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Virtus Ceredex Mid-Cap Value Equity Fund Class I(SMVTX)

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13.67 +0.15    +1.11%
22/11 - 關閉. USD 貨幣
種類:  基金
市場:  美國
發行者:  Virtus
資產類別:  股票
  • 晨星評級:
  • 總資產: 1.2B
RidgeWorth Ceredex Mid-Cap Value Eq I 13.67 +0.15 +1.11%

SMVTX綜觀

 
你可在本頁找到深入的Virtus Ceredex Mid-Cap Value Equity Fund Class I公司檔案,包括SMVTX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 Value

總資產

1.2B

費用

1.03%

基金成立

37225

聯絡資訊

地址 Greenfield, MA, 01301
Greenfield,MA 01301
United States
電話 +1 8002431574

主要管理層

名稱 主旨 成立於 直至
Cody Smith Portfolio Manager, Senior Research Analyst 2023 now
自傳 Cody Smith is a managing director, portfolio manager since 2023 and senior research analyst at Ceredex Value Advisors. His primary responsibilities include managing the Mid-Cap Value Equity and Concentrated SMID Cap Value Equity strategies and covering the healthcare and technology sectors. Mr. Smith joined what is now Ceredex in 2007. He began his investment career in 2004, working as a research analyst at Piper Jaffrey covering the medical device sector. Mr. Smith is a graduate of Drake University with a B.S.B.A. in finance and a minor in mathematics. He is a CFA charterholder since 2009.
Don Wordell Managing Director 2001 now
自傳 Don Wordell is a managing director and senior portfolio manager with Ceredex Value Advisors. His primary responsibilities are managing the Mid-Cap Value Equity, Concentrated SMID Cap Value Equity, and Small Cap Value Equity strategies. Mr. Wordell began his investment career and joined what is now Ceredex in 1996 as a research analyst covering value equity strategies. In 2001, he was appointed portfolio manager of the Mid-Cap Value Equity Strategy. Mr. Wordell is a graduate of the University of Central Florida, where he earned both a B.S. in finance and an M.B.A. He is a Chartered Financial Analyst (“CFA®”) charterholder since 2004. He began working in investment management in 1996.
Mills Riddick CIO (Chief Investment Officer) 2001 2004
自傳 As Ceredex’s Chief Investment Officer, Mills Riddick is responsible for the overall investment policy of the firm’s value equity portfolios. In addition, he holds the role of senior portfolio manager of the Large Cap Value Equity and Concentrated Large Cap Value Equity strategies. Mr. Riddick joined what is now Ceredex in 1989. He started in a lead client service role with portfolio management responsibilities, including for the Large Cap Value Equity Strategy. In 1995, he was named sole portfolio manager of the strategy and head of the Value Equity Team. Mr. Riddick has been instrumental in crafting the firm’s investment philosophy, assembling the value equity investment team, and leading the transition to Ceredex becoming an independently managed firm in 2008. Mr. Riddick began his financial career in 1980, joining Peat Marwick as a certified public accountant. He began his investment career as a financial consultant with Bache in 1982. Mr. Riddick graduated from Florida State University with a B.S. in accounting and achieved the Certified Public Accountant (“CPA”) designation in 1981. He is a Chartered Financial Analyst (“CFA®”) charterholder since 1992.
Brett Barner Managing Director 2001 2004
自傳 Mr. Barner, a Chartered Financial Analyst and Managing Director of Ceredex Value Advisors, began his investment career in 1985. He worked as an investment consultant, first for Shearson Lehman Brothers (1985-1989) and subsequently at Drexel Burnham Lambert (1989-1990). In 1990 he joined Trusco Capital Management, Ceredex’s predecessor firm, and continued his work there for the next 18 years. At Trusco, he began in various client service and analytical roles. In 1995, he was appointed Portfolio Manager of the firm's small cap value strategy. He has served as the strategy's sole portfolio since that time and has helped lead the development of Ceredex as an independent firm.
Dan Lewis Portfolio Manager 2001 2004
自傳 Lewis is a portfolio manager with STI Capital Management. He has more than seven years of investment experience.
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