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The investment seeks capital appreciation. The Portfolio will normally invest at least 80% of its total assets in a portfolio of equity securities issued by U.S. issuers with total market capitalizations of $5 billion or more. Equity securities include common stocks, preferred stocks, securities convertible into common stock and warrants. Under adverse market conditions, it may also make temporary investments in investment grade debt securities.
Name | Title | Since | Until |
---|---|---|---|
Stephen S. Smith | Founder | 2015 | Now |
Biography | Stephen S. Smith, CFA, is Chief Executive Officer and Chief Investment Officer and founder of Smith Group. Prior to Smith Group, he held a number of senior investment positions at Bank of America until he departed in 1995 to found Smith Group. Mr. Smith has an engineering degree and an MBA, both from the University of Alabama. He is a member of the CFA Institute and the CFA Society of Dallas-Ft. Worth. | ||
John D. Brim | Portfolio Manager | 2015 | Now |
Biography | John D. Brim, CFA, Chief Investment Officer,joined Smith Group in March 1998 and is a member of the investment management team.Prior to joining the firm, he was a manager within the institutional investment consulting group of Deloitte & Touche from 1997 to 1998. From 1990 to 1997, Brim held a variety of positions, including senior client manager with NationsBank Asset Management in Dallas. He earned his bachelor's degree in economics from Texas A&M University. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
Aziz V. Hamzaogullari | Executive Vice President | 2011 | 2015 |
Biography | Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles US Growth Equity, US Equity Leaders and Global Growth Equity funds, along with US products. Aziz is also a member of the firm’s Board of Directors. | ||
Mark B. Baribeau | Managing Director | 2005 | 2011 |
Biography | Mark Baribeau is the head of global equity and a global equity portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's global equity strategies. He is a member of the Jennison Management Team. Prior to joining Jennison in 2011, Mark was a global equity and large cap growth portfolio manager at Loomis Sayles. Before that, he was an economist at John Hancock Financial Services. Mark received a BA in economics from the University of Vermont and an MA in economics from the University of Maryland. He is a CFA charterholder. | ||
Richard D. Skaggs | Portfolio Manager | 2005 | 2011 |
Biography | Richard Skaggs, CFA: began investment career in 1985; joined Loomis Sayles in 1994; has managed the Fund since inception; BS, MSM, Oakland University. | ||
Pamela N. Czekanski | Portfolio Manager | 2005 | 2010 |
Biography | Pamela Czekanski, CFA: began investment career in 1982; joined Loomis Sayles in 1995; has managed the Fund since inception; BA, Middlebury College. | ||
Gordon Ceresino | - | 1994 | 1999 |
Jack Sullivan | - | 1994 | 1999 |
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