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Vulcan Value Equity Usd Inc (0P0000ZQWR)

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219.370 +1.420    +0.65%
21/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 578.96M
Type:  Fund
Market:  Ireland
Issuer:  Carne Global Fund Managers (Ireland) Ltd
ISIN:  IE00BC7GWL98 
Asset Class:  Equity
Vulcan Value Equity USD Inc 219.370 +1.420 +0.65%

0P0000ZQWR Overview

 
On this page you'll find an in-depth profile of Vulcan Value Equity Usd Inc. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZQWR among other information.
Category

US Large-Cap Blend Equity

Total Assets

578.96M

Expenses

1.18%

Inception Date

Sep 24, 2013

Investment Strategy

The investment objective of the Fund will be to achieve capital appreciation over the long term primarily by investing directly or indirectly in equity securities. Exposure to equity securities may be achieved by investing in collective investment schemes, including exchange-traded funds. There is no assurance that the Fund will achieve its Investment Objective.

Contact Information

Address Three Protective Center, 2801 Highway 280 South, Suite 300
Birmingham,Al 35223
United States
Phone 205.803.1582
Fax 205.803.1584

Top Executives

Name Title Since Until
C.T. Fitzpatrick CIO (Chief Investment Officer)/Portfio Manager/Founder/CEO 2013 Now
Biography Mr. Fitzpatrick, as the Chief Investment Officer of Vulcan and the portfolio manager for each Fund, leads Vulcan’s research team, which is responsible for stock selection. As the Funds’ sole portfolio manager, Mr. Fitzpatrick has discretion over each Fund’s assets and exercises final investment decision-making for each Fund. In addition, Mr. Fitzpatrick oversees the structuring of portfolios for consistency with each Fund’s guidelines and regulatory requirements. Mr. Fitzpatrick is the Founder of Vulcan and has been the Chief Executive Officer and Chief Investment Officer of Vulcan since 2007. Prior to founding Vulcan in 2007, Mr. Fitzpatrick was a principal and portfolio manager at Southeastern Asset Management from 1990 to 2007.
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