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Dunham Small Cap Value Fund Class A (DASVX)

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12.630 +0.260    +2.10%
24/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.96M
Dunham Small Cap Value Fund Class A 12.630 +0.260 +2.10%

DASVX Overview

 
On this page you'll find an in-depth profile of Dunham Small Cap Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of DASVX among other information.
Category

Small Value

Total Assets

6.96M

Expenses

1.78%

Inception Date

Jan 03, 2007

Contact Information

Address 6256 Greenwich Drive, Suite 550
San Diego,CA 92122
United States
Phone 800-442-4358

Top Executives

Name Title Since Until
Eric A. Gandhi Portfolio Manager 2024 Now
Biography Mr. Gandhi is a Portfolio Manager for the WPG Partners Small and Micro Cap Value team. He joined WPG Partners in July 2012 as a research analyst with a concentration in technology, media, telecom and consumer. Prior to joining the firm, he was a member of the Applied Value Investing program at Columbia Business School. Prior to Columbia, Mr. Gandhi was an Associate in the investment banking division at Needham & Company. He graduated with a B.S. degree from the University of Maryland and received an M.B.A. from Columbia Business School. Mr. Gandhi holds the Chartered Financial Analyst® designation. Mr. Gandhi has thirteen years of investment experience.
Richard Shuster Senior Portfolio Manager 2024 Now
Biography Mr. Shuster is the senior portfolio manager. He has served as managing director of Robeco since 1999 as well as head of the Adviser’s Small/Micro Cap Value Team. He holds a B.S. degree in economics from the University of Pennsylvania. Mr. Shuster has been in investment field since 1985. Prior thereto, Shuster served as managing director with APM Partners. He has ultimate veto power and is responsible for cash weighting, sector allocations, and capitalization weightings.
Gregory Weiss Portfolio Manager 2024 Now
Biography Mr. Weiss joined Robeco WPG in mid-1999 to work on the firm’s Small Cap Value team. He joined the firm from Bear Stearns where he began his investment career in 1995 as an equity analyst, responsible for covering the building materials, nonferrous metals, steel and steel-related industries. Mr. Weiss holds a B.A. degree in psychology from Cornell University.
John S. Albert Founding Member 2013 2024
Biography John Albert, CFA, is a Senior Portfolio Manager for the Piermont Group at ZCM, primarily focused on updating and maintaining the proprietary quantitative models. Prior to joining the firm, John was a founding member of Piermont Capital Management where he was a Portfolio Manager. John has also held roles at Asset Consulting Group, SLP Capital, LLC, and the Financial Valuation Group at Arthur Andersen LLP. He has over 20 years of investment experience and is a Chartered Financial Analyst. John earned a B.A. in Accounting from Illinois Wesleyan University and an MBA with a concentration in Finance from the University of Illinois at Urbana-Champaign.
Kevin A. Finn Founding Member 2013 2024
Biography Kevin Finn, CFA, is a Senior Portfolio Manager for the Piermont Group at ZCM, primarily focused on updating and maintaining the proprietary quantitative models. Prior to joining the firm, Kevin was a founding member of Piermont Capital Management where he was a Portfolio Manager. He also held positions at Asset Consulting Group and Conning Asset Management. He has over 20 years of investment experience and is a Chartered Financial Analyst. Kevin holds a BSBA from the University of Missouri-St. Louis. Kevin currently serves on the Investment Committee of the St. Louis Public Library Foundation.
Troy Dayton Partner 2006 2013
Biography Troy Dayton, CFA. Prior to joining Capital Insight Partners, he is the Co-Director of Value Research, Portfolio Manager, and Analyst on the Value Team at Denver Investments, where he managed both institutional and mutual fund client accounts. He is also partner at the firm. Prior to joining Denver Investmentsin in 2002, Mr. Dayton was an equity research analyst with Jurika and Voyles and an equity research associate at Dresdner RCM Global Investors. He also worked as a trading support officer for Citibank's Global Asset Management Department in London, England. He was instrumental in growing team assets from $200 million to over $2.2 billion during his tenure. He has over two decades of portfolio management and global sector research responsibilities. Troy serves as the firm’s Senior Portfolio Manager and is responsible for overseeing our disciplined investment process, identifying investment opportunities, conducting risk analysis, and other portfolio management duties. Troy also sits on the Investment Team. Mr. Dayton received a Bachelor of Science, Business Administration with a Finance concentration from Colorado State University. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Kris B. Herrick Director 2006 2013
Biography Kris B. Herrick, CFA is a Partner and Portfolio Manager at Denver Investments and is the Director of Value Research. Prior to joining the firm in 2000, Mr. Herrick worked as a Financial Services Analyst with Jurika and Voyles for three years. Mr. Herrick received a BA and a BS from the University of Northern Colorado. He is a CFA charterholder and a member of the CFA Institute and the CFA Society of Colorado.
Mark M. Adelmann Senior Manager 2007 2010
Biography Mr. Adelmann is also a senior portfolio manager and principal at Segall Bryant & Hamill, LLC and is an analyst on the Dividend Value strategies team. He joined the firm in 2018 as part of Segall Bryant & Hamill’s acquisition of Denver Investments. During his tenure with Denver Investments, Mr. Adelmann served as a portfolio manager and analyst on the Value Equity team. Prior to joining Denver Investments in 1995, he worked with Deloitte & Touche for 14 years in auditing and financial reporting and achieved the level of senior manager. Mr. Adelmann earned a B.S. from Oral Roberts University. He is a Certified Public Accountant and is a member of the American Institute of CPAs. He has also earned the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and CFA Society Colorado.
Derek R. Anguilm Director 2007 2010
Biography Derek Anguilm, CFA, is a Director of Dividend Value Strategies, Principal at Segall Bryant & Hamill, LLC , also a Portfolio Manager. Derek Anguilm is the Co-Director of Value Research, Portfolio Manager and Analyst on the Value team. He is also a partner at the firm. Prior to joining the Value team in 2002, Mr. Anguilm worked as a wealth management analyst at the firm. He began his career as a research assistant with Everen Securities. Mr. Anguilm received a BS from Metropolitan State College of Denver. He is a CFA charterholder and a member of CFA Institute and CFA Society Colorado.
Dean Graves Partner, Portfolio Manager 2007 2009
Biography Dean A. Graves, CFA — Partner, Portfolio Manager 1994 to Present: Denver Investment Advisors LLC and Predecessor Organizations 1984 to 1994: DeMarche Associates, Senior Vice President 1979 to 1984: Charter Corporation, Vice President, Portfolio Manager 1976 to 1979: Johnson County National Bank, Assistant Vice President, Portfolio Manager BS - University of Kansas; MBA - University of Missouri-Kansas City; Member of Denver Society of Security Analysts
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