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Cantor Fitzgerald Large Cap Focused Fund Institutional Class (FICHX)
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12.630
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-0.16%
- Overview
- Profile
- Historical Data
- Holdings
FICHX Overview
On this page you'll find an in-depth profile of Cantor Fitzgerald Large Cap Focused Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of FICHX among other information.
Investment Strategy
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in large cap equity securities. The fund invests in a portfolio of approximately 35-45 common stocks that the fund's sub-advisor believes offers the best potential for earnings growth with the lowest risk of negative earnings surprises.
Contact Information
Address
4221 North 203rd Street, Suite 100
Elkhorn,NE 68022-3474
United States
Elkhorn,NE 68022-3474
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Eivind Olsen | Portfolio Manager | 2009 | Now |
| Biography | Eivind Olsen joined Smith Asset Management Group in May 2008 and is a member of the portfolio management team. Prior to joining Smith Group, he was a portfolio manager with Brazos Capital Management/John McStay Investment Counsel from 1998 to 2008. From 1994 to 1996, he did equity research as an associate analyst with Rauscher Pierce Refsnes. He earned a bachelor's degree in accounting and finance from Texas Christian University and an MBA in finance from the University of Texas. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| Stephen S. Smith | Founder | 2007 | 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. | ||
| John D. Brim | Portfolio Manager | 2007 | 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. | ||
| Royce W. Medlin | Portfolio Manager | 2007 | 2012 |
| Biography | Medlin is a portfolio manager of Smith. He joined the company in 2006. Prior to that, he was president and portfolio manager of Belmont Wealth Management. Previously, he served as a portfolio manager at U.S. Trust in Dallas and Team Bank Trust Investments in Fort Worth from 1991 to 2002. Medlin holds the Chartered Financial Analyst designation. | ||
| A. Michelle Pryor | Portfolio Manager | 2007 | 2012 |
| Biography | Michelle Pryor joined Smith Asset Management Group in April 1998. Ms. Pryor is a portfolio manager and responsible for researching alpha factor enhancement. Prior to joining the company, she worked for Bell Fundamental Futures, L.L.C., a commodity-trading advisor, in Memphis, Tennessee. She earned her B.S. with honors in Accounting from the University of Mississippi in May 1997. She was awarded the Chartered Financial Analyst (CFA) designation in 2001. Ms. Pryor is a member of the Association for Investment Management and Research and the Dallas Society of Financial Analysts. | ||
| John D. Ingle | Portfolio Manager | 2007 | 2009 |
| Biography | Mr. Ingle has been a portfolio manager since 1967. At Smith Group he is responsible for the client service and equity research within Tech, Telecom & Consumer Disc sectors. Prior to joins Smith, he served as VP & Sr PM at Bank of Texas, Sr VP & PM at Bank of America, where he managed high net worth portfolios. He is a member of the CFA Institute and the Dallas Society of Financial Analysts. | ||
| Andrew J. Shilling | Senior Vice President | 2000 | 2007 |
| Biography | Andrew J. Shilling, CFA, Senior Vice President and Equity Portfolio Manager of Wellington Management. He has worked in investment management for Wellington Management since 1994, has managed investment portfolios since 2000. Education: B.A., Amherst College; M.B.A., Tuck School of Business, Dartmouth College. | ||
| Phillip H. Perelmuter | Vice President | 2000 | 2007 |
| Biography | Perelmuter is vice president and equity portfolio manager of Wellington Management, he joined the firm in 1995. | ||
| John A. Boselli | Senior Managing Director | 2000 | 2007 |
| Biography | John Boselli, CFA Equity Portfolio Manager, Senior Managing Director Education BS, Colorado School of Mines, 1985 MBA, DePaul University, 1989 Professional Experience Western Geophysical Intnl, 1985 – 1987 PricewaterhouseCoopers, 1988 – 1996 Putnam Investments, 1996 – 2002 Wellington Management, 2002 – Present | ||
| Steven C. Angeli | Senior Managing Director | 2000 | 2007 |
| Biography | Steven C. Angeli, CFA, is a Senior Managing Director and Equity Portfolio Manager of Wellington Management. Steve serves as a portfolio manager and co-leader of the Growth Opportunities Team. He is also a member of both the Growth and Capital Appreciation Investment Groups. His investment focus has been on small- and mid-cap growth companies globally. Prior to joining Wellington Management in 1994, Steve was an associate analyst focusing on fixed income securities, including debt/equity private placements at Fidelity Management and Research (1990 — 1992). Steve earned his MBA from the University of Virginia (Darden, 1994) and his BS in finance from Boston College (1990). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. | ||
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