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Teton Westwood Smallcap Equity Fund Class Institutional (0P000063XD)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 37.62M
TETON Westwood SmallCap Equity Fund Class Institut
23.420
+0.040
+0.17%
- Overview
- Profile
- Historical Data
- Holdings
0P000063XD Overview
On this page you'll find an in-depth profile of Teton Westwood Smallcap Equity Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of 0P000063XD among other information.
Investment Strategy
The investment seeks to provide long term capital appreciation. The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Thomas E. Browne | Portfolio Manager | 2022 | Now |
| Biography | Mr. Browne joined Keeley Teton upon its operational inception on March 1, 2017 and has 32 years of investment experience. Prior to that date, Mr. Browne served as a Portfolio Manager (2009‐2017) of the Small Cap Dividend Value and Mid‐Cap Dividend Value strategies on behalf of Keeley Asset Management Corp. (“KAMCO”). Before joining KAMCO, he was a Portfolio Manager in charge of Oppenheimer Capital’s small‐cap core and small‐cap value strategies. Prior to that, Mr. Browne managed a mid‐cap portfolio for SEB Asset Management and was an analyst at small cap investment firm Palisade Capital Management. Earlier in his career, Mr. Browne was a sell‐side technology services analyst for Prudential Securities and was twice recognized in the Wall Street Journal’s Best on the Street survey. Mr. Browne earned his M.B.A. from New York University Stern School of Business and his B.B.A. from the University of Notre Dame. In addition, Mr. Browne holds the Chartered Financial Analyst designation from the CFA Institute. | ||
| Brian P. Leonard | Portfolio Manager | 2022 | Now |
| Biography | Mr. Leonard joined Keeley Teton Advisors, LLC (“Keeley Teton”) on March 1, 2017. Prior to joining Keeley Teton, Mr. Leonard served as a Portfolio Manager (2004-2017) and Research Analyst and Client Service Associate (2004-2009) with Keeley Asset Management Corp. (“KAMCO”). While employed by KAMCO, Mr. Leonard managed client portfolios for KAMCO’s historical clients in a manner consistent with the strategies he currently manages for Keeley Teton. Before joining KAMCO, Mr. Leonard was an Associate with CRA RogersCasey from 1998 to 2004. Brian earned his M.S. in finance from St. Xavier University’s Graham School of Management and his B.S. from DePaul University. In addition, Mr. Leonard holds the Chartered Financial Analyst designation from the CFA Institute. | ||
| Brian Sponheimer | Senior Vice President | 2022 | Now |
| Biography | Mr. Brian C. Sponheimer, a Senior Vice President of GBL, serves as an associate portfolio manager of the Fund. Mr. Sponheimer joined Gabelli in 2008 as a research analyst covering automotive and trucking companies. Currently he is a Senior Vice President of GBL, a portfolio manager of Gabelli Funds, LLC, and a lead analyst on the firm’s Industrial Research team. | ||
| Macrae Sykes | - | 2022 | Now |
| Biography | Mr. Macrae Sykes has served as a portfolio manager of the Financial Services Fund since its inception. Mr. Sykes joined Gabelli in 2008 as a research analyst. He currently covers the investment services industry, and is a member of the portfolio management team of another fund within the Gabelli Fund Complex. Mr. Sykes holds a B.A. in economics from Hamilton College and an M.B.A. in finance from Columbia Business School. | ||
| Hendi Susanto | Vice President | 2022 | Now |
| Biography | Mr. Hendi Susanto, Vice President of Associated Capital Group Inc., is an associate portfolio manager. Mr. Susanto joined Gabelli in 2007 as a research analyst. He currently covers the global technology industry. Mr. Susanto received a BS degree summa cum laude from the University of Minnesota, a MS from Massachusetts Institute of Technology, and an MBA from the Wharton School of Business. | ||
| Scott R. Butler | - | 2018 | Now |
| Biography | Mr. Butler joined Teton Advisors with eight years combined investment experience at Intrepid Capital Management and Trust Company of the West (TCW). While at Intrepid, Mr. Butler covered the video game and software industries. At TCW, he worked alongside Mr. Galluccio on the small and mid cap portfolio management teams as a special situations generalist with a focus on software, industrial and medical technology sectors. Mr. Butler holds a B.A. from Claremont McKenna College and a B.S. from Columbia University. | ||
| Nicholas F. Galluccio | CEO | 2008 | Now |
| Biography | Portfolio Manager of the TETON Westwood SmallCap Equity Fund and the TETON Westwood Mid-Cap Equity Fund, Mr. Galluccio, joined Teton Advisors, Inc. in 2008, after a 25 year career at Trust Company of the West (TCW) where he was Group Managing Director, U.S. Equities and led the investment team for the TCW SmallCap Value Added and TCW MidCap Value Opportunities equity strategies. He was senior portfolio manager and co-managed both strategies since their inception. Prior to TCW, he was with Lehman Brothers Kuhn Loeb where he was a security analyst specializing in the semiconductor industry. Prio | ||
| Elizabeth M. Lilly | Associate Portfolio Manager | 2007 | 2008 |
| Biography | Elizabeth M. Lilly, CFA joined Teton Advisors, Inc. and became an Associate Portfolio Manager of the GAMCO Westwood Mighty Mites(SM) Fund. In November 2002, Ms. Lilly joined GAMCO Investors, Inc. as a Senior Vice President and Portfolio Manager of Gabelli Funds, LLC and GAMCO Asset Management Inc. Ms. Lilly began her career with Goldman, Sachs in 1985 and worked for Fund American and St. Paul Companies. She holds a BA in Economics from Hobart/William Smith College. | ||
| Lisa Dong | Director | 2005 | 2008 |
| Biography | Ms. Lisa Dong, CFA, has served as Senior Vice President and Product Director for Westwood Management Corp. since December 2010. Prior to this appointment, she served as Vice President and Research Analyst for the firm from June 2005 to December 2010. She joined the firm in 2000 and served as Assistant Vice President and Research Analyst from October 2001 to July 2005. Ms. Dong has served on the portfolio team since April 2008. Ms. Dong participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the model portfolio. She has authority to direct trading activity for the Fund and is also responsible for representing the Fund to investors. | ||
| John D. Vandermosten | Assistant Vice President, Research Analyst | 2005 | 2008 |
| Biography | Vandermosten has served as assistant vice president and research analyst for the sub-adviser, Westwood Management Corporation since 2005. Before joining the sub-adviser, he was an investment analyst with the Teachers Retirement System of Texas since 2001. Prior to that, he served eleven years in the U.S. Navy. Vandermosten has more than 5 years of investment experience. Vandermosten holds the Chartered Financial Analyst designation. | ||
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