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Bridge Builder Small/mid Cap Value Fund (BBVSX)

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16.63 +0.19    +1.16%
25/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 9.28B
Bridge Builder Small/Mid Cap Value 16.63 +0.19 +1.16%

BBVSX Overview

 
On this page you'll find an in-depth profile of Bridge Builder Small/mid Cap Value Fund. Learn about the key management, total assets, investment strategy and contact information of BBVSX among other information.
Category

Mid-Cap Value

Total Assets

9.28B

Expenses

0.39%

Inception Date

42121

Contact Information

Address 615 East Michigan Street
Milwaukee,WI 53202
United States
Phone -

Top Executives

Name Title Since Until
Sundeep Khanna Vice President - U.S. Equity 2024 Now
Biography Vice President - U.S. Equity 18 years investment management and financial analysis experience B.S., The University of Texas, 2005, Electrical and Computer Engineering; Chartered Financial Analyst® designation Professional Background: Vaughan Nelson since 2020; Portfolio Manager-Consumer, Carlson Capital (2012-2019); Analyst, Carlson Capital (2007-2012); Investment Banking Analyst, Citigroup (2005-2007) Affiliations, Current and Past: Member CFA Institute
Timothy Collard Portfolio Manager 2023 Now
Paul Whitehead Managing Director 2022 Now
Biography Paul Whitehead, Managing Director, is the Co-Head of Index Equity with responsibility for Global Portfolio Engineering, Index Asset Allocation, Investment Process & Platform, and Transition Management (TRIM) within BlackRock's ETF and Index Investments group. Mr. Whitehead's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role , Mr. Whitehead was Global Head of Equity Trading, Global Head of Transition Management and Head of Americas Equity Trading.
Peter Sietsema - 2022 Now
Biography Peter Sietsema has been with BFA since 2007, including his years with BGI, which merged with BFA in 2009. Mr. Sietsema has been employed by BFA or its affiliates as a Director since 2011 and a Vice President from 2009 to 2010. Mr. Sietsema has been a Portfolio Manager of each fund since 2023.
Jeff John Portfolio Manager 2021 Now
Biography Jeff John is the portfolio manager of American Century Investments. He has been a member of the team that manages the fund since he joined American Century Investments in 2008 as an analyst. He became a portfolio manager in 2012. Before joining American Century, he was an equity research analyst at Kornitzer Capital Management-Buffalo Funds Group. He has a bachelor of science degree in business from the University of Colorado in Boulder and an MBA in finance and accounting from Vanderbilt University, Owen Graduate School of Management. He is a CFA charterholder
Ryan Cope - 2021 Now
Biography Mr. Cope joined American Century in 2009, became a portfolio research analyst in 2010 and an investment analyst in 2012. He became a portfolio manager in April 2020. Mr. Cope has a bachelor’s degree in business administration from Truman State University and an MBA from Kansas State University. He is a CFA charterholder.
Richard Offen Portfolio Manager 2019 Now
Biography Richard L. Offen - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2011 - Previous experience includes 1 year as an Associate - Investment Banking at Stifel, Nicolaus and Co, Inc.; 3 years as an Associate/Analyst - Investment Banking at FBR Capital Markets. - Experience includes participation in the MFS MBA Internship program in 2010. - University of Virginia, Master of Business Administration - Davidson College, Bachelor of Arts
Jennifer Hsui Senior Portfolio Manager 2019 Now
Biography Jennifer Hsui, Managing Director & Portfolio Manager at BlackRock Investment Management LLC has been employed by BlackRock Fund Advisors as a senior portfolio manager since 2007. Prior to that, Ms. Hsui was a portfolio manager from 2006 to 2007 for BGFA. She was a research analyst for RBC Capital Markets from 2003 to 2006.
Christopher W. Welch Portfolio Manager 2019 Now
Biography Mr. Christopher Welch was born in 1965. He holds an A.B. from Harvard College (1988) and an M.B.A. from Harvard Business School (1994).  From July 1988 to June 1991, he was an Analyst at Smith Barney Harris Upham & Co. in the Investment Banking Division.  From 1994  until  joining  Welch  Capital  Partners,  he  was  a  Portfolio  Manager  at  Bankers  Trust Company.
Puneet Mansharamani Partner, Portfolio Mgr & Quant Analyst 2016 Now
Biography Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications fo
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