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Bny Mellon Tax-sensitive Large Cap Multi-strategy Fund Class M (MTSMX)
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17.20
-0.00
0.00%
14/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 42.16M
BNY Mellon Tx-Snstv Lg Cp Mlt-Strat M
17.20
-0.00
0.00%
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MTSMX Overview
On this page you'll find an in-depth profile of Bny Mellon Tax-sensitive Large Cap Multi-strategy Fund Class M. Learn about the key management, total assets, investment strategy and contact information of MTSMX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Maxim Skorniakov | Investment Manager | 2022 | 2022 |
| Biography | Maxim Skorniakov is an Investment Manager at Walter Scott, who joined the firm in 2003. He holds an MA in Economics from the University of Colorado and an MSc in Investment Analysis from the University of Stirling. Maxim is a CFA charterholder. He joined the Investment Executive (IE) in 2022. | ||
| Fraser Fox | Investment Manager | 2022 | 2022 |
| Biography | Fraser Fox is an Investment Manager at Walter Scott, who joined the firm in 2003. He has experience across each of the three regional research teams, and he joined the Investment Executive (IE) in 2022. Fraser holds a first class LLB (Hons) in Law from the University of Edinburgh and is a CFA charterholder. | ||
| John R. Porter | Chief Investment Officer, Head of Equity | 2021 | 2022 |
| Biography | John is Newton’s chief investment officer and head of equity. John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was chief investment officer at Mellon Investments Incorporation. | ||
| Alicia Levine | - | 2021 | 2022 |
| 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. | ||
| John C Bailer | Deputy Head of Equity Income | 2019 | 2022 |
| Biography | John is a member of Newton’s equity income team and is the lead portfolio manager for dividend-focused Large Cap Value strategies. John is responsible for creating the Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. He is also the lead portfolio manager for the Equity Income strategy, which emphasizes dividend growth stocks, and a senior research analyst on the Dynamic Large Cap Value strategy. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was a senior portfolio manager and analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). He has managed dividend strategies for the firm since 2005. Previously, John was Chair of Mellon’s Proxy & Governance committee. John began his investment career in 1992 and has spent his entire career with BNY Mellon. John has a BS with distinction in Accounting and Information Management Systems from Babson College and an MS in Finance from Boston College. He received his CFA designation in 1997 and is a member of the CFA Institute and the CFA Society Boston. | ||
| David S. Intoppa | Director | 2019 | 2022 |
| 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. | ||
| Thomas Lee | Portfolio Manager | 2018 | 2022 |
| Biography | Mr. Lee is a portfolio manager and senior equity analyst at BNY Mellon Wealth Management, which he joined in 2005. Mr. Lee is a member of the Large Cap Equity Team at BNY Mellon Wealth Management, and is a senior analyst for the Technology and Telecommunications sectors. | ||
| Donald M. Sauber | Portfolio Manager | 2018 | 2022 |
| Biography | Donald M. Sauber has been a primary portfolio manager of BNY Mellon Large Cap Market Opportunities Fund with respect to the Focused Equity Strategy, the Large Cap Growth Strategy and the Large Cap Dividend Strategy, of BNY Mellon Tax-Sensitive Large Cap Multi-Strategy Fund with respect to the Large Cap Core Strategy, the Focused Equity Strategy, the Large Cap Growth Strategy and the Large Cap Dividend Strategy, and of BNY Mellon Focused Equity Opportunities Fund since March 2018. Mr. Sauber is a portfolio manager and senior equity analyst at BNY Mellon Wealth Management, which he joined in 2006. Mr. Sauber is a member of the Large Cap Equity Team at BNY Mellon Wealth Management, and is a senior analyst for the Financial Services sector. | ||
| Brian Ferguson | Portfolio Manager | 2010 | 2022 |
| Biography | Brian is a member of Newton’s equity income team. In his current role, Brian is the senior portfolio manager on the Dynamic Large Cap Value Equity strategy, a position he has held since 2003. Brian joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Brian was a senior portfolio manager and research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Before joining BNY Mellon, Brian was a research analyst at Wellington Management. Prior to that, he was an assistant director of General Electric Capital Corporation’s corporate treasury group and graduated from GE's Financial Management Program. Brian has a BA in Economics and International Relations from Bucknell University and an MBA with a concentration in Finance from Columbia Business School. | ||
| Jane E. Henderson | Managing Director | 2010 | 2022 |
| Biography | Jane is Managing Director of Walter Scott. Having joined the firm in 1995 as an investment analyst, she has held a range of investment, management, client service and governance responsibilities and was instrumental in the development of the firm's US investment strategy. Jane co-chaired Walter Scott's Investment Management Group before becoming Managing Director in 2010. She holds a BSc (Hons) in Marine and Environmental Biology from the University of St Andrews. | ||
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