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The fundamental investment objective of this Fund is to achieve long-term capital growth by investing primarily in a broad range of U.S. companies. The Fund will principally invest in equity securities of large-capitalization U.S. companies from across a broad range of industry groups. Investments may include common shares, preferred shares, rights, warrants and convertible securities. The Fund may also invest in securities of companies based outside the U.S. While the Fund intends to invest primarily in securities of U.S. companies, it may invest in securities of non-U.S. companies where the Fund’s investment advisor believes they may add value to the Fund.
Name | Title | Since | Until |
---|---|---|---|
Rayman Bovell | Portfolio Manager | 2015 | Now |
Biography | Rayman Bovell, CFA. He is responsible for managing the Wealth Portfolio Management Team in New York and Toronto and joined HSBC Global Asset Management (USA) Inc. in 2008 after having worked in the industry since 2001. Mr. Bovell’s current role includes asset allocation, portfolio management and research responsibilities across broad equity and fixed income asset classes covered by the Wealth Portfolio Management team. | ||
Gordon Rohloff | Portfolio Manager | 2014 | Now |
Thomas D. Stevens | Senior Portfolio Manager | 2011 | 2015 |
Biography | Mr. Stevens, CFA, is Chairman ,SPM and Principal, co-founded Los Angeles Capital since 2002. He is responsible for setting the firm’s strategic goals and is also an integral member of the firm’s Portfolio Management team. Prior to co-founding the firm, he was a senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980. In 1986, he assumed responsibility for Wilshire Asset Managemen. Prior to joining Wilshire, he worked for the National Bank of Detroit as a portfolio manager and was primarily responsible for major pension fund client relationships. | ||
Management Team | - | 1998 | 2011 |
Biography | Team Managed | ||
Andrea Resnick | - | 1994 | 1998 |
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