Segall Bryant & Hamill Global All Cap Fund Retail Class (WTMVX)

US Funds

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

12.450 +0.080 +0.65%

29/11 - 終了. USD 通貨

タイプ: 投資信託

市場: アメリカ

発行者: Segall Bryant & Hamill

資産クラス: 株式

モーニングスターの評価:
総資産: 32.1M

概要
プロフィール
過去のデータ
保有資産

WTMVX 概要

このページではSegall Bryant & Hamill Global All Cap Fund Retail Classの基本的な企業情報をご覧になれます。 WTMVX の主要な経営陣、総資産、投資戦略、連絡先情報など。

カテゴリー

World Large-Stock Blend

総資産

32.1M

費用

0.89%

開始日

1988年06月01日

連絡先

住所 10 South Wacker Drive, Suite 3100
Chicago,IL 60606-2551
United States

電話 312-474-1222

ファクス 312-474-0521

ウェブ sbhic.com

役員トップ

名前	タイトル	以来	まで
Suresh Rajagopal	Principal, Director of All/Mid Cap Strategies	2020	now
伝記	Suresh Rajagopal, CFA, has been a portfolio manager and is director of All/Mid Cap Strategies at Segall Bryant & Hamill, LLC. Mr. Rajagopal joined the Firm in 2007. Prior to joining SBH, he was a co-manager on the Munder Healthcare Fund and a senior equity research analyst covering healthcare at Munder Capital Management. Mr. Rajagopal earned a B.A. from Alma College and an MBA from the University of Notre Dame. He has earned the Chartered Financial Analyst (CFA) designation.
Ralph M. Segall	Principal, Chief Investment Officer	2020	now
伝記	Ralph M. Segall, CFA, CIC, is chief investment officer of Segall Bryant & Hamill, LLC, which he co-founded in 1994. Prior to co-founding the firm, Mr. Segall was a senior vice-president of Stein Roe & Farnham, managing a variety of accounts including a mutual fund. He earned a Bachelor of Science degree in Economics from Wharton School, University of Pennsylvania, and an MBA from the University of Chicago. He has earned both the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations.
Robbie Steiner	Analyst	2019	2020
伝記	Robbie A. Steiner is a Senior Equity Analyst for Segall Bryant & Hamill’s Dividend Value strategies team. Mr. Steiner joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments. During his four-year tenure with Denver Investments, he served as an analyst on the Value Equity team. Prior to joining Denver Investments, Mr. Steiner served as an Investment Banking Associate with BMO Capital Market and as a Mutual Fund Wholesaler with Transamerica Investments. Mr. Steiner earned his BBA from the University of Georgia and MBA from Emory University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Alex A. Ruehle	Senior Portfolio Manager	2014	2020
伝記	Alex A. Ruehle is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Mr. Ruehle joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and analyst on the Value Equity team. Mr. Ruehle earned a B.S. and an MBA from the University of Denver. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Derek R. Anguilm	Director	2003	2020
伝記	Derek Anguilm, CFA, is a Director of Dividend Value Strategies, Principal at Segall Bryant & Hamill, LLC , also a Portfolio Manager. Derek Anguilm is the Co-Director of Value Research, Portfolio Manager and Analyst on the Value team. He is also a partner at the firm. Prior to joining the Value team in 2002, Mr. Anguilm worked as a wealth management analyst at the firm. He began his career as a research assistant with Everen Securities. Mr. Anguilm received a BS from Metropolitan State College of Denver. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Lisa Z. Ramirez	Vice President	2009	2020
伝記	Lisa Z. Ramirez is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Ms. Ramirez joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During her tenure with Denver Investments, she began as a portfolio administrator before becoming an analyst on the Mid-Cap Growth team in 1997. She joined the Value Equity team in 2005 as a portfolio manager and analyst. Ms. Ramirez earned a B.S. from the University of Colorado at Denver and an MBA from Regis University. She has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Mark M. Adelmann	Senior Manager	2002	2019
伝記	Mr. Adelmann is also a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. He joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, Mr. Adelmann served as a portfolio manager and analyst on the Value Equity team. Prior to joining Denver Investments in 1995, he worked with Deloitte & Touche for 14 years in auditing and financial reporting and achieved the level of senior manager. Mr. Adelmann earned a B.S. from Oral Roberts University. He is a Certified Public Accountant and is a member of the American Institute of CPAs. He has also earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Paul A. Kuppinger	Senior Portfolio Manager	2014	2018
伝記	Paul Kuppinger, CFA, is a Senior Portfolio Manager at Segall Bryant & Hamill, LLC, also a portfolio Manager. Paul Kuppinger is a quantitative analyst on the Value team at Denver Investments. He is also a vice president at the firm. Prior to joining the firm in 2006, Mr. Kuppinger spent 17 years in the wealth management business, most recently as a principal, chief investment officer, and chief compliance officer at Rocky Mountain Wealth Advisors. He also has held positions of vice president of research for Curian Capital for one year and director of research for Prima Capital for four years. Prior to that, he worked for KPMG’s Investment Advisory Practice, where he built the investment and operations platform. Mr. Kuppinger received a BA from Colorado College and MBA from the University of Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
Troy Dayton	Partner	2002	2018
伝記	Troy Dayton, CFA. Prior to joining Capital Insight Partners, he is the Co-Director of Value Research, Portfolio Manager, and Analyst on the Value Team at Denver Investments, where he managed both institutional and mutual fund client accounts. He is also partner at the firm. Prior to joining Denver Investmentsin in 2002, Mr. Dayton was an equity research analyst with Jurika and Voyles and an equity research associate at Dresdner RCM Global Investors. He also worked as a trading support officer for Citibank's Global Asset Management Department in London, England. He was instrumental in growing team assets from $200 million to over $2.2 billion during his tenure. He has over two decades of portfolio management and global sector research responsibilities. Troy serves as the firm’s Senior Portfolio Manager and is responsible for overseeing our disciplined investment process, identifying investment opportunities, conducting risk analysis, and other portfolio management duties. Troy also sits on the Investment Team. Mr. Dayton received a Bachelor of Science, Business Administration with a Finance concentration from Colorado State University. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Kris B. Herrick	Director	2002	2013
伝記	Kris B. Herrick, CFA is a Partner and Portfolio Manager at Denver Investments and is the Director of Value Research. Prior to joining the firm in 2000, Mr. Herrick worked as a Financial Services Analyst with Jurika and Voyles for three years. Mr. Herrick received a BA and a BS from the University of Northern Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.

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日経225先物 (F)	38,292.5	-7.5	-0.02%
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米ドル指数	105.83	-0.22	-0.21%

金	2,681.00	+16.20	+0.61%
原油 WTI	68.00	-0.72	-1.05%
銀	31.108	+0.552	+1.80%
米国綿花2番	71.93	+0.18	+0.25%
排出権	68.40	+0.77	+1.14%
米国シカゴコーン	433.00	+5.00	+1.17%
米国コーヒー	321.65	-1.40	-0.43%

ドル/円	149.75	-1.79	-1.18%
ドル/ウォン	1,394.67	+0.94	+0.07%
ユーロ/ドル	1.0575	+0.0022	+0.00%
ユーロ/円	158.36	-1.57	-0.98%
トルコリラ/円	4.3154	-0.0586	-1.37%
豪ドル/円	97.49	-1.01	-1.03%
ポンド/円	190.74	-1.53	-0.80%

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閲覧履歴

	名前	価格	前日比	変動%
	Westcore Global L.	12.450	+0.080	+0.65%