Registreer u om meldingen in te stellen voor instrumenten, economische gebeurtenissen en artikelen van de auteurs die u volgt.
Gratis registreren Heeft u al een account? Inloggen
Noteringen
Alle soorten instrumenten
- Alle soorten instrumenten
- Indexen
- Aandelen
- ETF's
- Fondsen
- Grondst.
- Valuta's
- Crypto
- Obligaties
- Certificaten
Probeer een andere zoekopdracht
📈 Wilt u in 2025 serieus gaan beleggen? Zet dan nu de eerste stap met 50% korting op InvestingPro.
Aanbieding benutten
Naa Smid Cap Value C (SEVSX)
Toevoegen/Verwijderen van een Portfolio
Aan volglijst toevoegen
20,04
-0,42
-2,05%
10/01 - Vertraagde Data. Valuta in USD
- Beoordeling Morningstar:
- Totale activa: 2,79M
Guggenheim Mid Cap Value C
20,04
-0,42
-2,05%
- Overzicht
- Profiel
- Historische data
- Participaties
SEVSX Overzicht
Op deze pagina vindt u een uitgebreid profiel van Naa Smid Cap Value C. Kom meer te weten over onder meer het senior management, de totale activa, de investeringsstrategie en de contactgegevens van SEVSX.
Contact Informatie
Topmanagers
| Naam | Titel | Sinds | Tot |
|---|---|---|---|
| Julian Koski | Founder | 2024 | now |
| Biografie | Julian Koski is the Co-Founder and CIO of New Age Alpha LLC and is the co-developer of the h-factor methodology. He also directs the firm’s business development, marketing, and distribution activities. Before founding New Age Alpha LLC in 2018, he was the Co-Chief Executive Officer of Transparent Value, LLC and Transparent Value Advisors, LLC from 2003 to 2015. He attended the University of Witwatersrand and the University of South Africa. | ||
| Armen Arus | co-developer | 2024 | now |
| Biografie | Armen Arus is the Co-Founder and CEO of New Age Alpha LLC. Before founding New Age Alpha LLC in 2018, he was the Co-Founder and Co-Chief Executive Officer of Transparent Value, LLC and Transparent Value Advisors, LLC from June 2003 to July 2017. Mr. Arus served as President of Transparent Value Trust from 2010 to 2015. Mr. Arus holds a B.S. in Business from New York University. | ||
| Konstantin Tourevski | Portfolio Manager | 2024 | now |
| Biografie | Konstantin Tourevski a Senior Portfolio Manager of the Adviser and has been in that role since 2019. From 2003 to 2019, Mr. Tourevski served various senior investment roles at Loews Corporation. Prior to that, Mr. Tourevski was an investment analyst at JP Morgan Asset Management. Mr. Tourevski holds a BA in Economics from New York University and an MBA from Columbia Business School; he is also a CFA Charterholder. | ||
| Hugo Chang | Portfolio Manager | 2024 | now |
| Biografie | Hugo Chang is a Senior Managing Director of New Age Alpha in charge of Index Development. Before New Age Alpha, he held similar responsibilities at Invesco Indexing and as Vice President for Guggenheim Partners. Mr. Chang has also served as Senior Research Analyst for S&P Dow Jones Indices and was instrumental in custom index research and analytics. Mr. Chang has a master’s degree in Financial Engineering from the University of California, Berkeley and is a CFA Charterholder and Financial Risk Manager. | ||
| Burak Hurmeydan | Director | 2018 | now |
| Biografie | Burak Hurmeydan, Ph.D., is a Managing Director and Head of Quantitative Strategies for the Adviser. Before joining New Age Alpha in 2024 he was a Portfolio Manager at Guggenheim Partners, joining in 2011. Before Guggenheim, he was a Quantitative Risk/Research Analyst with Citadel Asset Management, joining in 2008. He earned his B.S. in Economics from Eastern Mediterranean University and an M.S. degree in Economics from Louisiana State University. Dr. Hurmeydan earned a Ph.D. in Economics with a specialization in Financial Econometrics from Louisiana State University. | ||
| Christopher L. Phalen | Assistant Vice President, Portfolio Manager | 2023 | 2024 |
| Biografie | A seasoned 17-year veteran of Security Benefit Corporation (SBC) with 14 years of investment industry experience, Chris brings substantial portfolio management and analytical experience to the team. He covers the industrials sector for the value equity strategies. Chris served most recently as SBC’s chief risk officer. He has served as head of fixed income at Security Global Investors, fixed income portfolio manager for Security Benefit Corporation’s life insurance general account, and fixed income portfolio manager of the Capital Preservation Fund. Chris earned a B.S. in business administration and accounting from the University of Kansas. He has earned the right to use the Chartered Financial Analyst® designation. | ||
| David G. Toussaint | Research Analysts | 2017 | 2024 |
