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First Investors Growth & Income A
17.13
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0%
FGINX概述
本页面提供Delaware Growth and Income Fund Class A的详细介绍，帮助您了解FGINX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
Delaware Funds by Macquarie
Philadelphia,PA
United States
Philadelphia,PA
United States
电话
-
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Samir Vanza | - | 2024 | now |
| 背景介紹 | Samir is Head of Quantitative Research for the Macquarie Systematic Investments (MSI) Team, a role he assumed in November 2023. In this capacity, Samir is responsible for setting the research agenda of the MSI Team as well as overseeing the development and maintenance of existing systematic models for the MSI Team’s global equity portfolios. Prior to November 2023, he was a Senior Quantitative Analyst on the MSI Team. Before joining Macquarie, Samir worked as an Investment Analyst within the Asset Management team at Insurance Australia Group. In this role, he developed quantitative-based trading models and was involved in the monitoring and construction of investment portfolios. Samir completed his Bachelor of Business (Honours) at the University of Technology Sydney and completed a Post Graduate Diploma in Applied Statistics from Macquarie University. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. | ||
| Benjamin Leung | Portfolio Manager | 2021 | now |
| 背景介紹 | Ben is the Co-Head of the Macquarie Systematic Investments Team, a role he assumed in August 2014. He is responsible for the day-to-day management of the global portfolios, oversight of the trading function, development of new strategies, and client engagement. | ||
| Scot Thompson | Portfolio Manager | 2021 | 2024 |
| 背景介紹 | Scot is the Co-Head of the Macquarie Systematic Investments equities team. Scot’s responsibilities include the day to day management of the global portfolios, oversight of the trading function, development of new strategies and client engagement. Previously Scot was the equities Head of Product, responsible for product design, development and client relationships for the Australian and Global equities product range. Before this Scot was a member of the private equity fund-of-fund and performance analytics teams. Scot joined Macquarie in November 2001, prior to this he worked in the performance analytics team for Cogent Investment Administration. Scot also worked in civil engineering before moving across to finance, working for several Australian companies as a project manager focusing on underground installations, quarrying and mining. | ||
| Nikhil G. Lalvani | Senior Portfolio Manager | 2019 | 2021 |
| 背景介紹 | Nikhil G. Lalvani, CFA Vice President, Senior Portfolio Manager, Team Leader — Large-Cap Value Equity Nikhil G. Lalvani is a senior portfolio manager for the firm’s Large-Cap Value team and assumed the role of Team Leader in October 2018. At Macquarie Investment Management (MIM) Lalvani has worked as both a fundamental and quantitative analyst. Prior to joining the firm in 1997 as an account analyst, he was a research associate with Bloomberg. Lalvani holds a bachelor’s degree in finance from The Pennsylvania State University. He is a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| Kristen E. Bartholdson | Senior Portfolio Manager | 2019 | 2021 |
| 背景介紹 | Kristen E. Bartholdson is a senior portfolio manager for the firm’s US Large Cap Value Equity team. Prior to joining Macquarie Investment Management (MIM) in 2006 as an associate portfolio manager, she worked at Susquehanna International Group from 2004 to 2006, where she was an equity research salesperson. From 2000 to 2004, she worked in equity research at Credit Suisse, most recently as an associate analyst in investment strategy. Bartholdson earned her bachelor’s degree in economics from Princeton University. | ||
| Robert A. Vogel | Managing Director | 2019 | 2021 |
| 背景介紹 | Robert A. Vogel Jr., CFA, is Managing Director and Senior Portfolio Manager. He is a senior portfolio manager for the firm’s U.S. Large Cap Value Equity team. Mr. Vogel joined the firm in 2004. He graduated from Loyola University Maryland, earning both bachelor’s and master’s degrees in finance. He also earned an MBA with a concentration in finance from The Wharton School of the University of Pennsylvania. Mr. Vogel is a member of the CFA Society New York, the CFA Institute, and the CFA Society of Philadelphia. | ||
| Sean Reidy | Portfolio Manager | 2018 | 2019 |
| 背景介紹 | Sean Reidy has served as Portfolio Manager of First Investors Management Company. Prior to joining FIMCO in 2010, Mr. Reidy was a proprietary trader at First New York Securities (2008-2010) and served as Co-Portfolio Manager and Research Director at Olstein Capital Management (1996-2007). | ||
| Evan Snyder | - | 2015 | 2019 |
| 背景介紹 | Evan Snyder joining FIMCO in 2015. Prior to joining FIMCO, Mr. Snyder was an equity analyst with Invesco (2007-2014) and served in earlier roles at IBM Corporation and Credit Suisse First Boston | ||
| Edwin D. Miska | Portfolio Manager | 2002 | 2018 |
| 背景介紹 | Miska is primarily responsible for managing the funds investments in stocks. He has served as Co-Portfolio Manager of the Opportunity Fund since 2007, Portfolio Manager of the Growth & Income Fund and total return fund since 2002, and a portfolio manager for certain other First Investors Funds. Prior to joining FIMCO in 2002, Miska was a Senior Portfolio Manager and Managing Director of Evergreen Investment Management Corp. | ||
| Douglas R. Waage | Equity Analyst | 2013 | 2015 |
| 背景介紹 | Mr. Waage joined First Investors Management Company, Inc. in 2005 as an equity analyst. | ||
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