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Valic Company I Small Cap Special Values Fund (VSSVX)
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24/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 205.08M
VALIC Company I Small Cap Special Val
12.72
-0.05
-0.39%
- Overview
- Profile
- Historical Data
- Holdings
VSSVX Overview
On this page you'll find an in-depth profile of Valic Company I Small Cap Special Values Fund. Learn about the key management, total assets, investment strategy and contact information of VSSVX among other information.
Investment Strategy
The investment seeks to produce growth of capital by investing primarily in common stocks. Under normal market conditions, the fund invests at least 80% of its net assets in common stocks of domestic small-cap companies. Generally, small-cap companies will include companies whose market capitalizations, at the time of purchase, are equal to or less than the market capitalization of the largest company in the Russell 2000® Index during the most recent 12-month period.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian Martin | Co-Portfolio Manager | 2020 | Now |
| Biography | Brian Martin is a co-portfolio manager for the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Brian has been with Allspring or one of its predecessor firms since 2004, which includes serving as a senior trade settlement specialist and as an investment systems analyst with the Service Company. He earned a bachelor’s degree in finance from Bentley University, where he graduated magna cum laude, and a master’s degree in business administration with an emphasis in finance from the McCallum Graduate School of Business at Bentley University. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston and the Beta Gamma Sigma Honorary Society. | ||
| Bryant VanCronkhite | Senior Portfolio Manager | 2013 | Now |
| Biography | Bryant VanCronkhite is a senior portfolio manager and co-head of the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to this, Bryant was a senior research analyst on the team, which he joined in 2004 before the acquisition of Strong Capital Management. Earlier, Bryant was a mutual fund accountant for Strong. He began his investment industry career in 2003. Bryant earned a bachelor’s degree and a master’s degree in professional accountancy from the University of Wisconsin, Whitewater, and is a certified public accountant. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Milwaukee and the AICPA. | ||
| James M. Tringas | Portfolio Manager | 2005 | Now |
| Biography | Jim Tringas is a senior portfolio manager and co-head of the Special Global Equity team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments, where he began his investment industry career in 1994, which includes serving as a portfolio manager with Wachovia Asset Management Group. Prior to this, he served as a senior consultant in the Personal Financial Group of Ernst & Young. Jim earned a bachelor’s degree and a master’s degree in accounting from the University of Florida. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society Boston. | ||
| Robert Rifkin | Portfolio Manager | 2010 | 2020 |
| Biography | Bob Rifkin is a co-portfolio manager for the Special Global Equity team at Wells Fargo Asset Management (WFAM). He serves as co-portfolio manager for the Special U.S. Small Cap Value and Special Global Small Cap portfolios. Bob also serves as a senior analyst for the Special U.S. Mid Cap Value portfolio. He joined WFAM from Evergreen Investments, where, since 1997, he also served as a fixed income analyst and an equity analyst. Earlier Bob served as a municipal bond analyst with Standard & Poor’s. He began his investment industry career in 1985 as an analyst with Prudential-Bache Securities. Bob earned a bachelor’s degree in economics from the University of Pennsylvania’s Wharton School and a master’s degree in business administration from the Yale School of Management. He has earned the right to use the CFA designation and is a member of the Boston Security Analysts Society. | ||
| Nelson P. Woodard | Partner | 2013 | 2015 |
| Biography | Nelson P. Woodard rejoined Dreman Value Management, L.L.C. (DVM) in November 2013 as co‐Chief Investment Officer (co‐CIO) and Managing Director. In his role as co‐CIO, he has investment oversight responsibilities for the traditional value strategies including large, small and mid‐cap value strategies. Mr. Woodard has over 26 years of experience in the investment management industry. Prior to rejoining the firm, he was Chief Investment Officer at The Winchester Group and before that he was the Founder and Chief Investment Officer at Aristos Capital Management, a long/short hedge fund firm. Mr. Woodard’s first involvement with DVM dates back to the firm’s inception in January 1997, where he served as Managing Director until July 2000 and most recently as Partner, Managing Director and Senior Portfolio Manager between 