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Saratoga Health & Biotechnology Portfolio Fund Class A (SHPAX)

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18.990 -0.080    -0.42%
27/12 - 闭盘. USD 货币
类型:  基金
市场:  美国
发行商:  Saratoga
资产类别:  股票
  • 晨星评级:
  • 总资产: 4.56M
Saratoga Health Biotechnology Portfolio Fund Cla 18.990 -0.080 -0.42%

SHPAX概述

 
本页面提供Saratoga Health & Biotechnology Portfolio Fund Class A的详细介绍,帮助您了解SHPAX的高管、总资产、投资策略和联系方式等信息。
种类

Health

总资产

4.56M

费用

2.69%

开始日期

1999年7月15日

联络信息

地址 99 Wall Street, Suite 1200
New York,NY 10005
United States
电话 +1 8008073863

高管

名称 标题 任期
Robert D. Stimpson Analyst 2019 now
背景介紹 Robert D. Stimpson, CFA, CMT. Mr. Stimpson is Co-Chief Investment Officer and a Portfolio Manager at Oak Associates, which he joined in 2001. Prior to joining Oak Associates in 2001, Mr. Stimpson earned an MBA from Emory University. Previously, Mr. Stimpson worked as an Equity Market Analyst for I.D.E.A., ltd and for Merrill Lynch as a Financial Consultant. He has been with the investment industry since 1997. In addition to the CFA designation, Mr. Stimpson holds the CMT charter from the Market Technicians Association.
Mark W. Oelschlager Founder 2005 2019
背景介紹 Mark W. Oelschlager, CFA founded Oelschlager Investments in 2019 and serves as the firm’s President and Chief Investment Officer. Prior to 2019, he served as Co-Chief Investment Officer of Oak Associates, ltd. He was Portfolio Manager of Pin Oak Equity Fund, Live Oak Health Sciences Fund, and Red Oak Technology Select Fund, as well as Co-Portfolio Manager of White Oak Select Growth Fund. Prior to joining Oak Associates in 2000, Mr. Oelschlager served as a Senior Securities Analyst for the State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, an MBA from The Ohio State University and the Chartered Financial Analyst (CFA) designation. He has been in the investment industry since 1994.
Brandi K. Allen Sector Portfolio Manager 2005 2006
背景介紹 Brandi Allen is a sector portfolio manager, with responsibilities for the consumer staples and healthcare sectors. Prior to joining Silvant in 2006, Ms. Allen worked at Oak Associates, as co-portfolio manager of a healthcare biotech fund and a small-cap growth fund. Ms. Allen has been working in the investment industry, focusing on healthcare and portfolio management, since 1997. Ms. Allen earned a B.B.A. with Honors in finance from Ohio University and an M.B.A. from Case Western Reserve University. Outside Interests: Traveling, exploring new restaurants, and spending time with her husband and beagle.
Management Team - 2003 2005
背景介紹 Team Managed
Gregory Aurand Senior Analyst, Portfolio Manager 2001 2002
背景介紹 Aurand joined Orbitex Management, Inc. in 2001 from Munder Capital Management. From 1995 to 2001, Mr. Aurand was a senior equity analyst and portfolio manager at Munder.
Alidad Mireskandari Portfolio Manager 2001 2002
背景介紹 Mireskandari, is a portfolio manager with Orbitex Management. He joined the firm in 2001 from Monument Advisors. Before joining Monument he was a manager in the Life Sciences Industry Group at Pittiglio Rabin Todd & McGrath. Prior, he worked evaluating strategic business opportunities for Fisher Scientific, and as a research fellow at NIH's National Cancer Institute.
Timothy F. Bepler Senior Analyst 1999 2001
背景介紹 Bepler serves as vice president and portfolio manager with Orbitex Management, his employer since 1999. Previously, he was a vice president with Merrill Lynch Asset Management as a health care analyst. Prior to that, he was the sole health care analyst for a division of Credit Suisse and a senior analyst with Value Line. He is a member of the New York Society of Security Analysts and the Association for Investment Management and Research. Bepler holds the Chartered Financial Analyst designation.
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