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Touchstone Non-us Esg Equity Fund - Class A (TEQAX)
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- Classificação da Morningstar:
- Total de ativos: 460,82M
Touchstone Sustainability & Imp Eq A
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TEQAX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Touchstone Non-us Esg Equity Fund - Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de TEQAX, 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 |
|---|---|---|---|
| Michael Seo | Equity Analyst | 2020 | Agora |
| Biografia | Michael Seo, CFA, is Managing Director and Portfolio Manager of Global Equity strategies for Rockefeller Asset Management. Mr. Seo first joined the firm in March 1999 as a Performance Analyst and subsequently assumed the role of Equity Analyst covering the global industrials sector and the role of Director of Equity Research. Mr. Seo received a B.S. in Finance and Information Systems from the Stern School of Business at New York University and is a Chartered Financial Analyst® charterholder. | ||
| David P. Harris | CIO (Chief Investment Officer) | 2015 | Agora |
| Biografia | David Harris, CFA, is Chairman and Senior Portfolio Manager of Rockefeller Asset Management. He is a member of the Management Committee and holds more than 28 years’ experience with Rockefeller. Mr. Harris was Chief Investment Officer from 2005 through 2021 and President of Asset Management from 2018 – 2021. He the firm’s Director of Equity Management from 2003 to 2005. Mr. Harris also served as portfolio manager for non-U.S. and emerging market equity funds at Stein Roe & Farnham in the 1990s. Mr. Harris serves on the Board of Trustees and as Chair of the Investment Committee of St. Barna | ||
| Jimmy C. Chang | Chief Investment Strategist | 2015 | 2020 |
| Biografia | Jimmy C. Chang, CFA, is the Chief Investment Strategist, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co., with oversight of the Fixed Income group. | ||
| Farha-Joyce Haboucha | Portfolio Manager | 2015 | 2016 |
| Biografia | Farha-Joyce Haboucha, CFA, is the Director of Sustainability & Impact Investing, a Senior Portfolio Manager and a Managing Director of Rockefeller & Co. Joyce manages the Sustainability & Impact Investing Strategy, which incorporates environmental, social and governmental criteria into the investment process. Prior to joining Rockefeller & Co. in 1997, Joyce worked for ten years as a Senior Portfolio Manager and Co-Director of Socially Responsive Investment Services at Neuberger Berman. She was previously with Manufacturers Hanover Trust as a Vice President and Group Head of the Personal Trust Investment, Private Banking and Securities Division and served at Union Trust Company as a Senior Investment Officer, Portfolio Manager and Manager of Research. Joyce is a Chartered Financial Analyst charter holder. She received a B.A. in Comparative Literature from Columbia University. Joyce serves on the Board of the Carbon Disclosure Project USA, the Advisory Board of the Heron Foundation's Community Investment Index, the International Corporate Governance Network Working Group on Integrated Reporting and on the International Integrated Reporting Council Working Group. Joyce has served on the Investment Policy Committee of the Financial Women’s Association of New York, and the Advisory Committee for the Socially Responsible Investment Fund of the Haas Business School at the University of California at Berkeley. Joyce is a former Chairman of the Social Venture Network and also served on the Investment Committee of the United Methodist Church, the board of FTSE4GOOD USA Advisory Committee and several non-profit organizations. | ||
| Wayne A. Hollister | Senior Portfolio Manager | 2015 | 2015 |
| Biografia | Wayne Hollister is a senior portfolio manager for Russell. He is a member of Russell’s dedicated global portfolio transition team, which executes portfolio transition assignments for all Russell funds and separate client accounts. Mr. Hollister has been in the field of investment since 2001 and joined Russell in 2002. He is a former naval carrier aviator, having served in the U.S. Navy from 1990 to 1999. | ||
| Louis G. Navellier | Chairman | 1997 | 2015 |
| Biografia | Louis Navellier is Chairman of the Board, Chief Executive Officer, Chief Investment Officer and Chief Compliance Officer. Mr. Navellier employs a three-step, highly disciplined, "bottom-up" stock selection process, including quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. Since 1987, he has been active in the management of individual portfolios, mutual funds, and institutional portfolios. Mr. Navellier received a B.S. in business administration in 1978 and an M.B.A. in finance in 1979 from California State University, Hayward. | ||
| Shawn C. Price | Portfolio manager | 1997 | 2015 |
| Biografia | Shawn C. Price. (AI Navellier Large Cap Growth Fund) Mr. Price is the primary manager of the Large Cap Growth Fund and has been a Portfolio Manager for Navellier since 1991. Mr. Price is an integral member of Navellier's research team and conducts ongoing research enhancements of the firm’s quantitative investment process and is involved with product development. Mr. Price received a B.S. in finance from the University of Nevada, Reno. | ||
| Alan Alpers | Portfolio Manager | 1998 | 2003 |
| Biografia | Alan Alpers, a Chartered Financial Analyst and a Niemann Portfolio Manager, was previously a partner at Ascentia Capital Partners, where he was responsible for trading hedge fund, mutual fund and separately managed accounts in various styles for the Reno, Nevada-based firm. He was also a member of the firm's Investment Committee. Prior to Ascentia Capital Partners, Alpers was the Senior Portfolio Manager and Director of Research at Navellier & Associates, Inc., also based in Reno. There he was responsible for trading and managing various investment products, including mutual funds, institutional funds (including public, Taft-Hartley and private pension funds and retail wrap-fee assets) totaling $5 billion. He oversaw the firm's trading desk and all other portfolio managers, and also coordinated all weekly quantitative and fundamental stock selection research. Alan holds an MBA from California State University, Sacramento and a BS degree from the University of California, Davis. | ||
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