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Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX)
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04/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 374.42M
Glenmede Small Cap Equity Adv
26.58
-1.06
-3.84%
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GTCSX Overview
On this page you'll find an in-depth profile of Glenmede Small Cap Equity Portfolio Class Advisor. Learn about the key management, total assets, investment strategy and contact information of GTCSX among other information.
Investment Strategy
The investment seeks long-term appreciation consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks and preferred stocks, of U.S. small cap companies that the Advisor believes are undervalued. Small cap companies include companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 2000® Index at its last rebalancing.
Contact Information
Address
11650 Market Street, Suite 1200
Philadelphia,PA 19103
United States
Philadelphia,PA 19103
United States
Phone
800-442-8299
Web
www.glenmede.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew F. Shannon | - | 2022 | Now |
| Biography | Matthew F. Shannon, CFA, is a Portfolio Manager for Glenmede Investment Management LP (GIM). His primary responsibility is managing the Small Cap, SMID Cap and Mid Cap Equity portfolios. Prior to this role, Mr. Shannon served as a Research Analyst, where he worked on the Small and Mid Cap equity products and supported the research and portfolio management efforts of the three strategies. Before joining GIM, Mr. Shannon was a Portfolio Management Associate for The Glenmede Trust Company, N.A. (GTC). In this role, he assisted portfolio managers with investing in and monitoring client portfolios. Mr. Shannon graduated from Pennsylvania State University Smeal College of Business, with high distinction, receiving his B.S. in finance, with a minor in statistics. He earned honors in finance from the Schreyer Honors College. He received the Chartered Financial Analyst® designation in April of 2016. | ||
| Jordan L. Irving | - | 2018 | Now |
| Biography | Jordan L. Irving is a Portfolio Manager for Glenmede Investment Management LP (GIM). His primary responsibility is managing the Small Cap, SMID Cap and Mid Cap Equity portfolios. Prior to joining GIM, Mr. Irving served as a Founding Partner and Portfolio Manager at Irving Magee Investment Management LLC. Previously, Mr. Irving worked as a Senior Portfolio Manager for both large and small capitalization value equity strategies at Macquarie Investment Management (formerly Delaware Investments). He began his career with the U.S. Active Large-Cap Value team within Merrill Lynch Investment Managers. Mr. Irving joins Glenmede with two decades of investment management experience. Mr. Irving earned a Bachelor of Arts degree in American studies from Yale University and received a special diploma in social studies from Oxford University in England. Mr. Irving was a member of the United States Senior National Rowing Team for several years and won a World Championship title in 1997. | ||
| Chris Colarik | Head of US Small Cap | 2001 | 2022 |
| Biography | Christopher Colarik is a Senior Investment Director responsible for US Small and Smid Cap strategies. Chris joins abrdn after having spent over two decades at Glenmede Investment Management as a portfolio manager on the Small Cap Equity strategy. Prior to joining Glenmede in 1997, he was at Brandywine Asset Management, now Brandywine Global. Chris earned a BS in Economics from the University of Delaware. He is a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| Robert J. Mancuso | Vice President | 1996 | 2019 |
| Biography | Robert J. Mancuso, CFA, is the small cap portfolio manager for Glenmede Investment Management LP. Mr. Mancuso joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1992 as a research analyst. In 1993, he became the Small Cap portfolio manager. He came to GTC after working at the Penn Mutual Life Insurance Company for over fourteen years in a variety of positions of increasing responsibility. Mr. Mancuso earned the Chartered Financial Analyst designation in 1986, and he is a member of the Financial Analysts Federation of Philadelphia. He graduated from Drexel University in 1980 with a B.S. in Commerce and Engineering. | ||
| Andrew B. Williams | President | 1992 | 1997 |
| Biography | Andrew Williams, Founder, President and Lead Portfolio Manager, has 32 years of investment industry experience. He is the architect of the firm’s flagship investment strategy and developed our proprietary screening model. Andy heads the fundamental investment team at PIA and is involved in portfolio management and research functions. He serves as the Lead Portfolio Manager for our international large cap products, a position he has held since the strategy’s inception in 1988. Prior to forming PIA in 2002, Andy was the Director of Research for The Glenmede Trust Company and spearheaded its international effort. Prior to joining Glenmede in 1985, he was Vice President of Investment Research at Lehman Brothers in New York. Andy began his investment career in 1980 as a Research Analyst at Provident National Bank in Philadelphia (now PNC Bank). Andy received an M.B.A. in Finance from Temple University in 1981 and a B.A. in History from Trinity College in 1976. He earned his Chartered Financial Analyst designation in 1988. | ||
| Harold Anderson | - | 1991 | 1992 |
| Biography | Anderson is a portfolio manager of the fund. | ||
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