注冊以創建關於儀器的通知
你所追隨的作者的經濟活動和內容
免費註冊 已有帳戶？ 登入
🤑 最殺最便宜! 黑五優惠 60%，機不可失
獲取優惠
RidgeWorth Ceredex Mid-Cap Value Eq IS
13.85
-0.08
-0.57%
SMVZX綜觀
你可在本頁找到深入的Virtus Ceredex Mid-Cap Value Equity Fund Class R6公司檔案，包括SMVZX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。
聯絡資訊
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. | ||
寫下您對Virtus Ceredex Mid-Cap Value Equity Fund Class R6的看法
確定要刪除這個圖表？
刪除 取消
用新的圖表更換附上的圖表？
更換 取消
評論守則
在留言中加插圖表
確認封鎖
你確定要封鎖 %USER_NAME%？
此舉將會令你與 %USER_NAME% 之間無法看見對方的Investing.com貼文。
%USER_NAME% 已成功加入你的封鎖清單
你剛解除此人的封鎖，必須等候 48 小時後才可再次封鎖。
舉報此評論
我覺得這個評論是:
評論被加標記
謝謝！
您的報告已被發送到我們的版主審核