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(FDSWX) Touchstone Dividend Equity Fund Class Y
إضافة إلى/حذف من محفظة
أضف محفظة
19.66
0.00
0%
13/11 - تأخر البيانات. العملة ب USD
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 707.8M
SunAmerica Focused Dividend Strategy W
19.66
0.00
0%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
- بيانات الشركة
- بيانات تاريخية
- الأدوات المملوكة
نظرة عامة - FDSWX
تجد في هذه الصفحة تعريفًا تفصيليًا لـ Touchstone Dividend Equity Fund Class Y. تعرف على أهم أعضاء الكادر الإداري لـFDSWX وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
الهاتف
+1 8005430407
الموقع الإلكتروني
www.touchstoneinvestments.com
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Brendan M. White | Senior Vice President | 2021 | الآن |
| السيرة الذاتية | Brendan M. White, CFA. Mr. White is a Senior Vice President and Co-Chief Investment Officer of Fort Washington. In this role, Mr. White is responsible for overseeing the investment activity for all assets under management with emphasis on all fixed-income functions while collaborating with James Vance, Co-Chief Investment Officer, on all investment decisions. Mr. White also shares responsibility for asset allocation and macro-positioning for both Fort Washington and Western & Southern Financial Group. Mr. White joined Fort Washington in 1993 and has more than 30 years of industry experience. Prior to joining the firm, he was with Ohio Casualty Corporation where he was a securities analyst supporting the High Yield and Mortgage-Backed Securities portfolios. He is a CFA charterholder with an MBA from Xavier University and a bachelor's degree in business administration finance from The Ohio State University. | ||
| James E. Wilhelm | Head | 2021 | الآن |
| السيرة الذاتية | Managing Director and Senior Portfolio Manager, joined Fort Washington Investment Advisors, Inc. ("Fort Washington”) in 2002. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University. He has investment experience dating back to 1993. | ||
| Austin R Kummer | Credit Analyst | 2021 | الآن |
| السيرة الذاتية | Austin Kummer is a vice president and senior portfolio manager, focused on portfolio management and research functions within several strategies, including Total Return Fixed Income, Multi-Strategy, Private Debt, and Dividend Equity. Kummer joined the firm in 2013. Prior to becoming a portfolio manager, he was primarily focused on investment grade credit research. Kummer received a BBA from Ohio University in Finance and Business Economics and an MBA in Finance from Xavier University. He is a CFA charterholder. | ||
| Jane Bayar Algieri | Portfolio Manager | 2019 | 2021 |
| السيرة الذاتية | Ms. Bayar joined SunAmerica Asset Management, LLC in 2004. She is a Portfolio Manager on index and social funds. Previously at SunAmerica Asset Management, LLC. Ms. Bayar was an equity analyst and assistant portfolio manager on fixed income funds. Ms. Bayar received her B.A. from Baruch College and her M.B.A. from Rutgers School of Business. | ||
| Andrew Sheridan | Vice President | 2013 | 2021 |
| السيرة الذاتية | Mr. Sheridan, Vice President, Portfolio Manager and Senior Research Analyst, joined SAAMCo in 2003. In addition to his portfolio management responsibilities, Mr. Sheridan is a member of the SAAMCo research team, covering the technology industry. Prior to joining SunAmerica, he worked in the research department at U.S. Trust and the market research division of Greenwich Associates. | ||
| Timothy Campion | Portfolio Manager | 2013 | 2021 |
| السيرة الذاتية | Mr. Campion joined SunAmerica in February 2012. Before joining SunAmerica, he held investment-related positions at PineBridge Investments, LLC, and AIG Investments where he was part of the asset allocation team. While there, he was also responsible for management and trading of a wide variety of index funds, including domestic and international equities and fixed-income securities. Mr. Campion received a B.A. in History from Middlebury College. His investment experience dates from 1996 | ||
| Timothy P Pettee | Chief Investment Strategist | 2013 | 2021 |
| السيرة الذاتية | Mr. Pettee is Senior Vice President, Chief Investment Officer and Chief Investment Strategist at SAAMCo and heads its Rules-Based Investments Team. Prior to SunAmerica, Mr. Pettee was Executive Vice President and Global Director of Research for Schroder Investment Management. Prior to Schroder, he was Director of Research with U.S. Trust Company of New York and co-managed that firm’s small-cap retail funds and research core products. He also held several positions in research and portfolio management at Alliance Capital Management. | ||
| Brendan G. Voege | Manager | 2006 | 2013 |
| السيرة الذاتية | Brendan Voege is a manager at SkyBridge Capital II, LLC. Prior to joining SkyBridge in 2013, Voege is a president, portfolio manager and quantitative analyst at SunAmerica Asset Management Corp. (SAAMCo). Before joining SAAMCo in November 2004, he was a portfolio analytics specialist at FactSet Research Systems from January 2002 to November 2004, where he created customized solutions for clients managing long/short, American Depository Receipt, and derivative portfolios. From November 2000 to January 2002, he worked in the consulting group at FactSet Research Systems. Between 1998 and 2000 he was a mergers and acquisitions analyst at John S. Herold Inc.. Mr. Voege received a B.A. from Fordham University and an M.B.A from Iona College. He also holds the Chartered Financial Analyst designation. | ||
| Paul Ma | Director/ Portfolio Manager | 2005 | 2007 |
| السيرة الذاتية | Director of BlackRock, Inc. since 2011;Portfolio Manager at Mclean & Partners from 2009 to 2011; Portfolio Manager at SunAmerica Asset Management from 2005 to 2008. | ||
| Management Team | - | 1998 | 2005 |
| السيرة الذاتية | Team Managed | ||
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