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Nationwide Wcm Focused Small Cap Fund Institutional Service Class (0P00003AI7)
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11/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 82.69M
Nationwide HighMark Small Cap Core Fund Institutio
35.090
+0.180
+0.52%
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0P00003AI7 Overview
On this page you'll find an in-depth profile of Nationwide Wcm Focused Small Cap Fund Institutional Service Class. Learn about the key management, total assets, investment strategy and contact information of 0P00003AI7 among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.
Contact Information
Address
One Nationwide Plaza
Columbus,OH 43215
United States
Columbus,OH 43215
United States
Phone
+1 8008480920
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jonathon M. Detter | Valuation Analyst | 2017 | Now |
| Biography | Jon joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since he began his investment career in 2001, Jon’s experience includes a position as principal at Opus Capital Management, where he was one of three portfolio managers on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Earlier, he held positions at Valuation Research Corporation and Arthur Andersen LLP, performing valuation work for public and private companies, primarily with respect to equity and option valuations, purchase price allocations, intangible assets and asset impairment testing. Jon graduated magna cum laude from Xavier University (Ohio) with a B.S.B.A. in Finance. He is also a CFA® charterholder. | ||
| Anthony B. Glickhouse | Analyst & Portfolio Manager | 2017 | Now |
| Biography | Anthony joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since he began his investment career in 2006, Anthony’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Anthony held positions at The Private Client Reserve of U.S. Bank, where he conducted economic / capital market research and detailed asset allocation analysis, and at Renaissance Investment Management, where he performed operations and security analysis duties. Anthony graduated from Miami University (Ohio) with a B.S. in Finance. He is also a CFA® charterholder. | ||
| Patrick F. McGee | Equity Research Associate | 2017 | Now |
| Biography | Pat joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2010, Pat’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Pat held the Associate Analyst position at Avondale Partners LLC, where he assisted in research. Earlier still, he worked as a senior consultant at Ernst & Young LLP, where he established the Los Angeles office’s Fraud Investigation and Dispute Services practice. Pat earned his B.B.A. in Finance and Public Policy from the College of William & Mary (Virginia), and his M.B.A. from the University of Virginia. He is also a CFA® charterholder. | ||
| Yanping Li | Vice President | 2016 | 2017 |
| Biography | Yanping joined HighMark in 2011. As a Quantitative Analyst, he is responsible for performing quantitative analysis to enhance the investment process for several equity strategies. Yanping began his career in the investment industry in 2008, with companies that include Deutsche Bank, BNP and Applied Materials. Prior to joining HighMark, Yanping was a Senior Quantitative Researcher at Revere Data where he performed quantitative research for global equity markets and developed high frequency algorithmic trading strategies for foreign currency exchange. Yanping earned a Master of Arts from Brandeis University, a Master of Financial Engineering from University of California at Berkeley and a Ph.D. in Applied Physics from Cornell University. | ||
| Derek Izuel | Director | 2008 | 2017 |
| Biography | Mr. Izuel is Managing Director and Chief Equity Officer of HighMark and has been associated with HighMark since 2008. Prior to joining HighMark, Mr. Izuel was a senior portfolio manager for Invesco from 1997 to 2008. Mr. Izuel earned a BS in computer science from the University of California at Berkley and an MBA from the Ross School of Business at the University of Michigan. Mr. Izuel is a CFA charterholder and belongs to the CFA Society of San Francisco and the Chicago Quantitative Alliance . | ||
| Edward Herbert | - | 2012 | 2014 |
| Biography | "Ed joined HighMark in August of 2006. Ed is responsible for performing research into quantitative models to enhance the investment process of several underlying equity strategies. Dr. Herbert has more than 13 years experience in the investment industry in the US and Europe. Prior to joining Highmark, he was a member of the research group at MSCI-Barra and its predecessor firms Barra Inc and Barra International where he performed research in areas ranging from equity valuation modeling to European and global equity risk modeling. Ed received both a Bachelor of Science degree in Management Science and a PhD in Operational Research from from the University of Wales, Swansea." | ||
| David J. Goerz | CIO | 2007 | 2012 |
| Biography | David Goerz joined HighMark in 2003. As CIO, David provides leadership to all of HighMark's investment activities. He chairs the Investment Policy Committee, the Asset Allocation Committee, and is a member of the Executive Committee of HighMark Capital. Prior to joining HighMark, he was Chief Investment Officer at Morningstar Associates and mPower Advisors, prior to their purchase. Previously, he was Director of Global Asset Allocation Research and Portfolio Manager for Wellington Management. He also held portfolio management and senior investment research positions with TSA Capital Management and ARCO Investment Management. David received his BS from UCLA in Applied Mathematics and a Masters in Operations Research Engineering from Stanford. David regularly appears on various business news programs for CNBC as well as Bloomberg TV and Radio. He also is quoted frequently in the Wall Street Journal, Business Week, Financial Times, Investment News, Reuters, MSN Money, Forbes, and other investment periodicals. He also serves on the Board of Directors for Axioma, Inc. and Mismi, Inc., two investment software companies based in New York. | ||
| Richard Rocke | Manager | 2007 | 2009 |
| Biography | Rocke has been a manager of HighMark Core Equity Fund since 2005. He is vice president and director of quantitative strategies group for HighMark Capital Management, Inc.; he has associated with HighMark Capital Management since 1999. | ||
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