أخبار عاجلة

إغلاق

(WTMVX) Segall Bryant & Hamill Global All Cap Fund Retail Class

الصناديق الأمريكية

إضافة إلى/حذف من محفظة أضف محفظة

12.410 0.000 0%

11/11 - تأخر البيانات. العملة ب USD

النوع: رأسمال

السوق: الولايات المتحدة

المُصدر: Segall Bryant & Hamill

فئة الاصل: سهم

تقييم وكالة (مورننغستار):
مجموع الأصول: 31.84M

نظرة عامة - WTMVX

تجد في هذه الصفحة تعريفًا تفصيليًا لـ Segall Bryant & Hamill Global All Cap Fund Retail Class. تعرف على أهم أعضاء الكادر الإداري لـWTMVX وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.

القطاع

World Large-Stock Blend

مجموع الأصول

31.84M

النفقات

0.89%

تاريخ التأسيس

01 يونيو, 1988

معلومات الإتصال

العنوان 10 South Wacker Drive, Suite 3100
Chicago,IL 60606-2551
United States

الهاتف 312-474-1222

الفاكس 312-474-0521

الموقع الإلكتروني sbhic.com

كبار المسؤولين التنفيذيين

اسم	العنوان	منذ	حتى
Suresh Rajagopal	Principal, Director of All/Mid Cap Strategies	2020	الآن
السيرة الذاتية	Suresh Rajagopal, CFA, has been a portfolio manager and is director of All/Mid Cap Strategies at Segall Bryant & Hamill, LLC. Mr. Rajagopal joined the Firm in 2007. Prior to joining SBH, he was a co-manager on the Munder Healthcare Fund and a senior equity research analyst covering healthcare at Munder Capital Management. Mr. Rajagopal earned a B.A. from Alma College and an MBA from the University of Notre Dame. He has earned the Chartered Financial Analyst (CFA) designation.
Ralph M. Segall	Principal, Chief Investment Officer	2020	الآن
السيرة الذاتية	Ralph M. Segall, CFA, CIC, is chief investment officer of Segall Bryant & Hamill, LLC, which he co-founded in 1994. Prior to co-founding the firm, Mr. Segall was a senior vice-president of Stein Roe & Farnham, managing a variety of accounts including a mutual fund. He earned a Bachelor of Science degree in Economics from Wharton School, University of Pennsylvania, and an MBA from the University of Chicago. He has earned both the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations.
Robbie Steiner	Analyst	2019	2020
السيرة الذاتية	Robbie A. Steiner is a Senior Equity Analyst for Segall Bryant & Hamill’s Dividend Value strategies team. Mr. Steiner joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments. During his four-year tenure with Denver Investments, he served as an analyst on the Value Equity team. Prior to joining Denver Investments, Mr. Steiner served as an Investment Banking Associate with BMO Capital Market and as a Mutual Fund Wholesaler with Transamerica Investments. Mr. Steiner earned his BBA from the University of Georgia and MBA from Emory University. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Alex A. Ruehle	Senior Portfolio Manager	2014	2020
السيرة الذاتية	Alex A. Ruehle is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Mr. Ruehle joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, he served as a portfolio manager and analyst on the Value Equity team. Mr. Ruehle earned a B.S. and an MBA from the University of Denver. He has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Derek R. Anguilm	Director	2003	2020
السيرة الذاتية	Derek Anguilm, CFA, is a Director of Dividend Value Strategies, Principal at Segall Bryant & Hamill, LLC , also a Portfolio Manager. Derek Anguilm is the Co-Director of Value Research, Portfolio Manager and Analyst on the Value team. He is also a partner at the firm. Prior to joining the Value team in 2002, Mr. Anguilm worked as a wealth management analyst at the firm. He began his career as a research assistant with Everen Securities. Mr. Anguilm received a BS from Metropolitan State College of Denver. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Lisa Z. Ramirez	Vice President	2009	2020
السيرة الذاتية	Lisa Z. Ramirez is a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. Ms. Ramirez joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During her tenure with Denver Investments, she began as a portfolio administrator before becoming an analyst on the Mid-Cap Growth team in 1997. She joined the Value Equity team in 2005 as a portfolio manager and analyst. Ms. Ramirez earned a B.S. from the University of Colorado at Denver and an MBA from Regis University. She has earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Mark M. Adelmann	Senior Manager	2002	2019
السيرة الذاتية	Mr. Adelmann is also a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. He joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, Mr. Adelmann served as a portfolio manager and analyst on the Value Equity team. Prior to joining Denver Investments in 1995, he worked with Deloitte & Touche for 14 years in auditing and financial reporting and achieved the level of senior manager. Mr. Adelmann earned a B.S. from Oral Roberts University. He is a Certified Public Accountant and is a member of the American Institute of CPAs. He has also earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Paul A. Kuppinger	Senior Portfolio Manager	2014	2018
السيرة الذاتية	Paul Kuppinger, CFA, is a Senior Portfolio Manager at Segall Bryant & Hamill, LLC, also a portfolio Manager. Paul Kuppinger is a quantitative analyst on the Value team at Denver Investments. He is also a vice president at the firm. Prior to joining the firm in 2006, Mr. Kuppinger spent 17 years in the wealth management business, most recently as a principal, chief investment officer, and chief compliance officer at Rocky Mountain Wealth Advisors. He also has held positions of vice president of research for Curian Capital for one year and director of research for Prima Capital for four years. Prior to that, he worked for KPMG’s Investment Advisory Practice, where he built the investment and operations platform. Mr. Kuppinger received a BA from Colorado College and MBA from the University of Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
Troy Dayton	Partner	2002	2018
السيرة الذاتية	Troy Dayton, CFA. Prior to joining Capital Insight Partners, he is the Co-Director of Value Research, Portfolio Manager, and Analyst on the Value Team at Denver Investments, where he managed both institutional and mutual fund client accounts. He is also partner at the firm. Prior to joining Denver Investmentsin in 2002, Mr. Dayton was an equity research analyst with Jurika and Voyles and an equity research associate at Dresdner RCM Global Investors. He also worked as a trading support officer for Citibank's Global Asset Management Department in London, England. He was instrumental in growing team assets from $200 million to over $2.2 billion during his tenure. He has over two decades of portfolio management and global sector research responsibilities. Troy serves as the firm’s Senior Portfolio Manager and is responsible for overseeing our disciplined investment process, identifying investment opportunities, conducting risk analysis, and other portfolio management duties. Troy also sits on the Investment Team. Mr. Dayton received a Bachelor of Science, Business Administration with a Finance concentration from Colorado State University. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Kris B. Herrick	Director	2002	2013
السيرة الذاتية	Kris B. Herrick, CFA is a Partner and Portfolio Manager at Denver Investments and is the Director of Value Research. Prior to joining the firm in 2000, Mr. Herrick worked as a Financial Services Analyst with Jurika and Voyles for three years. Mr. Herrick received a BA and a BS from the University of Northern Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.

