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🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Harbor Mid Cap Value Fund Institutional Class (HAMVX)
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Harbor Mid Cap Value Instl
26.09
+0.32
+1.24%
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HAMVX Overview
On this page you'll find an in-depth profile of Harbor Mid Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HAMVX among other information.
Investment Strategy
The investment seeks long-term total return. The fund invests primarily in equity securities, principally common stocks, of mid cap companies. Under normal market conditions, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of mid cap companies. The Subadvisor's active investment strategy uses a quantitative investment model to evaluate and recommend investment decisions for the fund in a bottom-up, contrarian value approach.
Contact Information
Address
111 S. Wacker Drive, 34th Floor
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Phone
+1 8004221050
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Greg Sleight | Partner | 2015 | Now |
| Biography | Greg Sleight is a Partner, Portfolio Manager and Quantitative Analyst of LSV. At LSV, Mr. Sleight is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Sleight received a B.S. in Material Science & Engineering from the University of Illinois in 2000 and an M.B.A. in Econometrics, Economics & Analytic Finance from the University of Chicago in 2006. | ||
| Guy Lakonishok | Partner & Portfolio Manager | 2015 | Now |
| Biography | Guy Lakonishok, CFA is a Partner, Portfolio Manager and Quantitative Analyst at LSV. Prior to joining LSV, Mr. Lakonishok was a Vice President in the Quantitative Equity group at BlackRock. His responsibilities included research, portfolio implementation, system development and performance attribution. Prior to this experience, Mr. Lakonishok was an analyst in the Quantitative Equity group at Weiss, Peck, and Greer, where he was responsible for developing portfolio analytics and assisting in the day-to-day management of the portfolios. Mr. Lakonishok received a B.S. in Applied Science with | ||
| Puneet Mansharamani | Partner, Portfolio Mgr & Quant Analyst | 2006 | Now |
| Biography | Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications fo | ||
| Josef Lakonishok | Portfolio Manager | 2004 | Now |
| Biography | Dr. Lakonishok joined LSV in 1994, where he currently serves as Chief Executive Officer, Chief Investment Officer, Partner and Portfolio Manager Dr. Lakonishok has more than 30 years of investment and research experience. Dr. Lakonishok was, until 2004, the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign. Before that, he held staff and visiting professorships at Tel Aviv University, Cornell University, the University of North Carolina at Chapel Hill, and the University of British Columbia. | ||
| Menno Vermeulen | Partner | 2004 | Now |
| Biography | Menno Vermeulen, CFA, is a Partner, Portfolio Manager and Senior Quantitative Analyst of LSV. Dr. Lakonishok joined LSV in 1994. Vermeulen has more than 21 years of investment experience. At LSV, Mr. Vermeulen has developed and written the software for our quantitative models and portfolio management system. He leads our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Vermeulen is also involved in the research process at LSV. Prior to joining LSV, he worked at ABP | ||
| Robert W. Vishny | Partner | 2004 | 2008 |
| Biography | Vishny has served as partner of LSV since its founding in 1994. He has more than 17 years of investment and research experience. | ||
| Peter A. Gulli | Senior Vice President | 2002 | 2004 |
| Biography | Peter A. Gulli, CFA joined DGHM in 1999 and is a Sector Specialist focusing on Banks and Miscellaneous Financials. He is a Senior Vice President and shareholder. From 1994 to 1999, Mr. Gulli was a Vice President and Equity Analyst at the Chase Manhattan Bank. Previously, he was a Financial Analyst in the Private Bank Financial Management group at Chase. Mr. Gulli earned a BBA in Finance from the University of Notre Dame in 1992, and an MBA from New York University in 1999. | ||
| Bruce H. Geller | CIO (Chief Investment Officer) | 2002 | 2004 |
| Biography | Bruce H. Geller, CFA joined DGHM in 1992 and is its Chief Executive Officer and a Sector Specialist focusing on Retail and Capital Goods. He became a member of the firm’s Management Committee in 2000, joined its Board of Directors in 2004, and became Chief Executive Officer in 2007. He is a shareholder. Previously, Mr. Geller was an Analyst in the Public Finance Department at Bear, Stearns & Co., Inc. He is a summa cum laude graduate of the State University of New York at Albany, where he earned a BS in 1991. Mr. Geller is currently Chairman of the Advisory Board for the Center for Institutional Investment Management (CIIM), based in Albany, NY. | ||
| Timothy G. Dalton | CEO | 2002 | 2004 |
| Biography | Timothy G. Dalton, Jr., CFA founded DGHM in 1982 and is its Chairman and a Sector Specialist focusing on Financial Services. He became a member of the firm’s Management Committee in 1990 and of its Board of Directors in 2004. He is a shareholder. Mr. Dalton was DGHM’s Chief Investment Officer from 1990 to 2006, and its Chief Executive Officer from 1990 to 2000. From 1982 to 1990, he was President and CEO of Dillon, Read Capital Inc. From 1976 until 1982, he was Senior Vice President of Oppenheimer Capital Corp. and a partner of its parent, Oppenheimer & Co. At Oppenheimer Capital, he personally managed substantial pension account assets and also served as Director of Research and Co-Chairman of the firm's Investment Policy Committee. He previously served as Senior Vice President and Director of The Robinson Humphrey Company and as Managing Partner of Franklin Capital Investors. He earned a BA from Northwestern University in 1960 and an MA from Princeton University in 1962. Mr. Dalton is a former Director of the New York Society of Security Analysts. | ||
| Kenneth J. Greiner | Vice Chairman | 2002 | 2004 |
| Biography | Kenneth J. Greiner, CFA founded DGHM in 1982 and is its Vice Chairman and a shareholder. Mr. Greiner was DGHM’s Chief Executive Officer from 2001 to 2006, and its President from 1990 to 2005. From 1983 to 1990 he was a Senior Vice President of Dillon, Read Capital Inc. Previously, he was a Senior Portfolio Manager, Analyst, and Member of the Investment Committee with the College Retirement Equities Fund for 11 years. From 1968 to 1972, he was an Analyst and Portfolio Manager with Chemical Bank. He earned a BS from Bucknell University in 1967 and an MBA from Baruch College in 1969. | ||
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