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Nationwide Bailard Cognitive Value Fund Class M (NWHFX)
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03/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 102.83M
Nationwide Bailard Cognitive Value M
15.39
+0.14
+0.92%
- Overview
- Profile
- Historical Data
- Holdings
NWHFX Overview
On this page you'll find an in-depth profile of Nationwide Bailard Cognitive Value Fund Class M. Learn about the key management, total assets, investment strategy and contact information of NWHFX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not identical, to the market capitalization range of those companies found in the Russell 2000® Value Index. It may invest up to 25% of the fund's net assets in common stocks of micro-cap companies whose market capitalization, measured at the time of purchase, is $300 million or less. There is no minimum market capitalization limit for the companies in which the fund may invest.
Contact Information
Address
One Nationwide Plaza
Columbus,OH 43215
United States
Columbus,OH 43215
United States
Phone
+1 8008480920
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Osman Akgun | - | 2021 | Now |
| Blaine Townsend | - | 2020 | Now |
| Biography | Blaine serves as an Executive Vice President and the Director of Bailard’s Sustainable, Responsible and Impact Investing (SRII) group, as well as a portfolio manager of Bailard's small cap value ESG equity strategy. Blaine is on both Bailard’s fundamental and SRII investment committees, conducts social research, oversees corporate engagement efforts and maintains client relationships. Blaine began researching and writing about corporate social responsibility in the late 1980s. He started his career in Socially Responsible Investing in 1991 at the Muir Investment Trust, the nation’s first environmentally screened bond fund. In 1996, he opened the California office for Trillium Asset Management, which he led for thirteen years. While at Trillium, Blaine managed socially responsible and sustainably focused portfolios, served on the firm’s investment committee and worked on corporate engagement efforts on a host of social and environmental issues from deforestation to media reform. Blaine also led the effort to create the “Joan Bavaria Awards for Building Sustainability in the Capital Markets”, which are presented each year at the Ceres annual conference and was part of the working group that created OpenMic to address net neutrality and media reform. In 2009, he joined Nelson Capital Management, where he was a partner and a senior portfolio manager. He also served on the firm’s leadership team and investment committee. Blaine chaired the company’s corporate engagement committee and was on the Extraction-Free and Animal-Welfare model teams. Blaine joined Bailard in 2016. Blaine currently serves as an Advisory Board member for The Journal of Impact and ESG Investing. He holds a BA from the University of California, Berkeley and CIMC® and CIMA® credentials. His writings and commentary on social investing have appeared in numerous publications including Reuters, the San Francisco Chronicle, MarketWatch, Real Leaders, American Banker, and the San Jose Mercury News. | ||
| Thomas J. Mudge | Head | 2006 | Now |
| Biography | Thomas J. Mudge heads Bailard’s equity research and serves as the lead portfolio manager of the Bailard small value equity strategy. He joined the firm in 1987. Prior to joining Bailard, Biehl & Kaiser in 1987, Tom worked in the telecommunications industry. He earned his BA at Northern Michigan University in 1985 and the designation of Chartered Financial Analyst in 1994. He has also completed Harvard University's John F. Kennedy School of Government's certificate program in "Investment Decisions and Behavioral Finance." | ||
| George Y. Sokoloff | Portfolio Manager | 2007 | 2013 |
| Biography | George Y. Sokoloff, PhD, CFA, has been a member portfolio management team since 2007. He is the Director of Quantitative Research and a Senior Vice President of Bailard, Inc. He joined Bailard, Inc. in 2006 as a research analyst specializing in the development of new quantitative models. Prior to that, Dr. Sokoloff developed quantitative stock selection models for StarMine. | ||
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