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Cornerstone Advisors Global Public Equity Fund Institutional Shares (CAGLX)
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16.14
-0.01
-0.06%
31/08 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 458.41M
Cornerstone Advisors Glbl Public Eq Inst
16.14
-0.01
-0.06%
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CAGLX Overview
On this page you'll find an in-depth profile of Cornerstone Advisors Global Public Equity Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of CAGLX among other information.
Contact Information
Address
74 W. Broad Street, Suite 340
Bethlehem,PA 18018
United States
Bethlehem,PA 18018
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gashi Zengeni | - | 2021 | 2021 |
| Biography | Gashi Zengeni is an Assistant Portfolio Manager at ClariVest Asset Management LLC, with a focus on the firm’s non-U.S. and Global strategies. Prior to joining ClariVest in 2015, Ms. Zengeni was based in New York where she worked at Russell Investments, as a Research Analyst responsible for the evaluation and selection of investment managers focused on the emerging and frontier markets. Previously, Ms. Zengeni was based in London in her role as a Portfolio Analyst supporting the portfolio management of Russell’s emerging and frontier markets multi-manager funds. She was also an Intern at Societe Generale and worked in accounting roles for a number of London-based, consumer-related companies. Ms. Zengeni earned a Bachelor of Science in Mathematics from Bristol University, UK. She began her investment career in 2007. | ||
| Miguel Oleaga | - | 2020 | 2021 |
| Biography | Miguel Oleaga is portfolio manager for Thornburg Investment Management. He joined the firm in 2014 as an equity research analyst, was promoted to associate portfolio manager in 2017, and was named portfolio manager in 2018. Miguel holds a BS in business administration (finance and management specialties) from the University of Massachusetts. Prior to his joining Thornburg, Miguel worked at Putnam Invest- ments, conducting equity analysis supporting growth, value, and dividend-focused man-dates. He held a series of positions of increasing responsibility at Putnam beginning in 2004. | ||
| Montie L. Weisenberger | CEO/CIO | 2020 | 2021 |
| Biography | Montie L. Weisenberger, serves as a Senior Vice President and Portfolio Manager for the firm’s Small Cap Growth investment strategy. Prior to founding Eudaimonia Asset Management in 2007, Mr. Weisenberger was a Senior Vice President and Portfolio Manager at Nicholas Applegate Capital Management he holds a Masters in Business Administration and a Masters in Health Administration from Georgia State University and a Bachelor of Arts in Business Administration from Flagler College. | ||
| Travis T. Prentice | CEO | 2020 | 2021 |
| Biography | Mr. Prentice is a Co-Founder and serves as Chief Executive Officer, Chief Investment Officer and Portfolio Manager at EAM Investors. He serves as the lead portfolio manager for the firm's Micro-Cap Growth and Ultra Micro Cap Growth investment strategies. Prior to founding EAM, he was a Partner, Managing Director and Portfolio Manager with Nicholas-Applegate Capital Management where he had lead portfolio management responsibilities for their Micro and Ultra Micro Cap investment strategies and a senior role in the firm's US Micro/Emerging Growth team. He has 16 years of institutional investment experience specializing in small and micro-cap equities. He holds an M.B.A. from San Diego State University and a B.A. in Economics and a B.A. in Psychology from the University of Arizona. | ||
| Brandon A. Geisler | Portfolio Manager | 2018 | 2021 |
| Biography | Brandon Geisler is the portfolio manager of the Marsico 21st Century Fund; co-manager of the Marsico Focus Fund with Tom Marsico; and co-manager of the Marsico Growth Fund with Tom Marsico and Peter Marsico; and co-manager of the Marsico Global Fund with Tom Marsico and Rob Susman. He joined Marsico Capital in 2006 and has over 15 years of experience in the financial services industry. Brandon spent four years with Goldman, Sachs & Co., where he was a Vice President in Equity Research covering the restaurant and other consumer-related industry groups. At Marsico Capital, Brandon has remained actively involved in those areas, while broadening his research responsibilities to include many other industries. Brandon received his MBA degree and Honours BS degree from McMaster University in Ontario. | ||
| Robert G. Susman | - | 2018 | 2021 |
| Biography | Rob Susman, CFA, co-manages the Marsico International Opportunities Fund with Tom Marsico, and co-manages the Marsico Global Fund with Tom Marsico and Brandon Geisler. Rob joined MCM in 2013, and has over 15 years of experience in the financial services industry. He began his career at Morgan Stanley, where he was an associate in the equity research department before joining the firm’s Corporate Strategy and Execution Team. Rob later transitioned to the buy-side where he was an analyst for Baron Capital, Inc. He earned an AB in Economics from Harvard College and an MBA from Harvard Business School. He was awarded the designation of Chartered Financial Analyst in 2005. | ||
| Katie Robinette | Managing Director | 2015 | 2021 |
| Biography | Katie Robinette, CFA, is a Managing Director and Principal of Cornerstone. She has been with the firm over five years. Prior to joining Cornerstone, Ms. Robinette worked for the California Institute of Technology (Caltech) for over a decade in a number of investment positions, including serving as the Director of Investments (Private Equity). Ms. Robinette leads Cornerstone’s Private Equity team and is a member of the firm’s Global Public Equity, Public Alternatives and Private Alternatives teams. Additionally, Ms. Robinette is a member of the firm’s Asset Allocation and Manager Review Committees. | ||
| Evan Wirkkala | Director | 2015 | 2021 |
| Biography | Evan Wirkkala is a Managing Director of Cornerstone. Prior to joining Cornerstone, Mr. Wirkkala worked for a Washington, D.C. based registered investment advisor as an Advisor Analyst. Mr. Wirkkala is a member of Cornerstone’s Fixed Income, Private Real Estate, Real Assets, Income Opportunities and Core Plus Bond investment teams. Additionally Mr. Wirkkala is a member of the firm’s Asset Allocation and Manager Review Committees. | ||
| David Freudenberg | Managing Director | 2015 | 2021 |
| Biography | David Freudenberg, CAIA, is a Managing Director and Principal of Cornerstone. Mr. Freudenberg leads Cornerstone’s Private Real Estate and Fixed Income teams and is a member of the firm’s Real Assets, Income Opportunities and Core Plus Bond investment teams. Additionally, Mr. Freudenberg is a member of the firm’s Asset Allocation and Manager Review Committees. | ||
| Alex Turner | Portfolio Manager | 2014 | 2021 |
| Biography | Alex Turner is a Portfolio Manager on the investment team at ClariVest Asset Management LLC, focusing on non-U.S. and Global strategies. Prior to joining ClariVest in 2008, Mr. Turner was a Quantitative Analytic Specialist at FactSet Research System, where he co-managed sales and support for all of FactSet’s quantitative products on the West Coast as well as worked closely with investment firms in developing quantitative models and implementing risk control strategies. His work experience includes roles as a FactSet Consultant, an Assistant Actuary, and a Technical Writer for a technology company. Mr. Turner earned a Bachelor of Science in Business Administration with an emphasis in Finance from University of California, Berkeley. He began his investment career in 2005. | ||
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