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Imgp Us Small And Mid Company Growth R Usd (0P0000VT9K)

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2,485.790 -29.660    -1.18%
13/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.33M
Type:  Fund
Market:  Luxembourg
Issuer:  iM Global Partner Asset Management S.A.
ISIN:  LU0747344215 
Asset Class:  Equity
iMGP US Small And Mid Company Growth R USD 2,485.790 -29.660 -1.18%

0P0000VT9K Overview

 
On this page you'll find an in-depth profile of Imgp Us Small And Mid Company Growth R Usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000VT9K among other information.
Category

US Mid-Cap Equity

Total Assets

3.33M

Expenses

1.27%

Inception Date

Mar 28, 2012

Investment Strategy

The objective of this Sub-fund is to provide its investors with a long-term appreciation of their capital, principally by means of a focused portfolio of investments in high quality common stocks of small and medium companies of issuers of the United States of America. At least two thirds of the Sub-fund’s assets are invested at all times in equities and similar transferable securities issued by companies of medium or small stock market capitalization and having their registered office in the United States or operating predominantly in the United States.

Contact Information

Address 54 rue Charles Martel
Luxembourg, L-2134
Luxembourg
Phone +352 26 27 36 1

Top Executives

Name Title Since Until
Rayna Lesser Hannaway Portfolio Manager & Analyst 2020 Now
Biography Rayna Lesser Hannaway, Head of Team, Portfolio Manager and Analyst, is a portfolio manager for the Global SMID Company Growth, U.S. Small Company Growth and U.S. SMID Company Growth strategies. Lesser Hannaway joined Polen Capital in 2017. Prior to joining Polen Capital, she spent nine years in portfolio management and two years as a research analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Lesser Hannaway received a B.A. in Economics from Barnard College, a division of Columbia University. Lesser Hannaway is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing.
Tucker Walsh - 2020 2022
Jason J. Votruba Portfolio Manager 2014 2020
Biography Mr. Votruba is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund and previously he served as a member of the small cap equity team. Prior to joining the firm in 2002, he worked as an analyst within the Equity Research and Investment Banking divisions at George K. Baum & Company from 2000 to 2002 and Commerce Bank from 1998 to 2000. He has 21 years of financial industry experience. Mr. Votruba earned his Bachelor of Science degree in Business Administration from Kansas State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
Derek M. Smashey Portfolio Manager 2012 2020
Biography Mr. Smashey is Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. Prior to joining the firm in 2006, he was a director at Nations Media Partners, an investment banking firm specializing in media and communications. Mr. Smashey has 15 years of financial industry experience. He earned his MBA from the University of Kansas and his Bachelor of Science degree in Finance from Northwest Missouri State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
John A. Indellicate Co-Portfolio Manager 2012 2020
Biography Mr. Indellicate is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He joined the firm in 2004 as a senior qualitative analyst and has been a member of the mid cap team since the product’s inception in 2006. Mr. Indellicate has 15 years of financial industry experience. He earned his bachelor’s degree in Economics from Harvard University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute.
G. Patrick Dunkerley Portfolio Manager 2012 2020
Biography Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy’s inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid-cap mutual fund and separate account product for Victory Capital Management from 2001 to 2006. His experience also includes roles as an equity research analyst at Edward Jones and Securities Corporation of Iowa. Mr. Dunkerley has 25 years of financial industry experience. Mr. Dunkerley earned his MBA from Golden Gate University and his Bachelor of Science degree in Business Administration from the University of Missouri. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. Mr. Dunkerley is a veteran of the U.S. Air Force where he served at the rank of captain.
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