Saratoga Health & Biotechnology Portfolio Fund Class Institutional(SBHIX)

美國基金

從投資組合中新增/移除新增至觀察名單

22.830 -0.100 -0.44%

27/12 - 關閉. USD 貨幣

種類: 基金

市場: 美國

發行者: Saratoga

資產類別: 股票

晨星評級:
總資產: 5.87M

SBHIX綜觀

你可在本頁找到深入的Saratoga Health & Biotechnology Portfolio Fund Class Institutional公司檔案，包括SBHIX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

Health

總資產

5.87M

費用

2.32%

基金成立

2003年1月28日

聯絡資訊

地址 99 Wall Street, Suite 1200
New York,NY 10005
United States

電話 +1 8008073863

網絡 www.saratogacap.com

主要管理層

名稱	主旨	成立於	直至
Robert D. Stimpson	Analyst	2019	now
自傳	Robert D. Stimpson, CFA, CMT. Mr. Stimpson is Co-Chief Investment Officer and a Portfolio Manager at Oak Associates, which he joined in 2001. Prior to joining Oak Associates in 2001, Mr. Stimpson earned an MBA from Emory University. Previously, Mr. Stimpson worked as an Equity Market Analyst for I.D.E.A., ltd and for Merrill Lynch as a Financial Consultant. He has been with the investment industry since 1997. In addition to the CFA designation, Mr. Stimpson holds the CMT charter from the Market Technicians Association.
Mark W. Oelschlager	Founder	2005	2019
自傳	Mark W. Oelschlager, CFA founded Oelschlager Investments in 2019 and serves as the firm’s President and Chief Investment Officer. Prior to 2019, he served as Co-Chief Investment Officer of Oak Associates, ltd. He was Portfolio Manager of Pin Oak Equity Fund, Live Oak Health Sciences Fund, and Red Oak Technology Select Fund, as well as Co-Portfolio Manager of White Oak Select Growth Fund. Prior to joining Oak Associates in 2000, Mr. Oelschlager served as a Senior Securities Analyst for the State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, an MBA from The Ohio State University and the Chartered Financial Analyst (CFA) designation. He has been in the investment industry since 1994.
Brandi K. Allen	Sector Portfolio Manager	2005	2006
自傳	Brandi serves as Portfolio Manager for the Focused Large Cap Growth and serves as a Sector Portfolio Manager with Consumer Staples and Healthcare sector responsibilities. Prior to joining Silvant in 2006, Ms. Allen worked at Oak Associates where she was Co-Portfolio Manager for a healthcare biotech fund and a small cap growth fund. She earned a Bachelor of Business Administration with honors in Finance from Ohio University (1997) and her Masters of Business Administration from Case Western Reserve University (2000). Brandi has worked in investment management since 1997.
Management Team	-	2003	2005
自傳	Team Managed
Gregory Aurand	Senior Analyst, Portfolio Manager	2001	2002
自傳	Aurand joined Orbitex Management, Inc. in 2001 from Munder Capital Management. From 1995 to 2001, Mr. Aurand was a senior equity analyst and portfolio manager at Munder.
Alidad Mireskandari	Portfolio Manager	2001	2002
自傳	Mireskandari, is a portfolio manager with Orbitex Management. He joined the firm in 2001 from Monument Advisors. Before joining Monument he was a manager in the Life Sciences Industry Group at Pittiglio Rabin Todd & McGrath. Prior, he worked evaluating strategic business opportunities for Fisher Scientific, and as a research fellow at NIH's National Cancer Institute.
Timothy F. Bepler	Senior Analyst	1999	2001
自傳	Bepler serves as vice president and portfolio manager with Orbitex Management, his employer since 1999. Previously, he was a vice president with Merrill Lynch Asset Management as a health care analyst. Prior to that, he was the sole health care analyst for a division of Credit Suisse and a senior analyst with Value Line. He is a member of the New York Society of Security Analysts and the Association for Investment Management and Research. Bepler holds the Chartered Financial Analyst designation.

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