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Optimum Small-mid Cap Value Fund Institutional Class (OISVX)

Фонды США

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12,27 +0,09 +0,74%

17/04 - Закрыт. Цена в USD

Вид: Фонд

Рынок: США

Эмитент: Delaware Funds by Macquarie

Класс активов: Акции

Рейтинг Morningstar:
Итого активов: 576,88M

Обзор OISVX

На этой странице представлен подробный профиль Optimum Small-mid Cap Value Fund Institutional Class. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации OISVX, а также получите ряд других сведений.

Категория

Small Value

Итого активов

576,88M

Расходы

1,17%

Дата начала

37834

Контактная информация

Адрес Delaware Funds by Macquarie
Philadelphia,PA
United States

Телефон -

Руководители

Название	Заголовок	Год	До
Gregory J. Garabedian	Portfolio Manager	2024	Сейчас
Биография	Gregory J. Garabedian, Senior Managing Director and Equity Portfolio Manager. Greg is an equity portfolio manager on the Opportunistic Value Team. He manages equity assets on behalf of clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Mid Cap Value and Select Mid Cap Value portfolios. Previously, Greg was an equity research analyst on the Opportunistic Value Team, responsible for conducting fundamental analysis on global equity investments in the insurance, industrials, capital goods, and agricultural industries.
Puneet Mansharamani	Partner, Portfolio Mgr & Quant Analyst	2016	Сейчас
Биография	Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications fo
Greg Sleight	Partner	2016	Сейчас
Биография	Greg Sleight is a Partner, Portfolio Manager and Quantitative Analyst of LSV. At LSV, Mr. Sleight is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Sleight received a B.S. in Material Science & Engineering from the University of Illinois in 2000 and an M.B.A. in Econometrics, Economics & Analytic Finance from the University of Chicago in 2006.
Guy Lakonishok	Partner & Portfolio Manager	2016	Сейчас
Биография	Guy Lakonishok, CFA is a Partner, Portfolio Manager and Quantitative Analyst at LSV. Prior to joining LSV, Mr. Lakonishok was a Vice President in the Quantitative Equity group at BlackRock. His responsibilities included research, portfolio implementation, system development and performance attribution. Prior to this experience, Mr. Lakonishok was an analyst in the Quantitative Equity group at Weiss, Peck, and Greer, where he was responsible for developing portfolio analytics and assisting in the day-to-day management of the portfolios. Mr. Lakonishok received a B.S. in Applied Science with
Josef Lakonishok	Portfolio Manager	2016	Сейчас
Биография	Dr. Lakonishok joined LSV in 1994, where he currently serves as Chief Executive Officer, Chief Investment Officer, Partner and Portfolio Manager Dr. Lakonishok has more than 30 years of investment and research experience. Dr. Lakonishok was, until 2004, the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign. Before that, he held staff and visiting professorships at Tel Aviv University, Cornell University, the University of North Carolina at Chapel Hill, and the University of British Columbia.
Menno Vermeulen	Partner	2016	Сейчас
Биография	Menno Vermeulen, CFA, is a Partner, Portfolio Manager and Senior Quantitative Analyst of LSV. Dr. Lakonishok joined LSV in 1994. Vermeulen has more than 21 years of investment experience. At LSV, Mr. Vermeulen has developed and written the software for our quantitative models and portfolio management system. He leads our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Vermeulen is also involved in the research process at LSV. Prior to joining LSV, he worked at ABP
Rachel D. Matthews	Portfolio Manager, Research Analyst	2020	2024
Биография	Rachel D. Matthews is a partner of Cardinal Capital. She is responsible for investment research and portfolio management. She has been in the investment industry since 1989. Prior to joining Cardinal in 2001, Rachel spent three years as a high yield bond trader at OppenheimerFunds, Inc. responsible for trade execution and relative value trades for $7 billion in assets. She was previously a sell-side trader of short-term U.S. government securities at HSBC Securities for two years, responsible for a gross trading position of $500 million. Previously, Rachel was a private placement credit analyst at the Mutual Life Insurance Company of New York for three years specializing in the manufacturing, chemical, railroad, and finance industries. She started her career at MONY in 1988 as a systems analyst in the real estate area. Rachel holds a BA in economics from Columbia University and a MBA in finance from New York University.
Robert H. Fields	Partner & Portfolio Manager	2020	2024
Биография	Robert H. Fields is a partner of Cardinal Capital. He is responsible for investment research and portfolio management. He has been in the investment industry since 1998. Prior to joining Cardinal in 2013, Robert was a partner and portfolio manager for two years at Ana Capital Management, a long-biased opportunistic value investment firm. Previously, he was a partner and director of research at Breeden Capital Management, a concentrated, long-only investment firm and an analyst covering value equities and distressed debt at MFP Investors, the personal investment firm of Michael F. Price. Robert holds a BS from Ball State University and a MBA from The Wharton School at The University of Pennsylvania.
Robert B. Kirkpatrick	Managing Director	2020	2024
Биография	Robert B. Kirkpatrick, CFA is a managing partner of Cardinal Capital. He is responsible for investment research and portfolio management. He has been in the investment industry since 1985. Prior to joining Cardinal in 2000, Robert was a partner at Breeco Management, a $125 million equity hedge fund for three years. Previously, he held senior equity portfolio management positions with Unifund S.A., a Swiss-based global private investment company with over $1 billion in capital. Robert also served for six years as a managing director at Bigler/Crossroads, a $700 million venture capital and small
Eugene Fox	Managing Director	2020	2024
Биография	Eugene Fox, III is a managing partner of Cardinal Capital. He is responsible for investment research and portfolio management. He has been in the investment industry since 1987. Before leaving for Cardinal in 1995, Eugene was a managing director of Deltec Asset Management where he and Amy Minella, a retired partner, built the value equity investment management business. Eugene joined Deltec from D.S. Kennedy & Co., a small cap value equity firm, where he was an investment analyst and previously held financial positions at FMC Corporation from 1984 to 1991. These included five years as the dire

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