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Nationwide Bailard Cognitive Value M
15.19
-0.12
-0.78%
NWHFX概述
本页面提供Nationwide Bailard Cognitive Value Fund Class M的详细介绍，帮助您了解NWHFX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
One Nationwide Plaza
Columbus,OH 43215
United States
Columbus,OH 43215
United States
电话
+1 8008480920
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Osman Akgun | - | 2021 | now |
| Blaine Townsend | - | 2020 | now |
| 背景介紹 | Blaine serves as an Executive Vice President and the Director of Bailard’s Sustainable, Responsible and Impact Investing (SRII) group, as well as a portfolio manager of Bailard's small cap value ESG equity strategy. Blaine is on both Bailard’s fundamental and SRII investment committees, conducts social research, oversees corporate engagement efforts and maintains client relationships. Blaine began researching and writing about corporate social responsibility in the late 1980s. He started his career in Socially Responsible Investing in 1991 at the Muir Investment Trust, the nation’s first environmentally screened bond fund. In 1996, he opened the California office for Trillium Asset Management, which he led for thirteen years. While at Trillium, Blaine managed socially responsible and sustainably focused portfolios, served on the firm’s investment committee and worked on corporate engagement efforts on a host of social and environmental issues from deforestation to media reform. Blaine also led the effort to create the “Joan Bavaria Awards for Building Sustainability in the Capital Markets”, which are presented each year at the Ceres annual conference and was part of the working group that created OpenMic to address net neutrality and media reform. In 2009, he joined Nelson Capital Management, where he was a partner and a senior portfolio manager. He also served on the firm’s leadership team and investment committee. Blaine chaired the company’s corporate engagement committee and was on the Extraction-Free and Animal-Welfare model teams. Blaine joined Bailard in 2016. Blaine currently serves as an Advisory Board member for The Journal of Impact and ESG Investing. He holds a BA from the University of California, Berkeley and CIMC® and CIMA® credentials. His writings and commentary on social investing have appeared in numerous publications including Reuters, the San Francisco Chronicle, MarketWatch, Real Leaders, American Banker, and the San Jose Mercury News. | ||
| Thomas J. Mudge | Head | 2006 | now |
| 背景介紹 | Thomas J. Mudge heads Bailard’s equity research and serves as the lead portfolio manager of the Bailard small value equity strategy. He joined the firm in 1987. Prior to joining Bailard, Biehl & Kaiser in 1987, Tom worked in the telecommunications industry. He earned his BA at Northern Michigan University in 1985 and the designation of Chartered Financial Analyst in 1994. He has also completed Harvard University's John F. Kennedy School of Government's certificate program in "Investment Decisions and Behavioral Finance." | ||
| George Y. Sokoloff | Portfolio Manager | 2007 | 2013 |
| 背景介紹 | George Y. Sokoloff, PhD, CFA, has been a member portfolio management team since 2007. He is the Director of Quantitative Research and a Senior Vice President of Bailard, Inc. He joined Bailard, Inc. in 2006 as a research analyst specializing in the development of new quantitative models. Prior to that, Dr. Sokoloff developed quantitative stock selection models for StarMine. | ||
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