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Brighthouse Funds Trust Ii Loomis Sayles Small Cap Core Portfolio Class A (0P00003DAF)
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231.850
+3.450
+1.51%
03/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 231.69M
Brighthouse Funds Trust II Loomis Sayles Small Cap
231.850
+3.450
+1.51%
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0P00003DAF Overview
On this page you'll find an in-depth profile of Brighthouse Funds Trust Ii Loomis Sayles Small Cap Core Portfolio Class A. Learn about the key management, total assets, investment strategy and contact information of 0P00003DAF among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jeffrey M. Schwartz | Vice President | 2012 | Now |
| Biography | Jeffrey Schwartz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios. Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan. | ||
| John J. Slavik | Vice President | 2005 | Now |
| Biography | John Slavik is a co-portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Specialty Growth Strategies. He has 32 years of investment industry experience. John joined Loomis Sayles in 2005, where he co-founded the new small cap growth strategy. Before joining Loomis Sayles, he was a portfolio manager for Westfield Capital Management, LLC where he helped manage small and small/mid cap growth assets. Previously, John was vice president of equity research at Harbor Capital Management, where he held research responsibilities and was a member of the growth product portfolio management team. Prior to that, he was an associate portfolio manager and research analyst at Phoenix Investment Counsel. John is a member of the CFA Society of Boston and earned a BA, cum laude, from the University of Connecticut. | ||
| Mark F. Burns | Vice President | 2005 | Now |
| Biography | Mark Burns is a co-portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Specialty Growth Strategies. He has 27 years of investment industry experience. Mark joined Loomis Sayles in 1999 as a small cap growth analyst working on a range of sectors, including technology, consumer and healthcare. He was promoted to portfolio manager in 2005, at which point he co-founded the new small cap growth strategy. Mark previously worked as an investment analyst for New England Pension Consultants, where he researched small cap strategies, developed risk/return assumptions for all asset classes and performed asset allocation studies. He earned his undergraduate degree at Colby College and an MBA from the Johnson School of Management at Cornell University. | ||
| Joseph R. Gatz | Vice President | 2000 | Now |
| Biography | Joe Gatz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, Joe also maintains primary research coverage for several holdings within both strategies, with an emphasis on special situations, as well as industrials, healthcare and energy. He joined Loomis Sayles in 1999 as a mid cap value equity portfolio manager, and was promoted to lead the small/ extended/mid cap value team in early 2000. Prior to Loomis Sayles, Joe was a portfolio manager at Banc One Investment Advisors. He started his investment industry career at National Bank of Detroit (NBD). Joe earned a BA from Michigan State University and an MBA from Indiana University. | ||
| Dan G. Thelen | Managing Director, Small/Mid Cap Equities | 2000 | 2011 |
| Biography | Dan Thelen, a portfolio manager with the Advisor, has managed the Ancora/Thelen Small-Mid Cap Fund since its inception in 2013. He was responsible for the management of institutional client portfolios as well as expanding the asset base of Ancora’s Family of Mutual Funds. Dan began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries. | ||
| Christopher R. Ely | Vice President | 1997 | 2006 |
| Biography | Ely is a portfolio manager with Loomis Sayles & Company, his employer since 1996. Previously, he was a vice president and senior portfolio manager with Keystone Investment Management. Prior to Keystone, he worked with Fleet National Bank for two years, and with Sun Life of Canada for six years.Ely is a member of the Boston Securities Analysts Society Ely holds the Chartered Financial Analyst designation. | ||
| Philip C. Fine | Vice President | 1997 | 2006 |
| Biography | Fine is a portfolio manager with Loomis Sayles & Company, his employer since 1996. Previously, he was a portfolio manager with Keystone Investments from 1991 to 1996. Prior to that, he was a portfolio manager with Systematic Investors. He has over 17 years of investment experience. Fine holds the Chartered Financial Analyst designation. | ||
| David L. Smith | Vice President | 1997 | 2006 |
| Biography | Smith is a portfolio manager with Loomis Sayles & Company, his employer since July 1996. Prior to joining the firm, he was vice president of Keystone Investments from 1990 to July 1996. He has 10 years of investment experience. Smith holds the Chartered Financial Analyst designation. | ||
| Mary C. Champagne | Portfolio Manager | 1995 | 1999 |
| Biography | Mary C. Champagne, CFA, a founding partner of the Adviser, joined the NorthPointe Capital, LLC in 1999 and serves as portfolio manager. Champagne holds the Chartered Financial Analyst designation. | ||
| Jeffrey C. Petherick | Portfolio Manager | 1994 | 1999 |
| Biography | Jeffrey C. Petherick, CFA, a founding partner of the Adviser, joined the Adviser in 1999 and serves as portfolio manager Petherick holds the Chartered Financial Analyst designation. | ||
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