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The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000® Index on the last business day of the month in which its most recent reconstitution was completed.
Name | Title | Since | Until |
---|---|---|---|
David F. Johnson | Lending officer | 2017 | Now |
Biography | David is a portfolio manager of Nuveen’s Small Cap Value strategies and related institutional portfolios. He is also a senior equity research analyst for the small cap value team, specializing in the energy, materials, technology, and utilities sectors. David joined the firm in 1997 as an equity research analyst supporting the mid- and large-cap teams. He joined the small cap value team in 2001 as a dedicated research analyst covering multiple sectors. Previously, he was a securities analyst at The State of Wisconsin Investment Board and a lending officer at both Shawmut National Bank and Bank of New England. David began working in the investment industry in 1990. David graduated with a B.A. from St. Lawrence University and an M.B.A. from the University of Connecticut. David holds the CFA designation and is a member of the CFA Institute. | ||
Karen L. Bowie | Senior Vice President | 2005 | Now |
Biography | Karen is a portfolio manager of Nuveen’s Small Cap Value and Mid Cap Value strategies and related institutional portfolios. She joined the team managing Small Cap Value in 2005 and she took over primary portfolio management responsibilities for Mid Cap Value in 2012. Prior to her management roles, she was responsible for equity research in the financial sector for the small cap value team.Karen began working in the investment industry and joined the firm in 1984 as an equity portfolio manager and equity research analyst. From 1989 to 1999 she served as an institutional portfolio manager and head of the fixed income group for the Ohio/Kentucky region at PNC Financial, before rejoining the firm in 1999. Karen also worked in equity research and fund management for PNC Financial and has been an adjunct associate professor at the University of Cincinnati, where she taught Finance and Economics.Karen graduated with a B.S.B.A. and an M.B.A. from Xavier University and a J.D. from Salmon P. Chase College of Law. She holds the CFA designation and is a member of the CFA Institute. | ||
Andrew O. Rem | - | 2017 | 2020 |
Biography | Andrew is a portfolio manager of Nuveen’s Small Cap Value strategies and related institutional portfolios. He is also a senior equity research analyst for the small cap value team, specializing in the consumer staples, healthcare and industrial sectors.Prior to joining the firm in 2007, he worked at Summit Creek Advisors, LLC, as chief compliance officer and portfolio manager/analyst on a small-cap growth portfolio. He has also worked as a trader and analyst at Winslow Capital Management, Inc., and as a senior marketing research analyst at Investment Advisers, Inc.Andrew graduated with a B.S. in Business Management from the University of Utah and an M.B.A. with an emphasis in Finance from California State University, Fullerton. He also holds the CFA designation and is a member of the CFA Institute.GBI-1027670PR-E1219P | ||
Chad M. Kilmer | Partner | 2005 | 2006 |
Biography | Chad Kilmer, CFA, CPA, partner, is a portfolio manager for William Blair’s Small and Small-Mid Cap Value strategies. He joined William Blair in his current role in 2006. Previously, Chad spent two years at U.S. Bancorp Asset Management, where he was most recently lead portfolio manager of the First American Small Cap Value Fund. Before that, he was an analyst with the Small Cap Value product at Gabelli Woodland Partners, a subsidiary of Gabelli Asset Management, for three years. Chad is a member of the CFA Institute and the CFA Society Chicago. He received a B.S.B. in accounting from the University of Minnesota and an M.B.A. with an emphasis on finance from the Yale School of Management. | ||
Mark T. Leslie | William Blair | 2003 | 2005 |
Biography | Mark Leslie, CFA, partner, is a portfolio manager for William Blair’s Small and Small-Mid Cap Value strategies. He joined the firm in his current role in 2005. Previously, he was lead portfolio manager of the First American Small Cap Value Fund and co-portfolio manager of the First American Mid Cap Value Fund at U.S. Bancorp Asset Management for eight years. Before becoming a portfolio manager, Mark was an equity analyst at U.S. Bancorp. Before that, he was a sell-side analyst with Dain Bosworth for five years. Mark is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in business and economics, cum laude, from the University of New Hampshire. | ||
David F. Johnson | Lending officer | 2003 | 2005 |
Biography | David is a portfolio manager of Nuveen’s Small Cap Value strategies and related institutional portfolios. He is also a senior equity research analyst for the small cap value team, specializing in the energy, materials, technology, and utilities sectors. David joined the firm in 1997 as an equity research analyst supporting the mid- and large-cap teams. He joined the small cap value team in 2001 as a dedicated research analyst covering multiple sectors. Previously, he was a securities analyst at The State of Wisconsin Investment Board and a lending officer at both Shawmut National Bank and Bank of New England. David began working in the investment industry in 1990. David graduated with a B.A. from St. Lawrence University and an M.B.A. from the University of Connecticut. David holds the CFA designation and is a member of the CFA Institute. | ||
Janet I. Grangaard | Portfolio Manager | 1998 | 2002 |
Biography | Grangaard is a portfolio manager with Thrivent Investment Management, her employer since 1988. She initially worked as a securities analyst, and began managing portfolios for the company in 1994. Grangaard holds the Chartered Financial Analyst designation. | ||
Michael K. Sabbann | Analyst | 1998 | 1999 |
Biography | Sabbann is portfolio manager with First American Asset Management , his employer since 1998. Prior to joining the firm, he was an analyst with Piper Jaffray Companies. He has more than 11 years of investment industry experience. | ||
Frank G. Magdalem | - | 1998 | 1999 |
Douglas K. Rose | - | 1998 | 1999 |
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