Parnassus Mid Cap Fund Institutional Shares(PFPMX)

美國基金

從投資組合中新增/移除新增至觀察名單

43.83 +0.26 +0.60%

07/11 - 延遲資料. USD 貨幣

種類: 基金

市場: 美國

發行者: Parnassus

資產類別: 股票

晨星評級:
總資產: 1.77B

PFPMX綜觀

你可在本頁找到深入的Parnassus Mid Cap Fund Institutional Shares公司檔案，包括PFPMX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

Mid-Cap Blend

總資產

1.77B

費用

0.75%

基金成立

42124

聯絡資訊

地址 1 Market Street, Suite 1600
San Francisco,CA 94105
United States

電話 (800) 999-3505

網絡 www.parnassus.com

主要管理層

名稱	主旨	成立於	直至
Ian E. Sexsmith	Portfolio Manager, Senior Analyst	2024	now
自傳	Ian Sexsmith is the lead portfolio manager of the Parnassus Mid Cap Growth strategy, a portfolio manager of the Mid Cap strategy and a senior analyst. He is responsible for portfolio management of the firm’s Mid Cap Growth and Mid Cap strategies. Ian joined Parnassus Investments in 2011 after serving as a Parnassus research intern. Prior to joining Parnassus, he worked at Scotiabank and TD Bank Financial Group in Toronto. Ian received his bachelor’s of commerce degree from the University of Manitoba, Canada, and his MBA from the University of California, Berkeley. He is a CFA charterholder and member of the CFA Society of San Francisco.
Matthew D. Gershuny	Portfolio Manager, Senior Analyst	2008	now
自傳	Matthew Gershuny is a portfolio manager of the Parnassus Mid Cap strategy and a senior analyst. He is responsible for portfolio management of the firm’s Mid Cap strategy and firmwide investment research. Matthew joined Parnassus Investments in 2006 after serving as a Parnassus research intern. Prior to joining Parnassus, he was a vice president of equity research at Cowen and Company (formerly SG Cowen Securities Corporation). Before that, he held various equity research and asset management positions at UBS Securities. Matthew received his bachelor’s degree in philosophy from Cornell University and his MBA from the University of Michigan.
Lori A. Keith	Vice President	2008	now
自傳	Lori Keith is the director of research and portfolio manager of the Parnassus Mid Cap strategy. She is responsible for portfolio management of the firm’s Mid Cap strategy and oversees sector research activities for the firm. Lori joined Parnassus Investments in 2005 after serving as a Parnassus research intern. Prior to joining Parnassus, she was vice president of investment banking at Deloitte & Touche Corporate Finance LLC and a senior associate in Robertson Stephens & Company’s investment banking division. Before that, she worked in the management consulting practice at Ernst & Young. Lori received her bachelor’s degree in economics from the University of California, Los Angeles, and her MBA from Harvard Business School.
Benjamin E. Allen	Analyst	2008	2012
自傳	Benjamin Allen is chief executive officer of Parnassus Investments and portfolio manager of the Parnassus Core Equity strategy. He is responsible for Parnassus’s people, culture and direction as well as portfolio management of the firm’s Core Equity strategy.
Jerome L. Dodson	Chairman	2005	2008
自傳	Jerome L. Dodson is the Founder and President of Parnassus Investments. He is the lead Portfolio Manager of the Parnassus Multi-Cap Equity strategy and the Parnassus Asia Pacific Equity strategy and is the sole Portfolio Manager of the Parnassus Endeavor Equity strategy. Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the “Solar T-Bill” program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor’s degree in political science from the University of California, Berkeley and his master’s degree in business administration from Harvard Business School.

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