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Value Line Larger Companies Focused Fund Investor Class (VALLX)

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39.57 -0.18    -0.45%
13/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 372.79M
Type:  Fund
Market:  United States
Issuer:  Value Line
Asset Class:  Equity
Value Line Larger Companies Focused Inv 39.57 -0.18 -0.45%

VALLX Overview

 
On this page you'll find an in-depth profile of Value Line Larger Companies Focused Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of VALLX among other information.
Category

Large Growth

Total Assets

372.79M

Expenses

1.14%

Inception Date

26378

Investment Strategy

The investment seeks long-term growth of capital. To achieve the fund's investment objective, the adviser invests substantially all of the fund's assets in common stock. Under normal circumstances, the Adviser expects that the fund's portfolio will generally consist of positions in 25 to 50 companies. During the investment selection process, the Adviser performs fundamental and quantitative analysis on each company and utilizes the rankings of companies by the Value Line Timeliness™ Ranking System to assist in selecting securities for purchase.

Contact Information

Address 7 Times Square, Suite 1606
New York,NY 10036.
United States
Phone +1 8002432729
Fax New York

Top Executives

Name Title Since Until
Mitchell Appel - 2024 Now
Cindy J. Starke Portfolio Manager 2014 Now
Biography Prior to joining EULAV Asset Management in 2014, Ms. Starke was a Portfolio Manager and Equity Analyst at Spears Abacus Advisors from 2012 to 2014. From 2010 to 2012, she was an Equity Analyst with Conative Capital Management and from 2007 to 2009, a Managing Director, Portfolio Manager and Equity Analyst at Barrett Associates. From 1999 to 2007 she was Managing Director, Portfolio Manager and Equity Analyst at NewBridge Partners and Victory NewBridge. Ms. Starke received her BS in Business Administration from Fordham University in 1991 and an MBA in Finance from Fordham University in 1999.
Stephen E. Grant Portfolio Manager 2014 2014
Biography Mr. Grant has been a portfolio manager with EULAV Asset Management or its predecessor since 1991.
Mark Spellman Chief Executive Officer 2011 2014
Biography Mr. Spellman is an Alpine Saxon Woods Founding Partner and Chief Executive Officer, responsible for overseeing the firm's strategic direction, business development and driving growth. Mr. Spellman has over 30 years of experience in various capacities in the investment industry. Before launching Alpine Saxon Woods, Mr. Spellman was a Co-Chief Investment Officer and Portfolio Manager at Alpine Funds managing the Alpine Rising Dividend Fund, a long/short equity portfolio and other U.S. equity strategies. Prior to that he was a member of the Value equity team at MacKay Shields managing its $1.2B mid-cap value equity product as well as the 5-star Mainstay Strategic Value Fund. In addition, he was co-portfolio manager for a number of other products including large-cap value, all-cap value, small-cap value, and quantitative value overlay funds. Before that Mr. Spellman worked at Deutsche Bank Securities with positions including as a sell-side US Equity Strategist working with the Chairman and CEO, Jim Moltz and as an automotive industry analyst. He started his career as an Assistant Portfolio Manager and computer programmer at Prudential Insurance’s family of mutual funds. Mr. Spellman earned his degree in Computer Science and Finance from the Carroll School of Management at Boston College and an M.B.A. with high honors from the Isenberg School of Management at the University of Massachusetts, Amherst.
Jeffrey Geffen Portfolio Manager 2010 2011
Biography Geffen has been a portfolio manager with EULAV Asset Management, his employer since 2001. Prior to joining the company, he was vice president of investments at Morgan Stanley Dean Witter Advisors from 1989-2001.
Bradley Brooks Portfolio Manager 2005 2010
Biography Brooks has been a portfolio manager with Value Line.
Kathleen A. Bramlage Portfolio Manager 2007 2008
Biography Bramlage is a portfolio manager with Value Line, she has been a portfolio manager with the Adviser since June 2005. From1999 to 2005, she was an analyst (part-time) with Loop Capital Markets, LLC.
John D. Dempsey - 2005 2005
Biography John Dempsey is a portfolio manager for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2015 as a portfolio manager on the Short Duration & Stable Value Team specializing in corporate and government bonds. Mr. Dempsey has managed fixed income corporate bonds since 1998. Previously he was a portfolio manager and high yield trader at Genworth Financial, director of corporate credit research at Prime Advisors and corporate credit analyst at GE Financial Assurance. Mr. Dempsey received a B.S. in Finance with a minor in Economics from the University of Oregon. He is a member of the CFA Society Seattle and holds the Chartered Financial Analyst ® designation.
Management Team - 1972 2005
Biography Team Managed
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