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Transamerica Small/mid Cap Value Fund Class I (TSVIX)
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29/04 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 229,62M
Transamerica Small/Mid Cap Value I
26,04
+0,22
+0,85%
TSVIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Transamerica Small/mid Cap Value Fund Class I. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de TSVIX, entre outras informações.
Informações de Contato
Endereço
1801 California Street, Suite 5200
Denver,CO 80202
United States
Denver,CO 80202
United States
Telefone
+1 8882334339
Site
www.transamerica.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| W. Ryan Wick | Portfolio Manager | 2022 | Agora |
| Biografia | Portfolio Manager of the fund since 2022; Assistant Portfolio Manager since 2014; Employed by Systematic Financial Management, L.P. since 2005 | ||
| R. Michael Creager | Portfolio Manager/Research Analyst | 2019 | Agora |
| Biografia | Michael is a graduate of Western Kentucky University, BS and Hofstra University, MBA. Previously, he was employed as a buyside analyst at an insurance holding company and most recently as a sell-side analyst covering the Utilities/Energy Pipeline sector. He holds the Chartered Financial Analyst® designation. | ||
| Brett P. Hawkins | Chief Information Officer | 2016 | Agora |
| Biografia | Mr. Hawkins is a graduate of the University of Richmond, BA and the University of Virginia, Darden School, MBA. Previously, he was employed with Arthur Andersen LLP as a Senior Associate and First Union Securities, Inc, Assistant Vice President, Equity Research. He holds the Chartered Financial Analyst® designation. He is registered as an Investment Adviser Representative. | ||
| Kenneth Burgess | Managing Partner | 2011 | Agora |
| Biografia | Ken is a Managing Partner of Systematic Financial Management, L.P. since 1997. Ken serves as lead portfolio manager for our Small Cap Value Free Cash Flow and SMID Cap Value Free Cash Flow portfolios, both of which he has been involved in the management of since their inception. Ken has been a partner in the firm since 1997. Ken’s investment career began in 1993, when he joined Systematic. During his tenure, Ken has been involved in both quantitative and fundamental equity analysis, performance analytics and portfolio management. Ken holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and New York Society of Security Analysts (NYSSA). Ken conducted his undergraduate studies at New Hampshire College, majoring in economics and finance. | ||
| D. Kevin McCreesh | CIO (Chief Investment Officer) | 2017 | 2017 |
| Biografia | Mr. McCreesh, Chief Investment Officer, has oversight responsibilities for all client portfolios. In addition, Mr. McCreesh serves as the lead portfolio manager for Systematic’s large and small cap portfolios. He joined Systematic in 1996. Previously he served with Mitchell Hutchins. McCreesh is a member of the Association for Investment Management and Research and the New York Society of Security Analysts. McCreesh holds the Chartered Financial Analyst designation. | ||
| Ronald M. Mushock | Managing Partner | 2011 | 2016 |
| Biografia | Ronald M. Mushock, CFA is a Managing Partner in Systematic Financial Management and has lead portfolio manager. Mr. Mushock joined Systematic in 1997 as a Senior Equity Analyst, has served as Portfolio Manager since 2000, and was elected as Managing Partner of Systematic in 2005. Additionally, Ron maintains analyst responsibilities within selected economic sectors. Ron began his career as a quantitative equity analyst with Abel/Noser. Prior to joining Systematic in 1997, Ron was a fundamental equity analyst with Standard and Poor’s Equity Group. He is a member of both the CFA Institute and New York Society of Security Analysts (NYSSA). Ron received an M.B.A. in finance and international business from New York University’s Stern School of Business, and graduated Summa Cum Laude from Seton Hall University with a B.S. in finance. | ||
| Thomas E. Larkin | Co-Portfolio Manager | 2008 | 2011 |
| Biografia | Mr. Larkin co-manages institutional and retail portfolios in the diversified equity strategy. In addition, his analyst responsibilities include covering the producer durables, autos and transportation, and materials and processing sectors. He joined TIM in 2005 when the firm acquired Westcap Investors LLC. Prior to Westcap, Mr. Larkin interned with Morgan Stanley in the Private Wealth Management Division and with Trust Company of the West as an analyst with their Worldwide Opportunities Emerging Markets Fund. He earned a BA in economics from Duke University. Mr. Larkin is currently a CFA Level I candidate and has eight years of investment experience. | ||
| Jeffrey J. Hoo | Principal, Portfolio Manager | 2008 | 2011 |
| Biografia | Jeffrey J. Hoo, CFA is a Principal and Portfolio Manager at Granite Investment Partners, LLC. Mr. Hoo is the Lead Portfolio Manager on the Micro Cap, Small Core and Small Core Select Equity strategies since their inception and a Co-Portfolio Manager on the Small Growth Equity strategy. He follows the Health Care and Technology sectors as an analyst. Mr. Hoo is also a member of the Management Committee. Prior to joining Granite in 2011, Mr. Hoo was a Principal and Portfolio Manager at Transamerica Investment Management, LLC (TIM). While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Micro Cap, Small Core and Small/Mid Cap Equity strategies. He joined TIM in 2005 when the firm acquired Westcap Investors, LLC where he was a Principal, Portfolio Manager for Micro Cap Equity and an Equity Analyst specializing in Healthcare and Technology from 1997 through 2005. Prior to Westcap, Mr. Hoo worked at Sony Pictures Entertainment. Mr. Hoo has earned the right to use the Chartered Financial Analyst designation. | ||
| Joshua D. Shaskan | Principal, Portfolio Manager | 2008 | 2011 |
| Biografia | Joshua D. Shaskan is a Principal and Portfolio Manager at TIM. He manages sub-advised funds and institutional separate accounts in the Small and Small/Mid (SMID) Growth Equity disciplines. He joined TIM in 2005 when the firm acquired Westcap Investors LLC. Prior to Westcap, Mr. Shaskan served as an Investment Specialist for three years at Wells Fargo Securities and was also previously a Financial Advisor at Prudential Securities. Mr. Shaskan has earned the right to use the Chartered Financial Analyst designation. | ||
| John D. Lawrence | Co-Manager | 2008 | 2009 |
| Biografia | John D. Lawrence is a Principal and Portfolio Manager at TIM. He has portfolio management responsibilities on sub-advised funds and institutional separate accounts in the Growth Equity and Global Growth Equity investment disciplines. He joined TIM in 2005 when the firm acquired Westcap Investors, LLC. Prior to Westcap, Mr. Lawrence was a Research Associate at Credit Suisse First Boston and an Assistant Vice President at Sanders Morris Harris. He holds an M.B.A. from University of California, Los Angeles, and a B.A. from Rice University. Mr. Lawrence has earned the right to use the Chartered Financial Analyst designation and has 9 years of investment experience. | ||
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