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Undiscovered Managers Behavioral Value Fund Class A (UBVAX)
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- Classificação da Morningstar:
- Total do Ativo: 712,68M
Undiscovered Managers Behavioral Val A
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UBVAX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Undiscovered Managers Behavioral Value Fund Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de UBVAX, entre outras informações.
Informações de Contato
Endereço
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Telefone
1-800-480-4111
Fax
+1 646 534 2254
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Ryam Lee | Analyst | 2019 | Agora |
| Biografia | Ryam Lee, CFA, Analyst, has over seven years of financial industry experience. Prior to joining Fuller & Thaler, he was a private equity analyst at McCarthy Capital. Previously, he worked in corporate development at a commodity management firm and business valuation at an independent valuation firm. Mr. Lee received his BA (honors) in Economics and Finance from Creighton University and an MBA in Accounting, Economics, and Finance from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. | ||
| David M. Potter | Portfolio Manager | 2005 | Agora |
| Biografia | Mr. Potter is the Lead Portfolio Manager for the Behavioral Small-Cap Value and Behavioral Mid-Cap Value strategies at FullerThaler and has ultimate decision-making authority for all investment aspects of his strategies. He has been with the firm since 2005 and has been in the financial industry since 1994. Prior to joining FullerThaler, he was a Vice President at Goldman Sachs. Previously, he was an Associate Director at Scotia Capital Markets. Mr. Potter received his BA (honors) in Economics and Finance from McGill University in Montreal and MBA (honors) in Finance from the University of Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Potter is an owner of the firm and a member of the Board of Directors. | ||
| Russell J. Fuller | Director | 1998 | 2020 |
| Biografia | Dr. Fuller is a Founder of Fuller & Thaler Asset Management, Inc. He is a pioneer of behavioral finance and provides insights and advice on the behavioral investment processes at Fuller & Thaler. His five decades long experience spans academic research to investment management. Prior to establishing Fuller & Thaler, he worked at two investment management firms, and began his investment career as a security analyst with a brokerage firm that later merged with Paine Webber. In the academic field, his last position was Chairman of the Finance Department at Washington State University. He has also held positions at the University of British Columbia, Canada, and the University of Auckland, New Zealand. Dr. Fuller has published an investment textbook and numerous journal articles. He has served on the editorial board for the Financial Analysts Journal and is currently on the advisory board for the Journal of Portfolio Management. Dr. Fuller received the Graham & Dodd award from the Association for Investment Management and Research for his paper entitled “Predictability Bias.” He has served on the Board of Directors of the CFA Society of San Francisco and in 2006 was presented with their Distinguished Member Award in appreciation of his leadership and dedication to the financial community. Dr. Fuller received a BA, MBA and PhD (in finance) from the University of Nebraska, and he holds the Chartered Financial Analyst designation. He is an owner of the firm and Chairman of the Board of Directors. | ||
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