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Transamerica Capital Growth Fund Class I (TFOIX)

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41.83 +0.34    +0.82%
29/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 799.45M
Type:  Fund
Market:  United States
Issuer:  Transamerica
Asset Class:  Equity
Transamerica Capital Growth I 41.83 +0.34 +0.82%

TFOIX Overview

 
On this page you'll find an in-depth profile of Transamerica Capital Growth Fund Class I. Learn about the key management, total assets, investment strategy and contact information of TFOIX among other information.
Category

Large Growth

Total Assets

799.45M

Expenses

0.82%

Inception Date

40147

Investment Strategy

The investment seeks to maximize long-term growth. The fund seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations at the time of purchase within the range of companies included in the Russell 1000® Growth Index. It may invest up to 25% of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries, securities classified as ADRs, GDRs, ADSs or GDSs, foreign U.S. dollar denominated securities that are traded on a U.S. exchange and local shares of non-U.S. issuers.

Contact Information

Address 1801 California Street, Suite 5200
Denver,CO 80202
United States
Phone +1 8882334339

Top Executives

Name Title Since Until
Alexander T. Norton Senior Investor 2011 Now
Biography Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has been with financial industry since 1995. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School.
Jason C. Yeung Managing Director 2011 Now
Biography Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has been with financial industry since 1997. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation.
Armistead B. Nash Executive Director 2011 Now
Biography Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has has been with financial industry since 2000. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration.
Dennis P. Lynch Team Leader 2011 Now
Biography Dennis is the Head of the Counterpoint Global team at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has been with financial industry since 1994. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University.
David S. Cohen Senior Investor 2011 Now
Biography Dave Cohen is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1993 and has has been with financial industry since 1988. Dave joined the team as an investor in 1999. Prior to joining the firm, Dave was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a B.S. summa cum laude in management from Pace University.
Sandeep (Sam) G. Chainani Senior Investor 2011 Now
Biography Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has been with financial industry since 1996. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation.
Joshua D. Shaskan Principal, Portfolio Manager 2009 2011
Biography Joshua D. Shaskan is a Principal and Portfolio Manager at TIM. He manages sub-advised funds and institutional separate accounts in the Small and Small/Mid (SMID) Growth Equity disciplines. He joined TIM in 2005 when the firm acquired Westcap Investors LLC. Prior to Westcap, Mr. Shaskan served as an Investment Specialist for three years at Wells Fargo Securities and was also previously a Financial Advisor at Prudential Securities. Mr. Shaskan has earned the right to use the Chartered Financial Analyst designation.
Kirk J. Kim Principal 2009 2011
Biography Kirk J. Kim is Principal, Deputy Chief Investment Officer and Portfolio Manager at TIM. He manages sub-advised funds and institutional separate accounts in TIM’s Large Growth Equity, Concentrated All Cap Growth Equity, Convertible Securities and Flexible Income investment disciplines. Prior to joining TIM in 1997, Mr. Kim worked as a securities analyst for The Franklin Templeton Group. He holds a B.S. in Finance from the University of Southern California. Mr. Kim has 14 years of investment experience.
Edward S. Han Vice President 2009 2011
Biography Edward S. Han is a Principal and Portfolio Manager for Granite Investment Partners, LLC. Mr. Han is a Co-Portfolio Manager on the Large Cap Equity strategy. Mr. Han follows the Health Care, Industrials and Financial Services sectors as an analyst. He is also a member of the Management Committee. Prior to joining Granite in 2011, Mr. Han was a Principal and Portfolio Manager for Transamerica Investment Management, LLC (TIM). While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Large Cap, Core, All Cap and Mid Cap Equity strategies. Earlier in his career at TIM, he served as an analyst and portfolio manager for High Yield and Convertible securities. Prior to joining TIM in 1998, Mr. Han was a vice president of corporate banking at Bank of America.
Gregory Weirick Managing Director, Principal 2005 2008
Biography Weirick is a managing director and principal of Transamerica. He has been with the firm since 2005. Prior to that, Weirick was co-founder, treasurer and managing director of Westcap Investors, LLC from 1992 to 2005. He has specialized in the small cap growth category for over 10 years. Weirick holds the Chartered Financial Analyst designation.
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