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Carillon Eagle Small Cap Growth Fund Class I (HSIIX)
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28.37
-0.06
-0.21%
- Rating de Morningstar:
- Total de activos: 214.76M
Eagle Small Cap Growth I
28.37
-0.06
-0.21%
Panorama HSIIX
En esta página encontrará un perfil detallado de Carillon Eagle Small Cap Growth Fund Class I. Conozca la gestión clave, los activos totales, la estrategia de inversión y la información de contacto de HSIIX, entre otros datos.
Información de contacto
Dirección
P.O. Box 23572
St. Petersburg,FL 33742
United States
St. Petersburg,FL 33742
United States
Telefono
1.800.421.4184
Ejecutivos
| Nombre | Título | Desde | Hasta |
|---|---|---|---|
| David Cavanaugh | Porfolio co-Manager | 2022 | Ahora |
| Biografía | David is responsible for providing coverage of securities in the consumer, industrials and financials sectors. He has 26 years of investment experience. Prior to joining Eagle in 2017, David had roles in equity research and portfolio management for a variety of firms, including LMCG Investments, Copper Rock Capital Partners, MFS Investment Management, and State Street Research. He earned a B.S. from the Boston College in 1992 and an M.B.A from The Wharton School at the University of Pennsylvania in 1997. | ||
| Christopher Sassouni | Portfolio Co-Manager | 2015 | Ahora |
| Biografía | Sassouni is assistant portfolio manager and vice President. Sassouni served as a senior research analyst with Eagle since September 2003 and as President and CEO of Healthcare Investment Advisers, Inc. from 1999 to 2003. | ||
| Eric Mintz | Assistant Portfolio Manager | 2011 | Ahora |
| Biografía | Mr. Mintz is an Assistant Portfolio Manager for Small Cap Growth equity accounts. Mr. Mintz joined Eagle in 2005 as a Senior Research Analyst and brings 15 years of investment experience as an analyst and research associate. He holds a BA in economics from Washington and Lee University and earned his MBA from the University of Southern California. Mr. Mintz received his Chartered Financial Analyst designation in 2000. | ||
| Bert L. Boksen | Managing Director | 1993 | 2023 |
| Biografía | Bert Boksen has been a Managing Director and Senior Vice President of Eagle since 1995. Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor’s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977. He is a CFA charterholder. | ||
| David M. Adams | Principal | 2007 | 2008 |
| Biografía | David M. Adams, CFA. Mr. Adams has been a Principal, Chief Executive Officer and Portfolio Manager, as well as a member of Aristotle Boston’s investment team since January 1, 2015. Prior to joining Aristotle Boston, Mr. Adams served as Managing Director and Portfolio Co-Manager at Eagle Boston Investment Management (“Eagle Boston”) from November 2006 to December 2014. Prior to working for Eagle Boston, he served as Vice President and Portfolio Manager at Pioneer Investment Management, Inc. Mr. Adams holds a Bachelor of Science degree in Finance and Economics and a Master of Science degree in Finance from Boston College. He is a CFA® charterholder. | ||
| John(Jack) McPherson | Principal | 2007 | 2008 |
| Biografía | John (Jack) McPherson, CFA, Principal, President and Portfolio Manager, has managed the portion of the Fund’s assets allocated to Aristotle Boston since 2015. Mr. McPherson has been with Aristotle Boston since 2014 and has over 25 years of industry experience. Prior to joining Aristotle Boston, Jack serves as a Managing Director and Portfolio Manager at Eagle Boston. Prior to joining Eagle Boston, he was a Vice President and Portfolio Manager of the Pioneer Small Cap Value Fund at Pioneer Investment Management. Jack also spent over 12 years in portfolio management and research roles at Middleton & Company, Evergreen Investment Management, and Atlantic Trust Private Wealth Management. He graduated from the F.W. Olin Graduate School of Business at Babson College with an M.B.A. in 2005 and earned his B.S. from Northeastern University in 1990. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society, Inc. | ||
| James D. Awad | investment manager/chairman | 1993 | 2007 |
| Biografía | Awad is an investment manager and chairman with Awad Asset Management. | ||
| David A. Henwood | Senior Vice President, Director | 1993 | 1995 |
| Biografía | Henwood has been a senior vice president and research director with Raymond James & Associates since October 1988. He joined the company in 1984 as a senior analyst. Previously, he spent 12 years as a senior analyst with Kemper Securities, and also served as a credit analyst with Comerica Bank. | ||
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