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Ave Maria Growth Fund(AVEGX)

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47.42 -0.13    -0.27%
28/06 - 延遲資料. USD 貨幣 ( 免責聲明 )
種類:  基金
市場:  美國
發行者:  Ave Maria Mutual Funds
資產類別:  股票
  • 晨星評級:
  • 總資產: 1.03B
Ave Maria Growth 47.42 -0.13 -0.27%

AVEGX綜觀

 
你可在本頁找到深入的Ave Maria Growth Fund公司檔案,包括AVEGX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Large Growth

總資產

1.03B

費用

0.91%

基金成立

37742

聯絡資訊

地址 LLC135 Merchant Street, Suite 230
Cincinnati,OH 45246
United States
電話 +1 8887269331

主要管理層

名稱 主旨 成立於 直至
Chadd M Garcia Portfolio Manager 2020 now
自傳 Chadd is co-portfolio manager of the Ave Maria Growth Strategy. He is also responsible for equity research functions for the firm. Previously, Chadd analyzed public equities as a Managing Director at SQ Advisors. Prior thereto Chadd worked in private equity as a Managing Director at Gulf Coast Capital Partners and as Vice President at Comvest Partners. Before his work in private equity, Chadd was an Associate in the mergers and acquisitions group at CIBC World Markets. Chadd has a Bachelor of Science degree in Agricultural Resource and Economics from The University of Arizona and a Master of Business Administration degree from Harvard University. He is a board member and CFO of The Rising Farmworker Dream Fund and is a Knight in the Sovereign Military Order of Malta. He is a CFA charterholder.
Adam P. Gaglio Portfolio Manager 2019 now
自傳 Adam is lead portfolio manager of the Ave Maria Growth Strategy. He is also a research analyst responsible for equity research functions for the Firm with a focus on small and micro-cap companies. Prior to joining the firm in 2013, Adam was an actuarial analyst at Towers Watson. Adam has a Bachelor of Science degree in Math from the University of Michigan. He is a CFA® charterholder.
Richard L. Platte Executive Vice President 2013 2020
自傳 Platte is Executive Vice President of Schwartz Investment Counsel, Inc., and he has been with them since 1987. Platte has earned the right to use the Chartered Financial Analyst designation.
Brian Milligan Analyst 2016 2019
自傳 Brian serves as a senior analyst on Madison’s U.S. Equity Team. He started in the financial services industry in 2004 and joined Madison in 2019. Prior to joining Madison, Brian was with Schwartz Investment Counsel from 2014-2019 where he was Portfolio Manager on the Ave Maria Growth Fund. He started his career with Standard and Poor’s in their corporate ratings unit and earned his B.S. in finance from Trine University and MBA from the University of Notre Dame.
George P. Schwartz Founder 2013 2016
自傳 Schwartz, Chairman and Chief Executive Officer of Schwartz Investment Counsel, Inc, has acted as a portfolio manager and co-portfolio manager. He also serves as director of Schwartz Investment Counsel, Inc., president, chief executive officer and chief investment officer with responsibility for the development and implementation of the investment strategy of the firm. From 1974 to 1980, he was vice president, senior investment officer, and chairman of the Investment Committee of the National Bank and Trust of Ann Arbor. In 1980, George founded Schwartz Investment Counsel, Inc. Schwartz holds the Chartered Financial Analyst designation.
Christopher R. Szydlowski Vice President 2013 2013
自傳 Christopher R. Szydlowski, CFA, joined JLB & Associates, Inc. in 1998 and currently services as Vice President.
James L. Bashaw President, CIO 2003 2013
自傳 Bashaw has been President and Chief Investment Officer of JLB & Associates, Inc. for than 20 years. Bashaw has earned the right to use the Chartered Financial Analyst designation.
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