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Bright Rock Quality Large Cap Fund Institutional Class (BQLCX)
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29/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 416.24M
Bright Rock Quality Large Cap Instl
24.96
+0.06
+0.24%
- Overview
- Profile
- Historical Data
- Holdings
BQLCX Overview
On this page you'll find an in-depth profile of Bright Rock Quality Large Cap Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of BQLCX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies with large-sized market capitalizations. The adviser defines large-cap companies as those companies with market capitalizations within the range of companies in the Russell 1000® Index at the time of investment. The fund may invest up to 25% of its net assets in securities of foreign large-cap companies that are traded in the U.S., including companies located in emerging markets, as well as American Depositary Receipts.
Contact Information
Address
2036 Washington Street
Hanover,MA 02339
United States
Hanover,MA 02339
United States
Phone
(781) 982-6593
Fax
781-982-6769
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Douglas S. Butler | Portfolio Manager | 2010 | Now |
| Biography | Douglas S. Butler, CFA®, CFP® Doug Butler has worked in the investment business since 1991. Douglas Butler has served as Director of Research of Rockland Trust since 2004. Prior to joining Rockland Trust, Mr. Butler had a consulting business, specializing in mergers and acquisitions consulting for private manufacturing firms in the Chicago area. Prior to that, Mr. Butler was an equity portfolio manager for Sanford C. Bernstein. Mr. Butler is a CFA charter holder and has also received his designation as a Certified Financial PlannerTM. | ||
| David B. Smith | CIO (Chief Investment Officer), Senior Portfolio Manager | 2010 | Now |
| Biography | David Smith has worked in the investment management field since 1990. As the Chief Investment Officer and Senior Portfolio Manager, he is responsible for the oversight and direction of Bright Rock Capital. He also is responsible for managing client portfolios. In this capacity, Mr. Smith is involved in performing research and setting investment policy. Prior to joining Bright Rock Capital in 2010, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation. He was the lead portfolio manager for the firm’s MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. Previously, Mr. Smith was a Principal at State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group. Prior to this, he was Managing Director of real estate securities at the Tuckerman Group, SSgA’s real estate subsidiary. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charter holder, a member of the CFA Institute and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council and on the MSF Advisory Board for the MSF Program at the Sawyer School of Management at Suffolk University. He is also on the Board of Directors of Cardinal Cushing Centers Inc. and the Investment Committee for the South Shore Chamber of Commerce. | ||
| Jason R. Lilly | Portfolio Manager | 2010 | 2016 |
| Biography | As co-manager for the Bright Rock Quality Large Cap strategy, Mr. Lilly is responsible for performing securities research, setting investment policy and individual stock selection. Prior to his current position, Mr. Lilly worked for The Vanguard Group. Mr. Lilly holds a B.S. in Economics from the University of Massachusetts/Amherst and an M.B.A. from Arizona State University. He is a CFA charter holder and has also received his designation as a Certified Financial Planner™. Mr. Lilly belongs to the CFA Institute, and the Boston Security Analysts Society. | ||
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