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Old Westbury Large Cap Strategies Fund (OWLSX)
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20/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 24.45B
Old Westbury Large Cap Strategies
19.94
+0.18
+0.91%
- Overview
- Profile
- Historical Data
- Holdings
OWLSX Overview
On this page you'll find an in-depth profile of Old Westbury Large Cap Strategies Fund. Learn about the key management, total assets, investment strategy and contact information of OWLSX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70% by market capitalization of the companies that comprise the MSCI ACWI Investable Market Index (IMI).
Contact Information
Address
630 5Th Ave
New York,NY 10111
United States
New York,NY 10111
United States
Phone
+1 212 7089100
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel Pilling | Co-Portfolio Manager | 2024 | Now |
| Biography | Daniel Pilling is a portfolio manager for the Fund. Mr. Pilling, Portfolio Manager and Senior Research Analyst, has worked for the Adviser since 2018. Mr. Pilling originally joined the Adviser as a Research Analyst and was promoted to Senior Research Analyst in 2021. Prior to joining the Adviser in 2018, Mr. Pilling served as an Analyst at Balyasny Asset Management from 2015-2017, Millennium Capital Partners from 2014-2015, and QVT Financial from 2012-2014. Prior to 2012, Mr. Pilling served as a Research Associate at Fidelity from 2010-2011 and an Analyst at Greenhill & Co. from 2007-2009. Mr. Pilling received his BA in Business Finance and Economics from Manchester Business School in 2006 and his Master of Philosophy in Finance from Cambridge University in 2007. | ||
| Ashish Swarup | Portfolio Manager | 2024 | Now |
| Biography | Ashish joined the predecessor business of Stewart Investors in 2014. During his time at Stewart Investors he was Lead Manager on a few Emerging Markets and Asia Pacific strategies, including Stewart Investors Emerging Markets Leaders Fund. He was with Fidelity between 2004 and 2014. In 2008, he launched an Emerging Markets Equity Strategy with high-quality companies, which became Fidelity Institutional Asset Management (FIAM) EM All Cap in 2010. He managed this strategy until his departure in 2014. | ||
| Rahul Desai | Research Analyst | 2024 | Now |
| Biography | Between 2014 and 2019, Rahul was Portfolio Manager of Fidelity Institutional (FIAM) EM All Cap Strategy. He joined Fidelity in 2008 as an Emerging Markets analyst and was appointed Assistant Portfolio Manager to Ashish Swarup on the FIAM EM All Cap Strategy. His career started with Boston Consulting Group in Singapore in 2003, where he spent time on the ground in most Asian capital cities. Rahul has a degree in Computer Science from National University of Singapore and an MBA from Harvard Business School. | ||
| Thomas Allen | Vice President | 2024 | Now |
| Biography | He most recently worked for Stewart Investors in London. Tom joined the predecessor business of Stewart Investors in 2012. He initially worked in Singapore, before moving to Edinburgh to work on Asia Pacific strategies. From 2015, Tom was part of the Stewart Investors team in London. He co-managed Asia Pacific and Emerging Markets strategies with Ashish Swarup from 2017. He has a degree in History from University College London (UCL). | ||
| Brian A. Christiansen | - | 2020 | Now |
| Biography | Sr. Portfolio Manager, Research Analyst, Executive Managing Director. Joined Sands Capital in 2006; Research Associate (2006-2008); Research Analyst (2008-2013). Yale University; MBA, School of Management (2009). Yale University; BA, Economics (2005). | ||
| John Hall | Portfolio Manager | 2019 | Now |
| Biography | Mr. John Hall, Managing Director and Head of Equities of the Bessemer Investment Management LLC. Mr. Hall joined Bessemer in 1998 and joined the Bessemer Investment Management LLC in 2001. Previously, Mr. Hall served as Director of Research of Mid Cap U.S. Equities for the Bessemer Investment Management LLC. Prior to joining Bessemer, he was a portfolio accountant at Jennison Associates. Mr. Hall received a BS cum laude in Business Administration from Villanova University and MBA from the Columbia Business School at Columbia University. | ||
| Jeffrey A. Rutledge | Portfolio Manager | 2018 | Now |
| Biography | Mr. Jeffrey Rutledge, Principal of the Adviser,Bessemer Investment Management LLC, is a member of the investment team responsible for managing the Adviser’s portion of the Fund. He has previously served as a research analyst for the transportation and utilities sectors for Mid Cap Equities portfolios. He joined the Adviser in August 2004. Prior to joining the Adviser, Mr. Rutledge was a research associate for the aerospace and telecommunication sectors at Bear Sterns & Co. from April 2000 to July 2004. Mr. Rutledge received his BA degree in Industrial Engineering from Lehigh University in 1989 and his MS in Management and Finance in 1989 from the United States Naval Postgraduate School. He is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. | ||
| Nancy Sheft | - | 2016 | Now |
| Biography | Ms. Nancy Peretz Sheft is a Managing Director and Head of External Manager Solutions at Bessemer Ms. Sheft joined the Adviser in 2016 and Bessemer in 2013. Prior to joining the Bessemer, Ms. Sheft was Managing Director at J.P. Morgan Asset Management, where she was Global Head of Institutional Sales, Product, and Consultant Strategy. Ms. Sheft also worked for Ark Asset Management, Hambrecht & Quist and Goldman Sachs. Ms. Sheft earned an M.B.A. from Harvard University and a B.A. from Princeton University. | ||
| Edward N. Aw | Senior Vice President | 2016 | Now |
| Biography | Mr. Edward N. Aw, Managing Director and Head of Quantitative Strategies of the Bessemer Investment Management LLC, has managed the Fund since its inception. Mr. Aw joined the Bessemer Investment Management LLC in 2004. Prior to joining the Bessemer Investment Management LLC, Mr. Aw was a quantitative analyst for five years at Deutsche Investment Management Americas. Previously, Mr. Aw also worked for The Dreyfus Corporation, Goldman Sachs, and Morgan Stanley in various analytic roles. Mr. Aw earned a BA from the State University of New York at Stony Brook and an MBA from the Frank G. Zarb School of Business at Hofstra University. | ||
| T. Perry Williams | Sr. Research Analyst, Sr. Portfolio Manager | 2013 | Now |
| Biography | T. Perry Williams joined Sands Capital Management in 2004. Prior to his current role as Sr. Research Analyst and Sr. Portfolio Manager, Mr. Williams held the position of Director, Client Relations & Business Development at Sands Capital from 2004-2006. Prior to joining Sands Capital Mr. Williams was a Consultant and Principal at Mercer Investment Consulting, Inc from 1995-2004. Mr. Williams has earned the right to use the Chartered Financial Analyst designation. | ||
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