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Sei Institutional Managed Trust Tax-managed Volatility Fund Class F (TMMAX)
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SEI Tax-Managed Mgd Volatility F (SIMT)
19.92
-0.06
-0.30%
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TMMAX Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Tax-managed Volatility Fund Class F. Learn about the key management, total assets, investment strategy and contact information of TMMAX among other information.
Investment Strategy
The investment seeks to maximize after-tax returns, but with a lower level of volatility than the broad U.S. equity markets. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts (ADRs), real estate investment trusts (REITs) and securities of non-U.S. companies.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David L. Hintz | Portfolio Manager | 2024 | Now |
| Biography | David L. Hintz, CFA serves as a Portfolio Manager for the Large Cap, Large Cap Disciplined Equity, Large Cap Index, S&P 500 Index and Extended Market Index Funds. David L. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute. | ||
| Eugene Barbaneagra | Portfolio Manager | 2024 | Now |
| Biography | Eugene Barbaneagra, CFA, serves as Portfolio Manager for the U.S. Equity Factor Allocation, U.S. Managed Volatility, Global Managed Volatility and World Select Equity Funds. Mr. Barbaneagra serves as a Portfolio Manager within the Investment Management Unit. Mr. Barbaneagra is responsible for the portfolio strategy of US and Global Managed Volatility Funds and a number of core Global Equity funds. | ||
| John Csaszar | Portfolio Manager | 2024 | Now |
| Biography | John serves as Portfolio Manager of the Canadian equity strategies. John is part of SEI’s Investment Management Unit.Prior to joining SEI in 2017, John was a Senior Research Analyst within the Investment Management Research group at CIBC Asset Management. He began his career in 2006 with BNY Mellon Wealth Management. | ||
| Jason Collins | Vice President | 2016 | Now |
| Biography | Jason Collins is a co-portfolio manager of the Stable Value Intermediate strategies in the Fixed Income Division. He is a vice president and an Investment Advisory Committee member of the Short-Term Bond Fund, a vice president of the Fixed Income Series, Inc., and a member of the Investment Advisory Committee for the Limited-Term Bond Portfolio. Jason also chairs the Synthetic Investment Committee and cochairs the Low Duration Advisory Committee. He is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company. Jason’s investment experience began in 2001, and he has been with T. Rowe Price since 2005, beginning as a portfolio investment analyst on the Stable Value team, before transitioning to the U.S. Taxable Low Duration team. After that, he was an associate portfolio manager responsible for managing high-quality multi-sector portfolios for stable value mandates. Prior to joining the firm, Jason was employed by University Federal Credit Union as a financial analyst, where he managed a portfolio of investment-grade securities and was responsible for the credit union's asset liability management program. Before that, he was employed by Janus Capital as an investor service supervisor. Jason also was an airborne reconnaissance supervisor in the United States Navy. Jason earned a B.S., with honors, in liberal studies from Excelsior College and an M.B.A. from the University of Texas at Austin. Jason also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. | ||
| Greg Sleight | Partner | 2014 | Now |
| Biography | Greg Sleight is a Partner, Portfolio Manager and Quantitative Analyst of LSV. At LSV, Mr. Sleight is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Sleight received a B.S. in Material Science & Engineering from the University of Illinois in 2000 and an M.B.A. in Econometrics, Economics & Analytic Finance from the University of Chicago in 2006. | ||
| Guy Lakonishok | Partner & Portfolio Manager | 2014 | Now |
| Biography | Guy Lakonishok, CFA is a Partner, Portfolio Manager and Quantitative Analyst at LSV. Prior to joining LSV, Mr. Lakonishok was a Vice President in the Quantitative Equity group at BlackRock. His responsibilities included research, portfolio implementation, system development and performance attribution. Prior to this experience, Mr. Lakonishok was an analyst in the Quantitative Equity group at Weiss, Peck, and Greer, where he was responsible for developing portfolio analytics and assisting in the day-to-day management of the portfolios. Mr. Lakonishok received a B.S. in Applied Science with | ||
| Jason Karceski | Partner & Portfolio Manager | 2014 | Now |
| Biography | Jason Karceski, Ph.D., has served as a Senior Research Analyst of LSV since 2009, a partner since 2012 and portfolio manager since 2014. | ||
| Puneet Mansharamani | Partner, Portfolio Mgr & Quant Analyst | 2010 | Now |
| Biography | Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications fo | ||
| Josef Lakonishok | Portfolio Manager | 2010 | Now |
| Biography | Dr. Lakonishok joined LSV in 1994, where he currently serves as Chief Executive Officer, Chief Investment Officer, Partner and Portfolio Manager Dr. Lakonishok has more than 30 years of investment and research experience. Dr. Lakonishok was, until 2004, the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign. Before that, he held staff and visiting professorships at Tel Aviv University, Cornell University, the University of North Carolina at Chapel Hill, and the University of British Columbia. | ||
| Menno Vermeulen | Partner | 2010 | Now |
| Biography | Menno Vermeulen, CFA, is a Partner, Portfolio Manager and Senior Quantitative Analyst of LSV. Dr. Lakonishok joined LSV in 1994. Vermeulen has more than 21 years of investment experience. At LSV, Mr. Vermeulen has developed and written the software for our quantitative models and portfolio management system. He leads our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Vermeulen is also involved in the research process at LSV. Prior to joining LSV, he worked at ABP | ||
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