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Brandywine Diversified Small Cap Gt (0P0000WBS0)

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Brandywine Diversified Small Cap GT historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 46.96M
Brandywine Diversified Small Cap GT 0.022 0.000 0.00%

0P0000WBS0 Overview

 
On this page you'll find an in-depth profile of Brandywine Diversified Small Cap Gt. Learn about the key management, total assets, investment strategy and contact information of 0P0000WBS0 among other information.
Category

Small Value

Total Assets

46.96M

Expenses

Inception Date

Jul 29, 1988

Contact Information

Address 110 Bishopsgate
Toronto,ON M5E 1W7
Canada
Phone 416-860-0616
Fax 416-241-6893

Top Executives

Name Title Since Until
Michelle K. Bevan Portfolio Manager, Analyst 1996 Now
Biography Michelle is a portfolio manager and securities analyst on the Diversified Value Equity team. She contributes to the quantitative and fundamental analysis of securities for the Diversified Value Equity portfolios by consistently applying Brandywine Global's disciplined exclusionary process. She is the lead portfolio manager for the Diversified Mid Cap Value strategy. Michelle joined the Firm in 1995. She is a CFA charterholder and earned an M.B.A. in Finance and a B.S. in Finance from the University of Delaware, graduating cum laude.
Joseph J. Kirby Portfolio Manager 1995 Now
Biography Joe is the lead portfolio manager for the Diversified Large Cap Value Equity strategy. He serves as a portfolio manager and securities analyst on the Diversified Value Equity team. Joe contributes to the quantitative and fundamental analysis of securities for the Diversified Value Equity portfolios by consistently applying Brandywine Global's disciplined management exclusionary process. Since joining the Firm and Diversified Team in 1994, Joe has been involved in each aspect of the portfolio process, including leading the trading efforts for all Diversified portfolios from 1997 through 2000. Prior to joining Brandywine Global, he was with CoreStates Financial Corporation as an auditor (1992-1994). Joe earned a B.S. in Finance from DeSales University.
Steven M. Tonkovich Managing Director 1989 Now
Biography Steve M. Tonkovich is a portfolio manager. Mr. Tonkovich, Managing Director and Portfolio Manager of Brandywine Global, is co-lead portfolio manager of the Diversified Value Equity strategies. He plays an integral role in the team’s continual refinement of the Diversified Value Equity investment process and the firm’s ongoing research into value investing. Prior to joining the firm in 1989, he was with the Wharton School of the University of Pennsylvania as a research analyst in the Finance Department (1987 – 1989); and the Moore School of Electrical Engineering of the University of Pennsylvania as a research assistant (1986 – 1987). Mr. Tonkovich is a member of the firm’s Executive Board.
Henry F. Otto Managing Director 1988 Now
Biography Henry is the founder and co-lead portfolio manager of the Diversified Value Equity strategies. Prior to joining Brandywine Global in 1988, he was with Dimensional Fund Advisors, Inc., where he managed and traded small cap portfolios and developed computer systems to structure portfolios and analyze performance (1984-1987), and the Chicago Board of Trade as a financial economist developing financial-based futures and options (1982-1984). He earned both an M.B.A. in Finance and Economics and a B.A. in Economics from the University of Chicago. Henry is a member of the Firm's Executive Board.
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