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Allspring Small Cap Fund - Class A (WFSMX)
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23/02 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 32,02M
Wells Fargo Intrinsic Small Cap Value Fund - Class
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+0,100
+0,42%
WFSMX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Allspring Small Cap Fund - Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de WFSMX, entre outras informações.
Informações de Contato
Endereço
1415 Vantage Park Drive, 3rd Floor
Charlotte,NC 28203
United States
Charlotte,NC 28203
United States
Telefone
1-833-568-4255
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Theran Motl | - | 2020 | 2024 |
| Biografia | Theran Motl is a portfolio manager for the Select Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he has held several roles with the team, including analyst, senior analyst, and associate portfolio manager. Before joining WFAM, Theran was an investment liaison with the Retirement Plan Services at Strong Capital Management. He later transitioned into a similar role as an analyst at Wells Fargo Funds Management. He began his investment industry career in 2002. Theran earned a bachelor’s degree in economics from Marquette University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Institute and CFA Society Milwaukee. | ||
| Christopher G. Miller | portfolio manager | 2017 | 2024 |
| Biografia | Christopher Miller is a senior portfolio manager and team leader on the Select Equity team at Allspring Global Investments. In this capacity, he is responsible for managing all the activities and investment strategies of the team. Mr. Miller joined Allspring from its predecessor, Wells Fargo Asset Management ("WFAM"). Mr. Miller began his investment industry career in 2002 as an accounting analyst at Strong Capital Management, joined the Select Equity team as an analyst in 2004, and transitioned to WFAM with the rest of the team in 2005 after Wells Fargo acquired Strong Capital Management. He was promoted to associate portfolio manager in 2014, co-portfolio manager in 2017, co-team lead in 2019, and team lead in 2020. He earned a bachelor's degree in business administration with an emphasis in finance and marketing from the University of Wisconsin, Madison. | ||
| Ann M. Miletti | Portfolio Manager | 2016 | 2020 |
| Biografia | Ann Miletti is chief diversity officer and head of active equity at Allspring Global Investments. In this capacity, she oversees all active equity teams, including management of investment professionals, trading activity, and other business-related issues. She also oversees the Chief Diversity Office and provides executive leadership to firm initiatives. Ann joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to her current role, she was co-lead of the WFAM PMV Equity team, managing more than $4 billion in assets. Ann began her investment industry career in 1991 at Strong Capital Management. Throughout her career, Ann has covered most industry sectors as an equity research analyst and portfolio manager. Ann is a frequent guest on a number of financial networks, including CNBC, Bloomberg, and Fox Business News. She earned a bachelor's degree in education from the University of Wisconsin, Milwaukee. | ||
| Samir Sikka | CEO | 2010 | 2016 |
| Biografia | Mr. Samir Sikka founded Sapience in 2016 and is the CEO and Chief Investment Officer. Prior to founding Sapience Investments in 2016, Mr. Sikka served as a Managing Director and Lead Portfolio Manager for the Pelican Value Equity team at Wells Capital Management. Mr. Sikka’s prior investment-related experience includes serving as Senior Vice President with Trust Company of the West, as Associate Director with UBS Investment Bank and as Senior Associate with Ernst & Young, LLP. Mr. Sikka has been working in the investment industry since 1997. He earned a Bachelor of Science in Business Administration from California State University, Northridge, where he graduated Magna Cum Laude, and his MBA from Harvard Business School. Mr. Sikka is a member of both Beta Gamma Sigma and Phi Kappa Phi Honor Societies. | ||
| Alex Álvarez | Assistant Vice President | 2010 | 2016 |
| Biografia | Mr. Alex Alvarez is an Assistant Vice President with Metropolitan West Capital Management (MWCM). He joined MWCM in 2008. Prior to joining MWCM, Mr. Alvarez served as Vice President and Equity Analyst with The Goldman Sachs Group, Inc. (2004-2008). Additionally, he served as a Financial Analyst with Motorola, Inc. / Synchronous, Inc. (2000-2002) and as an Associate with Arthur Andersen (1998-2000). Mr. Alvarez has over 8 years of investment experience. He earned a Bachelor of Science in Economics and Public Policy from Stanford University (1998) and a MBA from Harvard Business School (2004). Mr. Alvarez has been awarded the use of the Chartered Financial Analyst (CFA) designation by the CFA Institute, and he is a member of the New York Society of Security Analysts. | ||
| Jeffrey Peck | Portfolio Manager | 2010 | 2011 |
| Biografia | • Managing Director & Senior Portfolio Manager – Large Cap, Global and International • Industry Start Year: 1995 • Firm Start Year: 2004 • Janney Montgomery Scott – Equity Research Analyst • Bear Stearns & Co., Inc. – Equity Research Analyst • MBA, New York University • BS, Mechanical Engineering, State University of New York at Buffalo • The Wall Street Journal 2004 Best on the Street Analyst | ||
| James M. Tringas | Portfolio Manager | 2009 | 2010 |
| Biografia | Jim Tringas is a managing director, co-team leader, and senior portfolio manager for the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments, where he began his investment industry career in 1994, which includes serving as a portfolio manager with Wachovia Asset Management Group. Prior to this, he served as a senior consultant in the Personal Financial Group of Ernst & Young. Jim earned a bachelor’s degree and a master’s degree in accounting from the University of Florida. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston. | ||
| Bryant VanCronkhite | Senior Portfolio Manager | 2009 | 2010 |
| Biografia | Bryant VanCronkhite is a managing director, co-team leader, and senior portfolio manager for the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to this, Bryant was a senior research analyst on the team, which he joined in 2004 before the acquisition of Strong Capital Management. Earlier, Bryant was a mutual fund accountant for Strong. He began his investment industry career in 2003. He earned a bachelor’s degree and a master’s degree in professional accountancy from the University of Wisconsin, Whitewater, and is a certified public accountant. Bryant has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Milwaukee and the AICPA. | ||
| Robert Costomiris | Managing Director | 2002 | 2009 |
| Biografia | Bob Costomiris is managing director and portfolio manager for the Disciplined Value Equity team at Wells Capital Management. Prior to joining Wells Capital Management, he held the same responsibilities at Strong Capital Management, which he joined in 2001. Prior to joining Strong, he spent four years as director of research at Thomson Horstmann & Bryant in New Jersey and four years as senior investment consultant at Hewitt Associates in Chicago, Illinois | ||
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