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- 晨星评级:
- 总资产: 4.72B
Hartford Capital Appreciation A
43.41
-0.22
-0.50%
ITHAX概述
本页面提供The Hartford Capital Appreciation Fund Class A的详细介绍，帮助您了解ITHAX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
电话
+1 8888437824
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Veenu Ramchandani | - | 2024 | now |
| 背景介紹 | Veenu Ramchandani, CFA, Vice President and Portfolio Manager of Wellington Management, has served as a portfolio manager for the Fund since 2024 and has been involved in securities analysis for the Fund since 2022. Ms. Ramchandani joined Wellington Management as an investment professional in 2022. Prior to joining Wellington Management, Ms. Ramchandani was a senior investment manager at Abu Dhabi Investment Authority (2016 – 2021) and held a variety of roles at Goldman Sachs Asset Management (2006 – 2016). | ||
| Thomas S. Simon | Senior Managing Director | 2016 | now |
| 背景介紹 | Mr. Simon is Senior Managing Director and portfolio manager of the Wellington Management Company LLP. Mr. Simon joined the Wellington Management Company LLP in 2009 and has been an investment professional since 2001. | ||
| Gregg R. Thomas | Senior Managing Director | 2013 | now |
| 背景介紹 | Mr. Thomas joined Wellington Management in 2002, where he currently serves as Senior Managing Director and Associate Director, Investment Strategy and Risk. As associate director of Investment Strategy and Risk, Gregg conducts original research on portfolio and risk-management topics, leads various Wellington Management internal investment oversight processes, and analyzes key trends and investment risks across the equity, fixed income, asset allocation, and hedge fund product suites. In addition, he is a portfolio manager on certain multi-manager solutions offered by the firm, including Global Equities, International Equities, Hedged Equities, Japan Equities, and US Alpha strategies. Gregg is a member of a number of Wellington Management’s committees and oversight groups, including the Risk Management Committee, Fixed Income Risk Advisory Council, Equity Risk Advisory Council, Multi Asset Strategy Review Group, Equity Review Group II, New Product Working Group, and Philosophy and Process Panel, and represents Wellington Management as a member of the Buy Side Risk Managers Forum. Previously, Gregg was an equity portfolio specialist and analyst at Wellington Management (2002 – 2006). Prior to rejoining the firm in 2002, he worked as a quantitative business analyst at Zurich Scudder Investments (2001), as a business analyst and data analyst in Wellington Management’s Information Services Group (1997 – 2001), and in various financial markets-related positions at IDD Information Services (1993 – 1997). Gregg received his BS in finance, with high distinction, from the University of Rhode Island (1992). He holds the Chartered Financial Analyst designation. | ||
| Kent M. Stahl | Senior Vice President | 2013 | 2018 |
| 背景介紹 | Mr. Stahl joined Wellington Management in 1998, where he currently serves as Director of Investment Strategy and Risk. As director of Investment Strategy and Risk, Kent conducts research on investment trends and focuses on major risks across our entire suite of equity, asset allocation, hedge fund, and fixed income approaches. While our firm does not have a traditional Chief Investment Officer, Kent and his team fulfill many of the elements that a CIO at other organizations would typically be responsible for overseeing. He is actively involved in our fiduciary oversight processes and serves on a number of our investment review committees, including as chairman of our Equity Review Group, as a member of the Fixed Income Review Group, and as the leader of our Equity Risk Advisory Council. Given the breadth of his exposure to all investment areas within the firm, he also serves as one of our primary investment spokespersons and is a strategic investment and risk advisor to a number of the firm’s larger clients. In addition, Kent is a portfolio manager on certain multi-manager solutions offered by the firm, including US, global, non-US, Japanese and hedge fund-like strategies. He is a member of the firm’s Operating Committee, which oversees non-compensation spending, and the Product Panel, which approves all new approaches offered by the firm. Previously, he served as the director of Equity Product Management. Prior to joining Wellington Management in 1998, Kent led the corporate finance and pension investment areas within NCR Corporation (1990 – 1998). He also worked as an asset/liability specialist for Salomon Brothers (1987 – 1990) and in institutional sales for Goldman, Sachs (1985 – 1986). Kent earned his MBA from the University of Chicago (1987) and his BSBA, summa cum laude, from The Ohio State University (1985). In addition, he holds the Chartered Financial Analyst designation. | ||
| Saul J. Pannell | Portfolio Manager | 1996 | 2017 |
| 背景介紹 | Saul J. Pannell, CFA, is Senior Vice President, Partner, and Equity Portfolio Manager at Wellington Management. His career at Wellington Management began in 1974 and as a global industry research analyst specializing in a number of industries, particularly aerospace and electrical equipment. . Saul received his MBA from Harvard Business School (1974) and his AB in economics, cum laude, from Harvard College (1972). In addition to holding the Chartered Financial Analyst designation, Saul is a member of the Boston Security Analysts Society and the CFA Institute. | ||
| Frank D. Catrickes | Vice President | 1998 | 2016 |
| 背景介紹 | Frank D. Catrickes, CFA, CMT, Senior Vice President, Partner, and Equity Portfolio Manager, is involved in portfolio management and securities analysis. Frank is an equity portfolio manager and a member of the Capital Appreciation Group at Wellington Management. He manages mutual funds, institutional accounts, and hedge funds in two styles: Capital Appreciation and Special Equity. Frank performs his own fundamental analysis on a broad range of companies across all different industries, countries, styles, and market capitalizations. He also draws on research provided by the firm's global industry analysts and other global resources within the firm. Frank joined Wellington Management in 1998 upon graduation from the University of Pennsylvania (Wharton, 1998), where he received his BS in economics, cum laude. He holds the Chartered Financial Analyst and the Chartered Market Technician designations and is a member of the Boston Security Analysts Society, the CFA Institute, and the Market Technicians Association. | ||
| Mark Waterhouse | Executive Vice President | 1996 | 2000 |
| 背景介紹 | Waterhouse, executive vice president and equity portfolio manager of Hartford Investment Management, he joined the firm in 2006. From February 2001 until March 2003, Waterhouse was a managing director for Moore Capital Management LLC. Prior to Joining Hartford Investment Management, Waterhouse was the chief investment officer of ThinkEquity Capital LLC. | ||
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