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Madison Investors Fund Class Y (MINVX)

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28.93 -0.10    -0.34%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 128.9M
Type:  Fund
Market:  United States
Issuer:  Madison Funds
Asset Class:  Equity
Madison Investors Y 28.93 -0.10 -0.34%

MINVX Overview

 
On this page you'll find an in-depth profile of Madison Investors Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of MINVX among other information.
Category

Large Blend

Total Assets

128.9M

Expenses

1.20%

Inception Date

28795

Investment Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.

Contact Information

Address 420 W 7th Street STE 219083
Kansas City,MO 53711
United States
Phone (800) 767-0300

Top Executives

Name Title Since Until
Haruki Toyama Portfolio Manager 2022 Now
Biography Haruki serves as a portfolio manager for Madison’s mid-cap strategies and is an equity analyst for Madison’s U.S. Equity Team. Haruki has been working in the financial industry since 1994 and joined Madison in 2014. He earned his B.A. in music and economics from Brown University and MBA from Cornell University.
Joe Maginot Portfolio Manager/Analyst 2022 Now
Biography Joe serves as a large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He started in the financial services industry in 2012 and joined Madison in 2019. Prior to joining Madison, he was an Investment Analyst at Zuckerman Investment Group. Joe earned his B.A. in chemistry and minor in economics from Indiana University.
Rich Eisinger Co-Head of Investments, Portfolio Manager/Analyst 2019 Now
Biography Rich serves as a mid-cap and large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He is one of the Principals at Madison Investments and is Co-Head of Investments with a focus on the firm’s Equity Teams. He started in the financial services industry in 1994 and joined Madison in 1997. Rich is also a member of the firm’s Executive and Investment Risk Management Committees as well as the Board of Directors. He earned his J.D. from the University of Louisville and his MBA from Cornell University.
Matt Hayner Portfolio Manager 2012 2022
Biography Matt is a Portfolio Manager and member of the Chicago investment team concentrating on equity research and analysis. He’s a practitioner of the investment philosophy pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to joining Kovitz, Matt was a portfolio manager for Madison Investments for 20 years where he served as lead manager on the firm’s U.S. equity large cap strategy. Before entering the investment industry, Matt utilized his chemistry education in a product development role for a Fortune 500 company. He holds a BS in chemistry from Eastern Illinois University, an MBA from University of St. Thomas, and is a CFA® Charterholder. Matt lives on the North Shore of Chicago with his family where they enjoy living in close proximity to Lake Michigan.
Adam Sweet Vice President 2016 2019
Biography Adam serves as an associate portfolio manager for Madison’s U.S. Equity Team. Adam has been working in the financial services industry since 2007 and joined Madison in 2009. He earned his B.S. in computer and electrical engineering and MBA from the University of Wisconsin-Madison.
Jay Sekelsky - 1990 2017
Biography Jay Sekelsky was the CIO of Madison Investments and portfolio manager of the Madison Large Cap Equity strategy. Jay retired in September 2018.
David D. Halford Member 2010 2012
Biography Mr. Halford is a member of Madison's equity management team, specializing in the technology and energy sectors. Prior to joining Madison in 2000, he was an equity portfolio manager for the Wisconsin Alumni Research Foundation and before that, with Firstar Investment Research and Management. Mr. Halford holds both a BS and MBA degree from the University of Wisconsin.
Matt Hayner Portfolio Manager 2008 2010
Biography Matt is a Portfolio Manager and member of the Chicago investment team concentrating on equity research and analysis. He’s a practitioner of the investment philosophy pioneered by Benjamin Graham and further developed by Warren Buffett and Charlie Munger. Prior to joining Kovitz, Matt was a portfolio manager for Madison Investments for 20 years where he served as lead manager on the firm’s U.S. equity large cap strategy. Before entering the investment industry, Matt utilized his chemistry education in a product development role for a Fortune 500 company. He holds a BS in chemistry from Eastern Illinois University, an MBA from University of St. Thomas, and is a CFA® Charterholder. Matt lives on the North Shore of Chicago with his family where they enjoy living in close proximity to Lake Michigan.
Rich Eisinger Co-Head of Investments, Portfolio Manager/Analyst 2000 2010
Biography Rich serves as a mid-cap and large cap portfolio manager and analyst on Madison’s U.S. Equity Team. He is one of the Principals at Madison Investments and is Co-Head of Investments with a focus on the firm’s Equity Teams. He started in the financial services industry in 1994 and joined Madison in 1997. Rich is also a member of the firm’s Executive and Investment Risk Management Committees as well as the Board of Directors. He earned his J.D. from the University of Louisville and his MBA from Cornell University.
Frank E. Burgess president and CIO 1978 2000
Biography Burgess is the president and chief investment officer of Madison Investment Advisors, the company he founded in 1974. Previously, he spent seven years at the M&I Bank of Madison, Wisconsin.
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