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Conestoga Small Cap Institutional Class (CCALX)

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86.85 +1.44    +1.69%
25/11 - 延迟数据. USD 货币
类型:  基金
市场:  美国
发行商:  Conestoga Capital Advisors
资产类别:  股票
  • 晨星评级:
  • 总资产: 3.86B
Conestoga Small Cap Institutional 86.85 +1.44 +1.69%

CCALX概述

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

Small Growth

总资产

3.86B

费用

0.90%

开始日期

41864

联络信息

地址 259 N. Radnor-Chester Road
Radnor,PA 19087
United States
电话 1-800-320-7790

高管

名称 标题 任期
Joseph F. Monahan Portfolio Manager 2014 now
背景介紹 Joe is a Managing Partner and Co-Portfolio Manager for the Small Cap strategy.  He also serves as an analyst for the firm’s SMid and Mid Cap equity strategies. Joe is Conestoga’s Director of Research, where his responsibilities include coordinating the firm's fundamental research approach to selecting securities.  He joined Conestoga in December 2008 from McHugh Associates, where he was Senior Vice President/Portfolio Manager and a member of the firm’s Investment Committee.  Prior to joining McHugh in 2001, Joe was a Vice President and Portfolio Manager at Pitcairn Trust Company.  He is a graduate of the Pennsylvania State University, where he earned a Bachelor of Science degree, and he earned a Masters of Business Administration from Temple University.  He is a CFA Charterholder and a member of the CFA Society of Philadelphia.
Robert M. Mitchell CIO (Chief Investment Officer) 2002 now
背景介紹 Bob is a Co-Founder and Managing Partner of Conestoga Capital Advisors, and Co-Portfolio Manager for the Small and SMid Cap strategies. Bob serves as Chief Investment Officer of the firm, overseeing all aspects of the portfolio management and investment processes. Prior to Conestoga, Bob was a Portfolio Manager/Analyst and Director of Equity Research at Martindale Andres & Company. Bob's portfolio management and research expertise was focused on small capitalization companies. While at Martindale Andres & Co., he was responsible for $100 Million in individual and institutional small cap accounts. Before his employment at Martindale Andres, Bob worked with the U.S. Department of Justice Antitrust Division where he analyzed the economic and financial aspects of various industries for evidence of antitrust violations. Bob received his M.B.A. from Indiana University's Kelley School of Business in 1995; in 1991, he received a B.A. from the University of Notre Dame.
William C. Martindale Managing Partner, Portfolio Manager 2002 2014
背景介紹 Martindale has been Managing Partner and Portfolio Manager of Conestoga since its inception in March 2001. He formerly served as CIO of Martindale Andres & Company from 1989 to March 2001. Martindale has managed the portion of the Forward Legato Fund that CCA manages since its inception on April 1, 2005.
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