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Optimum Small-mid Cap Growth Fund Institutional Class (OISGX)
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11,60
+0,06
+0,52%
17/04 - Закрыт. Цена в USD
- Рейтинг Morningstar:
- Итого активов: 584,71M
Optimum Small-Mid Cap Growth Instl
11,60
+0,06
+0,52%
- Обзор
- Профиль
- Прошлые данные
- Активы
Обзор OISGX
На этой странице представлен подробный профиль Optimum Small-mid Cap Growth Fund Institutional Class. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации OISGX, а также получите ряд других сведений.
Контактная информация
Адрес
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
Телефон
-
Руководители
| Название | Заголовок | Год | До |
|---|---|---|---|
| Allison J Lewis | Equity Analyst | 2023 | Сейчас |
| Биография | Allison serves as a Senior Equity Analyst and offers 12 years of experience working in a variety of investment-related roles. Prior to joining Peregrine, she was a Research Analyst at Marsico Capital Management where she supported five long only growth strategies. Previously, she was a Senior Equity Analyst at Invesco, responsible for research on a variety of sectors including Health Care, Technology and Consumer. She started her career at J.P. Morgan Chase & Company where she worked within the Investment Solutions business of the Private Bank. Allison has her BBA from the University of Michigan’s Stephen M. Ross School of Business and her MBA from the University of Wisconsin’s Applied Securities Analysis Program. She is a member of the CFA Institute. | ||
| Ryan H. Smith | Portfolio Manager | 2021 | Сейчас |
| Биография | Ryan is a Associate Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. Ryan joined Peregrine’s Small Cap Growth team in 2018. Prior to joining Peregrine, Ryan was a portfolio manager and an analyst on the small, SMID and mid cap growth strategies at RBC Global Asset Management (U.S.) for more than 10 years. Previously, he was an Equity Research Associate at William Blair & Company. He began his career at Ernst & Young. Ryan received his B.S. from Lehigh University and M.S. in Accountancy from the University of Notre Dame. He is a member of the CFA Society of Chicago, the CFA Institute and is a Certified Public Accountant (inactive). | ||
| Samuel D. Smith | Portfolio Manager | 2021 | Сейчас |
| Биография | Sam is an Associate Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. Upon graduation from the University of St. Thomas, Sam joined Peregrine in 2006 as a Portfolio Assistant. Sam is a member of the CFA Institute and a former board member of the CFA Society Minnesota, where he chaired the Advocacy and Public Awareness Committee. | ||
| Marc R. Shapiro | - | 2020 | Сейчас |
| Биография | Marc R. Shapiro has been with CCI since 2004. He earned a B.A. in Finance and Marketing from Emory University. | ||
| Christopher T. Corbett | Senior Vice President | 2017 | Сейчас |
| Биография | Mr. Corbett joined Columbus Circle Investors in May, 2006. Prior to becoming Managing Director and Portfolio Manager, Mr. Corbett held the position of Senior Vice President/Co-Portfolio Manager. Prior to becoming Senior Vice President/Co-Portfolio Manager, he held the position of Senior Securities Analyst. Prior to this, he was an Associate Analyst for Banc of America. Mr. Corbett also worked as an Associate Analyst with UBS and as an Investment Analyst for Driehaus Capital Management. Mr. Corbett received his M.B.A. in Finance and Management and B.B.A. in Accounting from the University of Notre Dame. Mr. Corbett has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts). | ||
| Paul E. von Kuster | Principal | 2016 | Сейчас |
| Биография | Paul is a Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. Paul has been with the firm since its inception in 1984. He is a member of Peregrine's Board of Directors. Prior to Peregrine, Paul managed small cap funds for the Trust Department at Norwest Bank Minnesota, N.A. (now Wells Fargo Bank Minnesota, N.A.). He began his career with Norwest Bank Minnesota, N.A. in 1972 after graduating from Princeton. Paul is a member of the CFA Society of Minnesota and the CFA Institute. | ||
| William A. Grierson | Portfolio Manager | 2016 | 2025 |
| Биография | Bill is a Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. Bill joined Peregrine’s Small Cap Growth team in 2000 as a Securities Analyst. He is a member of Peregrine's Board of Directors. Prior to Peregrine, he was a Senior Research Analyst & Portfolio Manager with Kopp Investment Advisors for more than six years. Previously, he worked as a Reporting Analyst for Northern Trust. He graduated from Lawrence University in 1992. Bill is a member of the CFA Society of Minnesota and the CFA Institute. | ||
| Daniel J. Hagen | Principal | 2016 | 2023 |
| Биография | Dan is a Portfolio Manager for the Small Cap Growth style and shares the responsibility for fundamental research, stock selection and portfolio management with his team. Dan joined Peregrine’s Small Cap Growth team in 1996 as a Research Analyst. He is a member of Peregrine's Board of Directors. Prior to Peregrine, Dan was a Managing Director and Assistant Manager for the Equity Strategy Group at Piper Jaffray. He joined Piper Jaffray as a Statistical Analyst in 1983, upon graduating from the University of Minnesota. Dan is a member of the CFA Society of Minnesota and the CFA Institute and a past board member of the Piper Jaffray Foundation. He regularly shares his financial expertise with a number of nonprofit organizations. | ||
| Michael Iacono | Co-Portfolio Manager | 2016 | 2022 |
| Биография | Mr. Iacono joined Columbus Circle Investors in February, 1997 and rejoined in March, 2000 after a 10 month absence. Prior to becoming Portfolio Manager, he held the position of Co-Portfolio Manager since January, 2004. Mr. Iacono previously held the positions of Research Associate, Securities Analyst, and Senior Securities Analyst. During his absence, he held the position of Portfolio Manager at Bedford Oak Advisors, an investment partnership. Mr. Iacono also previously worked at Arthur Andersen, L.L.P. as a Senior Audit and Business Advisor. Mr. Iacono received his B.S. from Boston College. Mr. Iacono is a Certified Public Accountant and has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts). | ||
| Clifford G. Fox | Portfolio Manager | 2016 | 2020 |
| Биография | Mr. Fox joined Columbus Circle Investors in October, 1992. Prior to this, he was Vice President of Equity Investments at General Reinsurance Corporation. He received his M.B.A. from the Stern School of Business, New York University and his B.S. from the Wharton School, University of Pennsylvania. Mr. Fox has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts). | ||
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