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Seasons Series Trust Sa Multi-managed Income Portfolio Class 2 (0P00003D79)

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9.160 +0.010    +0.11%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 14.84M
Type:  Fund
Market:  United States
Asset Class:  Bond
Seasons Series Trust Multi-Managed Income Portfoli 9.160 +0.010 +0.11%

0P00003D79 Overview

 
On this page you'll find an in-depth profile of Seasons Series Trust Sa Multi-managed Income Portfolio Class 2. Learn about the key management, total assets, investment strategy and contact information of 0P00003D79 among other information.
Category

Intermediate Core-Plus Bond

Total Assets

14.84M

Expenses

1.29%

Inception Date

Oct 16, 2000

Investment Strategy

The investment seeks capital preservation. The fund seeks to achieve its investment goal by allocating its assets among two distinct, actively-managed investment components (the "Managed Components"), each with a different investment strategy. The Managed Components include a fixed income component and a growth component. Approximately 83.5% of the fund's assets will be allocated to the Fixed Income Component, which, under normal circumstances, invests primarily in investment grade fixed income securities (U.S. or foreign).

Contact Information

Address Harborside Financial Center, 3200 Plaza 5
Jersey City,NJ 07311
United States
Phone +1 8008588850

Top Executives

Name Title Since Until
Alexander T. Norton Senior Investor 2019 Now
Biography Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has been with financial industry since 1995. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School.
Jason C. Yeung Managing Director 2019 Now
Biography Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has been with financial industry since 1997. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation.
Armistead B. Nash Executive Director 2019 Now
Biography Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has has been with financial industry since 2000. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration.
Dennis P. Lynch Team Leader 2019 Now
Biography Dennis is the Head of the Counterpoint Global team at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has been with financial industry since 1994. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University.
David S. Cohen Senior Investor 2019 Now
Biography Dave Cohen is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1993 and has has been with financial industry since 1988. Dave joined the team as an investor in 1999. Prior to joining the firm, Dave was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a B.S. summa cum laude in management from Pace University.
Sandeep (Sam) G. Chainani Senior Investor 2019 Now
Biography Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has been with financial industry since 1996. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation.
Robert D. Burn Managing Director 2016 Now
Biography Robert D. Burn, CFA, joined Wellington in 2007. Prior to joining Wellington, he worked as a senior mechanical engineer modeling high power lasers at Lockheed Martin Corporation (2003-2005). Before that, he held engineering positions in the telecom and manufacturing industries (1998-2003). Mr. Burn earned his MBA with high honors from the University of Chicago (2007) and his MS and BS in mechanical engineering from MIT (1998, 1997). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.
Joseph F. Marvan Senior Vice President 2010 Now
Biography Joseph F. Marvan, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager of the Fund since 2012. Mr. Marvan joined Wellington Management as an investment professional in 2003. Joe is a fixed income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios. Prior to joining Wellington Management, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996). Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). Additionally, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Campe Goodman Senior Managing Director 2004 Now
Biography Campe Goodman, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Campe is a fixed income portfolio manager on the US Broad Market Team. Prior to joining Wellington Management in 2000, Campe spent four years at the Massachusetts Institute of Technology studying macroeconomics and finance in a doctoral program in economics. He received his AB in mathematics, magna cum laude, from Harvard College (1995). In addition, Campe holds the Chartered Financial Analyst designation.
Carmel Wellso Co-Portfolio Manager 2010 2019
Biography Carmel Wellso is Director of Research at Janus Henderson Investors. In this role, she has responsibility for the global U.S.-based equity research effort at the firm. Her responsibility is to maintain a powerful and successful investment culture by attracting and retaining strong analysts, managing global research coverage, driving independent research and collaborating with portfolio managers and the global chief investment officer. As head of the Portfolio Oversight Team for the firm, Ms. Wellso helps to oversee the firm’s research strategies, which consist of the best ideas of her analyst team. Additionally, Ms. Wellso has extensive, global investment experience. Prior to joining Janus as a research analyst in 2008, she was a partner focusing on global financial services at Standard Pacific Capital. Prior to that, she served as director of Asian equity sales for UBS Warburg. Ms. Wellso also served as an assistant director and Asian banking analyst with ING Barings Securities where she led consistently top-ranked financials teams. She began her investment career as a credit analyst at MHT/Chemical Bank (JP Morgan Chase), where she focused on emerging market sovereign exposures and financial sector lending. Ms. Wellso received her bachelor of arts degree in English literature and business administration from Marquette University and her MBA from the Thunderbird School of Global Management. She also served for two years in the U.S. Peace Corps in Kenya.
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