Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
33.10
+0.05
+0.15%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🔴 LIVE: The Secrets of ProPicks AI Success Revealed + November’s List FREE
Watch Now
Transamerica Us Growth Class A (TADAX)
Add to/Remove from a Portfolio
Add to Watchlist
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 986.81M
Transamerica US Growth A
33.10
+0.05
+0.15%
- Overview
- Profile
- Historical Data
- Holdings
TADAX Overview
On this page you'll find an in-depth profile of Transamerica Us Growth Class A. Learn about the key management, total assets, investment strategy and contact information of TADAX among other information.
Investment Strategy
The investment seeks to maximize long-term growth. The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in domestic common stocks. It invests primarily in common stocks of growth-oriented companies. Portfolio construction emphasizes stock specific risk while minimizing other sources of broad market risk. The goal is a portfolio whose relative performance is not dependent on the market environment. Consistent with the fund's objective and other policies, the fund may invest to a lesser extent in derivatives, including futures, forwards, options and swaps.
Contact Information
Address
1801 California Street, Suite 5200
Denver,CO 80202
United States
Denver,CO 80202
United States
Phone
+1 8882334339
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David A. Siegle | Investment Professional | 2017 | Now |
| Biography | David Siegle has been involved in portfolio management of the model since its inception and has been involved in securities analysis for similarly managed strategies since 2008. Mr. Siegle joined Wellington Management as an investment professional in 2001. David received a BA from Amherst College in 2001. He holds the Chartered Financial Analyst designation. | ||
| Douglas W. McLane | - | 2017 | Now |
| Biography | Doug is an equity portfolio manager on the Disciplined Equity Team. He manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Brand Power and Disciplined Total Return Growth approaches. Additionally, he conducts fundamental analysis on equity investments, focusing on the consumer, industrials, and materials sectors. His research supports the investment decision making for a range of portfolios managed for clients of the firm. He works in our Boston office. Prior to joining Wellington Management in 2011, Doug worked as a portfolio manager at Samlyn Capital (2009 – 2011) and as an analyst at Sirios Capital Management (2003 – 2009). Before earning his MBA, he held a variety of positions at Kozmo.com (1999 – 2001) and The Carson Group (1996 – 1999). Doug earned his MBA from the Kellogg School of Management at Northwestern University (2003) and his BA in history from Princeton University (1996). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA institute. | ||
| Mammen Chally | Portfolio Manager | 2014 | 2024 |
| Biography | Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management, has served as portfolio manager since 2010 and has been involved in portfolio management and securities analysis since 1998. Mr. Chally joined Wellington Management as an investment professional in 1994. Prior to joining Wellington Management in 1994, Mammen worked for the Gas Authority of India Limited, New Delhi, India (1989 — 1992). | ||
| Paul E. Marrkand | Senior Managing Director | 2011 | 2015 |
| Biography | Paul E. Marrkand, CFA, Senior Managing Director and Equity Portfolio Manager at Wellington Management. Mr. Marrkand joined Wellington Management as an investment professional in 2005. He has worked in investment management since 1987, has managed equity portfolios since 1999, and has been with Wellington Management and managed a portion of the Fund since 2005. Education: B.S., Bentley College; M.B.A., Babson College | ||
| Edward S. Han | Vice President | 2010 | 2011 |
| Biography | Edward S. Han is a Principal and Portfolio Manager for Granite Investment Partners, LLC. Mr. Han is a Co-Portfolio Manager on the Large Cap Equity strategy. Mr. Han follows the Health Care, Industrials and Financial Services sectors as an analyst. He is also a member of the Management Committee. Prior to joining Granite in 2011, Mr. Han was a Principal and Portfolio Manager for Transamerica Investment Management, LLC (TIM). While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Large Cap, Core, All Cap and Mid Cap Equity strategies. Earlier in his career at TIM, he served as an analyst and portfolio manager for High Yield and Convertible securities. Prior to joining TIM in 1998, Mr. Han was a vice president of corporate banking at Bank of America. | ||
| Peter O. Lopez | Managing Director | 2009 | 2011 |
| Biography | Peter O. Lopez is Principal and Portfolio Manager at Granite Investment Partners, LLC. Mr. Lopez is a Co-Portfolio Manager on the Small Core, Small Core Select and Small Growth Equity strategies and a Co-Lead Portfolio Manager on the All Cap Equity strategy. He follows the Industrials, Consumer and Materials sectors as an analyst. Mr. Lopez is also a member of the Management Committee and the Operating Committee overseeing the firm’s research responsibilities. Prior to joining Granite in 2011, Mr. Lopez was a Principal, Chief Executive Officer, Director of Research and Portfolio Manager for Transamerica Investment Management, LLC (TIM). While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Large Cap Growth, Large Cap Core, and Small Cap Equity strategies. Earlier in his career at TIM, he served as an analyst and portfolio manager for High Yield bonds. Prior to joining TIM in 2003, Mr. Lopez was managing director at Centre Pacific, LLC. He previously served as senior fixed income analyst for Transamerica Investment Services, Inc. from 1997-2000. Mr. Lopez also served as an assistant vice president at Alliance Capital and an associate at TIAA-CREF. | ||
| Gary U. Rolle | CIO (Chief Investment Officer) | 1998 | 2010 |
| Biography | Gary U. Rollé, CFA is Principal and Portfolio Manager at Granite Investment Partners, LLC. He is a Co-Portfolio Manager on the Large Cap Equity strategy and previously served as the Lead Portfolio Manager on the strategy dating back to its inception. In addition, he manages equity portfolios for private clients. Mr. Rollé follows the Energy, Financial Services and Industrials sectors as an analyst. Mr. Rollé is also a member of the Management Committee. Prior to joining Granite in 2011, Mr. Rollé was a Principal, Chief Executive Officer, Chief Investment Officer and Portfolio Manager of Transamerica Investment Management, LLC (TIM), which he rejoined in 1983 when he was named Chief Investment Officer. While at TIM, he managed and serviced institutional accounts as well as mutual funds, in the Large Cap, Core and All Cap Equity strategies. Prior to rejoining Transamerica in 1983, Mr. Rollé was Chief Investment Officer and Portfolio Manager at Sun America from 1981 to 1983. Mr. Rollé started his career at Occidental Life as an Investment Analyst and then became a Portfolio Manager in All Cap Growth Equities, Convertible Securities, and High Yield Bonds. He earned the right to use the Chartered Financial Analyst designation in 1974. Mr. Rollé is a Trustee Emeritus of The John Tracy Clinic, a Trustee of The Santa Barbara Botanical Gardens, and a Senior Fellow of the American Institute of Aeronautics and Astronautics. Mr. Rollé has over 50 years of investment industry experience. | ||
| John D. Lawrence | Co-Manager | 2008 | 2010 |
| Biography | John D. Lawrence is a Principal and Portfolio Manager at TIM. He has portfolio management responsibilities on sub-advised funds and institutional separate accounts in the Growth Equity and Global Growth Equity investment disciplines. He joined TIM in 2005 when the firm acquired Westcap Investors, LLC. Prior to Westcap, Mr. Lawrence was a Research Associate at Credit Suisse First Boston and an Assistant Vice President at Sanders Morris Harris. He holds an M.B.A. from University of California, Los Angeles, and a B.A. from Rice University. Mr. Lawrence has earned the right to use the Chartered Financial Analyst designation and has 9 years of investment experience. | ||
| Feldhus R. Krik | - | 2008 | 2010 |
| Larkin E. Thomas | - | 2008 | 2010 |
Write your thoughts about Transamerica Us Growth Class A
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review