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Ave Maria Rising Dividend Fund(AVEDX)

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25.83 -0.04    -0.15%
12/11 - 延遲資料. USD 貨幣
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: 1.16B
Ave Maria Rising Dividend 25.83 -0.04 -0.15%

AVEDX綜觀

 
你可在本頁找到深入的Ave Maria Rising Dividend Fund公司檔案,包括AVEDX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 Blend

總資產

1.16B

費用

0.91%

基金成立

38474

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
Brandon S.. Scheitler Portfolio Manager 2021 now
自傳 Brandon is Chief Investment Officer of Schwartz Investment Counsel, Inc. He is also lead portfolio manager of the Ave Maria Fixed Income Strategy and lead manager of the Ave Maria Rising Dividend Strategy. He is also a fixed income and equity research analyst. Prior to joining the Firm in 2007, Brandon worked for Waddell & Reed and Merrill Lynch. Brandon has a Bachelor of Business Administration degree in Finance and a Master of Business Administration degree, both from Walsh College. He also holds the FINRA Series 65 license.
George P. Schwartz Founder 2005 now
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.
Joseph W. Skornicka Senior Vice President 2019 2021
自傳 Joseph W. Skornicka, CFA, joined Schwartz Investment Counsel, Inc. in 2012 and currently serves as Senior Vice President. Prior to joining the firm June 1, 2012, Joe was a portfolio manager at Munder Capital Management in Birmingham, Michigan where he also provided idea generation and research support in the financial services sector.
Richard L. Platte Executive Vice President 2005 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.
Adam P. Gaglio Portfolio Manager 2019 2019
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.
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