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Nvit Calvert Equity Fund Class I (0P0000A2P1)

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11.790 +0.040    +0.34%
30/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8M
Nationwide Neuberger Berman NVIT Socially Responsi 11.790 +0.040 +0.34%

0P0000A2P1 Overview

 
On this page you'll find an in-depth profile of Nvit Calvert Equity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000A2P1 among other information.
Category

Large Growth

Total Assets

8M

Expenses

0.78%

Inception Date

Mar 24, 2008

Contact Information

Address One Nationwide Plaza
Columbus,OH 43215
United States
Phone +1 8008480920

Top Executives

Name Title Since Until
Joseph B. Hudepohl Portfolio Manager 2023 Now
Biography Joseph Hudepohl is a managing director and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2015. Joe began his career in the investment management industry in 1997. Prior to joining Atlanta Capital, he was affiliated with Logan Circle Partners LP, a division of Fortress Investment Group LLC, as a portfolio manager and with Goldman Sachs Asset Management in Tampa, Florida. Joe earned a B.A. in economics from Stanford University. He is a former member of the U.S. National Swim Team and a three-time Olympic medalist. Joe is a CFA charterholder.
Jeffrey A. Miller Vice President 2023 Now
Biography Jeff A. Miller, CFA is a Vice President and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Calvert Equity portfolios. Prior to joining the firm in 2014, Mr. Miller was a Research Analyst at Crawford Investment Counsel and had been with the firm since 2011. Mr. Miller was responsible for equity research and served on the Equity Investment Team. Prior to joining Crawford Investment Counsel, Mr. Miller was a Senior Vice President, member of the Investment Policy Committee and Global Technology Analyst for Institutional Capital (ICAP). Mr. Miller is a graduate of Southern Methodist University where he earned a Bachelor of Business Administration in Finance. He obtained his MBA from Loyola University Chicago and holds the Chartered Financial Analyst designation. Additionally, Mr. Miller holds the Fundamentals of Sustainability Accounting (FSA) Credential issued by the Sustainability Accounting Standards Board (SASB).
Lance V. Garrison Portfolio Manager, Growth Equity 2023 Now
Biography Lance Garrison is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2007. Lance began his career in the investment management industry in 2000. Prior to joining Atlanta Capital, he worked at Standard & Poor's Corporate Value Consulting and Wellington Management Company. Lance earned a B.S. from the University of Florida and an MBA from Northwestern University. He is a CFA charterholder and a Chartered SRI Counselor. Lance holds the Fundamentals of Sustainability Accounting (FSA) credential and is a subject matter expert with the Sustainability Accounting Standards Board (SASB). Additionally, he serves on the SASB Standards Advisory Group advising on matters of implementation and emerging issues that should be considered in the standards development process.
Robert R. Walton Vice President 2023 Now
Biography Robert Walton is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 1999. Rob began his career in the investment management industry in 1994. Prior to joining Atlanta Capital, he was an equity research analyst at The Robinson-Humphrey Company, where he was responsible for the insurance and industrial growth industries. Rob earned a B.A. with a dual concentration in economics and political science from Colgate University and an MBA from Emory University. He is a CFA charterholder. Rob holds the Fundamentals of Sustainability Accounting (FSA) credential issued by the Sustainability Accounting Standards Board (SASB).
Jeff Munroe Portfolio Manager 2020 2022
Biography Jeff is a member of our equity opportunities team and specialises in managing a range of global equity strategies. Prior to his current role, Jeff was the CIO at Newton from 2001 to January 2012. Prior to joining Newton, Jeff worked at Towers Watson as a senior research analyst in its asset-consulting practice. Jeff has a BA, has completed an MBA, and is a CFA1 charterholder and a member of the UK Society of Investment Professionals (UKSIP). Outside of work, Jeff plays ice hockey and also enjoys cross-country skiing and cycling.
Yuko Takano - 2020 2022
Biography Yuko is a member of the equity opportunities team, where she is a portfolio manager for the Sustainable Global Equity and Sustainable US Equity strategies. She is also involved as a portfolio manager in Newton’s Thematic strategies. Prior to Newton, she worked for Aetos Capital, a fund of hedge funds, and Joho Capital, where she covered Japanese consumer, retail, and internet stocks. She started her career at Morgan Stanley in mergers and acquisitions. Yuko has an MBA from Stanford Graduate School of Business. She is also a member of the Sustainability and Responsible Investment Committee at the Investment Association. Outside of work, Yuko enjoys spending time with her two sons and cooking.
David S. Intoppa Director 2020 2021
Biography Mr. Intoppa, portfolio managers, is a senior research analyst on BNY Mellon AMNA's Dynamic Large Cap Value strategy. He joined BNY Mellon AMNA or a predecessor company in 2006 and has been employed by Dreyfus since 2015.
Rob Stewart - 2020 2020
Biography Mr. Stewart is Head of Responsible Research at Newton. He joined Newton in 2003.
Sajjad S. Ladiwala Managing Director, Portfolio Manager 2015 2020
Biography Sajjad Ladiwala, CFA, Managing Director, joined the firm in 2002. Sajjad is the Co- Portfolio Manager of the Core Equity and Sustainable Equity strategies. Prior to joining the firm, he was a vice president and senior fund analyst at Merrill Lynch Investment Managers. He also spent four years at Duff & Phelps, LLC, where he rose to the position of vice president. Sajjad holds a Bachelor of Commerce degree from the University of Bombay and an MBA with High Distinction from the University of Michigan. He has been awarded the Chartered Financial Analyst designation.
Ingrid S. Dyott Managing Director, Portfolio Manager 2008 2020
Biography Ingrid S. Dyott, Managing Director, joined the firm in 1997. She is Co-Portfolio Manager of the of the Core Equity and SRI strategies. Prior to joining the firm, she worked at the Council on Economic Priorities, a research firm specializing in corporate social and environmental analysis. Ingrid serves on the Board of the Arbor Brothers Foundation; a non-profit funding and supporting social entrepreneurs. Ingrid earned a BA from Bowdoin College and an MBA from Columbia University.
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