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Invesco Small Cap Value Fund Class Y (VSMIX)
Toevoegen/Verwijderen van een Portfolio
Voeg toe aan Portfolio
24,80
+0,15
+0,61%
- Beoordeling Morningstar:
- Totale activa: 2,75B
Invesco SmallCapValue Y
24,80
+0,15
+0,61%
- Overzicht
- Profiel
- Historische Data
- Participaties
VSMIX Overzicht
Op deze pagina vindt u een uitgebreid profiel van Invesco Small Cap Value Fund Class Y. Kom meer te weten over onder meer het senior management, de totale activa, de investeringsstrategie en de contactgegevens van VSMIX.
Contact Informatie
Adres
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Telefoon
(800) 659-1005
Topmanagers
| Naam | Titel | Sinds | Tot |
|---|---|---|---|
| Jonathan Edwards | Portfolio Manager | 2010 | now |
| Biografie | Jonathan Edwards is a portfolio manager for Invesco small-cap value products. Mr. Edwards entered the fi nancial industry in 1993. He joined Invesco in 2001 as a corporate associate, working with various fund managers throughout Invesco. He previously worked as a credit analyst with Bank of America. Mr. Edwards earned a Bachelor of Science degree in economics, summa cum laude, from Texas A&M University and a Master of Business Administration degree from the McCombs School of Business at The University of Texas at Austin. He is a CFA charterholder. | ||
| Jonathan Mueller | Portfolio Manager | 2010 | now |
| Biografie | Jonathan Mueller is a portfolio manager for Invesco small-cap value products. Jonathan Mueller joined Invesco in 2001. Mr. Mueller served as a senior equity analyst before being promoted to portfolio manager in 2009. He was an audit senior for Arthur Andersen LLP from 1997 to 1999. Mr. Mueller earned a Bachelor of Business Administration degree in accounting from Texas Christian University and a Master of Business Administration degree in finance from The University of Texas at Austin. He is a Certifi ed Public Accountant and a CFA charterholder. | ||
| R. Canon Coleman | Senior Portfolio Manager | 2010 | 2018 |
| Biografie | Senior Portfolio Manager R. Canon Coleman II is the lead manager for Invesco small-cap value products. Mr. Coleman joined Invesco in 1999 in the corporate associate rotation program, working with fund managers throughout Invesco. He previously worked as a CPA with Deloitte & Touche. Mr. Coleman earned Bachelor of Science and Master of Science degrees in accounting from the University of Florida. He also earned a Master of Business Administration degree from the Wharton School at the University of Pennsylvania and is a CFA charterholder. | ||
| Alexander E. Yaggy | Portfolio Manager | 2006 | 2010 |
| Biografie | Alex joined Cortina Asset Management in 2011 as Portfolio Manager of the Cortina Small Cap Value Strategy. Prior to Cortina, Alex was Co-Manager of the Morgan Stanley/Van Kampen Small Cap Value Funds and Morgan Stanley Small-Mid Value Fund. The funds were amongst the top performing funds in their categories with repeated appearances on The Wall Street Journal’s “Category Kings” list. Prior to Morgan Stanley, Alex was a Senior Equity Analyst following multiple industries at Neuberger Berman, and he began his Wall Street career at Legg Mason Wood Walker in Baltimore. He is a member of the CFA Institute and the New York Society of Securities Analysts, and holds the Chartered Financial Analyst designation. He received a B.A. from Drew University. | ||
| Richard Glass | Managing Director | 2001 | 2010 |
| Biografie | RICHARD GLASS, CFA, MANAGING DIRECTOR. Mr. Glass has joined Deutsche Asset & Wealth Management in 2013 with 22 years of industry experience. Previously, he was lead portfolio manager and Managing Partner of Lockwell Investments, LLC, managing US Small Cap Value and US Small Mid Cap Value strategies. Prior to founding Lockwell in August of 2010, he was a Managing Director and portfolio manager for small- and mid-cap value strategies at Morgan Stanley Investment Management from November 2002 to July 2010. Before joining Morgan Stanley, he held positions with Neuberger Berman and with Wood, Struthers and Winthrop. Mr. Glass holds BS in Economics, University of Pennsylvania. | ||
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