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Victory Global Managed Volatility Fund Institutional Shares (UGOFX)
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03/07 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 469,85M
USAA Global Managed Volatility Instl
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UGOFX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Victory Global Managed Volatility Fund Institutional Shares. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de UGOFX, entre outras informações.
Informações de Contato
Endereço
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Telefone
210-694-9700
Site
www.vcm.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Mannik S. Dhillon | President | 2019 | Agora |
| Biografia | Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy. | ||
| Lance Humphrey | Executive Director | 2016 | Agora |
| Biografia | Lance Humphrey, CFA, Senior Portfolio Manager and Head of Portfolio Management, VictoryShares and Solutions, has co-managed the Funds since 2016. Mr. Humphrey has 17 years of investment management experience, 12 years of which were with USAA Asset Management Company (“AMCO”), which was acquired by the Adviser’s parent company in 2019. Education: M.B.A., University of Texas – San Antonio and a B.A., finance, Texas State University. He holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
| Wasif A. Latif | Vice President | 2008 | 2021 |
| Biografia | Mr. Wasif Latif is a Co-Founder, President and Chief Investment Officer of Sarmaya Partners, LLC, the Sub-Adviser to the Fund. Prior to founding Sarmaya in 2024, Mr. Latif had spent the last 25 years managing equity, global multi-asset and multi-manager portfolios in mutual funds and ETFs, wealth management platforms, and institutional portfolios. Previously, Mr. Latif served as Portfolio Manager and Strategist for Truist Wealth from January 2022 to December 2023. Additionally, Mr. Latif served as Head of Investments Solutions, Victory Capital, from July 2019 to February 2021, where he managed equity, multi-asset, and index funds and ETFs. In addition, Mr. Latif served as Head of Global Multi-Assets, USAA Asset Management, from 2006 to 2019. From 1998 to 2006, Mr. Latif also served as a Portfolio Manager for Deutsche Bank Wealth, where he managed multi-asset and international equity portfolios. | ||
| Brian Herscovici | - | 2017 | 2018 |
| Biografia | Brian Herscovici, CFA, Executive Director of Global Multi-Assets Portfolios, has co-managed the Fund since October 2016. Prior to joining USAA in 2016, Mr. Herscovici spent nine years as a Portfolio Manager for General Motors Asset Management. He was responsible for over $20 billion in Global Equity through direct portfolio management as well as external oversight of long and long/short strategies. He also was a member of the Asset Allocation Committee responsible for strategic and tactical decision making. Education: B.S., finance, Boston University. He holds the Chartered Financial Analyst (CFA) designation. | ||
| Arnold J. Espe | Vice President | 2008 | 2015 |
| Biografia | Arnold J. Espe, CFA, Vice President of Mutual Fund Portfolios, is a portfolio manager for USAA Investment Management Company, his employer since 2000. Prior to joining USAA, he worked for Capital Consultants from June 1999 to March 2000 and NM Capital Management from September 1996 to June 1999. Espe has more than 30 years of investment management experience. Mr. Espe has 30 years of investment management experience. Education: B.S., Willamette University; M.B.A., University of Oregon.Espe holds the Chartered Financial Analyst designation and is a member of the San Antonio Financial Analysts Society, Inc. and the CFA Institute. | ||
| Jacob Pozharny | Head of International Equity | 2010 | 2014 |
| Biografia | Jacob leads Bridgeway’s international investing efforts. In this role, Jacob works with the Bridgeway team to drive the development of international and global quantitative equity and alternative strategies and contributes to US strategies. He also supports client relationship efforts while enhancing Bridgeway’s presence as a thought leader. He has 25 years of demonstrated success in developing institutional client solutions with consistent and scalable performance results. Jacob was formerly head of international equity research and portfolio management at QMA, a Prudential Global Investment | ||
| Russell Shtern, CFA | SVP Portfolio Manager | 2010 | 2014 |
| Biografia | Russell Shtern is a portfolio manager with the machine intelligence team at Voya Investment Management. Prior to joining Voya, he was a senior portfolio manager at Franklin Templeton, managing smart beta and active multi-factor equity strategies. Prior to that, Russell worked at QS Investors (a Legg Mason affiliate) as head of equity portfolio management and trading. Previously, he was a lead portfolio manager with the diversification based investing equity and tax managed equity strategies at Deutsche AM Quantitative Strategies group. Russell earned a BBA with honors in finance and a minor in economics from Pace University. He is a CFA® Charterholder. | ||
| Robert Y. Wang | Chief Operating Officer - Head of Portfolio Management | 2008 | 2014 |
| Biografia | Robert Wang Chief Operating Officer - Head of Portfolio Management • Responsible for oversight of ongoing business operations as well as portfolio management. • Formerly head of Quantitative Strategies Portfolio Management for Deutsche Asset Management’s Quantitative Strategies Group and senior fixed income portfolio manager from 1995 – 2010. Prior to joining Deutsche Asset Management, he spent 13 years at J.P. Morgan and Co. trading fixed income, derivatives and foreign exchange products. • Education: BS from The Wharton School, University of Pennsylvania. | ||
| John Van Belle | Managing Director | 2008 | 2014 |
| Biografia | John Van Belle, PhD, is a Managing Director and Portfolio Manager for QMA working within the Quantitative Equity team. In this capacity, he manages global and non-US portfolios. Prior to joining QMA, John taught Economics and Finance at the University of Virginia and Rutgers Graduate School of Management and was a Vice President in Currency Management Consulting at both Bankers Trust and Citibank. Previously, he worked in the Research department of the Federal Reserve Bank of New York. He has published numerous articles in the fields of Economics and Finance. John earned a BS in Economics from St. Joseph's College and a PhD in Economics from the University of Virginia. | ||
| John P. Toohey | Vice President | 2009 | 2014 |
| Biografia | Toohey is vice president of Equity Investments, joined USAA Asset Management Company in February 2009. Prior to joining USAA, Toohey was a managing director at AIG Investments, where he was responsible for the investments supporting AIG's pension plans worldwide. He was also co-portfolio manager for four lifestyle and asset allocation funds, oversaw the equity index fund business, and served as a senior member of the external client asset allocation team. Education: B.A., Mathematics, Williams College. He holds the Chartered Financial Analyst (CFA) designation. | ||
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