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Empower Small Cap Value Fund Institutional Class (MXTFX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 445.22M
Great-West Loomis Sayles Sm Cp Val Instl
6.84
-0.07
-1.01%
- Overview
- Profile
- Historical Data
- Holdings
MXTFX Overview
On this page you'll find an in-depth profile of Empower Small Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of MXTFX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small capitalization (“small cap”) companies. For purposes of the 80% policy, the manager considers small cap companies to be those whose market capitalization falls within the range of the Russell 2000 ® Value Index at the time of initial purchase.
Contact Information
Address
8515 E. Orchard Road
Greenwood Village,CO 80111
United States
Greenwood Village,CO 80111
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Judd Peters | Principal | 2020 | Now |
| Biography | Judd Peters serves as a portfolio manager on the Small Cap Diversified Value, International Small Cap Diversified Value and SMID Cap Diversified Value portfolios. He is a member of the capital goods, energy and technology sector teams. Prior to joining the firm, Mr. Peters was an analyst in the investment banking division of Wedbush Morgan Securities. Mr. Peters, a CFA® charterholder, received his BA in Mathematics and a BS in Biochemistry from University of California, San Diego. | ||
| Ryan Thomes | Portfolio Manager | 2020 | Now |
| Biography | Ryan Thomes serves as a portfolio manager on the Small Cap Diversified Value, International Small Cap Diversified Value, and SMID Cap Diversified Value portfolios. In addition, Mr. Thomes supports the firm’s investment process by managing much of the firm’s quantitative and market research effort. Prior to joining the firm, Mr. Thomes was a global equity senior research associate for Jeffrey Slocum and Associates, Inc. He began his investment career as a research analyst at Berthel Schutter LLC. Mr. Thomes, a CFA® charterholder, received his BS in Entrepreneurial Management and Finance from the University of Minnesota. | ||
| Jeffrey M. Schwartz | Vice President | 2012 | Now |
| Biography | Jeffrey Schwartz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios. Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan. | ||
| Joseph R. Gatz | Vice President | 2000 | Now |
| Biography | Joe Gatz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, Joe also maintains primary research coverage for several holdings within both strategies, with an emphasis on special situations, as well as industrials, healthcare and energy. He joined Loomis Sayles in 1999 as a mid cap value equity portfolio manager, and was promoted to lead the small/ extended/mid cap value team in early 2000. Prior to Loomis Sayles, Joe was a portfolio manager at Banc One Investment Advisors. He started his investment industry career at National Bank of Detroit (NBD). Joe earned a BA from Michigan State University and an MBA from Indiana University. | ||
| Dan G. Thelen | Managing Director, Small/Mid Cap Equities | 2000 | 2011 |
| Biography | Dan Thelen, a portfolio manager with the Advisor, has managed the Ancora/Thelen Small-Mid Cap Fund since its inception in 2013. He was responsible for the management of institutional client portfolios as well as expanding the asset base of Ancora’s Family of Mutual Funds. Dan began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries. | ||
| Daniel J. Fuss | Executive Vice President | 1999 | 2008 |
| Biography | Dan Fuss has 65 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm’s Board of Directors and a senior advisor to the full discretion team. In 2019, Dan was awarded the Outstanding Portfolio Manager Award at the US Morningstar Awards for Investing Excellence. In 2012, he received both the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award. | ||
| Dawn Alston Paige | Executive Vice President | 2000 | 2001 |
| Biography | Dawn serves as Piedmont’s Executive Vice President and portfolio manager of Piedmont’s Small Cap Value Opportunity Product. Prior to joining Piedmont, Dawn previously served as co-manager of the Loomis Sayles Small Cap Value product. Dawn began her investment career at Loomis, Sayles in 1992 when she joined the recently founded Small Cap Product Group as its first analyst. She became a portfolio manager in 1997. | ||
| Mary C. Champagne | Portfolio Manager | 1995 | 2000 |
| Biography | Mary C. Champagne, CFA, a founding partner of the Adviser, joined the NorthPointe Capital, LLC in 1999 and serves as portfolio manager. Champagne holds the Chartered Financial Analyst designation. | ||
| Jeffrey C. Petherick | Portfolio Manager | 1994 | 2000 |
| Biography | Jeffrey C. Petherick, CFA, a founding partner of the Adviser, joined the Adviser in 1999 and serves as portfolio manager Petherick holds the Chartered Financial Analyst designation. | ||
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