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Champlain Small Company Fund Class Advisor (CIPSX)

Фонды США

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24,81 +0,41 +1,68%

22/11 - Закрыт. Цена в USD

Вид: Фонд

Рынок: США

Эмитент: Champlain Funds

Класс активов: Акции

Рейтинг Morningstar:
Итого активов: 404,47M

Обзор CIPSX

На этой странице представлен подробный профиль Champlain Small Company Fund Class Advisor. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации CIPSX, а также получите ряд других сведений.

Категория

Small Growth

Итого активов

404,47M

Расходы

1,25%

Дата начала

38321

Контактная информация

Адрес 346 Shelburne Road, 6th Floor
Burlington,VT 5401
United States

Телефон -

Веб-сайт www.cipvt.com

Руководители

Название	Заголовок	Год	До
James A. Mallon	-	2023	Сейчас
Henry Sinkula	Principal - Analyst	2022	Сейчас
Биография	Henry brings more than seven years of investment management experience to his role as a financials analyst on the small and mid cap investment team. Henry joined Champlain in 2015 and spent three years as a Quantitative Analyst supporting all of the firm’s strategies with portfolio analytics, risk monitoring, and quantitative research before joining the emerging markets team in 2018 as a sector analyst covering the financials sector. After four years on the emerging markets team, Henry transitioned his current role on the small and mid cap team in June 2022. Before joining Champlain full-time, Henry was an intern at Champlain and held a summer analyst position with NASDAQ’s New Listings and Capital Markets team in New York. Henry graduated from the University of Vermont with a Bachelor of Science degree in Finance and a minor in Economics. Henry earned his Chartered Financial Analyst® (CFA) designation in 2018 and is a member of the CFA Institute and the CFA Society Vermont.
Rachel Drakon	Associate - Analyst	2020	Сейчас
Биография	Rachel joined Champlain in 2020 and is a technology analyst on the small and mid cap investment team. Prior to joining full-time, she worked as an intern at the firm, and as a Peer Finance Coach at Champlain College where she developed investment-focused financial literacy curriculum. Rachel graduated summa cum laude from Champlain College with a Bachelor of Science degree in Finance. Rachel earned her Chartered Financial Analyst® (CFA) designation in 2022 and is a member of the CFA Institute and the CFA Society Vermont.
Ethan C. Ellison	Principal - Analyst	2020	Сейчас
Биография	Ethan brings more than six years of equity research experience to his role as an industrials and materials analyst on the small and mid cap investment team. Prior to joining Champlain in 2020, he was a Vice President in the Equity Research Department at Morgan Stanley where he focused on power, utilities, and clean technology stocks. Before his time on Wall Street, Ethan served for six years in the United States Air Force, most notably as a Space Operations Analyst. Ethan graduated from the University of Vermont with a Bachelor of Science degree in Business Administration, earned his Master of Science degree in Financial Analysis from the University of San Francisco, and earned his Master of Business Administration degree, with distinction, from New York University’s Stern School of Business. Ethan earned his Chartered Financial Analyst® (CFA) designation in 2020 and is a member of the CFA Institute and the CFA Society Vermont.
Jacqueline Williams	Partner - Analyst	2019	Сейчас
Биография	Jackie brings more than 26 years of experience, including over 15 years of buy-side equity research experience, to her role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2019, she held the role of Vice President, Equity Analyst at GW&K Investment Management – where she focused on small and smid cap health care equities – and with AlphaOne Capital Partners, where she focused on small and micro cap health care and industrial equities. Jackie graduated from Colgate University with a Bachelor of Arts degree in Economics and German Literature and earned her Master of Business Administration degree from NYU’s Leonard Stern School of Business. Jackie earned her Chartered Financial Analyst® (CFA) designation in 2004 and is a member of the CFA Institute and the CFA Society Vermont.
Courtney A Willson	Principal - Analyst	2018	Сейчас
Биография	Courtney brings more than 12 years of equity research experience to her role as a consumer sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2018, she held Equity Research Associate roles with both Cowen & Company – where she focused on retailing/specialty stores, luxury, broadlines, and department stores – and with RBC Capital Markets, where she focused on apparel retail. Courtney graduated from Boston College with a Bachelor of Arts degree in Economics and Sociology. Courtney earned her Chartered Financial Analyst® (CFA) designation in 2022 and is a member of the CFA Institute and the CFA Society Vermont.
Robert D. Hallisey	Partner - Analyst	2016	Сейчас
Биография	Rob brings more than 28 years of financial services experience to his role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2016, Rob worked on Fidelity’s fund manager due diligence team for the company’s Workplace Investing clients. Rob’s previous experience includes coverage of the small and mid cap health care sector at BlackRock, Sirios Capital, and John Hancock Funds. Rob graduated from Saint Michael’s College with a Bachelor of Science degree in Business Administration and earned his Master of Business Administration degree from Babson College. Rob currently serves on the Board of Directors of the Flynn Center for the Performing Arts.
Joseph J. Farley	Partner - Analyst	2014	Сейчас
Биография	Joe brings more than 30 years of experience as a securities analyst to his role as a technology sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2014, Joe was a Founder and Portfolio Manager of Kelvingrove Partners, LLC, an investment management firm focused on technology, media, and telecommunications. His investment management career began at Private Capital Management in Naples, FL where he was the Managing Director of Investment Research and a Portfolio Manager. Joe spent over 10 years as a securities analyst on Wall Street, and held senior investment research and management roles at Morgan Stanley, Donaldson Lufkin & Jenrette, and UBS. Joe began his career as a market analyst with AT&T. Joe earned Master and Bachelor of Arts degrees in Economics from the University at Albany, State University of New York.
Corey N. Bronner	Partner - Deputy Chief Investment Officer	2010	Сейчас
Биография	Corey brings more than 15 years of financial services experience to his role as a consumer and financials sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2010, Corey was an Analyst focusing primarily on the financial services industry at Duff & Phelps Corporation. He also spent time as a Credit Analyst with the commercial lending group at Merchants Bank, a subsidiary of Merchant Bancshares, Inc. (now Community Bank Systems), before joining Duff & Phelps Corporation. Corey graduated magna cum laude from the University of Vermont with a Bachelor of Science degree in Business Administration. Corey was inducted into the University of Vermont Athletic Hall of Fame in 2017 for his athletic achievements in soccer during his undergraduate career. Corey earned his Chartered Financial Analyst® (CFA) designation in 2011 and is a member of the CFA Institute and the CFA Society Vermont.
Joseph M. Caligiuri	Partner - Deputy Chief Investment Officer	2010	Сейчас
Биография	Joe brings more than 14 years of financial services experience to his role on the small and mid cap investment team. Joe joined Champlain in 2008 and spent two years on the Operations team before moving to the investment team where he covers the industrials and materials sectors. Joe graduated from Saint Michael’s College with a Bachelor of Arts degree in Philosophy. Joe earned his Chartered Financial Analyst® (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont. Joe currently serves on the Board of Directors for the Boys & Girls Club of Burlington, VT.

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Другие категории

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EUR/USD	1,0417	-0,0056	-0,95%
USD/RUB	104,3455	+3,0526	+3,01%
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GBP/USD	1,2531	-0,0055	-0,79%
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Индекс РТС	792,67	-11,03	-1,37%
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Просмотренные котировки

	Название	Цена	Изм.	Изм.%
	Champlain Small C.	24,81	+0,41	+1,68%