Meritage Growth Equity Fund Institutional Shares(0P0000ZNPY)

美國基金

從投資組合中新增/移除新增至觀察名單

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18.840 0.000 0.00%

28/07 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: Meritage Portfolio Management

資產類別: 股票

晨星評級:
總資產: 33.62M

0P0000ZNPY綜觀

你可在本頁找到深入的Meritage Growth Equity Fund Institutional Shares公司檔案，包括0P0000ZNPY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

33.62M

費用

基金成立

2013年12月23日

聯絡資訊

地址 Suite 1212 7500 College Boulevard
Overland Park,KS 662104035
United States

電話 913.345.7000

傳真 913.345.2213

網絡 www.meritageportfolio.com

主要管理層

名稱	主旨	成立於	直至
Leonard C. Mitchell	Senior Portfolio Manager	2013	2020
自傳	Len Mitchell is a member of the Investment Management Team. He leads the Meritage Growth Equity strategy. Len’s career covers 36 years, including time as an oil and energy analyst, and managing high net worth portfolios at banks and trust companies in Texas. Prior to joining Meritage, Len spent seven years with The Private Bank for the Chase Investment Management Group in Dallas, Texas where he was Vice President, Senior Portfolio Manager and supervised a group of 12 professionals managing nearly $3 billion throughout the Southwestern part of the U.S. He received his B.A. in Accounting and M.B.A. from Texas Christian University with Honors.
Sharon L. Divine	Director	2013	2020
自傳	Sharon Divine is a member of the Investment Management Team and is the Director of Quantitative Research, leading the development of the quantitative aspects of the fi rm’s equity investment process. Sharon has over 26 years of investment experience in portfolio management and investment analysis. Prior to joining Meritage, Sharon spent four years with the Educational Retirement Board in Santa Fe, New Mexico, where she managed the equity portfolio of the State Teacher’s Retirement Fund. Sharon received her Bachelor of Business Administration with Emphasis in Computer Science and M.B.A. in Finance from the University of Missouri-Kansas City with Honors.
John M. Wallis	Director	2013	2020
自傳	John Wallis is a member of the Investment Management Team, and is the Firm’s first Director of Qualitative Research. In that role, he leads the Firm’s continuing development of its qualitative equity analysis process, which complements the Firm’s extensive quantitative evaluation process. John has 25 years of institutional experience in portfolio management, publicly traded security analysis and private investment analysis. His prior experience encompasses related investment positions at Great Plains Energy, Meadowbrook Insurance Group and Dodson Group, all in the Kansas City area. John has a Bachelor of Science degree from Arizona State University and a MBA with a concentration in Finance from Avila University, Kansas City, Missouri.

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