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Foundry Partners Small Cap Value Fund Institutional Class (DRISX)
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16.65
-0.11
-0.66%
30/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 185.02M
Foundry Partners Fdmtl Sm Cp Val Instl
16.65
-0.11
-0.66%
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DRISX Overview
On this page you'll find an in-depth profile of Foundry Partners Small Cap Value Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DRISX among other information.
Contact Information
Address
4520 Main Street, Suite 1425
Kansas City,MO 64111
United States
Kansas City,MO 64111
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mario Tufano | Associate Portfolio Manager | 2010 | Now |
| Biography | Mario Tufano is a Portfolio Manager on the Fundamental Small Cap team for Foundry Partners. Mario started in the industry in 2002 and has been with Foundry Partners since the company’s transaction with Dreman Value Management (DVM) in June of 2016. He joined DVM in 2007 as a Senior Securities Analyst and was promoted to Associate Portfolio Manager in 2010. He is responsible for research of new investment ideas as well as current portfolio holdings for the firm’s Small and Mid Cap Value products. Prior to joining the firm, he was an Associate Director and Equity Analyst at UBS Investment Bank covering the Consumer Staples and Discretionary sectors. Mr. Tufano graduated from Pennsylvania State University with a B.S. in Finance. He is a CFA charterholder and is a member of the New York Society of Security Analysts (NYSSA). | ||
| Mark Roach | Managing Director & Portfolio Manager | 2006 | Now |
| Biography | Mark Roach is the Lead Portfolio Manager on the Fundamental Small Cap Value team for Foundry Partners. Mark started in the industry in 1995 and has been with Foundry Partners since the company’s transaction with Dreman Value Management (DVM) in June of 2016. He was with DVM from late 2006-June 20, 2016 in a similar capacity. Prior to joining DVM, Mr. Roach was a Portfolio Manager at Vaughan Nelson Investment Management, managing a small cap product from 2002 through 2006. Mr. Roach has significant experience in working with institutions, pensions and endowments and is well known in the consulting and high net worth community. Mr. Roach served as a security analyst from 1994 to 2001 for various institutions including Fifth Third Bank, Lynch, Jones & Ryan and USAA. Mr. Roach graduated from Baldwin Wallace College with a B.A. in Business, and earned a MBA from the University of Chicago’s Booth School of Business. In addition, Mr. Roach is a former board member on the Rice University Wright Fund. | ||
| David N. Dreman | Chairman | 2003 | 2016 |
| Biography | Mr. Dreman is the founder, and Chairman of Dreman Value Management. Mr. Dreman founded his first investment firm, Dreman Value Management, Inc., in 1977 and served as its President and then Chairman to 1995, followed by a similar role at Dreman Value Advisors, Inc. from 1995 to 1997. Mr. Dreman is also the co-editor of the academic journal, The Journal of Behavioral Finance, a Director of the IFREE Foundation, whose founder Vernon Smith was awarded the Nobel Prize in Economics in 2002, and President of the Dreman Foundation. | ||
| Nelson P. Woodard | Partner | 2013 | 2016 |
| Biography | Nelson P. Woodard rejoined Dreman Value Management, L.L.C. (DVM) in November 2013 as co‐Chief Investment Officer (co‐CIO) and Managing Director. In his role as co‐CIO, he has investment oversight responsibilities for the traditional value strategies including large, small and mid‐cap value strategies. Mr. Woodard has over 26 years of experience in the investment management industry. Prior to rejoining the firm, he was Chief Investment Officer at The Winchester Group and before that he was the Founder and Chief Investment Officer at Aristos Capital Management, a long/short hedge fund firm. Mr. Woodard’s first involvement with DVM dates back to the firm’s inception in January 1997, where he served as Managing Director until July 2000 and most recently as Partner, Managing Director and Senior Portfolio Manager between 2001 and 2006. In between those two stints, he worked at Prudential Investments as Vice President of Asset Allocation and Quantitative Analysis. Prior to joining DVM, he was a Director of the Quantitative Finance program at the College of Business at James Madison University from 1993 to 1996 and an Instructor at the Anderson School of Management at the University of New Mexico from 1989 to 1992. In addition, Mr. Woodard had been the Director of Research at Investment Strategy Management in Charlottesville, Virginia and from 1985 to 1995 served as a consultant for Dreman Value Advisors, Inc. (DVM’s predecessor firm), and as a Research Fellow for the Dreman Foundation. Mr. Woodard holds a BA in Mathematics and Economics, an MA in Economics and a Ph.D. in Econometrics and Public Finance from the University of Virginia. | ||
| E. Clifton Hoover | Co-Chief Investment Officer | 2006 | 2015 |
| Biography | E. Clifton Hoover, Jr., CFA joined Dreman Value Management L.L.C., in 2006 as the co-Chief Investment Officer, Portfolio Manager and Managing Director. He was recently named as the firm’s Chief Investment Officer. In his role as CIO, he has investment oversight responsibilities for all of the products the firm offers. Prior to joining Dreman, Mr. Hoover was a Managing Director and Portfolio Manager at NFJ Investment Group. In this role At Citibank Financial where he worked earlier in his career, Mr. Hoover gained experience as a Financial Analyst. | ||
| Nelson P. Woodard | Partner | 2003 | 2006 |
| Biography | Nelson P. Woodard rejoined Dreman Value Management, L.L.C. (DVM) in November 2013 as co‐Chief Investment Officer (co‐CIO) and Managing Director. In his role as co‐CIO, he has investment oversight responsibilities for the traditional value strategies including large, small and mid‐cap value strategies. Mr. Woodard has over 26 years of experience in the investment management industry. Prior to rejoining the firm, he was Chief Investment Officer at The Winchester Group and before that he was the Founder and Chief Investment Officer at Aristos Capital Management, a long/short hedge fund firm. Mr. Woodard’s first involvement with DVM dates back to the firm’s inception in January 1997, where he served as Managing Director until July 2000 and most recently as Partner, Managing Director and Senior Portfolio Manager between 2001 and 2006. In between those two stints, he worked at Prudential Investments as Vice President of Asset Allocation and Quantitative Analysis. Prior to joining DVM, he was a Director of the Quantitative Finance program at the College of Business at James Madison University from 1993 to 1996 and an Instructor at the Anderson School of Management at the University of New Mexico from 1989 to 1992. In addition, Mr. Woodard had been the Director of Research at Investment Strategy Management in Charlottesville, Virginia and from 1985 to 1995 served as a consultant for Dreman Value Advisors, Inc. (DVM’s predecessor firm), and as a Research Fellow for the Dreman Foundation. Mr. Woodard holds a BA in Mathematics and Economics, an MA in Economics and a Ph.D. in Econometrics and Public Finance from the University of Virginia. | ||
| Leonid B. Shimunov | Vice President, Portfolio Manager | 2003 | 2006 |
| Biography | Shimunov, vice president and portfolio manager, began his investment career in 1999 and joined Dreman in February 2003. Prior to joining the firm, he was an analyst at Morgan Stanley from 1999 to 2002. Shimunov has over seven years of investment experience. Shimunov holds the Chartered Financial Analyst designation. He is a member of the CFA Institute (CFAI) and New York Society of Security Analysts (NYSSA). | ||
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