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Bny Mellon Small/mid Cap Multi-strategy Fund Class M Shares (MMCMX)
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16.56
-0.01
-0.06%
14/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 57M
BNY Mellon Small/Mid Cap Multi-Strat M
16.56
-0.01
-0.06%
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MMCMX Overview
On this page you'll find an in-depth profile of Bny Mellon Small/mid Cap Multi-strategy Fund Class M Shares. Learn about the key management, total assets, investment strategy and contact information of MMCMX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew R. Leger | Director | 2021 | 2021 |
| Biography | Mr. Leger is a director and senior research analyst at BNY Mellon Asset Management North America Corporation (BNY Mellon AMNA), where he has been employed since June 2014. Prior thereto, he was employed for more than five years as a research analyst at BlackRock, Inc. | ||
| Karen Miki Behr | Equity Analyst | 2021 | 2021 |
| Biography | Karen is a senior research analyst covering the non-US Health Care and Consumer sectors. Previously, she was a research analyst with a focus on Health Care. Prior to joining the firm, Karen worked at Leerink Swann & Co., a health care investment bank, advising venture capital and private equity firms as well as pharmaceutical, biotech and medical device companies on strategic growth opportunities. Karen has been in the investment industry since 1999. Karen received a BA in molecular and cell biology from the University of California, Berkeley, and an MBA with a concentration in finance from MIT Sloan School of Management. | ||
| Alicia Levine | - | 2021 | 2021 |
| Biography | Alicia Levine is the fund's primary portfolio manager responsible for investment allocation decisions, a position she has held since September 2021. Ms. Levine is Head of Equities, Capital Markets Advisory and Vice Chair for BNY Mellon Wealth Management, an affiliate of BNYM Investment Adviser. She also is an employee of BNYM Investment Adviser and manages the fund in her capacity as an employee of BNYM Investment Adviser. | ||
| Patrick Kent | Portfolio Manager | 2019 | 2021 |
| Biography | Patrick is the lead portfolio manager for the Opportunistic Value strategies and head of the Small Mid Cap Equity Research team. Most recently, Patrick was a portfolio manager at Wellington where he co-managed the firm’s global all-cap impact investing strategy, which paired top-down thematic research with bottom-up stock selection and focused on positive social and environmental impact. Prior to Wellington, Patrick worked as an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company, a predecessor firm of Mellon, on the Opportunistic Value team. Patrick earned an MBA from Babson College – Franklin W. Olin Graduate School of Business and bachelor’s degree from Bowdoin College. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Boston. He also holds the Chartered Market Technician designation and is a member of the CMT Association. | ||
| John R Porter | - | 2017 | 2021 |
| Biography | John R. Porter III Executive Vice President, Active Equity CIO. John is the firm's Active Equity CIO. In this role, he oversees the US Large Cap Value strategies and team as well as strategies managed by global research analysts, including US Large Cap Growth Equity. John is also the head of the US Small Mid Cap Equity investment team and is the lead portfolio manager on the US Small Cap Growth Equity strategies. Prior to joining the firm, John served as president and chair of the investment committee at Seaward Management. Before Seaward Management, John was the founder and Chief Investment Officer of JP3 Capital management LLC, where he managed a concentrated long/short portfolio focused on the technology, consumer and energy sectors. Prior to JP3, he spent 15 years at Fidelity Investments in various portfolio manager and research roles. John received a BS and MS in Aerospace Engineering from the University of Michigan and an MBA from University of Chicago. | ||
| Todd W. Wakefield | Senior Portfolio Manager | 2014 | 2021 |
| Biography | Todd W. Wakefield, CFA Executive Vice President, Senior Portfolio Manager. Todd is a senior portfolio manager on the US Small Mid Cap team. He has worked on those strategies since inception and he currently covers the commodities, capital goods and consumer sectors. Prior to joining the firm in 1998, Todd served as a portfolio manager and analyst at Fleet Investment Advisors. Todd has been in the investment industry since 1992. Todd earned an MBA from the Rochester Institute of Technology and a BS from the State University of New York at Oswego. He holds the CFA® designation and is a member of the CFA Institute. | ||
| Edward R. Walter | Portfolio Manager | 2014 | 2021 |
| Biography | Edward R. Walter, CFA Managing Director, Senior Portfolio Manager Ed is a senior portfolio manager on the Small Mid Cap Equity investment team. He began his career in 1989 at Standish, Ayer & Wood. Ed has served in various roles, ranging from analyst to portfolio manager, across small-cap, large-cap, value, growth, international and domestic portfolios. In addition, he has covered a wide variety of sectors and industries during his tenure. Ed has a degree in finance from Villanova University and holds the Chartered Financial Analyst® designation. | ||
| Robert C. Zeuthen | Portfolio Manager | 2014 | 2021 |
| Biography | Robert C. Zeuthen, CFA Managing Director, Senior Portfolio Manager Rob is a senior portfolio manager on the Small Mid Cap Equity team. In addition to his portfolio management duties, he is responsible for research coverage of the information technology sector. Prior to joining the firm in 2006, Rob worked at Bricoleur Capital leading technology investing across all market caps for its long/short hedge fund. In that role, he managed up to $500 million in capital with portfolio discretion. Rob began his career at Prudential and its subsidiary Jennison Associates, where he helped launch a US small-cap fund and served as an analyst and portfolio manager for global small-cap equities. Robert has been in the investment industry since 1990. Rob earned a BA with honors in finance from Boston College. He holds the CFA® designation and is a member of the CFA Institute. | ||
| James M. Boyd | Director | 2014 | 2021 |
| Biography | James M. Boyd, CFA Managing Director, Senior Portfolio Manager Jim joined the firm in 2005 and is a managing director. He is primarily responsible for covering the Financials sector. During his tenure, he served at the team’s Energy analyst for ten years and covered companies in business services, payments and FinTech. Previously, he was a senior equity research analyst at State Street Global Advisors, specializing in US and international financial service companies. Earlier in his career, Jim was an assistant portfolio manager and a senior research analyst covering the Energy and Financials sectors at Harbor Capital Management. Jim was also financial services analyst on the Regional Bank team for John Hancock, where he covered banks and specialty finance companies. During this time, he received three years of detailed income statement and balance sheet analysis training from a former FDIC bank examiner. Jim received a master’s degree in finance from Boston College and graduated magna cum laude from Colgate University with a BA in economics and history. Jim holds the CFA® designation and is a member of the CFA Institute. Jim has been in the investment industry since 1993. | ||
| Stephanie K Brandaleone | Portfolio Manager | 2014 | 2021 |
| Biography | Ms. Brandaleone is a director, senior research analyst for the Small/Mid Cap Equity investment team. She has been employed by Mellon or a predecessor company since 1991, and by BNYM Investment Adviser since 2003. | ||
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