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Hartford Global Capital Appreciation Fund Class A (HCTAX)
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15.48
0.00
0.00%
26/10 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 623.96M
Hartford Global Capital Appreciation A
15.48
0.00
0.00%
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HCTAX Overview
On this page you'll find an in-depth profile of Hartford Global Capital Appreciation Fund Class A. Learn about the key management, total assets, investment strategy and contact information of HCTAX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gregg R. Thomas | Senior Managing Director | 2013 | Now |
| Biography | Mr. Thomas joined Wellington Management in 2002, where he currently serves as Senior Managing Director and Associate Director, Investment Strategy and Risk. As associate director of Investment Strategy and Risk, Gregg conducts original research on portfolio and risk-management topics, leads various Wellington Management internal investment oversight processes, and analyzes key trends and investment risks across the equity, fixed income, asset allocation, and hedge fund product suites. In addition, he is a portfolio manager on certain multi-manager solutions offered by the firm, including Global Equities, International Equities, Hedged Equities, Japan Equities, and US Alpha strategies. Gregg is a member of a number of Wellington Management’s committees and oversight groups, including the Risk Management Committee, Fixed Income Risk Advisory Council, Equity Risk Advisory Council, Multi Asset Strategy Review Group, Equity Review Group II, New Product Working Group, and Philosophy and Process Panel, and represents Wellington Management as a member of the Buy Side Risk Managers Forum. Previously, Gregg was an equity portfolio specialist and analyst at Wellington Management (2002 – 2006). Prior to rejoining the firm in 2002, he worked as a quantitative business analyst at Zurich Scudder Investments (2001), as a business analyst and data analyst in Wellington Management’s Information Services Group (1997 – 2001), and in various financial markets-related positions at IDD Information Services (1993 – 1997). Gregg received his BS in finance, with high distinction, from the University of Rhode Island (1992). He holds the Chartered Financial Analyst designation. | ||
| Kent M. Stahl | Senior Vice President | 2010 | 2018 |
| Biography | Mr. Stahl joined Wellington Management in 1998, where he currently serves as Director of Investment Strategy and Risk. As director of Investment Strategy and Risk, Kent conducts research on investment trends and focuses on major risks across our entire suite of equity, asset allocation, hedge fund, and fixed income approaches. While our firm does not have a traditional Chief Investment Officer, Kent and his team fulfill many of the elements that a CIO at other organizations would typically be responsible for overseeing. He is actively involved in our fiduciary oversight processes and serves on a number of our investment review committees, including as chairman of our Equity Review Group, as a member of the Fixed Income Review Group, and as the leader of our Equity Risk Advisory Council. Given the breadth of his exposure to all investment areas within the firm, he also serves as one of our primary investment spokespersons and is a strategic investment and risk advisor to a number of the firm’s larger clients. In addition, Kent is a portfolio manager on certain multi-manager solutions offered by the firm, including US, global, non-US, Japanese and hedge fund-like strategies. He is a member of the firm’s Operating Committee, which oversees non-compensation spending, and the Product Panel, which approves all new approaches offered by the firm. Previously, he served as the director of Equity Product Management. Prior to joining Wellington Management in 1998, Kent led the corporate finance and pension investment areas within NCR Corporation (1990 – 1998). He also worked as an asset/liability specialist for Salomon Brothers (1987 – 1990) and in institutional sales for Goldman, Sachs (1985 – 1986). Kent earned his MBA from the University of Chicago (1987) and his BSBA, summa cum laude, from The Ohio State University (1985). In addition, he holds the Chartered Financial Analyst designation. | ||
| Saul J. Pannell | Portfolio Manager | 2005 | 2017 |
| Biography | Saul J. Pannell, CFA, is Senior Vice President, Partner, and Equity Portfolio Manager at Wellington Management. His career at Wellington Management began in 1974 and as a global industry research analyst specializing in a number of industries, particularly aerospace and electrical equipment. . Saul received his MBA from Harvard Business School (1974) and his AB in economics, cum laude, from Harvard College (1972). In addition to holding the Chartered Financial Analyst designation, Saul is a member of the Boston Security Analysts Society and the CFA Institute. | ||
| David W. Palmer | Senior Managing Director | 2005 | 2017 |
