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William Blair Small Cap Value Fund Class I (ICSCX)

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32.95 +0.53    +1.63%
22/11 - 闭盘. USD 货币
类型:  基金
市场:  美国
发行商:  ICM Series Trust
资产类别:  股票
  • 晨星评级:
  • 总资产: 808.94M
ICM Small Company 32.95 +0.53 +1.63%

ICSCX概述

 
本页面提供William Blair Small Cap Value Fund Class I的详细介绍,帮助您了解ICSCX的高管、总资产、投资策略和联系方式等信息。
种类

Small Value

总资产

808.94M

费用

0.89%

开始日期

32618

联络信息

地址 150 North Riverside Plaza
Chicago,IL 60606
United States
电话 +1 312 236-1600

高管

名称 标题 任期
Matthew Fleming - 2024 now
背景介紹 Matthew Fleming, CFA, is a co-portfolio manager for our Small Cap Value, Mid Cap Value and SMID Value strategies and research analyst focusing on the energy, industrials, and utilities sectors. Before joining William Blair in 2021, he was a member of the small- to mid-cap value equity teams at ICM. Before joining ICM in 2008, Matt was a senior research analyst at PNC Capital Advisors/Mercantile Capital Advisors from 2004 to 2008. Before becoming a research analyst, he held various roles at GB Asset Advisors, Triumph Group, and BT Alex. Brown/Deutsche Bank AG. Matt holds the Chartered Financial Analyst designation. He received a B.A. in history from Princeton University.
William V. Heaphy Associate 1999 now
背景介紹 William Heaphy, CFA, is the head of the U.S. value equity team. He is also a portfolio manager for William Blair’s Small Cap Value, Mid Cap Value and SMID Value strategies and a research analyst focusing on the real estate sector. He joined the firm in his current role in 2021. Before joining William Blair, Bill worked at ICM, where he was chief investment officer of the small- to mid-cap value equity teams and a member of the management committee. Before joining ICM in 1994 as part of the equity research department, Bill was an associate in the Baltimore law firm of Ober, Kaler, Grimes and Shriver, and a staff auditor with Price Waterhouse. He holds the Chartered Financial Analyst designation. Bill received a B.S. from Lehigh University and a J.D. from the University of Maryland School of Law.
Gary J. Merwitz Senior President 2004 2024
背景介紹 Gary Merwitz is director of research and a research analyst for William Blair’s value equity strategies and a portfolio manager for the Small Cap Value strategy. He focuses on the consumer discretionary and consumer staples sectors. Before joining William Blair in 2021, Gary was director of research, a member of the of the management committee, and a member of the small- to mid-cap value equity teams at ICM. Before joining ICM in 2004, Gary was a small-cap strategist and educational services analyst at Morgan Stanley. Gary received a B.S. in accounting from the University of Maryland and an M.B.A. from Duke University’s Fuqua School of Business.
Robert F. Jacapraro Principal 2005 2014
背景介紹 Jacapraro, Principal, joined ICM in 2005 and has over 13 years of investment experience. Jacapraro holds the Chartered Financial Analyst designation.
Simeon F. Wooten Principal 1998 2014
背景介紹 Wooten is Principal with ICM. He joined Investment Counselors of Maryland in 1998 as a research analyst and as a member of the management team of the Investment Counselors of Maryland Small Company Portfolio and related separate accounts. He served as vice president/research at Adams Express Company, his previous employer. Wooten holds the Chartered Financial Analyst designation.
Robert D. McDorman Principal, Portfolio Manager, Analyst 1989 2010
背景介紹 McDorman is a principal, portfolio manager, and analyst with Investment Counselors of Maryland, his employer since 1985. Prior to joining the company, he spent two years as a portfolio manager with Invesco Group of Funds and two years as a portfolio manager and analyst with Mercantile Safe Deposit & Trust Company. McDorman holds the Chartered Financial Analyst designation.
James F. McAree Senior Vice President 2001 2005
背景介紹 James F. McAree is a Senior Vice President of Neuberger Berman Investment Advisers LLC. James F. McAree is a Managing Director of the Manager. Mr. McAree joined the firm in 2008 and has managed the Fund since May 2021. Prior to joining the firm, Mr. McAree was a principal and research analyst at D.J. Greene, the investment adviser to the Fund’s predecessor partnership and account, from 2005 to 2008. D.J. Greene was acquired by Neuberger Berman in 2008. Mr. McAree was a research analyst for the Fund’s predecessors from 2005 to 2010.
Charles W. Neuhauser Manager, Analyst 1993 2001
背景介紹 Neuhauser is a Manager/Analyst of Delafield Asset Management. He has also been a Managing Director of Reich & Tang Asset Management, LLC since 2005. He was a portfolio manager of the Predecessor fund from November 2003 to September 2008. Neuhauser holds the Chartered Financial Analyst designation.
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