Per Favore, prova con una nuova ricerca
Il fondo mira a conseguire una sovraperformance nell'arco di un ciclo di mercato. Il processo di investimento segue un approccio di investimento di tipo bottom-up, orientato ai fondamentali, volto a identificare valutazioni errate a causa dell'eccessiva influenza di molteplici fattori emotivi. L'enfasi viene posta sulle incertezze relative alla capacità di una società di integrare o prolungare un ciclo di crescita degli utili, cercando di sfruttare la progressiva attenuazione della sfiducia (da livelli elevati) degli investitori nei confronti di tale capacità. Il fondo investe in azioni con una capitalizzazione di mercato compresa tra USD 200 milioni e USD 5 miliardi.
Nome | Titolo | Dal | Fino a |
---|---|---|---|
R. Andrew Beck | President | 2019 | Adesso |
Biografia | Mr. Beck serves as Chief Executive Officer for River Road. Additionally, he is a portfolio manager for River Road’s Small Cap Value, Small-Mid Cap Value, Mid Cap Value, and Focused Absolute Value® Portfolios. Mr. Beck is the largest individual shareholder in the firm and serves as Chair of the Executive Committee, River Road’s governing body. Prior to co-founding River Road in 2005, Mr. Beck served as Senior Research Analyst and, later, Senior Vice President and Portfolio Manager for SMC Capital Inc. (Commonwealth SMC). | ||
J. Justin Akin | Portfolio Manager | 2019 | Adesso |
Biografia | Mr. Akin serves as a portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value Portfolios. Mr. Akin holds equity in the firm. Prior to joining River Road in 2005, Mr. Akin worked with the firm’s founders at Commonwealth SMC as Equity Research Analyst for the Small Cap Value and Dividend All-Cap Value Portfolios. | ||
James C. Shircliff | CEO | 2019 | Adesso |
Biografia | Mr. Shircliff serves as a portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value Portfolios. He previously served as the firm’s Chief Investment Officer and a portfolio manager for the firm’s Dividend All-Cap Value Portfolios. Mr. Shircliff holds equity in the firm. Prior to co-founding River Road in 2005, Mr. Shircliff served as EVP, Portfolio Manager and Director of Research for SMC Capital Inc. (Commonwealth SMC). Mr. Shircliff has more than 45 years of investment experience. | ||
Michael Waterman | - | 2015 | 2019 |
Biografia | Michael Waterman is a Lead Portfolio Manager on the investment team at ClariVest Asset Management LLC, focusing on Alternatives/U.S. Micro and Small Cap strategies. Prior to joining ClariVest in 2006, Mr. Waterman was a Market Research Analyst at Nicholas-Applegate Capital Management, where he developed marketing materials as well as worked with investment personnel to create analytical charts and commentaries covering the market environment. Before joining Nicholas-Applegate, He was a Pension Administrator at San Diego Pension Consultants. Mr. Waterman holds a Bachelor of Science degree in Management Science from the University of California, San Diego, and a MiF from London Business School. He began his investment career in 2000. | ||
Stacey R. Nutt | Portfolio Manager | 2015 | 2019 |
Biografia | Stacey Nutt is a founder, owner, and board member of ClariVest Asset Management LLC, which was formed in March 2006. As CIO, Dr. Nutt oversees the firm’s investment strategy and its application to all of the firm’s products. As CEO, he guides the firm’s business activities. He has co-managed a portion of the Fund since May 2017. Education: Ph.D. and M.B.A. from Georgia Institute of Technology, and a B.S. from Oral Roberts University. He began his investment career in 1993. | ||
Todd N. Wolter | - | 2015 | 2019 |
Biografia | Todd Wolter is a founder and board member of ClariVest Asset Management LLC. Mr. Wolter is part of the leadership of the investment team, focusing on Alternatives/U.S. Micro and Small Cap strategies. Prior to forming ClariVest in March 2006, Mr. Wolter was the Portfolio Manager for the Systematic Mid-Cap strategies and Co-Manager for the Systematic Small/Mid (SMID) strategies at Nicholas-Applegate Capital Management. He was a member of the Systematic investment team that managed over $5 billion in assets at Nicholas-Applegate. Prior to Nicholas-Applegate, Mr. Wolter worked as a Quantitative Risk Analyst with Credit Suisse Asset Management. He has also held positions with Prudential Securities and Olde Financial. Mr. Wolter holds a Bachelor’s degree in Economics from the University of Southern California and an MBA from the University of California, Irvine. He began his investment career in 1995. | ||
Dave Adams | Lead Portfolio Manager | 2012 | 2015 |
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