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Touchstone Value Fund Institutional (TVLIX)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 282.23M
Touchstone Value Institutional
13.48
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- Overview
- Profile
- Historical Data
- Holdings
TVLIX Overview
On this page you'll find an in-depth profile of Touchstone Value Fund Institutional. Learn about the key management, total assets, investment strategy and contact information of TVLIX among other information.
Investment Strategy
The investment seeks to provide investors with long-term capital growth. The fund normally invests in equity securities of large- and mid-cap companies (generally, companies with market capitalizations of approximately $2.5 billion or higher) that the fund's sub-advisor believes are undervalued. As part of this strategy, the fund may invest up to 15% of its assets in foreign equity securities. Equity securities include common and preferred stocks and depositary receipts.
Contact Information
Address
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
Phone
+1 8005430407
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David W. Ganucheau | Senior Managing Director, Equity Portfolio Manager/Analyst | 2015 | Now |
| Biography | Mr. Ganucheau joined Barrow Hanley in 2004 from Clover Partners, LP, where he served on the management team for several funds, including a financial sector fund. Prior to his tenure at Clover Partners, Mr. Ganucheau served as securities analyst at GSB Investment Management, where he began career in the investment management industry. Mr. Ganucheau graduated from Southern Methodist University with a BBA in Accounting and is a CFA charterholder. | ||
| R. Lewis Ropp | Managing Director, Portfolio Manager | 2014 | Now |
| Biography | Mr. Ropp joined BHMS in 2001 from Frost Securities, where he was a senior equity analyst and served as managing director of the Energy Group. He served in management positions at Shell Oil Company and as a securities analyst in the energy sector at Howard, Weil, Labouisse, Friedrichs, Inc. prior to joining Frost Securities. Mr. Ropp received a Wall Street Journal “Best On The Street” listing in 2001 for his coverage of the secondary oil sector. Mr. Ropp graduated from the University of Louisiana at Lafayette with a BS in Mechanical Engineering. He received an MBA, as well as an MS in Civil and Environmental Engineering from Tulane University. | ||
| Mark Giambrone | Senior Managing Director, Equity Portfolio Manager/Analyst | 2012 | Now |
| Biography | Mr. Giambrone joined Barrow Hanley in 1999. Prior to joining Barrow Hanley, Mr. Giambrone served as a portfolio consultant at HOLT Value Associates. During his career, he has also served as a senior auditor/tax specialist for KPMG Peat Marwick and Ernst & Young Kenneth Leventhal. Mr. Giambrone graduated summa cum laude from Indiana University with a BS in Business and received an MBA from the University of Chicago | ||
| Jeff Fahrenbruch | Partner & Co-Portfolio Manager | 2015 | 2019 |
| Biography | Jeff has 25 years of experience managing institutional equity portfolios and developing stock recommendations across every sector of the market. He joined Oakview in 2020 as a Co-Portfolio Manager for the Oakview Value Strategy. Prior to joining Oakview, he spent 18 years at Barrow, Hanley, Mewhinney & Strauss as a Managing Director and Portfolio Manager for the Large Cap Value and Vanguard Windsor II portfolios. His prior experience includes equity research analyst positions at Westwood Holdings Group and Hester Capital Management. He served on the Board of Directors and the Strategic Advisory Board of the CFA Society of Dallas-Fort Worth. He earned a BBA in Finance with Highest Honors from the University of Texas, where he was an analyst on the MBA Investment Fund and competed on the University of Texas golf team. In 1997, Jeff received the Ben Hogan Award, for which he now serves on the award selection committee. | ||
| James P. Barrow | Portfolio Manager | 2006 | 2017 |
| Biography | During Mr. Barrow’s 56-year investment career, he has worked as a securities analyst and portfolio manager for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield, and Reliance Insurance. In 1973, he joined Republic National Bank of Dallas as a portfolio manager, where he worked with Tim Hanley and John Strauss. He later was placed in charge of the Employee Benefit Portfolio Group and was a member of the Trust Investment Committee until the founding of this firm in 1979. Mr. Barrow graduated from the University of South Carolina with a BS. | ||
| Timothy J. Culler | Principal | 2012 | 2015 |
| Biography | Culler is a principal and portfolio manager at BHMS, his employer since 1999. Prior to that, he served as a chief investment officer at INVESCO Capital Management, and as a securities analyst and a portfolio manager at First Union National Bank in Charlotte, NC. Culler. He has over 22 years of investment management experience Culler holds the Chartered Financial Analyst designation. | ||
| Jeff Fahrenbruch | Partner & Co-Portfolio Manager | 2014 | 2014 |
| Biography | Jeff has 25 years of experience managing institutional equity portfolios and developing stock recommendations across every sector of the market. He joined Oakview in 2020 as a Co-Portfolio Manager for the Oakview Value Strategy. Prior to joining Oakview, he spent 18 years at Barrow, Hanley, Mewhinney & Strauss as a Managing Director and Portfolio Manager for the Large Cap Value and Vanguard Windsor II portfolios. His prior experience includes equity research analyst positions at Westwood Holdings Group and Hester Capital Management. He served on the Board of Directors and the Strategic Advisory Board of the CFA Society of Dallas-Fort Worth. He earned a BBA in Finance with Highest Honors from the University of Texas, where he was an analyst on the MBA Investment Fund and competed on the University of Texas golf team. In 1997, Jeff received the Ben Hogan Award, for which he now serves on the award selection committee. | ||
| David W. Ganucheau | Senior Managing Director, Equity Portfolio Manager/Analyst | 2014 | 2014 |
| Biography | Mr. Ganucheau joined Barrow Hanley in 2004 from Clover Partners, LP, where he served on the management team for several funds, including a financial sector fund. Prior to his tenure at Clover Partners, Mr. Ganucheau served as securities analyst at GSB Investment Management, where he began career in the investment management industry. Mr. Ganucheau graduated from Southern Methodist University with a BBA in Accounting and is a CFA charterholder. | ||
| Cory L. Martin | CEO/Executive Director, Equity Portfolio Manager | 2014 | 2014 |
| Biography | Mr. Martin joined Barrow Hanley in 1999. During his tenure at Barrow Hanley, he has been instrumental in the creation, development, and implementation of our Non-U.S. Value, Global Value, and Emerging Markets Equity strategies. In 2017, Mr. Martin was named Barrow Hanley’s Executive Director and in 2019 he was named Chief Executive Officer and is responsible for the day-to-day management of the firm. Prior to joining Barrow Hanley, Mr. Martin served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida. His career in the investment management industry includes serving as an institutional investment consultant at LCG Associates, Inc. Mr. Martin is a member of the CFA Society in Dallas-Fort Worth . He graduated from Baylor University. | ||
| R. Lewis Ropp | Managing Director, Portfolio Manager | 2014 | 2014 |
| Biography | Mr. Ropp joined BHMS in 2001 from Frost Securities, where he was a senior equity analyst and served as managing director of the Energy Group. He served in management positions at Shell Oil Company and as a securities analyst in the energy sector at Howard, Weil, Labouisse, Friedrichs, Inc. prior to joining Frost Securities. Mr. Ropp received a Wall Street Journal “Best On The Street” listing in 2001 for his coverage of the secondary oil sector. Mr. Ropp graduated from the University of Louisiana at Lafayette with a BS in Mechanical Engineering. He received an MBA, as well as an MS in Civil and Environmental Engineering from Tulane University. | ||
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