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Frost Value Equity Fund Class Institutional (FIDVX)

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Frost Value Equity Inst historical data, for real-time data please try another search
6.01 0.00    0.00%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.82M
Frost Value Equity Inst 6.01 0.00 0.00%

FIDVX Overview

 
On this page you'll find an in-depth profile of Frost Value Equity Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of FIDVX among other information.
Category

Large Value

Total Assets

4.82M

Expenses

1.24%

Inception Date

34117

Contact Information

Address 100 W. Houston Street, 15th Floor
San Antonio,TX 78205
United States
Phone -

Top Executives

Name Title Since Until
Tom Bergeron Senior Research Analyst 2014 Now
Biography Tom joined Frost Investment Advisors, LLC in 2014 and has over 19 years of investment experience. As the lead manager of the Frost Value Equity team, he is directly responsible for stock selection and sector allocation. He is also responsible for conducting the due diligence and analysis selection of companies for the Frost Equity Funds. Prior to joining the Adviser, he was a Senior Research Analyst and Co-Portfolio Manager with Morgan Stanley Investment Management. Tom earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master’s of Business Administration in Finance from Babson College. He is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute. CFA® and Chartered Financial Analyst (CFA®) are trademarks owned by the CFA Institute.
Craig Leighton senior fund manager 2012 2017
Biography Craig Leighton, CFA® Senior Fund Manager and Senior Research Analyst Serves as lead portfolio manager of the Frost Value Equity Fund. Craig is responsible for conducting the due diligence and analysis concerning the selection of companies for inclusion within the Fund. Craig joined Frost Investment Advisors in 2012 and has over 17 years of investment experience. Prior to joining the Adviser, he was with JP Morgan Chase and Lord, Abbett & Co. As the lead manager of the Frost Value Equity team, he is directly responsible for stock selection and sector allocation.
Tom L. Stringfellow CIO 2008 2017
Biography Tom L. Stringfellow, CFA, CFP, CPA, CIC, President and CIO at Frost, serves as Fund CoManager of the Frost Mid Cap Equity Fund. Mr. Stringfellow is jointly and primarily responsible for the day-to-day management of the Frost Mid Cap Equity Fund. Mr. Stringfellow joined Frost Bank, the parent company of The Adviser, in 1980. He received a Bachelor of Arts degree in business administration from Southwest Texas State University, a Master of Arts degree in economics from St. Mary’s University and a Master of Business Administration degree from Texas A&M University - Corpus Christi. Mr. Stringfellow is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.
Michael R. Brell Research Analyst 2008 2016
Biography Michael Brell, CFA® Senior Research Analyst and Fund Co-Manager Fund Co-Manager conducting the due diligence and analysis selection of companies for the Frost Value Equity Fund with primary research responsibilities for the financials, telecom, consumer and industrial sectors. Mike joined Frost Bank, the parent company of Frost Investment Advisors, LLC, in 2002 and has over 19 years of investment experience. Prior to joining the Adviser, he was with USAA as an equity research analyst and international research analyst for several funds.
Brad Thompson - 2008 2015
Biography Brad Thompson is a senior fund manager, managing director and the director of research for Frost Investment Advisors, LLC. He leads the research process and is a co-manager of the Frost Value Equity Fund. Brad joined Frost Bank, the parent company of the advisor in 2002, and has more than 18 years of investment-related experience, including working for Assante Asset Management in Winnipeg, Canada and Los Angeles, CA; and in finance academia and consulting in Australia and Canada. Brad received the degrees of Master of Commerce with honours (specialization in Finance) from the University of Melbourne, Australia, Bachelor of Commerce with honours (Finance) and Bachelor of Commerce from the University of Tasmania at Hobart, Australia. He holds the Chartered Financial Analyst® designation, is a member of the CFA Institute, has served on the national committee on professional development, and is Past-President of the CFA Society of San Antonio.
Theodore H. Harper Senior Fund Manager / Senior Research Analyst 2008 2014
Biography Ted Harper Senior Fund Manager and Senior Research Analyst Senior Fund Manager of the Frost Natural Resources Fund. Fund Co-Manager conducting the due diligence and analysis selection of companies for the Frost Value Equity Fund with primary research responsibilities for the energy, materials and utilities sectors. In addition, manages client portfolios of approximately $260 million. Ted joined Frost Bank, the parent company of Frost Investment Advisors, LLC in 2000. He has over 17 years of investment-related experience.
C. Murray Fichtner - 2008 2012
Biography Fichtner joined The Frost National Bank, the parent company of the Adviser, in 1967 and has over 22 years of investment experience.
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