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Becker Value Equity Fund Retail Class (BVEFX)

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20.36 +0.01    +0.05%
30/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 27.85M
Becker Value Equity Retail 20.36 +0.01 +0.05%

BVEFX Overview

 
On this page you'll find an in-depth profile of Becker Value Equity Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of BVEFX among other information.
Category

Large Value

Total Assets

27.85M

Expenses

0.78%

Inception Date

37928

Contact Information

Address 1211 SW 5th Ave, Suite 2185
Portland,OR 97204
United States
Phone -

Top Executives

Name Title Since Until
Blake Howells CIO, Portfolio Manager, Analyst 2019 Now
Biography Blake joined Becker Capital in 1998. He helps oversee the company’s investment process, manages portfolios, and is an equity analyst. Prior to joining the firm, Blake was a Vice President with U.S. Bancorp’s National Accounts Division. He currently serves on the Board of Directors for the Providence Child Center Foundation. B.S., University of Oregon
Sid Parakh Portfolio Manager, Analyst 2016 Now
Biography Sid joined Becker Capital in 2015, bringing nearly 15 years of investment industry experience. Sid manages portfolios and is an equity analyst in the Becker Seattle office. Prior to joining the firm, Sid headed the Value Equity Research team within the Wealth Management division at Robert W. Baird (through its acquisition of McAdams Wright Ragen). Sid started his career as a trader on the Indian stock market. B.E. Chemical Engineering, Pune, India. He received his MBA from Willamette University.
Thomas (T.J.) McConville Portfolio Manager, Analyst 2014 Now
Biography T.J. joined Becker Capital in 2013. T.J. manages portfolios and is an equity analyst. Before joining the firm, T.J. served as a Senior Research Associate at Raymond James covering the consumer sector. Prior to that, he covered a variety of industries at Raymond James. B.S., Florida Southern College, M.B.A., University of Florida.
Andy Murray Portfolio Manager, Equity Research Analyst 2014 Now
Biography Mr. Murray joined Becker Capital Management, Inc. in 2013. Prior to joining Becker Capital Management, Inc., Mr. Murray most recently served as a senior member of the North American Equities team at Alliance Trust, PLC and covered a variety of industries. He received a M.A. from University of Edinburgh.
Stephen D. Laveson Portfolio Manager, Equity Research Analyst 2003 Now
Biography Mr. Laveson joined Becker Capital Management, Inc. in 1995. Prior to joining Becker Capital Management, Inc., Mr. Laveson was a senior analyst and portfolio manager with Crabbe Huson, Neuberger & Berman, Rosenkranz, Ehrenkrantz, Lyon & Ross and Montgomery Securities. He graduated with a B.S. in Chemical Engineering from Massachusetts Institute of Technology and a Master's in Economics from University of California, Santa Barbara.
Patrick E. Becker CEO/President 2003 Now
Biography Patrick E. Becker joined Becker Capital in 1996 and has over 29 years of experience as an investment professional. Prior to joining Becker Capital, Mr. Becker was Vice President for Grove Securities. He began his career as a retail stockbroker with Merrill Lynch and subsequently became vice president at Grove Securities, where he was responsible for managing individual and institutional assets for over 120 clients. Pat is a past president of the Wilsonville Chamber of Commerce and the Jesuit Alumni Board, and he currently serves on Jesuit’s President Advisory Board and the Young Audiences of Oregon and Southwest Washington. Mr. Becker received a B.A. in Business Administration from the University of Portland.
Marian L. Kessler Portfolio Manager, Equity Research Analyst 2005 2023
Biography Ms. Kessler joined Becker Capital Management, Inc in 2004. Prior to joining Becker Capital Management, Inc, Ms. Kessler was a senior analyst and portfolio manager at IDS/American Express, Safeco Asset Mgt, and Crabbe Huson. She graduated Phi Beta Kappa and magna cum laude from Carleton College with a B.A. in English Literature. She received her MBA in Finance from Northwestern University's Kellogg Graduate School of Management.
Michael A. McGarr Portfolio Manager, Analyst 2003 2019
Biography Mike joined Becker Capital in 1985. Mike manages portfolios and is an equity analyst. Prior to joining the firm, Mike was an equity analyst with Qualivest Capital Management. Mike is a past president of the CFA Society of Portland. B.A., Williams College, M.B.A., University of Virginia’s Darden School.
Robert N. Schaeffer Vice President, Portfolio Manager 2003 2014
Biography Schaeffer is a vice president and portfolio manager with Becker Capital Management, Inc. He joined the firm in 1984 from the First Interstate Bank of Oregon, where he headed the Endowment and Charitable Funds Management Group and managed equity portfolios for private and institutional clients.
Patrick E. Becker Founder, Portfolio Manager 2006 2008
Biography Pat began his career in the investment business in 1967 with Dean Witter as an account executive, and founded Becker in 1976. He has guided the firm since inception, concentrating on equity portfolio management, client relations, building a quality team in both portfolio management and operational support, as well as being responsible for the overall investment policy of the firm.
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