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Segall Bryant & Hamill Plus Bond Fund Retail Class (WTIBX)

US Funds

从投资组合添加/删除添加至投资组合

9.28 -0.04 -0.43%

28/06 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Westcore

资产类别: 债券

晨星评级:
总资产: 290.49M

WTIBX概述

本页面提供Segall Bryant & Hamill Plus Bond Fund Retail Class的详细介绍，帮助您了解WTIBX的高管、总资产、投资策略和联系方式等信息。

种类

Intermediate Core-Plus Bond

总资产

290.49M

费用

0.55%

开始日期

32295

联络信息

地址 540 West Madison Street, Suite 1900
Chicago,IL 60661-2551
United States

电话 312-474-1222

传真 312-474-0521

网址 sbhic.com

高管

名称	标题	任期	至
Gregory M. Shea	Senior Portfolio Manager	2018	now
背景介紹	Gregory M. Shea, CFA, is a portfolio manager at Segall Bryant & Hamill, LLC. Mr. Shea joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and credit research analyst on the fixed income team. Prior to joining Denver Investments in 2008, Mr. Shea worked as a high-yield credit analyst at Lehman Brothers Asset Management for four years. He also worked as an investment banking analyst at Banc of America Securities LLC for one year and held a bank credit analyst position at Bank of America for two years. Mr. Shea earned his B.S. and MSBA from Washington University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Darren Hewitson	Senior Portfolio Manager	2018	now
背景介紹	Darren G. Hewitson is also a senior portfolio manager and a principal at Segall Bryant & Hamill, LLC. Mr. Hewitson joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager on the fixed income team. Prior to joining Denver Investments in 2008, Mr. Hewitson worked as an accountant at 180 Connect and Munro & Noble Solicitors and Estate Agents. Mr. Hewitson earned a BAcc degree from the University of Glasgow, Scotland. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Troy A. Johnson	director	2014	now
背景介紹	Troy A. Johnson, CFA, has been a portfolio manager of the Segall Bryant & Hamill Quality High Yield Fund since April 30, 2009. He is the director of Fixed Income research at Segall Bryant & Hamill, LLC. Mr. Johnson joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income research, a portfolio manager and credit research analyst on the Fixed Income team. Prior to joining Denver Investments in 2007, Mr. Johnson worked as a portfolio manager and analyst at Quixote Capital Management for six years, specializing in risk arbitrage. He also performed credit analysis of investment-grade and high-yield issues while ultimately serving as the senior fixed income analyst during his eight years at Invesco Funds Group, Inc. Mr. Johnson earned his B.S. from Montana State University and his M.S. from the University of Wisconsin.
Kenneth A. Harris	Senior Portfolio Manager	2016	2022
背景介紹	Kenneth A. Harris, CFA, is a senior portfolio manager at Segall Bryant & Hamill, LLC. Mr. Harris joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as the director of Fixed Income and as a portfolio manager on the Fixed Income team. Prior to joining Denver Investments in 2000, Mr. Harris was the treasurer of Blue Cross and Blue Shield of Colorado. Mr. Harris received a BBA from the University of Arizona and an MBA from the University of Colorado at Denver.
Mark R. McKissick	Senior Portfolio Manager	2003	2016
背景介紹	Mark McKissick is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. Prior to joining Schwab in 2016, Mr. McKissick worked at Denver Investments for 17 years, most recently as a director of fixed income and portfolio manager. In this role he co-managed multiple bond strategies, as well as oversaw the firm’s fixed income business including the investment process, client service, and other administrative functions. He also served as a credit/security analyst from 1999 to 2005. Prior to that, he worked as a senior research analyst with Hotchkis & Wiley, a portfolio manager at Payden & Rygel, and a vice president in fixed income at Salomon Brothers. Mr. McKissick earned a Master of Business Administration with an emphasis in finance and international business from the University of Chicago and a Bachelor of Science in accounting and a Bachelor of Arts in economics from Oklahoma State University. He is a CFA® charterholder and is an inactive Certified Public Accountant (Ohio).
Lisa M. Snyder	Partner, Fixed-Income Research Analyst	2009	2013
背景介紹	Lisa M. Snyder, CFA is a Vice President and Portfolio Manager at Denver Investments on the Fixed-Income Team. Prior to joining the firm in 2006, Ms. Snyder worked for eight years as a Performance Analyst for Ampersand Capital. She received a BA from Stanford University and an MS from the University of Denver. Ms. Snyder is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
William E. Stafford	Vice President, fixed income Research Analyst	2003	2007
背景介紹	Stafford is a vice president for Denver Investment Advisors. Stafford has been a fixed income research analyst with Denver Investment Advisors since 1998. Stafford holds the Chartered Financial Analyst designation.
Jerome R. Powers	Vice President, Portfolio Manager	1997	2006
背景介紹	Powers is vice president and portfolio manager with Denver Investment Advisors, his employer since 1997. Previously, he spent two years at GNA Corporation where he served as vice president of investments and senior portfolio manager. Prior to that, he was employed at Northwestern Mutual Life Insurance Company where he left as vice president of public fixed income. Powers holds the Chartered Financial Analyst designation.
Glen T. Cahill	co-manager	2000	2006
背景介紹	Cahill is vice president of Denver Investment Advisors and has been primarily responsible for the day-to-day co-management of Westcore Plus Bond Fund, since October 1, 2000. He also co-manages Westcore Colorado Tax-Exempt fund. He has been with the Adviser since 1984 and has been active in the management of fixed-income securities for 17 years.
Alex Lock	Vice President	2004	2006
背景介紹	Lock is a vice president for Denver Investment Advisors, where he has been since 1989. He has been active in the management of fixed-income securities for 11 years.

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近期报价

	名称	价格	涨跌额	涨跌幅
	Westcore Plus Bon.	9.28	-0.04	-0.43%