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Morgan Stanley Pathway Funds Small-mid Cap Equity Fund (TSGUX)
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14/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 562.4M
Consulting Group Small-Mid Cap Equity
18.94
-0.21
-1.10%
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TSGUX Overview
On this page you'll find an in-depth profile of Morgan Stanley Pathway Funds Small-mid Cap Equity Fund. Learn about the key management, total assets, investment strategy and contact information of TSGUX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in the equity securities of small-mid capitalization companies or in other investments with similar economic characteristics. It defines small-mid cap companies as companies with market caps not exceeding the highest month-end market cap value of any stock in the Russell 2500® or Russell Mid Cap Index for the previous 12 months, whichever is greater. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market.
Contact Information
Address
1221 Avenue of the Americas
New York,NY 10020
United States
New York,NY 10020
United States
Phone
+1 855-332-5306
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Erik Turenchalk | - | 2024 | Now |
| Biography | To be provided. | ||
| James W. MacGregor | Portfolio Manager | 2024 | Now |
| Biography | Chief Investment Officer—Small and Mid-Cap Value Equities James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York | ||
| Peter Sietsema | - | 2022 | Now |
| Biography | Peter Sietsema has been with BFA since 2007, including his years with BGI, which merged with BFA in 2009. Mr. Sietsema has been employed by BFA or its affiliates as a Director since 2011 and a Vice President from 2009 to 2010. Mr. Sietsema has been a Portfolio Manager of each fund since 2023. | ||
| Paul Whitehead | Managing Director | 2022 | Now |
| Biography | Paul Whitehead, Managing Director, is the Co-Head of Index Equity with responsibility for Global Portfolio Engineering, Index Asset Allocation, Investment Process & Platform, and Transition Management (TRIM) within BlackRock's ETF and Index Investments group. Mr. Whitehead's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role , Mr. Whitehead was Global Head of Equity Trading, Global Head of Transition Management and Head of Americas Equity Trading. | ||
| Jennifer Hsui | Senior Portfolio Manager | 2018 | Now |
| Biography | Jennifer Hsui, Managing Director & Portfolio Manager at BlackRock Investment Management LLC has been employed by BlackRock Fund Advisors as a senior portfolio manager since 2007. Prior to that, Ms. Hsui was a portfolio manager from 2006 to 2007 for BGFA. She was a research analyst for RBC Capital Markets from 2003 to 2006. | ||
| Benjamin H. Nahum | Managing Director | 2016 | Now |
| Biography | Benjamin H. Nahum, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Benjamin is the Senior Portfolio Manager for the Neuberger Berman Small Cap Intrinsic Value strategy. Prior to the acquisition, he was an executive vice president andprincipal at David J. Greene and Company, LLC where he managed the small/SMid cap strategies since inception in 1997. During his tenure, small/SMid cap assets under management havegrown from $7.0 million to $2.8 billion at peak. He was also a member of the firm’s investment committee. Previously, Benjamin worked as an analyst and portfolio manager at Lewis Partners, a New York City based hedge fund, and as a special situation analyst and portfolio manager at MKI Securities Corp. He holds a BA from Clark University and a JDfrom Brooklyn Law School. | ||
| John M. Montgomery | Managing Partner | 2006 | Now |
| Biography | A Managing Partner and Portfolio Strategist on the Westfield Capital Investment Committee, John joined Westfield in 2006, after spending five years as a Managing Director, Equities Division at Lehman Brothers. He has also held equities-related positions at JP Morgan Securities and Morgan Stanley in Boston. John began his career at Procter and Gamble in 1987. John holds a Masters in Management from the JL Kellogg Graduate School of Management at Northwestern University and earned his undergraduate degree at Trinity College. He is a member of the Market Technicians Association, The Boston Eco | ||
| Richard D. Lee | Managing Partner | 2004 | Now |
| Biography | Richard D. Lee, CFA® is a Managing Partner and Deputy Chief Investment Officer. He joined Westfield in 2004, and has been a member of Westfield’s Investment Committee since then. He covers Hardware, Semiconductors and IT Services. Before joining Westfield, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions. Rich earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family. | ||
| Ethan J. Meyers | Vice President | 2004 | Now |
| Biography | Ethan is a Managing Partner and Director of Research at Westfield Capital. As a member of the Investment Committee, he contributes ideas to all of Westfield’s products, with a specific concentration in Business, Financial, and Consumer Services. In 1999, Ethan joined the Westfield team after working as a Research Analyst at Johnson Rice & Company LLC, in New Orleans, LA. A Chartered Financial Analyst, Ethan earned a Bachelor of Science degree from the A.B. Freeman School of Business at Tulane University in 1996. He is a member of the Boston Society of Security Analysts. In addition to spending time with his family, Ethan enjoys guitar, basketball, golf and scuba diving. | ||
| William A. Muggia | CIO (Chief Investment Officer) | 2004 | Now |
| Biography | Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base. | ||
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