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Saratoga Health & Biotechnology Portfolio Fund Class A (SHPAX)
Toevoegen/Verwijderen van een Portfolio
Voeg toe aan Portfolio
21,450
+0,140
+0,66%
- Beoordeling Morningstar:
- Totale activa: 5M
Saratoga Health Biotechnology Portfolio Fund Cla
21,450
+0,140
+0,66%
- Overzicht
- Profiel
- Historische data
- Participaties
SHPAX Overzicht
Op deze pagina vindt u een uitgebreid profiel van Saratoga Health & Biotechnology Portfolio Fund Class A. Kom meer te weten over onder meer het senior management, de totale activa, de investeringsstrategie en de contactgegevens van SHPAX.
Contact Informatie
Adres
99 Wall Street, Suite 1200
New York,NY 10005
United States
New York,NY 10005
United States
Telefoon
+1 8008073863
Topmanagers
| Naam | Titel | Sinds | Tot |
|---|---|---|---|
| Robert D. Stimpson | Analyst | 2019 | now |
| Biografie | 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 |
| Biografie | 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 |
| Biografie | 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 |
| Biografie | Team Managed | ||
| Gregory Aurand | Senior Analyst, Portfolio Manager | 2001 | 2002 |
| Biografie | 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 |
| Biografie | 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 |
| Biografie | 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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