| Biography | David W. Palmer, CFA, Senior Managing Director and Equity Portfolio Manager of Wellington Management. He has worked in investment management since 1993, has been with Wellington Management since 1998. Prior to joining Wellington Management, David worked in equity sales, trading, and research at Cantor Fitzgerald, Ltd. in London (1993 — 1996). David earned his MBA in finance, with distinction, from the University of Pennsylvania (Wharton, 1998) and his BA in English, with distinction, from Stanford University (1993). He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia. | ||
| Michael T. Carmen | Senior Vice President | 2005 | 2017 |
| Biography | Michael T. Carmen, CFA, CPA, Senior Vice President, Partner, and Equity Portfolio Manager, is the Portfolio Manager and is involved in portfolio management and securities analysis. As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles. Michael draws on research provided by the firm's regional and global industry analysts and other global research resources within the firm. Prior to joining Wellington Management in 1999, Michael was an equity portfolio manager at Kobrick Funds (1997 —1999), State Street Research and Management (1992 — 1996, 1997), and Montgomery Asset Management (1996). Michael began his career in the investment industry as a technology analyst with Sanford Bernstein (1988 — 1990) and later with Cigna Investments (1991 — 1992). Michael received his MBA from New York University (Stern, 1991) and his BS in accounting from the State University of New York at Albany (1984). Additionally, he holds the Chartered Financial Analyst designation and is a Certified Public Accountant. | ||
| Nicolas M. Choumenkovitch | Senior Managing Director | 2005 | 2017 |
| Biography | Nicolas M. Choumenkovitch, Senior Managing Director and Equity Portfolio Manager. As the lead equity portfolio manager for the International/Global Opportunities Team, Nicolas is focused on managing global equity portfolios, including the firm's Global Opportunities, International Opportunities, and Global Horizons products. Prior to joining Wellington Management in 1995, Nicolas was an associate with C.S. First Boston's affiliate in Buenos Aires, Argentina (1993 — 1995) and a financial analyst with The Bank of New York in New York City (1987 — 1990). Nicolas received his MBA from the University of Virginia (Darden, 1992), and his BA in economics from Occidental College (1986). | ||
| Frank D. Catrickes | Vice President | 2005 | 2016 |
| Biography | Frank D. Catrickes, CFA, CMT, Senior Vice President, Partner, and Equity Portfolio Manager, is involved in portfolio management and securities analysis. Frank is an equity portfolio manager and a member of the Capital Appreciation Group at Wellington Management. He manages mutual funds, institutional accounts, and hedge funds in two styles: Capital Appreciation and Special Equity. Frank performs his own fundamental analysis on a broad range of companies across all different industries, countries, styles, and market capitalizations. He also draws on research provided by the firm's global industry analysts and other global resources within the firm. Frank joined Wellington Management in 1998 upon graduation from the University of Pennsylvania (Wharton, 1998), where he received his BS in economics, cum laude. He holds the Chartered Financial Analyst and the Chartered Market Technician designations and is a member of the Boston Security Analysts Society, the CFA Institute, and the Market Technicians Association. | ||
| James H. Averill | Senior Vice President | 2005 | 2008 |
| Biography | Averill is senior vice president and equity portfolio manager with Wellington Management, his employer since 1985. He focused primarily on the finance, retail, capital goods, health services and paper industries. | ||
| David R. Fassnacht | Senior Vice President | 2005 | 2008 |
| Biography | Fassnacht is a senior vice president and equity portfolio manager of Wellington Management, his employer since 1991. He has worked in investment management since 1988; was assistant fund manager from 2001 to 2004. Fassnacht holds the Chartered Financial Analyst designation. | ||
| James N. Mordy | Senior Managing Director | 2005 | 2008 |
| Biography | Jim is a portfolio manager in Global Equity Portfolio Management on the Opportunistic Value Team. He manages equity assets on the behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Windsor Fund for Vanguard, a mid-cap value strategy, and a concentrated mid-cap value strategy. He also co-manages the Capital Stewards approach. Jim is the managing director of our Radnor office. Prior to joining Wellington Management in 1985, Jim worked arranging bulk transportation for iron ore, coal, and other materials in the Marine Transportation division of Utah International (1980 – 1983). Jim earned his MBA from the University of Pennsylvania (Wharton, 1985) and his BA in economics from Stanford University (1980). | ||
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