Carillon Eagle Small Cap Growth Fund Class R6(HSRUX)

美國基金

從投資組合中新增/移除新增至觀察名單

29.74 -0.06 -0.20%

25/06 - 延遲資料. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Carillon Family of Funds

資產類別: 股票

晨星評級:
總資產: 181.34M

HSRUX綜觀

你可在本頁找到深入的Carillon Eagle Small Cap Growth Fund Class R6公司檔案，包括HSRUX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 Growth

總資產

181.34M

費用

0.83%

基金成立

40770

聯絡資訊

地址 P.O. Box 23572
St. Petersburg,FL 33742
United States

電話 1.800.421.4184

網絡 www.carillontower.com

主要管理層

名稱	主旨	成立於	直至
David Cavanaugh	Porfolio co-Manager	2022	now
自傳	David is responsible for providing coverage of securities in the consumer, industrials and financials sectors. He has 26 years of investment experience. Prior to joining Eagle in 2017, David had roles in equity research and portfolio management for a variety of firms, including LMCG Investments, Copper Rock Capital Partners, MFS Investment Management, and State Street Research. He earned a B.S. from the Boston College in 1992 and an M.B.A from The Wharton School at the University of Pennsylvania in 1997.
Christopher Sassouni	Portfolio Co-Manager	2015	now
自傳	Sassouni is assistant portfolio manager and vice President. Sassouni served as a senior research analyst with Eagle since September 2003 and as President and CEO of Healthcare Investment Advisers, Inc. from 1999 to 2003.
Eric Mintz	Assistant Portfolio Manager	2011	now
自傳	Mr. Mintz is an Assistant Portfolio Manager for Small Cap Growth equity accounts. Mr. Mintz joined Eagle in 2005 as a Senior Research Analyst and brings 15 years of investment experience as an analyst and research associate. He holds a BA in economics from Washington and Lee University and earned his MBA from the University of Southern California. Mr. Mintz received his Chartered Financial Analyst designation in 2000.
Bert L. Boksen	Managing Director	1993	2023
自傳	Bert Boksen has been a Managing Director and Senior Vice President of Eagle since 1995. Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor’s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977. He is a CFA charterholder.
David M. Adams	Principal	2007	2008
自傳	Principal, Chief Executive Officer and Portfolio Manager, as well as a member of Aristotle Boston’s investment team since 2015. Prior to joining Aristotle Boston, Mr. Adams served as Managing Director and Portfolio Co-Manager at Eagle Boston Investment Management (“Eagle Boston”) from 2006 to 2014. Prior to working for Eagle Boston, he served as Vice President and Portfolio Manager at Pioneer Investment Management, Inc. Mr. Adams began his investment career in 1990. Mr. Adams holds a Bachelor of Science degree in Finance and Economics and a Master of Science degree in Finance from Boston College. He is a CFA® charterholder.
John(Jack) McPherson	Principal	2007	2008
自傳	John (Jack) McPherson, CFA, Principal, President and Portfolio Manager, has managed the portion of the Fund’s assets allocated to Aristotle Boston since 2015. Mr. McPherson has been with Aristotle Boston since 2014 and has over 25 years of industry experience. Prior to joining Aristotle Boston, Jack serves as a Managing Director and Portfolio Manager at Eagle Boston. Prior to joining Eagle Boston, he was a Vice President and Portfolio Manager of the Pioneer Small Cap Value Fund at Pioneer Investment Management. Jack also spent over 12 years in portfolio management and research roles at Middleton & Company, Evergreen Investment Management, and Atlantic Trust Private Wealth Management. He graduated from the F.W. Olin Graduate School of Business at Babson College with an M.B.A. in 2005 and earned his B.S. from Northeastern University in 1990. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc.
James D. Awad	investment manager/chairman	1993	2007
自傳	Awad is an investment manager and chairman with Awad Asset Management.
David A. Henwood	Senior Vice President, Director	1993	1995
自傳	Henwood has been a senior vice president and research director with Raymond James & Associates since October 1988. He joined the company in 1984 as a senior analyst. Previously, he spent 12 years as a senior analyst with Kemper Securities, and also served as a credit analyst with Comerica Bank.

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