ننصحك باستخدام التعليقات لتكون على تواصل مع المستخدمين، قم بمشاركة ارائك ووجه اسألتك للمؤلف وللمستخدمين الاخرين. ومع ذلك، من أجل الحفاظ على مستوى عالٍ، الرجاء الحفاظ وأخذ المعايير التالية بعين الاعتبار:

إثراء الحوار
إبق مركز على الموضوع وفي المسار الصحيح. تستطيع فقط الكتابة عن المواد التي هي ذات الصلة بالموضوع التي تجري مناقشتها..
الاحترام. يمكن طرح الآراء حتى السلبية بشكل إيجابي ودبلوماسي.
استخدام معيار لأسلوب الكتابة. التي تشمل على علامات الترقيم.
ملاحظة: سيتم حذف البريد المزعج و / أو الرسائل الترويجية والروابط داخل التعليق
تجنب الألفاظ النابية أو الهجمات الشخصية الموجهة للمؤلف أو لأي مستخدم آخر.
غير مسموح بتعليقات إلا المكتوبة باللغة العربية فقط.

سيتم حذف الرسائل غير المرغوب فيها وسيتم منع الكاتب من تسجيل الدخول الى Investing.com.

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مناقشات WTMVX

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إستبدال إلغاء

1000

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إستبدال إلغاء

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التعليمات لكتابة التعليقات

لقد تم إيقاف إمكانية التعليق لك بسبب تقارير سلبية من المستخدمين. ستتم مراجعة حالتك من قبل مشرفينا.

الرجاء الإنتظار لدقيقة قبل محاولة التعليق مجدداً.

أخبرنا كيف تشعر حيال هذا التعليق

مزعج

مُسيء

شكرا جزيلا

تم إرسال تقريرك إلى مشرفينا لمراجعته

المزيد من الأقسام

1D1W1M6M1Y5YMax

XAU/USD	2,597.74	-21.79	-0.83%
الفضة	30.837	+0.224	+0.73%
نفط خام WTI	67.98	-0.06	-0.09%
نفط برنت	71.75	-0.08	-0.11%
النحاس	4.1437	-0.0848	-2.01%
ألومنيوم	2,565.00	-9.00	-0.35%
الغاز الطبيعي	2.919	-0.001	-0.03%

دولار/ريال	3.7573	+0.0014	+0.04%
دولار/ليرة تركية	34.3703	+0.0534	+0.16%
دولار/جنيه مصري	49.2065	-0.0275	-0.06%
يورو/ليرة تركية	36.5575	-0.0301	-0.08%
يورو/دولار	1.0625	-0.0029	-0.27%
جنيه/دولار	1.2750	-0.0120	-0.93%
دولار/شيكل	3.7580	+0.0124	+0.33%

المؤشر العام	12,047.67	-58.74	-0.49%
مؤشر EGX 30	31,582.39	-38.90	-0.12%
داو جونز	43,910.98	-382.15	-0.86%
داكس	19,033.64	-414.96	-2.13%
فوتسي 100	8,025.77	-99.42	-1.22%
نيكاي 225	39,350.50	-189.00	-0.48%
مؤشر الدولار	105.842	+0.385	+0.37%

الإنماء	28.10	-0.65	-2.26%
إعمار	8.30	-0.06	-0.72%
أرامكو السعودية	28.05	0.00	0.00%
زين السعودية	10.58	+0.10	+0.95%
اس تي سي	41.25	-0.70	-1.67%
دار الأركان	17.34	-0.42	-2.36%
كيان السعودية	7.55	-0.12	-1.56%

آخر الأسعار

	اسم	السعر	التغيير	%التغيير
	Westcore Global L.	12.410	0.000	0%