Boston Trust Walden Small Cap Fund(BOSOX)

美國基金

從投資組合中新增/移除新增至觀察名單

17.92 -0.10 -0.55%

07/01 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: Boston Trust & Walden Funds

資產類別: 股票

晨星評級:
總資產: 1.42B

BOSOX綜觀

你可在本頁找到深入的Boston Trust Walden Small Cap Fund公司檔案，包括BOSOX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

Small Blend

總資產

1.42B

費用

基金成立

38702

聯絡資訊

地址 100 SUMMER STREET
Boston,MA 43229
United States

電話 617-814-1215

網絡 www.btim.com

主要管理層

名稱	主旨	成立於	直至
Bradley Hunnewell	Portfolio Manager	2024	now
自傳	Mr. Hunnewell is a Portfolio Manager at the Adviser. He joined the Adviser’s parent company, Boston Trust Walden Company in 2023. He previously served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager. He earned an MBA from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute.
Leanne Moore	Portfolio Manager	2020	now
自傳	https://www.bostontrustwalden.com/people/leanne-moore/
Richard Q. Williams	Portfolio Manager	2017	now
自傳	https://www.bostontrustwalden.com/people/richard-q-williams-cfa/
Kenneth P. Scott	Portfolio Manager	2005	now
自傳	https://www.bostontrustwalden.com/people/kenneth-p-scott-cfa/
Belinda Cavazos	Portfolio Manager	2017	2020
自傳	Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.

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