Sentences with phrase «tenure as portfolio manager»
He retired in 1995 after 31 years (1964 - 1995) of market - beating investment results while the Vanguard Windsor Fund during his tenure as portfolio manager averaged +13.7 % against the S&P 500 Index of +10.6 %.
https://meetinvest.com/ Not exact matches
The one that is included with their free subscription is handy for listing funds according to 18 criteria, such as category, manager tenure, minimum initial purchase, load or no - load, expense ratio, star rating, past performance, turnover, and basic portfolio composition.
The authors examined if fund attributes such as expense ratios, portfolio turnover, manager tenure, recent past performance, fund size and the Morningstar mutual fund ratings can predict performance.
Following her ten - year tenure at Nye, Parnell & Emerson Capital Management, Inc. as Senior Vice President and Senior Portfolio Manager, Kirsten was President of New Century Capital Management, LLC.
During his tenure at HIMCO, Mr. Bowman was involved in over $ 3 billion of structured debt originations, served on the investment committees of the Hartford Mezzanine Investors I, LLC fund and the HIMCO Real Estate Group, and managed a $ 1.1 billion portfolio of limited partnership investments and served as an Advisory Committee member for 22 third - party funds; providing him with an interesting perspective as a fund manager, institutional lender, as well as an active limited partner.