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The North Country Large Cap Equity Fund (NCEGX)

US Funds

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21.35 +0.11 +0.52%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 126.84M

Type: Fund

Market: United States

Issuer: North Country Funds

Asset Class: Equity

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NCEGX Overview

On this page you'll find an in-depth profile of The North Country Large Cap Equity Fund. Learn about the key management, total assets, investment strategy and contact information of NCEGX among other information.

Investment Strategy

The investment seeks to provide investors with long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large capitalization companies. It focuses primarily on market sectors such as Materials, Health Care, Utilities, Information Technology, Industrials, Consumer Discretionary, Consumer Staples, Financial Services, REITs, Energy and Communication Services.

Contact Information

Address 450 Wireless Boulevard
Hauppauge,NY 11788
United States

Phone -

Web www.arrowfinancial.com

Top Executives

Name	Title	Since	Until
Frederick J. Schwerd	Portfolio Manager	2019	Now
Biography	Mr. Schwerd, Portfolio Manager of North Country Investment Advisers, Inc, has been employed with GFNB since 2019. Prior to joining GFNB, Mr. Schwerd managed short-term and intermediate-term multi-asset fixed income accounts for institutional and high net worth clients at The Ayco Company (a Goldman Sachs Company). Mr. Schwerd received a Bachelor of Arts degree from Hartwick College.
Alina Kindron	Portfolio Manager	2019	Now
Biography	Alina Kindron, Portfolio Manager of North Country Investment Advisers, has been employed with GFNB since 2007, and is an Assistant Vice President and Investment Officer of GFNB, managing investments for individuals, trusts, endowments, foundations and pension plans. Ms. Kindron is a graduate of the Academy of Economic Studies in Bucharest, Romania with a Bachelors degree in Finance, Insurance, Banking and Capital Markets.
Adam M. Horowitz	Portfolio Manager	2018	Now
Biography	Adam M. Horowitz, Portfolio Manager of North Country Investment Advisers, has been employed with GFNB since 2018, and is an Officer and Investment Professional of GFNB, managing investments for individuals, trusts, endowments, foundations and pension plans. Prior to Joining GFNB, Mr. Horowitz served as a Portfolio Manager in the Private Wealth Management Division of another trust company. Mr. Horowitz received a Bachelor of Arts degree from The State University of New York at Albany and an MBA from The State University of New York at Albany.
Peter M. Capozzola	Portfolio Manager	2018	2019
Biography	Peter M. Capozzola, CFA is Portfolio Manager of North Country Investment Advisers, Inc., has been employed as a Portfolio Manager with Glens Falls National Bank & Trust Company since August 2002, and is a Vice President and Investment Officer of Glens Falls National Bank & Trust Company ("GFNB"), managing investments for individuals, trusts, endowments, foundations and pension plans. He serves on the Investment Policy Committee of both GFNB and North Country Investment Advisers, Inc. Prior to joining GFNB, Mr. Capozzola served as the Compliance Officer and Comptroller at another trust company. Mr. Capozzola received a Bachelor of Arts degree in Business Economics from the State University of New York at Oneonta and earned an MBA in Investment and Portfolio Management from the Lubin Graduate School of Pace University in New York City. Mr. Capozzola also holds the Chartered Financial Analyst (CFA) designation awarded by the CFA Institute.
Manuel S. Orta	President	2012	2018
Biography	Manuel S. Orta is the President and Portfolio Manager of North Country Investment Advisers, Inc., and is also Senior Vice President and the Financial Services Group Head of Glens Falls National Bank & Trust Company ("GFNB"). He chairs the Investment Policy Committee of both GFNB and North Country Investment Advisers, Inc. He has been in the field of portfolio managment since 1998. He joined the Investment Department of GFNB in 2006 where he serves as a portfolio manager in the Investment Department for individual and corporate retirement plans, personal trust, investment management accounts, foundations and not-for-profit relationships. Manuel S. Orta holds a Bachelor's degree in Economics and Finance from Plattsburgh State University and has earned the Certified Trust Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Manuel S. Orta has also earned a degree in Portfolio Management through the New York Institute of Finance.
Michael S. Dier	Vice President, CIO, Chairman	2001	2012
Biography	Dier is a vice president of GFNB, serves as the chief investment officer of GFNB and the Adviser. He is chairman of the Investment Policy Committee of both GFNB and the Adviser and also has responsibility for selecting and monitoring the performance of the mutual funds offered by GFNB to 401(k) plan participants. Dier joined the Investment Department of GFNB in 1989 after working previously as a portfolio manager for growth and bond funds in the bank trust department of a competing financial institution.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	North Country Equ.	21.35	+0.11	+0.52%