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Glenmede Large Cap Value Portfolio (GTMEX)
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26/02 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 20.67M
Glenmede Large Cap Value
9.22
-0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
GTMEX Overview
On this page you'll find an in-depth profile of Glenmede Large Cap Value Portfolio. Learn about the key management, total assets, investment strategy and contact information of GTMEX among other information.
Investment Strategy
The investment seeks maximum long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks, including dividend-paying common stocks, and preferred stocks of primarily U.S. large cap companies that the Advisor believes are undervalued. Large cap companies include companies with market capitalizations, at the time of purchase, with in the market capitalization range of any stock in the Russell 1000® Index.
Contact Information
Address
11650 Market Street, Suite 1200
Philadelphia,PA 19103
United States
Philadelphia,PA 19103
United States
Phone
800-442-8299
Web
www.glenmede.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Wade Wescott | Portfolio Manager | 2008 | Now |
| Biography | Wade Wescott, CFA, is a Portfolio Manager for Glenmede Investment Management LP. Mr. Wescott joined the parent company, The Glenmede Trust Company, N.A. (GTC) in 2006. He has 27 years of investment experience. Prior to joining GTC, Mr. Wescott was a research analyst at Delaware Investments, with stock selection responsibilities for the Consumer Staples, Energy, and Basic Materials sectors in the Large Cap Value portfolios. Before that, he served as a senior research analyst at Gartmore Global Investments, also following large cap securities in the Consumer Cyclicals sector. Previously, Mr. Wescott managed Large Cap Value portfolios at Blackrock Inc., and the American Reinsurance Co. for approximately six years. He followed small and mid-cap value stocks for almost a decade at Reams Asset Management to begin his career. Mr. Wescott received an M.B.A. from Indiana University, and he received an M.S. in Economics from the University of Illinois at Champaign-Urbana. He earned a B.A. in Economics from Rowan College of New Jersey. He is also a member of the CFA Institute. | ||
| George F. Foley | Managing Director | 2001 | 2008 |
| Biography | George is a managing director and portfolio manager for Global Currents. In addition to his role as portfolio manager, George is responsible for covering the financial, energy and utilities sectors for our international and global portfolios. George has 26 years of investment industry experience. Prior to joining Global Currents, George was a portfolio manager at Glenmede Trust Company where he managed the Glenmede Large Cap Value Fund as well as separate accounts for Glenmede’s institutional clients. Prior to Glenmede Trust Company, George was with SEI Corporation as a consultant; a managing partner and chief investment officer in a private partnership; an executive vice president and institutional portfolio manager for Walnut Asset Management in Philadelphia; and a portfolio manager for CIGNA International Investment Advisors where he began his career as an investment analyst. | ||
| Stephen A. Mozur | Portfolio Manager | 1998 | 2001 |
| Biography | Stephen A. Mozur, CFA, has been a portfolio manager of BNY Mellon Mid Cap Stock Fund since December 2004, and became the primary portfolio manager of BNY Mellon Mid Cap Stock Fund in March 2009. He also has been the primary portfolio manager of BNY Mellon Small Cap Stock Fund since March 2010. He has been a portfolio manager at Dreyfus since December 2004. Mr. Mozur is also a vice president of The Bank of New York Mellon, which he joined in 2002. Mozur was a vice president at The Glenmede Trust Company, his employer since February 1998. Prior to joining the firm, he was responsible for portfolio management and research at both Newbold's Asset Management and Pilgrim Baxter & Associates. Mozur is a Chartered Financial Analyst and a Certified Public Accountant. He is a member of Glenmede's Institutional Policy and Strategy Committee. | ||
| Ron Stribley | - | 1996 | 1998 |
| Biography | Stribley is a portfolio manager of the fund. | ||
| Andrew B. Williams | President | 1993 | 1996 |
| Biography | Andrew Williams, Founder, President and Lead Portfolio Manager, has 32 years of investment industry experience. He is the architect of the firm’s flagship investment strategy and developed our proprietary screening model. Andy heads the fundamental investment team at PIA and is involved in portfolio management and research functions. He serves as the Lead Portfolio Manager for our international large cap products, a position he has held since the strategy’s inception in 1988. Prior to forming PIA in 2002, Andy was the Director of Research for The Glenmede Trust Company and spearheaded its international effort. Prior to joining Glenmede in 1985, he was Vice President of Investment Research at Lehman Brothers in New York. Andy began his investment career in 1980 as a Research Analyst at Provident National Bank in Philadelphia (now PNC Bank). Andy received an M.B.A. in Finance from Temple University in 1981 and a B.A. in History from Trinity College in 1976. He earned his Chartered Financial Analyst designation in 1988. | ||
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