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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 9.11B
Old Westbury Small & Mid Cap Strategies
17.33
+0.14
+0.81%
- Overview
- Profile
- Historical Data
- Holdings
OWSMX Overview
On this page you'll find an in-depth profile of Old Westbury Small & Mid Cap Strategies Fund. Learn about the key management, total assets, investment strategy and contact information of OWSMX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. Under normal circumstances, the fund invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.
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 |
|---|---|---|---|
| Andrea Tulcin | Senior Vice President | 2022 | Now |
| Biography | Ms. Andrea Tulcin, a Senior Vice President of Bessemer Investment Management LLC, joined in 2019 and Bessemer, an affiliate of the company, in 2017. Previously, she served as a Senior Vice President and an Associate Portfolio Manager for Bessemer’s Large Cap Global portfolio. Prior to joining Bessemer, Ms. Tulcin held Equity Analyst roles at Infusive Asset Management and Guggenheim Global Trading. Before that, she worked as an associate analyst and a business administration associate at Tradewinds Global Investors. Ms. Tulcin earned a B.A., cum laude, in journalism from Lehigh University in 2006 and a M.B.A. from The Wharton School of the University of Pennsylvania in 2013. | ||
| Jacqueline Williams | Partner - Analyst | 2022 | Now |
| Biography | Jackie brings more than 26 years of experience, including over 15 years of buy-side equity research experience, to her role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2019, she held the role of Vice President, Equity Analyst at GW&K Investment Management – where she focused on small and smid cap health care equities – and with AlphaOne Capital Partners, where she focused on small and micro cap health care and industrial equities. Jackie graduated from Colgate University with a Bachelor of Arts degree in Economics and German Literature and earned her Master of Business Administration degree from NYU’s Leonard Stern School of Business. Jackie earned her Chartered Financial Analyst® (CFA) designation in 2004 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Rezo Kanovich | Senior Portfolio Manager | 2020 | Now |
| Biography | Rezo Kanovich is a managing director of Artisan Partners and the sole portfolio manager for the Artisan Non-U.S. Small-Mid Growth Strategy. Prior to joining Artisan Partners in October 2018, Mr. Kanovich was a portfolio manager at OppenheimerFunds for the International Small-Mid Cap Strategy from January 2012 through September 2018 and was an analyst for the Global Equity Strategy for six years before becoming a portfolio manager. Earlier in his career, Mr. Kanovich was an analyst at Boston Biomedical Consultants, an investment banker with the Lehman Brothers mergers and acquisitions team and a consultant at PricewaterhouseCoopers. Mr. Kanovich holds a bachelor's and master's degree in international economics and finance from Brandeis University and a master's degree in business administration, dual concentration in finance and health care systems, from the Wharton School, University of Pennsylvania. | ||
| Robert D. Hallisey | Partner - Analyst | 2020 | Now |
| Biography | Rob brings more than 28 years of financial services experience to his role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2016, Rob worked on Fidelity’s fund manager due diligence team for the company’s Workplace Investing clients. Rob’s previous experience includes coverage of the small and mid cap health care sector at BlackRock, Sirios Capital, and John Hancock Funds. Rob graduated from Saint Michael’s College with a Bachelor of Science degree in Business Administration and earned his Master of Business Administration degree from Babson College. Rob currently serves on the Board of Directors of the Flynn Center for the Performing Arts. | ||
| Brendan O. Bradley | Executive Vice President, Chief Investment Officer | 2018 | Now |
| Biography | Brendan joined Acadian in 2004 and is the firm’s Chief Investment Officer. Brendan previously served as Director of Portfolio Management, overseeing portfolio management policy, and also as the Director of Acadian’s Managed Volatility strategies. Brendan is a member of several oversight committees at Acadian, including the Board of Managers, Executive Management Team, Executive Committee, and Responsible Investing Committee. Prior to Acadian, Brendan was a vice president at Upstream Technologies, where he designed and implemented investment management systems and strategies. | ||
| Ryan D. Taliaferro | Senior Vice President, Director, Investment Strategies | 2018 | Now |
| Biography | Ryan joined Acadian in 2011 and currently serves as director of investment strategies. | ||
| Joseph J. Farley | Partner - Analyst | 2018 | Now |
| Biography | Joe brings more than 30 years of experience as a securities analyst to his role as a technology sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2014, Joe was a Founder and Portfolio Manager of Kelvingrove Partners, LLC, an investment management firm focused on technology, media, and telecommunications. His investment management career began at Private Capital Management in Naples, FL where he was the Managing Director of Investment Research and a Portfolio Manager. Joe spent over 10 years as a securities analyst on Wall Street, and held senior investment research and management roles at Morgan Stanley, Donaldson Lufkin & Jenrette, and UBS. Joe began his career as a market analyst with AT&T. Joe earned Master and Bachelor of Arts degrees in Economics from the University at Albany, State University of New York. | ||
| Corey N. Bronner | Partner - Deputy Chief Investment Officer | 2018 | Now |
| Biography | Corey brings more than 15 years of financial services experience to his role as a consumer and financials sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2010, Corey was an Analyst focusing primarily on the financial services industry at Duff & Phelps Corporation. He also spent time as a Credit Analyst with the commercial lending group at Merchants Bank, a subsidiary of Merchant Bancshares, Inc. (now Community Bank Systems), before joining Duff & Phelps Corporation. Corey graduated magna cum laude from the University of Vermont with a Bachelor of Science degree in Business Administration. Corey was inducted into the University of Vermont Athletic Hall of Fame in 2017 for his athletic achievements in soccer during his undergraduate career. Corey earned his Chartered Financial Analyst® (CFA) designation in 2011 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Joseph M. Caligiuri | Partner - Deputy Chief Investment Officer | 2018 | Now |
| Biography | Joe brings more than 14 years of financial services experience to his role on the small and mid cap investment team. Joe joined Champlain in 2008 and spent two years on the Operations team before moving to the investment team where he covers the industrials and materials sectors. Joe graduated from Saint Michael’s College with a Bachelor of Arts degree in Philosophy. Joe earned his Chartered Financial Analyst® (CFA) designation in 2015 and is a member of the CFA Institute and the CFA Society Vermont. Joe currently serves on the Board of Directors for the Boys & Girls Club of Burlington, VT. | ||
| Douglas Polunin | Co-Founder | 2017 | Now |
| Biography | Prior to co-founding Polunin Capital Partners in 2001, Douglas was with Pictet Asset Management UK Limited for 13 years where he was initially tasked with setting up their entire emerging markets operations. As Head of Emerging Markets Investments and a Director of the firm, he was responsible for managing the PTF Emerging Markets Fund and the Eastern European Trust. Under Douglas’ direction, Pictet became a pioneer in investments in many Frontier Markets. Prior to joining Pictet in 1988, Douglas spent seven years with Union Bank of Switzerland, including time spent working in the firm’s Geneva and Zurich offices, and two and a half years in charge of Discretionary Portfolio Management in London. Douglas was brought up in Nigeria and Switzerland and graduated from Edinburgh University with a BSc (Honours) in Biochemistry. He also worked in forestry and is bilingual in English and French. | ||
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