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Madison Small Cap Fund Class Y (BVAOX)

US Funds

从投资组合添加/删除添加至投资组合

11.20 +0.07 +0.63%

28/06 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

资产类别: 股票

晨星评级:
总资产: 164.47M

BVAOX概述

本页面提供Madison Small Cap Fund Class Y的详细介绍，帮助您了解BVAOX的高管、总资产、投资策略和联系方式等信息。

种类

Small Blend

总资产

164.47M

费用

1.10%

开始日期

35415

联络信息

地址 420 W 7th Street STE 219083
Kansas City,MO 53711
United States

电话 (800) 767-0300

网址 www.madisonfunds.com

高管

名称	标题	任期	至
Aaron Garcia	-	2010	now
背景介紹	Aaron has been working in the financial services industry since 2002. He specializes in small cap portfolio management for Madison. In addition to his portfolio management duties, Aaron also serves as an equity analyst on the U.S. Equity team. His main areas of investment focus are Healthcare, Industrials, Materials, & Energy sectors. Prior to joining Madison, Aaron served on Broadview Advisors’ small cap strategy and all cap strategy as an analyst and later as a Portfolio Manager. Previously, he worked with Stifel Nicolaus as an associate analyst. Aaron holds a BA in Chemistry from Rice University.
Faraz Farzam	-	2010	now
背景介紹	Faraz has been working in the financial services industry since 1999. He specializes in small cap portfolio management for Madison. In addition to his portfolio management duties, Faraz also serves as an equity analyst on the U.S. Equity team. His main areas of investment focus are Consumer, Technology and Financial sectors. Prior to joining Madison, Faraz served on Broadview Advisors’ small cap strategy and all cap strategy as a Portfolio Manager. Previously, he worked with Strong Capital Management. Faraz holds a BS from University of Wisconsin.
Richard E. Lane	Portfolio Managent	1997	2020
背景介紹	Richard E. Lane currently serves as a Portfolio Manager, President and a Member of Broadview Advisors LLC, which he founded in 2001. He founded Broadview in May 2001. From 1994 to 2001 he was an analyst and portfolio manager at Fiduciary Management, Inc. From 1989 to 1994 he was Vice President, Research at Cleary, Gull, Reiland and McDevitt. Lane participated in the Applied Securities Program in Madison. He is a member of the Milwaukee Investment Analyst Society.
Richard J. Whiting	Portfolio Manager	2010	2019
背景介紹	Richard J. Whiting has been with Broadview Advisors, LLC since 2001 and currently serves as a Portfolio Manager, Manager of the Trading Department and a Member. Mr. Whiting has worked in the financial services industry since 1982. Mr. Whiting has a BA in Economics from Lawrence University.
Glenn Primack	cofounder, Vice President	2001	2010
背景介紹	Primack is vice president of Broadview Advisors LLC and one of its cofounders. From May 1998 to May 2001 Mr. Primack was a security analyst at Fiduciary Management Inc. He was a security analyst at Cleary, Gull, Reiland and McDevitt from May 1996 to 1998.
Donald S. Wilson	Partner, President	1996	1997
背景介紹	Wilson joined Fiduciary Management in 1980 and currently serves as partner and president. Previously, he was a vice president at Nicholas Company for eight years and a commercial loan officer with Northern Trust Company for five years. A growth investor, Wilson emphasizes fundamentals in his bottom-up approach. Wilson is a Chartered Financial Analyst and member of the Milwaukee Investment Analysts Society. Born February 17, 1943 in Watseka, Illinois, he enjoys tennis, golf, and soccer.

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