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The investment seeks long-term capital appreciation. The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in small-cap companies.
Name | Title | Since | Until |
---|---|---|---|
José Muñoz | Portfolio Manager | 2017 | Now |
Biography | Jose Munoz is a Managing Principal, Portfolio Manager at Geneva Capital Management. Mr. Munoz co-manages the Geneva Small Cap, Mid Cap and SMID Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2011. Mr. Munoz earned his BA degree from Marquette University and his MBA from the University of Chicago, Booth School of Business. Mr. Munoz is a CFA Charterholder. | ||
William Scott Priebe | Senior Financial Analyst | 2009 | Now |
Biography | W. Scott Priebe is a Managing Principal, Portfolio Manager at Geneva Capital Management. Mr. Priebe co-manages the Geneva Small Cap, Mid Cap, SMID Cap and All Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2004. Prior to Geneva, he worked for Eli Lilly & Company. Mr. Priebe earned his BA degree from DePauw University and his MBA from the University of Chicago, Booth School of Business. | ||
William A. Priebe | Portfolio Manager | 2009 | 2024 |
Biography | Bill Priebe is an Advisor, Portfolio Manager at Geneva Capital Management. Mr. Priebe co-manages the Geneva Small Cap and Mid Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. Mr. Priebe co-founded Geneva Capital Management in 1987. Prior to Geneva Mr. Priebe worked at First Wisconsin Trust. Mr. Priebe earned his BA and MS degrees from Northern Illinois University and his MBA from the University of Chicago, Booth School of Business. Mr. Priebe is a CFA Charterholder. | ||
Amy S. Croen | Co-President | 2009 | 2018 |
Biography | Croen is co-president, chief compliance officer, portfolio manager and one of the founders of Geneva Capital Management LTD. Croen holds the Chartered Financial Analyst designation. | ||
Michelle J. Picard | Marketing Professional | 2009 | 2017 |
Biography | Michelle J. Picard, CFA, is a Portfolio Manager at Henderson Geneva Capital Management. She joined Geneva in 1999, which was later acquired by Henderson Global Investors in October 2014. She is a member of its Investment Strategy Group that conducts high quality fundamental research and is responsible for the management and oversight of the Henderson Geneva growth equity products. Before joining Geneva, Ms Picard worked for Strong Capital Management. Ms Picard graduated from the University of Wisconsin-Milwaukee. |
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