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
優惠折扣 50%! 2025年跑贏大市，就用InvestingPro
獲取優惠
14.58
+0.02
+0.14%
16/08 - 延遲資料. USD 貨幣
- 晨星評級:
- 總資產: 10.62B
Strategic Advisers Small-Mid Cap
14.58
+0.02
+0.14%
FSCFX綜觀
你可在本頁找到深入的Strategic Advisers Small-Mid Cap Fund公司檔案，包括FSCFX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
地址
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
電話
416-307-5200
傳真
1-800-387-8092
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Mark Mahoney | Portfolio Manager | 2022 | 2024 |
| 自傳 | Mark Mahoney joined Fidelity Investments in 2002, Mr. Mahoney has worked as a team leader and portfolio manager. | ||
| Barry J. Golden | Lead Portfolio Manager | 2013 | 2024 |
| 自傳 | Mr. Golden joined Strategic Advisers' Research team in 2005. Barry Golden, CFA, is lead portfolio manager of the fund, which he has managed since 2013. He also manages other funds. Prior to his current role, Mr. Golden was Associate Director of Investments with Strategic Advisers' Charitable Gift Fund investment management team. Previously, Mr. Golden was a research analyst on the U.S. equity value team where he covered mid cap value mutual funds. Since joining Fidelity Investments in 2001, Mr. Golden has worked as a research analyst, associate director of investments for Strategic Advisers' Charitable Gift Fund, portfolio manager, and as a team leader for Strategic Advisers' alternatives research investment team. | ||
| Patrick Waddell | Senior Portfolio Manager | 2018 | 2018 |
| 自傳 | Waddell has worked as an assistant portfolio manager, portfolio manager, and senior portfolio manager with Geode since 2004. In addition to his portfolio management responsibilities, Waddell is responsible for quantitative research and new product development. Prior to joining Geode, he was employed by Fidelity in 1997 and served as a Senior Portfolio Assistant from 2002 to 2004. | ||
| Louis Bottari | Senior Portfolio Manager | 2018 | 2018 |
| 自傳 | Mr. Bottari has worked as an assistant portfolio manager, portfolio manager, and senior portfolio manager with Geode since May 2008. In addition to his portfolio management responsibilities, he is responsible for quantitative research and new product development. Prior to joining Geode, Bottari was employed by Fidelity in 1991 and served as an Assistant Portfolio Manager with Pyramis Global Advisors from 2005 to 2008. | ||
| Peter Matthew | Assistant Portfolio Manager | 2018 | 2018 |
| 自傳 | Since joining Geode in 2007, Mr. Matthew has worked as a senior operations associate, portfolio manager assistant, and assistant portfolio manager. Prior to joining Geode, Mr. Matthew was employed by eSecLending from 2005 to 2007 and by State Street Corporation from 2001 to 2005. | ||
| Robert Regan | Portfolio Manager | 2018 | 2018 |
| 自傳 | Robert Regan is a Portfolio Manager. He has been with Geode since 2016. Prior to joining Geode, Mr. Regan was a Senior Implementation Portfolio Manager at State Street Global Advisors from 2008 to 2016. Previously, Mr. Regan was employed by PanAgora Asset Management from 1997 to 2008, most recently as a Portfolio Manager. Mr. Regan began his career at Investors Bank and Trust. | ||
| Deane Gyllenhaal | Senior Portfolio Manager | 2018 | 2018 |
| 自傳 | Since joining Geode in 2014, Mr. Gyllenhaal has worked as a senior portfolio manager. Prior to joining Geode, Mr. Gyllenhaal was a senior portfolio manager at Hartford Investment Management from 2006 to 2014. | ||
| Michael Hanson | - | 2018 | 2018 |
| 自傳 | Michael Hanson is a Senior Vice President of Research and a member of the Investment Policy Committee (IPC). In those roles, Michael oversees the Research Group and is responsible for the development of capital markets and securities research. Michael joined Fisher Investments in 2002 and has served on the firm’s five-member IPC since 2017. Prior to his current role, he held a variety of positions, including Vice President of Portfolio Management Communications, Capital Markets Team Leader and Institutional Client Services Manager. Before joining the firm, he worked at Bear Stearns as a Corporate Finance Analyst in the Global Technology Group. Michael regularly meets with clients globally, sharing the firm’s market outlook, current portfolio positioning and answering questions. He is the author of six books, including 20/20 Money: See the Markets Clearly, Gain Focus and Invest Better than the Pros. He was also a lecturer at the Haas School of Business at the University of California, Berkeley, where he taught investment management topics. Michael received his undergraduate degree from Claremont McKenna College and his doctorate in Depth Field Psychology and Mythology from Pacifica Institute. | ||
| George Gumpert | Portfolio Manager | 2017 | 2018 |
| 自傳 | Mr. Gumpert is a portfolio manager for Boston Partners Small Cap Value, Small Cap Value II, and Small/Mid Cap Value portfolios. Prior to managing Boston Partners small cap value portfolios, he was a research analyst and specialized in the small capitalization sectors of the equity market. Mr. Gumpert holds a B.A. degree in economics from Amherst College. He holds the Chartered Financial Analyst® designation. | ||
| James Hasso | Portfolio Manager | 2017 | 2018 |
| 自傳 | James Hasso Head of U.S. Small Cap and Portfolio Manager James Hasso serves as the head of the U.S. small cap team and a portfolio manager for the small cap and SMID cap strategies at Voya Investment Management. Previously at the firm, James also covered the financial-related sectors as an analyst. Prior to joining the firm, Jim worked at First Investors Corporation, Valenzuela Capital Partners, Mitchell Hutchins Asset Management and Spears, Benzak, Salomon & Farrell in research analyst/associate portfolio manager capacities. He received a BA in economics from Lehman College and an MBA in finance from Fordham University. | ||
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