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FMI Large Cap Fund Institutional Class (FMIQX)
ポートフォリオに追加/削除する
ポートフォリオに加える
16.10
-0.03
-0.19%
- モーニングスターの評価:
- 総資産: 693.67M
FMI Large Cap Instutional
16.10
-0.03
-0.19%
FMIQX 概要
このページではFMI Large Cap Fund Institutional Classの基本的な企業情報をご覧になれます。 FMIQX の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Julia L. Ramon | Research Analyst | 2021 | now |
| 伝記 | Julia L. Ramon, CFA joined Fiduciary Management, Inc. full time in 2020. She is primarily responsible for equity research covering a wide range of industries. Julia worked during the summer of 2019 as a research intern at FMI and joined the team permanently after completing her BBA degree from the University of Wisconsin and an MS degree from the University of Wisconsin Applied Security Analysis Program. | ||
| Dain C. Tofson | Research Analyst | 2019 | now |
| 伝記 | Dain C. Tofson, CFA®, has been employed by Fiduciary Management since July 2019 as a Research Analyst, and prior to his employment Mr. Tofson was a member of Artisan Partners Global Value Equity Team from 2017 – 2019, worked at Institutional Capital LLC from 2014 – 2017, and attended the Booth School of Business at the University of Chicago. | ||
| Benjamin D. Karek | Research Analyst | 2018 | now |
| 伝記 | Mr. Karek joined Fiduciary Management, Inc. full time in 2017. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Karek earned a BA from the University of Michigan, and was a US Army officer, earning the bronze star medal for meritorious service in combat. Mr. Karek worked during the summer of 2016 as a research intern at FMI, and joined the team permanently after completing his MBA degree from Columbia Business School. Mr. Karek is a CFA level III candidate. | ||
| Jordan S Teschendorf | - | 2016 | now |
| 伝記 | Mr. Teschendorf joined Fiduciary Management, Inc. full time in 2015. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. He worked during the summer of 2014 as a research intern at Heartland Advisors, and joined the FMI team permanently after receiving a BBA degree from the University of Wisconsin and an MS degree from the University of Wisconsin-Applied Securities Program. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation. | ||
| Matthew T. Sullivan | Research Intern | 2014 | now |
| 伝記 | Mr. Sullivan joined Fiduciary Management, Inc. full time in 2013. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Mr. Sullivan worked during the summer of 2012 as a research intern at FMI, and joined the team permanently after completing his BA degree from Brown University. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation. | ||
| Jonathan T. Bloom | Director of Research - Internaitonal | 2011 | now |
| 伝記 | Jonathan T. Bloom, CFA, joined Fiduciary Management, Inc. in 2010. He serves as Co-Chief Investment Officer and is a partner at the firm. Jonathan works with the firm’s analysts on vetting new research ideas. He is a partner and member of the firm’s Portfolio Management Committee. Jonathan received a BA degree from Brown University and an MBA from Columbia Business School. He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation. | ||
| Daniel G. Sievers | Research Analyst | 2010 | now |
| 伝記 | Mr. Sievers joined Fiduciary Management, Inc. in 2009. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Sievers was employed at Evergreen Investment Management Company, LLC (2008-2009). Mr. Sievers received a BS degree from Boston College. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation. | ||
| Robert M. Helf | Portfolio Manager | 2009 | now |
| 伝記 | Mr. Helf joined Fiduciary Management, Inc. in 1998. He is a partner and member of the firm’s Portfolio Management Committee. He is primarily responsible for equity research covering a wide range of industries. Prior to joining Fiduciary, Mr. Helf was a research analyst with Robert W. Baird (1990-1992) and then Everen Securities (1994-1997). Mr. Helf received a BS degree from the University of Southern California and an MS degree from the University of Wisconsin-Applied Securities Program. He is a member of the CFA Society of Milwaukee, and he has earned the right to use the Chartered Financial Analyst designation. | ||
| John S. Brandser | President | 2009 | now |
| 伝記 | Mr. Brandser joined Fiduciary Management, Inc. in 1995. He is the President and Chief Executive Officer. He is also a partner and member of the Portfolio Management Committee. Prior to joining FMI, John was an officer with Marshall & Ilsley Corporation (1985-1995). He received a BA degree from the University of Minnesota-Duluth. | ||
| Patrick J. English | Analyst | 2001 | now |
| 伝記 | Patrick J. English, CFA, joined Fiduciary in 1986. He is the Executive Chairman and Co-Chief Investment Officer. He is also a partner and member of the Portfolio Management Committee. Pat works with the firm’s analysts in vetting new research ideas. Prior to joining FMI, Pat was a research analyst with Dodge & Cox (1985-1986). Pat received a BA degree from Stanford University. He is a member of the CFA Society of Milwaukee and has earned the right to use the Chartered Financial Analyst designation. | ||
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