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(HSIIX) Carillon Eagle Small Cap Growth Fund Class I
إضافة إلى/حذف من محفظة
أضف محفظة
30.48
-0.39
-1.26%
27/12 - مغلق. العملة ب USD
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 196.11M
Eagle Small Cap Growth I
30.48
-0.39
-1.26%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - HSIIX
تجد في هذه الصفحة تعريفًا تفصيليًا لـ Carillon Eagle Small Cap Growth Fund Class I. تعرف على أهم أعضاء الكادر الإداري لـHSIIX وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
P.O. Box 23572
St. Petersburg,FL 33742
United States
St. Petersburg,FL 33742
United States
الهاتف
1.800.421.4184
الموقع الإلكتروني
www.carillontower.com
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| David Cavanaugh | Porfolio co-Manager | 2022 | الآن |
| السيرة الذاتية | David is responsible for providing coverage of securities in the consumer, industrials and financials sectors. He has 26 years of investment experience. Prior to joining Eagle in 2017, David had roles in equity research and portfolio management for a variety of firms, including LMCG Investments, Copper Rock Capital Partners, MFS Investment Management, and State Street Research. He earned a B.S. from the Boston College in 1992 and an M.B.A from The Wharton School at the University of Pennsylvania in 1997. | ||
| Christopher Sassouni | Portfolio Co-Manager | 2015 | الآن |
| السيرة الذاتية | Sassouni is assistant portfolio manager and vice President. Sassouni served as a senior research analyst with Eagle since September 2003 and as President and CEO of Healthcare Investment Advisers, Inc. from 1999 to 2003. | ||
| Eric Mintz | Assistant Portfolio Manager | 2011 | الآن |
| السيرة الذاتية | Mr. Mintz is an Assistant Portfolio Manager for Small Cap Growth equity accounts. Mr. Mintz joined Eagle in 2005 as a Senior Research Analyst and brings 15 years of investment experience as an analyst and research associate. He holds a BA in economics from Washington and Lee University and earned his MBA from the University of Southern California. Mr. Mintz received his Chartered Financial Analyst designation in 2000. | ||
| Bert L. Boksen | Managing Director | 1993 | 2023 |
| السيرة الذاتية | Bert Boksen has been a Managing Director and Senior Vice President of Eagle since 1995. Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor’s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977. He is a CFA charterholder. | ||
| David M. Adams | Principal | 2007 | 2008 |
| السيرة الذاتية | Principal, Chief Executive Officer and Portfolio Manager, as well as a member of Aristotle Boston’s investment team since 2015. Prior to joining Aristotle Boston, Mr. Adams served as Managing Director and Portfolio Co-Manager at Eagle Boston Investment Management (“Eagle Boston”) from 2006 to 2014. Prior to working for Eagle Boston, he served as Vice President and Portfolio Manager at Pioneer Investment Management, Inc. Mr. Adams began his investment career in 1990. Mr. Adams holds a Bachelor of Science degree in Finance and Economics and a Master of Science degree in Finance from Boston College. He is a CFA® charterholder. | ||
| John(Jack) McPherson | Principal | 2007 | 2008 |
| السيرة الذاتية | John (Jack) McPherson, CFA, Principal, President and Portfolio Manager, has managed the portion of the Fund’s assets allocated to Aristotle Boston since 2015. Mr. McPherson has been with Aristotle Boston since 2014 and has over 25 years of industry experience. Prior to joining Aristotle Boston, Jack serves as a Managing Director and Portfolio Manager at Eagle Boston. Prior to joining Eagle Boston, he was a Vice President and Portfolio Manager of the Pioneer Small Cap Value Fund at Pioneer Investment Management. Jack also spent over 12 years in portfolio management and research roles at Middleton & Company, Evergreen Investment Management, and Atlantic Trust Private Wealth Management. He graduated from the F.W. Olin Graduate School of Business at Babson College with an M.B.A. in 2005 and earned his B.S. from Northeastern University in 1990. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc. | ||
| James D. Awad | investment manager/chairman | 1993 | 2007 |
| السيرة الذاتية | Awad is an investment manager and chairman with Awad Asset Management. | ||
| David A. Henwood | Senior Vice President, Director | 1993 | 1995 |
| السيرة الذاتية | Henwood has been a senior vice president and research director with Raymond James & Associates since October 1988. He joined the company in 1984 as a senior analyst. Previously, he spent 12 years as a senior analyst with Kemper Securities, and also served as a credit analyst with Comerica Bank. | ||
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