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Saratoga Large Capitalization Growth Portfolio Fund Class Institutional (0P00002OFS)

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32.140 +0.640    +2.03%
19/09 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 29.87M
Type:  Fund
Market:  United States
Issuer:  Saratoga
Asset Class:  Equity
Saratoga Large Capitalization Growth Portfolio Fun 32.140 +0.640 +2.03%

0P00002OFS Overview

 
On this page you'll find an in-depth profile of Saratoga Large Capitalization Growth Portfolio Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of 0P00002OFS among other information.
Category

Large Growth

Total Assets

29.87M

Expenses

1.48%

Inception Date

Sep 01, 1994

Investment Strategy

The investment seeks capital appreciation. The Portfolio will normally invest at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.

Contact Information

Address 99 Wall Street, Suite 1200
New York,NY 10005
United States
Phone +1 8008073863

Top Executives

Name Title Since Until
John D. Brim Portfolio Manager 2015 Now
Biography John D. Brim, CFA, Chief Investment Officer,joined Smith Group in March 1998 and is a member of the investment management team.Prior to joining the firm, he was a manager within the institutional investment consulting group of Deloitte & Touche from 1997 to 1998. From 1990 to 1997, Brim held a variety of positions, including senior client manager with NationsBank Asset Management in Dallas. He earned his bachelor's degree in economics from Texas A&M University. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Stephen S. Smith Founder 2015 Now
Biography Stephen S. Smith, CFA, is Chief Executive Officer and Chief Investment Officer and founder of Smith Group. Prior to Smith Group, he held a number of senior investment positions at Bank of America until he departed in 1995 to found Smith Group. Mr. Smith has an engineering degree and an MBA, both from the University of Alabama. He is a member of the CFA Institute and the CFA Society of Dallas-Ft. Worth.
Aziz V. Hamzaogullari Executive Vice President 2011 2015
Biography Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles US Growth Equity, US Equity Leaders and Global Growth Equity funds, along with US products. Aziz is also a member of the firm’s Board of Directors.
Mark B. Baribeau Managing Director 2005 2011
Biography Mark Baribeau is the head of global equity and a global equity portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's global equity strategies. He is a member of the Jennison Management Team. Prior to joining Jennison in 2011, Mark was a global equity and large cap growth portfolio manager at Loomis Sayles. Before that, he was an economist at John Hancock Financial Services. Mark received a BA in economics from the University of Vermont and an MA in economics from the University of Maryland. He is a CFA charterholder.
Richard D. Skaggs Portfolio Manager 2005 2011
Biography Richard Skaggs, CFA: began investment career in 1985; joined Loomis Sayles in 1994; has managed the Fund since inception; BS, MSM, Oakland University.
Pamela N. Czekanski Portfolio Manager 2005 2010
Biography Pamela Czekanski, CFA: began investment career in 1982; joined Loomis Sayles in 1995; has managed the Fund since inception; BA, Middlebury College.
Jack Sullivan - 1994 1999
Gordon Ceresino - 1994 1999
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