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Virtus Ceredex Mid-Cap Value Equity Fund Class I (SMVTX)

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12.90 +0.02    +0.16%
17/05 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Virtus
资产类别:  股票
  • 晨星评级:
  • 总资产: 1.47B
RidgeWorth Ceredex Mid-Cap Value Eq I 12.90 +0.02 +0.16%

SMVTX概述

 
本页面提供Virtus Ceredex Mid-Cap Value Equity Fund Class I的详细介绍,帮助您了解SMVTX的高管、总资产、投资策略和联系方式等信息。
种类

Mid-Cap Value

总资产

1.47B

费用

1.02%

开始日期

37225

联络信息

地址 Greenfield, MA, 01301
Greenfield,MA 01301
United States
电话 +1 8002431574

高管

名称 标题 任期
Cody Smith Portfolio Manager, Senior Research Analyst 2023 now
背景介紹 Cody Smith is a managing director, portfolio manager, and senior research analyst at Ceredex Value Advisors, an affiliate of Virtus Investment Partners. His primary responsibilities include managing the Ceredex Mid-Cap Value Equity and Concentrated SMID Cap Value Equity strategies and covering the healthcare and technology sectors. Mr. Smith joined Ceredex in 2007, initially starting with its predecessor firm, Trusco Capital Management. He began his investment career in 2004, working as a research analyst at Piper Jaffrey covering the medical device sector. Mr. Smith is a graduate of Drake University with a B.S.B.A. in finance and a minor in mathematics. He is a Chartered Financial Analyst (CFA®) charterholder since 2009.
Don Wordell Managing Director 2001 now
背景介紹 Mr. Wordell currently serves as Managing Director of Ceredex Value Advisors LLC. He has been a Portfolio Manager at Ceredex since 2001 and has worked in investment management since 1996. Mr. Wordell began his investment career immediately following his completion of an M.B.A. From 1996 until 2001 he served Trusco Capital Management as an equity research analyst dedicated to value investing. In 2001 he was appointed portfolio manager of the firm's mid-cap value strategy and in 2003 he became sole manager of the strategy. He continues to manage the same strategy today, and his investment success has been integral to the development of Ceredex as an independent firm.
Mills Riddick CIO (Chief Investment Officer) 2001 2004
背景介紹 Mills Riddick, CFA, Chief Investment Officer of Ceredex, manages the portion of the Large Cap Disciplined Equity Fund's assets allocated to Ceredex. He has worked in investment management since 1982. In 1989, Mr. Riddick joined Trusco Capital Management (Trusco) (now known as Virtus Fund Advisers, LLC), Ceredex's predecessor firm. After joining Trusco, he assumed a lead client service role and took on portfolio management responsibilities. Mr. Riddick started with the growth strategy and subsequently began working for the large cap value strategy that he manages today. In 1995, Mr. Riddick became the strategy's sole portfolio manager and was appointed head of the Value Equity team. Mr. Riddick held both of these positions without interruption from 1995 until 2008. During this time, Mr. Riddick played a lead role in crafting Trusco's equity investment philosophy and assembling its team of professionals who are dedicated to value equity. In recent years, Mr. Riddick led Ceredex's transition from an investment boutique integrated within Trusco to an independently managed firm. His efforts contributed to Ceredex's eventual incorporation and registration with the SEC. Ceredex began operating as an independent registered investment adviser on March 31, 2008.
Brett Barner Managing Director 2001 2004
背景介紹 Mr. Barner, a Chartered Financial Analyst and Managing Director of Ceredex Value Advisors, began his investment career in 1985. He worked as an investment consultant, first for Shearson Lehman Brothers (1985-1989) and subsequently at Drexel Burnham Lambert (1989-1990). In 1990 he joined Trusco Capital Management, Ceredex’s predecessor firm, and continued his work there for the next 18 years. At Trusco, he began in various client service and analytical roles. In 1995, he was appointed Portfolio Manager of the firm's small cap value strategy. He has served as the strategy's sole portfolio since that time and has helped lead the development of Ceredex as an independent firm.
Dan Lewis Portfolio Manager 2001 2004
背景介紹 Lewis is a portfolio manager with STI Capital Management. He has more than seven years of investment experience.
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