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Morley Principal Stable Value Fund Class Z (0P000182U7)

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Morley Principal Stable Value Fund Class Z dati storici, per dati in tempo reale per favore prova con un'altra ricerca.

0,022 0,000 0,00%

04/02 - Chiuso. Valuta in USD ( Responsabilità )

Rating di Morningstar:
Asset totali: 4,35B

Tipologia: Fondo

Mercato: Stati Uniti

Emittente: Morley Capital Management, Inc

Tipo di investimento: Azione

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0P000182U7 Panoramica

Su questa pagina troverai un profilo dettagliato su Morley Principal Stable Value Fund Class Z. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di 0P000182U7, ed altre informazioni.

Categoria

Stable Value

Asset totali

4,35B

Costi

Data di lancio

02.01.1997

Informazioni di contatto

Indirizzo Suite 3300
Portland,OR 97201
United States

Telefono 800-548-4806

Fax 866-320-0014

Rete www.morley.com

Vertici Esecutivo

Nome	Titolo	Dal	Fino a
Dan Kang	-	2018	Adesso
Gene Lackershire	-	2011	Adesso
Biografia	M.B.A. (Finance), Drake University; B.S. (Business/Finance), Briar Cliff University. Fifteen years of experience in finance and investments including fixed income portfolio management/trading and as a plan sponsor. Previously Director of Investments at Portland General Electric, where he was responsible for the oversight of 14 plans and the selection, due diligence and monitoring of 40 different investment managers. Joined the firm in 2000. Rejoined Morley in 2011.
Shane Johnston	-	2009	Adesso
Biografia	M.B.A. (Finance/Accounting), Northern Arizona University; B.S. (Economics), University of Oregon. Eleven years of experience in finance and investments including fixed income portfolio management and trading. Mr. Johnston is a member of the firm’s Investment Committee. Joined the firm in 2000. Rejoined Morley in 2009.
Perpetua M. Phillips	Member	1999	Adesso
Biografia	M.B.A. (Finance), New York University; B.A. (Economics), Columbia University. Twenty-two years of experience in finance and investments including portfolio management of indexed and total return portfolios and fixed income research and analysis. Ms. Phillips is responsible for investment strategy implementation and asset allocation in client’s portfolios as well as portfolio evaluation. Ms. Phillips is a member of the firm’s Investment Committee. Joined the firm in 1999.
Mark R. Kummerer	Head	2003	2021
Biografia	Kummerer leads the Parkstone taxable fixed-income strategy team. Previously, he spent five years as a fixed-income trader at Bank One Trust Company. A Chartered Financial Analyst, Kummerer is a member of the Association for Investment Management and Research, and the Western Michigan Society of Financial Analysts. He was born April 25, 1958 in Tiffin, Ohio.
Jason Swokins	Auditor	2017	2019
William Finley	Senior Vice President, Portfolio Manager	2014	2019
Biografia	Finley is senior vice president and portfolio manager with ABN AMRO Asset Management. He has been associated with the firm and/or its affiliates since 1985. Finley is a Chartered Financial Analyst. He is a member of the Association for Investment Management and Research and the Investment Analysts Society of Chicago.
Peter E. Mahoney	Portfolio Manager	1998	2017
Biografia	In connection with Victory Capital’s acquisition of RS Investments in 2016,Mahoney became employees of Victory Capital and are members of Victory Capital’s RS Investments Growth team. Mr. Mahoney was a member of the portfolio management team at Logan Circle Partners. Prior to joining Logan Circle Partners, he was the managing director/principal and portfolio manager for the short-intermediate fixed income strategies at Bear Stearns Asset Management. Mr. Mahoney first joined BSAM in 1987, where he served as the director of fixed income until his departure in 1994. He rejoined BSAM as a senior portfolio manager in 1995. Prior to joining BSAM, Mr. Mahoney served as a senior vice president and chief investment officer at Manhattan Life Insurance Company from 1983 to 1987. He received a Bachelor of Arts degree in finance from Indiana University and an MBA in finance from Fairleigh Dickinson University.
Steven Desouza	-	2013	2017
Biografia	B.S. (Finance) Portland State University. Four years of experience in finance and investment research. CFA Level II Candidate (June 2015). Joined the firm in 2012.

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