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Ave Maria Growth Fund (AVEGX)

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47.42 -0.13    -0.27%
28/06 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Ave Maria Mutual Funds
资产类别:  股票
  • 晨星评级:
  • 总资产: 1.03B
Ave Maria Growth 47.42 -0.13 -0.27%

AVEGX概述

 
本页面提供Ave Maria Growth Fund的详细介绍,帮助您了解AVEGX的高管、总资产、投资策略和联系方式等信息。
种类

Large Growth

总资产

1.03B

费用

0.91%

开始日期

37742

联络信息

地址 LLC135 Merchant Street, Suite 230
Cincinnati,OH 45246
United States
电话 +1 8887269331

高管

名称 标题 任期
Chadd M Garcia Portfolio Manager 2020 now
背景介紹 Chadd is co-portfolio manager of the Ave Maria Growth Strategy. He is also responsible for equity research functions for the firm. Previously, Chadd analyzed public equities as a Managing Director at SQ Advisors. Prior thereto Chadd worked in private equity as a Managing Director at Gulf Coast Capital Partners and as Vice President at Comvest Partners. Before his work in private equity, Chadd was an Associate in the mergers and acquisitions group at CIBC World Markets. Chadd has a Bachelor of Science degree in Agricultural Resource and Economics from The University of Arizona and a Master of Business Administration degree from Harvard University. He is a board member and CFO of The Rising Farmworker Dream Fund and is a Knight in the Sovereign Military Order of Malta. He is a CFA charterholder.
Adam P. Gaglio Portfolio Manager 2019 now
背景介紹 Adam is lead portfolio manager of the Ave Maria Growth Strategy. He is also a research analyst responsible for equity research functions for the Firm with a focus on small and micro-cap companies. Prior to joining the firm in 2013, Adam was an actuarial analyst at Towers Watson. Adam has a Bachelor of Science degree in Math from the University of Michigan. He is a CFA® charterholder.
Richard L. Platte Executive Vice President 2013 2020
背景介紹 Platte is Executive Vice President of Schwartz Investment Counsel, Inc., and he has been with them since 1987. Platte has earned the right to use the Chartered Financial Analyst designation.
Brian Milligan Analyst 2016 2019
背景介紹 Brian serves as a senior analyst on Madison’s U.S. Equity Team. He started in the financial services industry in 2004 and joined Madison in 2019. Prior to joining Madison, Brian was with Schwartz Investment Counsel from 2014-2019 where he was Portfolio Manager on the Ave Maria Growth Fund. He started his career with Standard and Poor’s in their corporate ratings unit and earned his B.S. in finance from Trine University and MBA from the University of Notre Dame.
George P. Schwartz Founder 2013 2016
背景介紹 Schwartz, Chairman and Chief Executive Officer of Schwartz Investment Counsel, Inc, has acted as a portfolio manager and co-portfolio manager. He also serves as director of Schwartz Investment Counsel, Inc., president, chief executive officer and chief investment officer with responsibility for the development and implementation of the investment strategy of the firm. From 1974 to 1980, he was vice president, senior investment officer, and chairman of the Investment Committee of the National Bank and Trust of Ann Arbor. In 1980, George founded Schwartz Investment Counsel, Inc. Schwartz holds the Chartered Financial Analyst designation.
Christopher R. Szydlowski Vice President 2013 2013
背景介紹 Christopher R. Szydlowski, CFA, joined JLB & Associates, Inc. in 1998 and currently services as Vice President.
James L. Bashaw President, CIO 2003 2013
背景介紹 Bashaw has been President and Chief Investment Officer of JLB & Associates, Inc. for than 20 years. Bashaw has earned the right to use the Chartered Financial Analyst designation.
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