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Old Westbury Large Cap Strategies Fund (OWLSX)

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19.33 -0.08    -0.41%
22/05 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Old Westbury
资产类别:  股票
  • 晨星评级:
  • 总资产: 23.78B
Old Westbury Large Cap Strategies 19.33 -0.08 -0.41%

OWLSX概述

 
本页面提供Old Westbury Large Cap Strategies Fund的详细介绍,帮助您了解OWLSX的高管、总资产、投资策略和联系方式等信息。
种类

World Large-Stock Growth

总资产

23.78B

费用

1.10%

开始日期

1993年10月22日

联络信息

地址 630 5Th Ave
New York,NY 10111
United States
电话 +1 212 7089100

高管

名称 标题 任期
Ashish Swarup Portfolio Manager 2024 now
背景介紹 Ashish joined the predecessor business of Stewart Investors in 2014. During his time at Stewart Investors he was Lead Manager on a few Emerging Markets and Asia Pacific strategies, including Stewart Investors Emerging Markets Leaders Fund. He was with Fidelity between 2004 and 2014. In 2008, he launched an Emerging Markets Equity Strategy with high-quality companies, which became Fidelity Institutional Asset Management (FIAM) EM All Cap in 2010. He managed this strategy until his departure in 2014.
Rahul Desai Research Analyst 2024 now
背景介紹 Between 2014 and 2019, Rahul was Portfolio Manager of Fidelity Institutional (FIAM) EM All Cap Strategy. He joined Fidelity in 2008 as an Emerging Markets analyst and was appointed Assistant Portfolio Manager to Ashish Swarup on the FIAM EM All Cap Strategy. His career started with Boston Consulting Group in Singapore in 2003, where he spent time on the ground in most Asian capital cities. Rahul has a degree in Computer Science from National University of Singapore and an MBA from Harvard Business School.
Thomas Allen Vice President 2024 now
背景介紹 He most recently worked for Stewart Investors in London. Tom joined the predecessor business of Stewart Investors in 2012. He initially worked in Singapore, before moving to Edinburgh to work on Asia Pacific strategies. From 2015, Tom was part of the Stewart Investors team in London. He co-managed Asia Pacific and Emerging Markets strategies with Ashish Swarup from 2017. He has a degree in History from University College London (UCL).
Brian A. Christiansen - 2020 now
背景介紹 Sr. Portfolio Manager, Research Analyst, Executive Managing Director. Joined Sands Capital in 2006; Research Associate (2006-2008); Research Analyst (2008-2013). Yale University; MBA, School of Management (2009). Yale University; BA, Economics (2005).
John Hall Portfolio Manager 2019 now
背景介紹 Mr. John Hall, Managing Director and Head of Equities of the Bessemer Investment Management LLC. Mr. Hall joined Bessemer in 1998 and joined the Bessemer Investment Management LLC in 2001. Previously, Mr. Hall served as Director of Research of Mid Cap U.S. Equities for the Bessemer Investment Management LLC. Prior to joining Bessemer, he was a portfolio accountant at Jennison Associates. Mr. Hall received a BS cum laude in Business Administration from Villanova University and MBA from the Columbia Business School at Columbia University.
Jeffrey A. Rutledge Portfolio Manager 2018 now
背景介紹 Mr. Jeffrey Rutledge, Principal of the Adviser,Bessemer Investment Management LLC, is a member of the investment team responsible for managing the Adviser’s portion of the Fund. He has previously served as a research analyst for the transportation and utilities sectors for Mid Cap Equities portfolios. He joined the Adviser in August 2004. Prior to joining the Adviser, Mr. Rutledge was a research associate for the aerospace and telecommunication sectors at Bear Sterns & Co. from April 2000 to July 2004. Mr. Rutledge received his BA degree in Industrial Engineering from Lehigh University in 1989 and his MS in Management and Finance in 1989 from the United States Naval Postgraduate School. He is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.
Nancy Sheft - 2016 now
背景介紹 Ms. Nancy Peretz Sheft is a Managing Director and Head of External Manager Solutions at Bessemer Ms. Sheft joined the Adviser in 2016 and Bessemer in 2013. Prior to joining the Bessemer, Ms. Sheft was Managing Director at J.P. Morgan Asset Management, where she was Global Head of Institutional Sales, Product, and Consultant Strategy. Ms. Sheft also worked for Ark Asset Management, Hambrecht & Quist and Goldman Sachs. Ms. Sheft earned an M.B.A. from Harvard University and a B.A. from Princeton University.
Edward N. Aw Senior Vice President 2016 now
背景介紹 Mr. Edward N. Aw, Managing Director and Head of Quantitative Strategies of the Bessemer Investment Management LLC, has managed the Fund since its inception. Mr. Aw joined the Bessemer Investment Management LLC in 2004. Prior to joining the Bessemer Investment Management LLC, Mr. Aw was a quantitative analyst for five years at Deutsche Investment Management Americas. Previously, Mr. Aw also worked for The Dreyfus Corporation, Goldman Sachs, and Morgan Stanley in various analytic roles. Mr. Aw earned a BA from the State University of New York at Stony Brook and an MBA from the Frank G. Zarb School of Business at Hofstra University.
T. Perry Williams Sr. Research Analyst, Sr. Portfolio Manager 2013 now
背景介紹 T. Perry Williams joined Sands Capital Management in 2004. Prior to his current role as Sr. Research Analyst and Sr. Portfolio Manager, Mr. Williams held the position of Director, Client Relations & Business Development at Sands Capital from 2004-2006. Prior to joining Sands Capital Mr. Williams was a Consultant and Principal at Mercer Investment Consulting, Inc from 1995-2004. Mr. Williams has earned the right to use the Chartered Financial Analyst designation.
David E. Levanson Senior Research Analyst, Senior Portfolio Manager, Director 2011 now
背景介紹 David E. Levanson, CFA, Senior Portfolio Manager, Research Analyst and Executive Managing Director, worked for Sands Capital from 1992 to 1994 and rejoined Sands Capital in 2002. From 1996 to 1999 he was a Vice President and Research Analyst at State Street Research & Management and from 1999 to 2002 he worked as a Research Analyst at MFS Investment Management. Prior to joining Sands Capital in 1992, Mr. Levanson was a Research Analyst at the Capital Management Group, Folger Nolan Fleming Douglas, Inc. from 1990 to 1992. Mr. Levanson received his BS degree in Finance from the University of Florida (1990) and his MBA from the Darden School at University of Virginia (1996).
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