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American Beacon Small Cap Value Fund Class R5 (AVFIX)
Einem Portfolio hinzufügen/entfernen
Portfolio hinzufügen
20,36
+0,20
+0,99%
14/04 - Zeitverzögert. Währung in USD
- Morningstar Rating:
- Aktiva (gesamt): 1,44B
American Beacon Small Cp Val Inst
20,36
+0,20
+0,99%
- Allgemein
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- Nachrichten & Analysen
- Technisch
- Forum
AVFIX Übersicht
Auf dieser Seite finden Sie ein ausführliches American Beacon Small Cap Value Fund Class R5 Profil. Erfahren Sie mehr über das Management, das Gesamtvermögen, die Anlagestrategie und die AVFIX Kontaktinformationen.
Kontaktinformation
Adresse
220 East Las Colinas Blvd., Suite 1200
Irving,TX 75039
United States
Irving,TX 75039
United States
Telefon
+1 8006585811
Management
| Name | Titel | Seit | Bis |
|---|---|---|---|
| Matthew R. Lockridge | Senior Vice President and Co-Ditector | 2025 | Aktuell |
| Biografie | Mr. Lockridge is Head of U.S. Value for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s Investment Committee and oversaw investments in the Consumer and Industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University. | ||
| Frederic G. Rowsey | Vice President | 2025 | Aktuell |
| Biografie | Mr. Rowsey joined Westwood in 2010, serves as a Portfolio Manager and is responsible for investment research in the Consumer Discretionary sector. He is also a member of the Consumer/Health Care research group. Previously, he served as a Research Associate, assisting with research in the Consumer Discretionary, Consumer Staples, Health Care and Energy sectors. Mr. Rowsey graduated from Harvard University with a BA in Economics and a secondary degree in Psychology. Mr. Rowsey is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| Jordan Latimer | Portfolio Manager | 2025 | Aktuell |
| Biografie | Mr. Jordan Latimer, CFA, has served as Vice President, Portfolio Manager, and Research Analyst for the Adviser within the SmallCap Team since 2023 when he rejoined Westwood. Prior to this appointment, he served as Impact Officer at LCM Group, a family office focused on both public and private investments. Prior to LCM Group, Mr. Latimer was a member of the investment team at Ballast Asset Management, providing investment analysis and portfolio management to a fundamental, value-oriented small-mid cap equity strategy. Mr. Latimer began his career at Westwood in 2011 as a Research Associate. In 2015, Mr. Latimer was promoted to Research Analyst, where he was responsible for coverage, research, and idea generation in the technology, industrials, and consumer discretionary sectors. Mr. Latimer graduated magna cum laude from Mays Business School at Texas A&M University and earned his Bachelor of Business Administration in Accounting and Master of Science in Finance. Mr. Latimer earned his CFA charter in April of 2015. | ||
| William E. Costello | Senior Vice President | 2025 | Aktuell |
| Biografie | Mr. Costello joined Westwood in 2010 and serves as Director of Equity Portfolios and Senior Portfolio Manager on the SmallCap Value portfolio team. He is also responsible for investment research within the Energy and Utilities sectors and is a member of the Energy/Utilities research group. Mr. Costello began his career with Investors Bank and Trust in 1992 and subsequently joined Delphi Management and The Boston Company. Mr. Costello earned an MBA from Boston University and a BA in Economics from Marietta College. He is a member of the CFA Institute, the Boston Security Analysts Society and the National Association of Petroleum Investment Analysts. | ||
| Michelle K. Bevan | Portfolio Manager, Analyst | 2022 | Aktuell |
| Biografie | Michelle is a portfolio manager and securities analyst on the Diversified Value Equity team. She contributes to the quantitative and fundamental analysis of securities for the Diversified Value Equity portfolios by consistently applying Brandywine Global's disciplined exclusionary process. She is the lead portfolio manager for the Diversified Mid Cap Value strategy. Michelle joined the Firm in 1995. She is a CFA charterholder and earned an M.B.A. in Finance and a B.S. in Finance from the University of Delaware, graduating cum laude. | ||
| DJ Taylor | Managing Director, Equity Portfolio Manager/Analyst | 2022 | Aktuell |
| Biografie | Mr. Taylor joined Barrow Hanley in 2016 as an equity analyst, focusing on small cap stocks. Prior to joining Barrow Hanley, he served as a senior analyst at Value Management Group. Mr. Taylor earned a BA in Mathematics and Economics from Williams College, where he was an NCAA All-American and school record-holder for the Ephs swimming and diving team. He is a member of the CAIA Association and is a CFA charterholder. | ||
| Randy Renfrow | Portfolio Manager | 2022 | Aktuell |
| Biografie | Randy A. Renfrow – Joined in 2008 Role: Partner Co-Portfolio Manager Education & Credentials: B.S. in Environmental Engineering, Murray State University M.S.F., Boston University CFA Past Experience: Equity Analyst, Veredus Asset Management Equity Analyst, INVESCO | ||
| Greg Ramsby | Portfolio Manager | 2022 | Aktuell |
| Biografie | Gregory T. Ramsby – Joined in 1996 Role: Managing Partner Management Committee Member Portfolio Manager Education & Credentials: B.S. in Finance, Oglethorpe University M.B.A., University of Notre Dame Past Experience: Associate Portfolio Manager, First Union Capital Management | ||
| Robyn A. Serrano | - | 2021 | Aktuell |
| Biografie | Robyn Serrano, Associate Portfolio Manager, joined American Beacon Advisors, Inc in 2013. Ms. Serrano has served on the portfolio management team since 2021 and has served on the asset management team since 2018. Prior to that, Ms. Serrano worked at Fidelity Investments in various capacities from June 2010 to December 2013. Ms. Serrano has a BS in International Business from Bryant University. Ms. Serrano is a Certified Investment Management Analyst® (CIMA®) professional, and she holds FINRA Series 7, 63 and 66 licenses. | ||
| W. Coleman Hubbard | Analyst | 2020 | Aktuell |
| Biografie | Mr. Hubbard joined Barrow Hanley in 2012 as an equity analyst, working with the Small Cap Value team. He was promoted to the portfolio management team in January of 2020. Mr. Hubbard began his investment career as an analyst at Bank of America Merrill Lynch. He graduated from Davidson College, where he earned a BA in Economics. Mr. Hubbard is a CFA Charterholder. | ||
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