| Biografie | David G. Toussaint, CFA, Managing Director and Portfolio Manager of Security Investors. He has co-managed Guggenheim Large Cap Value Fund, Guggenheim SMid Cap Value Fund and Guggenheim Small Cap Value Fund since January 2017. Mr. Toussaint has more than 25 years of investment industry experience. From 2012 to 2016, Mr. Toussaint was a Senior Equity Research Analyst covering the energy, utilities, and healthcare sectors for the value equity funds. From 2000 to 2012, he served as the portfolio manager for the firm’s high yield mutual fund strategy. Prior to joining the Investment Manager in 2000, Mr. Toussaint was a fixed-income credit research analyst and an investment accounting manager for Allstate Insurance. Mr. Toussaint earned a B.A. in Economics from the University of Illinois, a M.S. in Accounting from DePaul University and an MBA in Finance from the University of Chicago. He is a Certified Public Accountant and has earned the right to use the Chartered Financial Analyst® designation. | ||
| Farhan Sharaff | Assistant CIO, Equities | 2015 | 2024 |
| Biografie | Farhan Sharaff has served as a Portfolio Manager for each Fund since 2017. He is Assistant Chief Investment Officer, Equities, Senior Managing Director and Portfolio Manager of Guggenheim Partners. Mr. Sharaff joined Guggenheim Partners in May 2009. Mr. Sharaff has more than 30 years of experience in investment research and investment management. Prior to joining Guggenheim Partners, he was a Partner and Chief Investment Officer at MJX Capital Advisors, a wealth management firm focused on providing advice and investment management for its clients, especially in the traditional and alternative asset classes and Guggenheim Investments plc. Prior to that, Mr. Sharaff served as the global Chief Investment Officer at CIGNA Corporation, Zurich Scudder Investments and Citigroup. In all of the above engagements, Mr. Sharaff was responsible for research, investment management, product development and investment risk management. He was also a member of the business management teams at Citigroup and Zurich Scudder. Mr. Sharaff has a B.S. in Electrical Engineering from the University of Aston (U.K.) and an MBA in Finance from the Manchester Business School (U.K.). In addition, Mr. Sharaff sits on boards of CITIC Capital Asset Management, Clarfeld Financial Advisors, and Guggenheim Global Investment plc. | ||
| Gregg Strohkorb | Quantitative Equity Analyst | 2015 | 2024 |
| Biografie | Gregg Strohkorb, CFA, Director and Portfolio Manager of Security Investors, has managed Guggenheim SMid Cap Value Fund, Guggenheim Large Cap Value Fund and Guggenheim Small Cap Value Fund since August 2015. Mr. Strohkorb joined the Investment Manager in 2006 and also serves as a senior quantitative research analyst. Prior to joining the firm, Mr. Strohkorb was a Quantitative Equity Analyst for Denver Investment Advisors and a small hedge fund. In addition, Mr. Strohkorb has extensive experience in software development, systems management and database management. This includes experience with Morgan Stanley in international equity trading, settlement, corporate actions and securities lending systems. He earned a B.S. in Biological Sciences and an M.S. in Applied Science from The College of William and Mary and an MBA in International Business from the American Graduate School of International Management. He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| James P. Schier | Portfolio Manager | 1997 | 2024 |
| Biografie | James P. Schier, CFA, Senior Managing Director and Portfolio Manager of Security Investors, has been the manager of Guggenheim SMid Cap Value Fund since its inception (May 1997), Guggenheim Small Cap Value Fund since its inception (July 2008), and Guggenheim Large Cap Value Fund since August 2015. While employed by the Investment Manager, he also served as a research analyst. Prior to joining the Investment Manager in 1995, he was a portfolio manager for Mitchell Capital Management from 1993 to 1995. From 1988 to 1993, he served as Vice President and Portfolio Manager for Fourth Financial. Prior to 1988, Mr. Schier served in various positions in the investment field for Stifel Financial, Josepthal & Company and Mercantile Trust Company. Mr. Schier earned a Bachelor of Business degree from the University of Notre Dame and an MBA from Washington University. He is a Chartered Financial Analyst charterholder. | ||
Laat weten wat u vindt van Naa Smid Cap Value C
Weet u zeker dat u deze grafiek wilt verwijderen?
Verwijderen Annuleren
Vervang de toegevoegde grafiek met een nieuwe grafiek?
Vervang Annuleren
Richtlijnen voor commentaar
Voeg Grafiek toe aan Commentaar
Blokkering bevestigen
Weet u zeker dat u %USER_NAME% wilt blokkeren?
Als u dit doet, kunnen u en %USER_NAME% geen publicaties meer van elkaar zien op Investing.com.
%USER_NAME% is toegevoegd aan uw lijst met geblokkeerde personen
Omdat u de blokkering van deze persoon net hebt opgeheven, moet u 48 uur wachten om hem/haar weer te kunnen blokkeren.
Rapporteer dit commentaar
Ik vind dit commentaar
Commentaar gemarkeerd
Bedankt!
Uw bericht is ter beoordeling verstuurd naar de moderatoren