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Value Line Larger Companies Focused Fund Investor Class (VALLX)

US Funds

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39,57 -0,18 -0,45%

13/12 - Chiuso. Valuta in USD

Rating di Morningstar:
Asset totali: 372,79M

Tipologia: Fondo

Mercato: Stati Uniti

Emittente: Value Line

Tipo di investimento: Azione

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VALLX Panoramica

Su questa pagina troverai un profilo dettagliato su Value Line Larger Companies Focused Fund Investor Class. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di VALLX, ed altre informazioni.

Categoria

Large Growth

Asset totali

372,79M

Costi

1,14%

Data di lancio

26378

Informazioni di contatto

Indirizzo 7 Times Square, Suite 1606
New York,NY 10036.
United States

Telefono +1 8002432729

Fax New York

Rete www.vlfunds.com

Vertici Esecutivo

Nome	Titolo	Dal	Fino a
Mitchell Appel	-	2024	Adesso
Cindy J. Starke	Portfolio Manager	2014	Adesso
Biografia	Prior to joining EULAV Asset Management in 2014, Ms. Starke was a Portfolio Manager and Equity Analyst at Spears Abacus Advisors from 2012 to 2014. From 2010 to 2012, she was an Equity Analyst with Conative Capital Management and from 2007 to 2009, a Managing Director, Portfolio Manager and Equity Analyst at Barrett Associates. From 1999 to 2007 she was Managing Director, Portfolio Manager and Equity Analyst at NewBridge Partners and Victory NewBridge. Ms. Starke received her BS in Business Administration from Fordham University in 1991 and an MBA in Finance from Fordham University in 1999.
Stephen E. Grant	Portfolio Manager	2014	2014
Biografia	Mr. Grant has been a portfolio manager with EULAV Asset Management or its predecessor since 1991.
Mark Spellman	Chief Executive Officer	2011	2014
Biografia	Mr. Spellman is an Alpine Saxon Woods Founding Partner and Chief Executive Officer, responsible for overseeing the firm's strategic direction, business development and driving growth. Mr. Spellman has over 30 years of experience in various capacities in the investment industry. Before launching Alpine Saxon Woods, Mr. Spellman was a Co-Chief Investment Officer and Portfolio Manager at Alpine Funds managing the Alpine Rising Dividend Fund, a long/short equity portfolio and other U.S. equity strategies. Prior to that he was a member of the Value equity team at MacKay Shields managing its $1.2B mid-cap value equity product as well as the 5-star Mainstay Strategic Value Fund. In addition, he was co-portfolio manager for a number of other products including large-cap value, all-cap value, small-cap value, and quantitative value overlay funds. Before that Mr. Spellman worked at Deutsche Bank Securities with positions including as a sell-side US Equity Strategist working with the Chairman and CEO, Jim Moltz and as an automotive industry analyst. He started his career as an Assistant Portfolio Manager and computer programmer at Prudential Insurance’s family of mutual funds. Mr. Spellman earned his degree in Computer Science and Finance from the Carroll School of Management at Boston College and an M.B.A. with high honors from the Isenberg School of Management at the University of Massachusetts, Amherst.
Jeffrey Geffen	Portfolio Manager	2010	2011
Biografia	Geffen has been a portfolio manager with EULAV Asset Management, his employer since 2001. Prior to joining the company, he was vice president of investments at Morgan Stanley Dean Witter Advisors from 1989-2001.
Bradley Brooks	Portfolio Manager	2005	2010
Biografia	Brooks has been a portfolio manager with Value Line.
Kathleen A. Bramlage	Portfolio Manager	2007	2008
Biografia	Bramlage is a portfolio manager with Value Line, she has been a portfolio manager with the Adviser since June 2005. From1999 to 2005, she was an analyst (part-time) with Loop Capital Markets, LLC.
John D. Dempsey	-	2005	2005
Biografia	John Dempsey is a portfolio manager for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2015 as a portfolio manager on the Short Duration & Stable Value Team specializing in corporate and government bonds. Mr. Dempsey has managed fixed income corporate bonds since 1998. Previously he was a portfolio manager and high yield trader at Genworth Financial, director of corporate credit research at Prime Advisors and corporate credit analyst at GE Financial Assurance. Mr. Dempsey received a B.S. in Finance with a minor in Economics from the University of Oregon. He is a member of the CFA Society Seattle and holds the Chartered Financial Analyst ® designation.
Management Team	-	1972	2005
Biografia	Team Managed

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Quotazioni viste di recente

	Nome	Prezzo	Var.	Var. %
	Value Line Larger.	39,57	-0,18	-0,45%