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Carillon Eagle Growth & Income Fund Class A (HRCVX)
Προσθήκη/Αφαίρεση από το χαρτοφυλάκιο
Προσθήκη στο Χαρτοφυλάκιο
21,99
-0,18
-0,81%
- Βαθμολογία Morningstar:
- Σύνολο Ενεργητικού: 208,8M
Eagle Growth & Income A
21,99
-0,18
-0,81%
Επισκόπηση HRCVX
Σε αυτή τη σελίδα θα βρεις ένα εις βάθος προφίλ για το Carillon Eagle Growth & Income Fund Class A. Μάθε μεταξύ άλλων για τα βασικά διοικητικά στελέχη, το σύνολο του ενεργητικού, τη στρατηγική για τις επενδύσεις και τα στοιχεία επικοινωνίας για το HRCVX.
Πληροφορίες Συνδέσμου
Διεύθυνση
P.O. Box 23572
St. Petersburg,FL 33742
United States
St. Petersburg,FL 33742
United States
Τηλέφωνο
1.800.421.4184
Διαδίκτυο
www.carillontower.com
Διοικητικά Στελέχη
| Όνομα | Τίτλος | Από | Μέχρι |
|---|---|---|---|
| Jeffrey Bilsky | Portfolio Co-Manager | 2023 | now |
| Βιογραφία | Jeff was employed at Cruiser Capital, where he served as a Research Analyst. Previously, he was a Vice President in Institutional Sales and Trading at Hudson Securities. Earlier in his career, Jeff worked at Bank of America as an Analyst in Institutional Sales and Trading. Jeff earned a B.A. in Diplomatic History from the University of Pennsylvania and an MBA in Finance from The Wharton School of the University of Pennsylvania. | ||
| Brad Erwin | Portfolio Manager | 2019 | now |
| Βιογραφία | Brad has 22 years of investment experience as an analyst and portfolio manager and is responsible for providing coverage of securities in the industrials and materials sectors. He was previously with Eagle from 2000-2007 and rejoined the firm in 2015. Brad earned a B.S. in Finance from Miami (Ohio) University in 1992. He is a CFA charterholder. | ||
| David Blount | Portfolio Manager | 2011 | now |
| Βιογραφία | David has more than 32 years of investment experience and is responsible for portfolio management, as well as research in the consumer discretionary and consumer staples sectors. Prior to joining Eagle in 1993, David served as an Investment Analyst for Allstate. He earned a B.S. in Finance from the University of Florida in 1983. David is a CFA charterholder and a Certified Public Accountant. | ||
| Harald Hvideberg | Portfolio Manager | 2014 | 2023 |
| Βιογραφία | Harald has 20 years of investment experience and is responsible for portfolio management, as well as research in the technology, telecommunications, and utilities sectors. He joined Eagle in 2014. Prior to joining Eagle, he was a portfolio manager at Wood Asset Management. Harald earned a B.A. in Economics in 1992 and a B.S. in finance in 1993, both from the University of South Florida and an M.B.A. from the University of Florida in 1997. He is a CFA charterholder. | ||
| Edmund M Cowart | Co-Portfolio Manager | 2011 | 2020 |
| Βιογραφία | Ed has 45 years of investment experience and is responsible for portfolio management, as well as research in the energy sector. He has been with Eagle since 1999. Prior to joining Eagle, he was Managing Director of the Value Equity team at Bank One Investment Advisors, where he managed the One Group Large Cap Value Fund. His extensive investment experience also includes positions as Director of Research for a regional broker/dealer and for the University of Texas' Endowment Fund. Ed earned an A.B. from Dartmouth College. He is a CFA charterholder. | ||
| Jeffrey Vancavage | Co-Portfolio Manager | 2013 | 2016 |
| Βιογραφία | Mr. Vancavage joined Invesco in 2016. He entered the investment industry in 1999 with T.Rowe Price. He previously held positions with Raymond James and most recently served as a portfolio co-manager with Eagle Asset Management. | ||
| John Pandtle | Portfolio Manager | 2011 | 2015 |
| Βιογραφία | Mr. Pandtle, CFA, worked at Eagle from 1999 through 2002, was a Senior Vice President in the equity research department of Raymond James & Associates from 2002 through 2008 and has been a portfolio manager at Eagle since 2009. He earned a B.B.A. in finance from the University of Georgia in 1993. John is a CFA charter holder. | ||
| David R. Powers | Portfolio Manager | 2012 | 2013 |
| Βιογραφία | David Powers, CFA, joined Wasatch Advisors in July, 2013, has many years of investment experience. Mr. Powers most recently serving as a portfolio manager with Eagle Asset Management. Prior to joining Eagle, he worked as a portfolio manager with ING Investment Management. While at ING, Mr. Powers also worked as a senior sector analyst covering telecommunication services, utilities, energy and materials. His experience includes several senior investment positions with Federated Investors from 2001 through 2007. Mr. Powers began his investment career at the State Teachers Retirement System of Ohio. He holds a Bachelor of Science in Accounting from Fairleigh Dickinson University and a Master’s degree in Accounting and earned a Master of Business Administration from Kent State University. | ||
| Cliff Remily | Portfolio Manager | 2009 | 2011 |
| Βιογραφία | Cliff Remily has been with PGI since 2017. Prior thereto, he was with Edge Asset Management, Inc. (which merged with and into PGI in 2017) since 2015. Previously, he was an executive vice president at PIMCO from 2011 to 2014. Prior to joining PIMCO in 2011, he was at Thornburg Investment Management for five years, most recently as a managing director. Mr. Remily was portfolio manager and co-portfolio manager for the firm's global equity income strategy and also served as co-portfolio manager for the Thornburg Investment Income Builder Fund and the Eagle Growth and Income Trust. He was previously an equity analyst with Brandes Investment Partners and Zacks Investment Research. He earned a bachelor's degree in Business Administration from the University of Washington and an M.B.A. from the University of Southern California. Mr. Remily has earned the right to use the Chartered Financial Analyst designation. | ||
| William V. Fries | Senior Advisor and Managing Director | 2001 | 2011 |
| Βιογραφία | Bill Fries is senior advisor of Thornburg Investment Management. He joined the firm in 1995 as the founding portfolio manager for Thornburg’s first equity strategy, and until 2016, he co-managed Thornburg's international equity strategy. Bill maintains his role as investment analyst, providing his knowledge, insight, and experience as he mentors and collaborates with the investment talent at Thornburg. | ||
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