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Segall Bryant & Hamill Small Cap Value Dividend Fund Retail Class (WTSVX)

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Dados históricos de Westcore Small-Cap Value Dividend Retail, para cotação em tempo real realize outra pesquisa, por favor

6,40 +0,01 +0,16%

25/09 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 10,22M

Tipo: Fundo

Mercado: EUA

Emissor: Westcore

Classe de Ativo: Ações

WTSVX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Segall Bryant & Hamill Small Cap Value Dividend Fund Retail Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de WTSVX, entre outras informações.

Categoria

Small Value

Total de ativos

10,22M

Despesas

1,14%

Data de início

38334

Informações de Contato

Endereço 540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States

Telefone 312-474-1222

Fax 312-474-0521

Site sbhic.com

Principais Executivos

Nome	Título	Desde	Até
Ralph M. Segall	Principal, Chief Investment Officer	2020	2020
Biografia	Mr. Segall is Co-Founder and Chief Investment Officer of Segall Bryant & Hamill as well as Senior Portfolio Manager. Prior to co-founding SBH, Mr. Segall was a senior vice-president of Stein Roe & Farnham, managing a variety of accounts including a mutual fund. Mr. Segall has a Bachelor of Science degree in Economics from Wharton School, University of Pennsylvania, and an M.B.A. from the University of Chicago. He provides SBH with valuable market insight and is responsible for setting the tone of all investment and portfolio management related activities. He organized the Global Discovery Fund, LLC, an alternative investment fund, in 1998 and has earned the Chartered Financial Analyst and Chartered Investment Counselor designations. Mr. Segall is the chair of the Investment Committee of the Evanston Community Foundation, a trustee of Goucher College (Baltimore, MD) and co-chair of the Investment Committee of it's endowment fund, and a member of the Pooled Endowment Portfolio Committee of the Jewish United Fund of Metropolitan Chicago.
Alex A. Ruehle	Senior Portfolio Manager	2016	2020
Biografia	Alex A. Ruehle is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Mr. Ruehle joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and analyst on the Value Equity team. Mr. Ruehle earned a B.S. and an MBA from the University of Denver. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Mark M. Adelmann	Vice President	2004	2020
Biografia	Mr. Adelmann is also a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. He joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, Mr. Adelmann served as a portfolio manager and analyst on the Value Equity team. Prior to joining Denver Investments in 1995, he worked with Deloitte & Touche for 14 years in auditing and financial reporting and achieved the level of senior manager. Mr. Adelmann earned a B.S. from Oral Roberts University. He is a Certified Public Accountant and is a member of the American Institute of CPAs. He has also earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Derek R. Anguilm	Director	2004	2020
Biografia	Derek Anguilm, CFA, is a Director of Dividend Value Strategies, Principal at Segall Bryant & Hamill, LLC , also a Portfolio Manager. Derek Anguilm is the Co-Director of Value Research, Portfolio Manager and Analyst on the Value team. He is also a partner at the firm. Prior to joining the Value team in 2002, Mr. Anguilm worked as a wealth management analyst at the firm. He began his career as a research assistant with Everen Securities. Mr. Anguilm received a BS from Metropolitan State College of Denver. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Lisa Z. Ramirez	Vice President	2009	2020
Biografia	Lisa Z. Ramirez is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Ms. Ramirez joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During her tenure with Denver Investments, she began as a portfolio administrator before becoming an analyst on the Mid-Cap Growth team in 1997. She joined the Value Equity team in 2005 as a portfolio manager and analyst. Ms. Ramirez earned a B.S. from the University of Colorado at Denver and an MBA from Regis University. She has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Troy Dayton	Partner	2004	2018
Biografia	Troy Dayton, CFA is the Co-Director of Value Research, Portfolio Manager, and Analyst on the Value Team. He is also partner at the firm. Prior to joining the firm in 2002, Mr. Dayton was an equity research analyst with Jurika and Voyles and an equity research associate at Dresdner RCM Global Investors. He also worked as a trading support officer for Citibank's Global Asset Management Department in London, England. Mr. Dayton received a BSBA from Colorado State University. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Kris B. Herrick	Director	2004	2013
Biografia	Kris B. Herrick, CFA is a Partner and Portfolio Manager at Denver Investments and is the Director of Value Research. Prior to joining the firm in 2000, Mr. Herrick worked as a Financial Services Analyst with Jurika and Voyles for three years. Mr. Herrick received a BA and a BS from the University of Northern Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.

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