ativos

9,66M

Despesas

0,95%

Data de início

36543

Informações de Contato

Endereço 225 Pictoria Drive, Suite 450
Cincinnati,OH 45246
United States

Telefone -

Site www.stralemfund.com

Principais Executivos

Nome	Título	Desde	Até
Michael J. Alpert	Portfolio Manager	2012	2020
Biografia	Michael J. Alpert focuses on research for the firm's US Large Cap Equity Strategy. Prior to joining Stralem in 2010, Mr. Alpert was a Managing Director at J&W Seligman & Co where he was the Portfolio Manager and Head of the Seligman Small Company Growth Team. Mr. Alpert joined J&W Seligman in 1999 from business school as an Investment Analyst and became Portfolio Manager in 2006. He had security selection responsibility in a variety of sectors including, Consumer, Technology, Industrials, Financials and Commercial Services. Prior to business school, Mr. Alpert was a Manager for 7 years at Andersen Consulting where he did Technology and Strategic Consulting in the Communications Industry Group.
Andrea Baumann Lustig	President	2003	2020
Biografia	Ms. Lustig leads the firm's marketing to private clients and wealth managers. Prior to joining Stralem in 2003, Ms. Lustig was a Vice President with Bernstein Investment Research and Management where she spent five years as a Financial Advisor working extensively with private clients. She joined Bernstein after eleven years at Booz, Allen & Hamilton, Inc., an international management consulting firm, where she was a Principal in the Strategy Practice and the Director of Operations for Financial Services in the US and Europe. Prior to Booz, Allen, Ms. Lustig was a Financial Analyst in Mergers & Acquisitions at Morgan Stanley & Co., Inc. and an Associate in Investment Banking at Jefferies & Co. Ms. Lustig is also President of the Association for the Restoration of Jewish Works and Institutions in France (A.R.I.F). Ms. Lustig is a former Trustee of The Horace Mann School where she was President of the Parents Association. She is also Chair of Annual Giving for the Princeton Class of 1980, a member of the Scholarship Committee for Le Rosey, a Steering Committee member of the Socrates Society of the Aspen Institute, and a Board Member of the Madison Avenue Business Improvement District.
Adam S. Abelson	Chief Investment Officer	2000	2020
Biografia	Adam S. Abelson leads the firm's research effort overseeing the implementation of the US Large-Cap Equity Strategy. Mr. Abelson co-authors the firm's quarterly "West of the Hudson" letter, which is the product of the team's research trips around the world. He serves as an officer of the Fund and a Director of Stralem Investment Fund (UCITS). Mr. Abelson joined Stralem in 1998 after managing business units within the emerging technologies, consumer products and hotel/gaming industries.
Hirschel B. Abelson	Chairman	2000	2020
Biografia	Hirschel B. Abelson co-founded Stralem & Company Incorporated in 1966. Mr. Abelson conducts research and analysis on behalf of the US Large Cap Equity Strategy. He also serves as an officer of Stralem Equity Fund (“the Fund”). Prior to founding Stralem, Mr. Abelson was a partner in corporate finance as well as an economic Adviser at Ladenburg, Thalmann, which he joined in 1956. Mr. Abelson has managed and/or served on Boards of companies in the food service, housing, manufacturing, computer products, specialty retailing, radio broadcasting and publishing industries. From 1987 – 2000, Mr. Abelson served on the Trustee Investment Committee of Cornell University. He is a member of the Board of Trustees at Pitzer College where he serves on the Investment Committee.
Edward N. Cooper	Senior Research Analyst	2008	2019
Biografia	Mr. Cooper is a Senior Research Analyst from 2006 at Stralem & Company Incorporated. Prior to joining Stralem in 2006, Mr. Cooper spent ten years with Bloomberg L.P., a financial information provider, where he worked as an Equity Fundamental Analyst, a Fixed Income Research Analyst, and a French Translator with the Localization Group. In his positions at Bloomberg, Mr. Cooper specialized in security-level and portfolio-level analytics. He placed 1st out of a class of 40 in the 6-week intensive Bloomberg Analytics Desk training program. Mr. Cooper is a member of the CFA Institute and NYSSA and is a CFA Charterholder. He also served in the U.S. Peace Corps in Togo, West Africa.
Philippe T. Labaune	Executive Vice President	2000	2019
Biografia	Philippe T. Labaune is Executive Vice President From 2014 at Stralem & Company Incorporated. Mr. Labaune joined Stralem in 1997 where he directs all trading operations for the firm. Mr. Labaune was also a Vice President from 1997. Prior to joining Stralem, Mr. Labaune was a trader in charge of ADR's at Société Générale Securities Corp.
Irene Bergman	Senior Vice President, Portfolio Manager	2000	2016
Biografia	Ms. Bergman joined Stralem & Co. in 1973 where she has been a financial advisor and account manager for domestic and foreign clients. Prior to Stralem, she was a senior investment professional in the International Department of Loeb, Rhoades & Co. For ten years prior to Loeb, Rhoades, Ms. Bergman was Assistant Manager in the Foreign Department of Hallgarten & Co. where she was active in merger arbitrages and authored a weekly market letter.
Andrew Eras	Vice President, Portfolio Manager	2000	2014
Biografia	Eras has been a vice president and portfolio manager of Stralem & Company Inc. since March 2002. Previously, Eras served in Bernstein Investment Research & Management from 1998 to 2001.
Philippe E. Baumann	Executive Vice President, Director	2000	2012
Biografia	Philippe E. Baumann, Executive Vice President & Director: Mr. Baumann joined Stralem & Co. in 1970, becoming Executive Vice President in 1973. He oversaw the firm’s investment policy for both domestic and foreign clients and is a principal shareholder of the firm. Prior to joining Stralem, Mr. Baumann was a partner with Coleman & Co. He joined Coleman from A.L. Stamm & Co. where he was a partner for twelve years. Mr. Baumann’s main responsibilities were in the overseas activities of the firm where he was instrumental in the introduction of options to the European community. Mr. Baumann was President of the Association pour le Rétablissement des Institutions et Oeuvres Israelites en France (A.R.I.F.), Vice President and Executive Committee Member of the Board of the P.E.A.C.E. Foundation and Treasurer of the Alberto Ginastera Foundation.
Champ Meyercord	Director	2007	2008
Biografia	Meyercord is a director of Institutional Marketing with Stralem & Company Incorporated from March 2006 to Present. He is a partner and director with Eagle Capital Management, LLC from June 2000 to November 2005.

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Cotações Recentes

Nome	Preço	Variação	Var. %
Stralem Equity	4,91	-0,02	-0,41%
HI-Renten Euro-Fo.	46,980	+0,120	+0,26%
PSGINDX6 ND15 TA .	501,40	0,00	0,00%
IRVING INVEST SIC.	12,707	-0,000	-0,00%
Capital Group Eur.	17,550	+0,020	+0,11%
Council of Europe.	99,690	0,000	0,00%
Bernstein NY Muni.	13,24	-0,01	-0,08%
Schroder All Matu.	0,97	0,00	0,26%