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Multi-manager Value Strategies Fund Class A (CDEIX)

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Active Portfolios Multi-Manager Value A historical data, for real-time data please try another search
14.76 -0.16    -1.07%
24/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.89M
Active Portfolios Multi-Manager Value A 14.76 -0.16 -1.07%

CDEIX Overview

 
On this page you'll find an in-depth profile of Multi-manager Value Strategies Fund Class A. Learn about the key management, total assets, investment strategy and contact information of CDEIX among other information.
Category

Large Value

Total Assets

6.89M

Expenses

1.02%

Inception Date

41019

Contact Information

Address P.O. Box 8081
Boston,MA 02266-8081
United States
Phone +1 8003456611

Top Executives

Name Title Since Until
Joel P. Schneider Portfolio Manager 2019 Now
Biography Mr. Schneider is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Schneider holds an MBA from the University of Chicago Booth School of Business, an MS from the University of Minnesota, and a BS from Iowa State University. Mr. Schneider joined Dimensional in 2011, has been a portfolio manager since 2013.
Austin Hawley Assistant Portfolio Manager 2016 Now
Biography Austin serves as Co-Chief Investment Officer and Portfolio Manager for Diamond Hill Capital Management, Inc. He joined Diamond Hill in 2008. From 2004 to 2008, Austin was an Equity Analyst at Putnam Investments. From 1999 to 2002, Austin was an Investment Associate at Putnam Investments. Austin has a Bachelor of Arts in History (cum laude) and a Master of Business Administration (with distinction) from Dartmouth College.
Charles S. Bath Managing Director 2016 Now
Biography Mr. Bath has a Bachelor of Science degree in Accounting from Miami University, a Masters degree in Business Administration from The Ohio State University, and holds the CFA designation. Mr. Bath currently serves as the Portfolio Manager and Managing Director of Investments for Diamond Hill Capital Management, Inc. Mr. Bath was a senior portfolio manager for Gartmore Global Investments, a global investment firm affiliated with Nationwide Insurance, from 1985 to 2002, where he managed the Gartmore Total Return Fund. At the time of his departure from Gartmore, Mr. Bath was also managing three other funds; the four Gartmore funds he managed had combined net assets of approximately $3.3 billion. Mr. Bath was first employed by Nationwide Insurance as an investment professional in 1982.
Christopher Welch Portfolio Manager 2016 Now
Biography Chris serves as Co-Chief Investment Officer and Portfolio Manager for Diamond Hill Capital Management, Inc. He joined Diamond Hill in 2005. From 2004 to 2005, Chris was a Portfolio Manager with Fiduciary Trust Company International. From 2002 to 2004, Chris was a private investor. From 1995 to 2002, Chris was a Portfolio Manager and Senior Equity Analyst for Nationwide Insurance and affiliates. Chris has a Bachelor of Arts in Economics from Yale University (summa cum laude).
Peter C. Santoro Senior Portfolio Manager 2016 Now
Biography Peter Santoro is a senior portfolio manager on the Dividend Income and Core Equity Teams for Columbia Threadneedle Investments. Mr. Santoro joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, Mr. Santoro served as an equity analyst for Rockefeller & Company, concentrating on the global consumer sector, including media, food and beverage and retail companies. While at Rockefeller, he was also responsible for managing global portfolios for select clients, monitoring current investments, assessing the current marketplace and making asset allocation recommendations. He has been a member of the investment community since 1996. Mr. Santoro graduated cum laude from Amherst College in 1994. In addition, he holds the Chartered Financial Analyst® designation.
Michael S. Barclay Senior Portfolio Manager 2016 Now
Biography Michael Barclay is a senior portfolio manager on the Income Strategies Team at Columbia Threadneedle Investments. He joined one of the Columbia Management legacy firms in 2006 as a senior equity analyst. Prior to his current role, Mr. Barclay was a senior equity analyst on the Centralized Fundamental Research Team from 2006 to 2011. Previously, Mr. Barclay worked as a senior equity analyst at Fortis Investments covering financial services and technology. Prior to that, he was an equity analyst and assistant portfolio manager at Independence Investments. Before that, he worked at FleetBoston Financial, Morgan Stanley & Company and Bank of Boston. He has been a member of the investment community since 1991. Mr. Barclay received a B.A. in government and a Master of Public Administration (M.P.A.) degree from Cornell University. In addition, he holds the Chartered Financial Analyst® designation.
Scott L. Davis Vice President 2016 Now
Biography Scott Davis is a senior portfolio manager and head of income strategies for Columbia Threadneedle Investments. Mr. Davis joined one of the Columbia Management legacy firms in 1985 as a portfolio manager. Previously, Mr. Davis worked as a registered representative at both Tucker Anthony and Merrill Lynch. Since 1991, he has managed institutional relationships and mutual funds in a value equity style. He has been a member of the investment community since 1980. Mr. Davis received a B.A. at American International College and an M.A. at the University of Connecticut.
Lukas J. Smart - 2015 Now
Biography Lukas Smart, CFA, Senior Portfolio Manager and Vice President, leads a team of investment professionals who manage US large cap equity and REIT portfolios. Mr. Smart earned his bachelor of economics degree from the University of San Diego and his MBA from the University of Chicago Booth School of Business. He is a CFA Charterholder and is a member of the CFA Society of Austin.
Jed S. Fogdall Vice President 2013 Now
Biography Jed S. Fogdall is a Co-Head of Portfolio Management and Vice President of Dimensional and a member of Dimensional’s Investment Committee. Mr. Fogdall has an MBA from the University of California, Los Angeles and a BS from Purdue University. Mr. Fogdall joined Dimensional as a Portfolio Manager in 2004 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
Joseph H. Chi Vice President 2013 2019
Biography Joseph H. Chi, CFA, is a Co-Head of Portfolio Management and Vice President of Dimensional and the Chairman of Dimensional’s Investment Committee. Mr. Chi has an MBA and BS from the University of California, Los Angeles and also a JD from the University of Southern California. Mr. Chi joined Dimensional as a Portfolio Manager in 2005 and has been responsible for international portfolios since 2010 and domestic portfolios since 2012.
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