2001 and 2006. In between those two stints, he worked at Prudential Investments as Vice President of Asset Allocation and Quantitative Analysis. Prior to joining DVM, he was a Director of the Quantitative Finance program at the College of Business at James Madison University from 1993 to 1996 and an Instructor at the Anderson School of Management at the University of New Mexico from 1989 to 1992. In addition, Mr. Woodard had been the Director of Research at Investment Strategy Management in Charlottesville, Virginia and from 1985 to 1995 served as a consultant for Dreman Value Advisors, Inc. (DVM’s predecessor firm), and as a Research Fellow for the Dreman Foundation. Mr. Woodard holds a BA in Mathematics and Economics, an MA in Economics and a Ph.D. in Econometrics and Public Finance from the University of Virginia. | ||
| Mario Tufano | Associate Portfolio Manager | 2010 | 2015 |
| Biography | Mario Tufano is a Portfolio Manager on the Fundamental Small Cap team for Foundry Partners. Mario started in the industry in 2002 and has been with Foundry Partners since the company’s transaction with Dreman Value Management (DVM) in June of 2016. He joined DVM in 2007 as a Senior Securities Analyst and was promoted to Associate Portfolio Manager in 2010. He is responsible for research of new investment ideas as well as current portfolio holdings for the firm’s Small and Mid Cap Value products. Prior to joining the firm, he was an Associate Director and Equity Analyst at UBS Investment Bank covering the Consumer Staples and Discretionary sectors. Mr. Tufano graduated from Pennsylvania State University with a B.S. in Finance. He is a CFA charterholder and is a member of the New York Society of Security Analysts (NYSSA). | ||
| Mark Roach | Managing Director & Portfolio Manager | 2009 | 2015 |
| Biography | Mark Roach is the Lead Portfolio Manager on the Fundamental Small Cap Value team for Foundry Partners. Mark started in the industry in 1995 and has been with Foundry Partners since the company’s transaction with Dreman Value Management (DVM) in June of 2016. He was with DVM from late 2006-June 20, 2016 in a similar capacity. Prior to joining DVM, Mr. Roach was a Portfolio Manager at Vaughan Nelson Investment Management, managing a small cap product from 2002 through 2006. Mr. Roach has significant experience in working with institutions, pensions and endowments and is well known in the consulting and high net worth community. Mr. Roach served as a security analyst from 1994 to 2001 for various institutions including Fifth Third Bank, Lynch, Jones & Ryan and USAA. Mr. Roach graduated from Baldwin Wallace College with a B.A. in Business, and earned a MBA from the University of Chicago’s Booth School of Business. In addition, Mr. Roach is a former board member on the Rice University Wright Fund. | ||
| Eric N. Harthun | Portfolio Manager | 2009 | 2009 |
| Biography | Mr. Harthun is a Portfolio Manager of Putnam Convertible Securities Fund and Putnam Small Cap Value Fund. Mr. Harthun joined Putnam in 2000. He is a CFA charterholder and has been in the investment industry since 1994. | ||
| Edward T. Shadek | Senior Vice President | 2005 | 2009 |
| Biography | Edward Thomas Shadek Jr., CPA, is a Senior Vice President and Portfolio Manager at Amundi Pioneer Asset Management, Inc. Mr. Shadek previously served as a Senior Managing Director, Portfolio Manager, Deputy Head of Investments, and Chief Investment Officer at Putnam Investment Management, LLC. He joined the firm in 1997 after having begun his career here in 1987. Prior to this, Mr. Shadek served as a Portfolio Manager at Steinhardt Partners since 1992 and a Director of Portfolio Strategy at Newbold Asset Management from 1993 to 1997. He has a vast investment experience. Mr. Shadek holds the Certified Public Accountant designation. He has obtained a B.A. degree in Mathematics from the Pomona College and an M.B.A. from the Harvard University Graduate School of Business. | ||
| Michael Petro | Portfolio Manager | 2006 | 2009 |
| Biography | Mr. Petro is the Portfolio Manager of Putnam`s Small Cap Value and BDC Income strategies. He is responsible for the overall strategy and positioning of Putnam`s small-cap value and BDC (business development company) capabilities. Mr. Petro joined Putnam in 2002 and has been in the investment industry since 1999. Previously as an Analyst, Mr. Petro covered multiple sectors in the small-cap value universe, including financial services, health care, technology, capital goods, and telecommunication services. Prior to joining Putnam, Mr. Petro was a Senior Research Associate at RBC Capital Markets, formerly known as Dain Rauscher Wessels, from 1999 to 2001, and served as a Principal Engineer at Quickware Engineering & Design, LLC from 1989 to 1999. Mr. Petro earned an M.S. from the University of Michigan and a B.S. from the Massachusetts Institute of Technology. | ||
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