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Glenmede Strategic Equity Portfolio (GTCEX)
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04/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 146.46M
Glenmede Strategic Equity
23.94
-1.36
-5.38%
- Overview
- Profile
- Historical Data
- Holdings
GTCEX Overview
On this page you'll find an in-depth profile of Glenmede Strategic Equity Portfolio. Learn about the key management, total assets, investment strategy and contact information of GTCEX 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 borrowing for investment purposes) in equity securities, such as common stocks, preferred stocks and securities convertible into common and preferred stocks, of U.S. companies. It may also invest in foreign securities either directly or through ADRs listed on the NYSE.
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 |
|---|---|---|---|
| Mark Livingston | - | 2016 | Now |
| Biography | Mark Livingston is a Portfolio Manager and Research Analyst for Glenmede Investment Management LP (GIM). He assumed portfolio management duties for the Strategic Equity strategy. He also conducts equity research primarily focusing on companies in the consumer discretionary, industrial and basic materials sectors. Prior to joining Glenmede, Mr. Livingston was an Associate Director of Equity Research at UBS, focusing on the gaming and leisure industries. Before that, Mr. Livingston was an Associate in Equity Research at Lehman Brothers in New York City, covering the machinery industry. Mr. Livingston received a Master of Business Administration degree from New York University and a Bachelor of Business Administration degree from the University of Michigan. Mr. Livingston earned the Chartered Financial Analyst® designation. | ||
| John R. Kichula | Director | 2015 | Now |
| Biography | John R. Kichula, CFA, is Director of Equity Research for Glenmede Investment Management LP (GIM), an affiliate of The Glenmede Trust Company, N.A. He manages a team of equity research analysts and helps ensure consistency is maintained within the fundamental equity investing process. He also conducts equity research, focusing on companies in the financial services, telecommunications and utilities industries. Mr. Kichula joined GTC in 2002 as a research analyst. Prior to joining GTC, Mr. Kichula was a vice president and member of the emerging value team at BlackRock, Inc., managing small- and mid-cap equity funds with primary responsibility for the financial services industry. He has also been employed by Palisade Capital Management, LLC, M.A. Schapiro & Co., and Salomon Brothers Inc. At each institution, Mr. Kichula assumed increasing responsibilities while focusing on the financial services industry. Mr. Kichula is a 1991 magna cum laude graduate of Brown University with a Sc.B. in Applied Mathematics and Economics. He and his family reside in Media, Pennsylvania, and he is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research). | ||
| Peter J. Zuleba | first Vice President, Senior Portfolio Manager | 2004 | 2016 |
| Biography | Peter J. Zuleba, III, CFA, Director of Investment Management of Glenmede , is primarily responsible for the management of the Strategic Equity Portfolio. Mr. Zuleba has managed the Portfolio, and has been employed by Glenmede and its predecessors as the Director of Equity Research since 2004. Prior to that time, Mr. Zuleba was employed by J.P. Morgan Chase and Co. where he created and managed the company’s large cap growth equity strategy. Since 2015, John R. Kichula, Director of Fundamental Equity Research of the Advisor, has managed the Strategic Equity Portfolio along with Mr. Zuleba. Mr. Kichula joined the Glenmede Trust in 2002 where he worked as a research analyst. Zuleba holds the Chartered Financial Analyst designation. | ||
| Gordon B. Fowler | Managing Director, CIO | 2003 | 2007 |
| Biography | Fowler has been employed by the Glenmede Advisor and Glenmede Trust since 2003. From 1981 until joining the Advisor and Glenmede Trust, he was employed by J.P. Morgan Private Bank, and most recently served as managing director and chief investment officer. He serves as chair of the investment policy committee and stock selection committee, and from that perspective has input into the management of the Portfolio. | ||
| Thomas R. Angers | Portfolio Manager, Assistant Vice President | 1998 | 2002 |
| Biography | Angers is a portfolio manager and an assistant vice president with Independence Capital Management Inc. Prior to joining the firm in 1990, he spent three years as an assistant vice president with Meritor Savings Bank and seven years as an investment analyst with General Accident Group. Angerssays that the keys to successful investing are diversification and of an approach based on sound fundamental and theoretical underpinnings. | ||
| Bruce D. Simon | CIO | 1998 | 2002 |
| Biography | Simon is currently a chief investment officer of the high net worth division of The Glenmede Corporation, his employer since 1994. | ||
| John W. Church | Senior Vice President, CIO | 1993 | 1998 |
| Biography | Church is a senior vice president and chief investment officer of Glenmede Trust Company, his employer since 1979. Previously, he spent 16 years as a vice president for equity strategy with Girard Bank, and two years as a portfolio manager with Franklin Cole & Company. Church describes himself as a value investor. Church is a member and former president of the Philadelphia chapter of the Financial Analysts Federation. He also belongs to the Philadelphia Securities Association. | ||
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