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Hartford Quality Value Fund Class A (HVOAX)
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22.12
+0.03
+0.14%
13/10 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 146.6M
Hartford Value Opportunities A
22.12
+0.03
+0.14%
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HVOAX Overview
On this page you'll find an in-depth profile of Hartford Quality Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of HVOAX among other information.
Contact Information
Address
430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Phone
+1 8888437824
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian J. Schmeer | Equity Research Analyst | 2023 | Now |
| Biography | Brian J. Schmeer, CFA, Vice President and Equity Research Analyst of Wellington Management, has served as a portfolio manager for the Fund since 2023 and has been involved in securities analysis for the Fund since 2016. Mr. Schmeer joined Wellington Management as an investment professional in 2016. | ||
| Nataliya Kofman | - | 2020 | Now |
| Biography | Nataliya is Managing Director and equity portfolio manager in Global Equity Portfolio Management and is a member of the Quality Equity team. She has been involved in securities analysis for the Fund since 2017. She manages global equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. She also provides research to her team on the health care, industrial, insurance, semiconductor, and automotive sectors globally. She works in our Boston office. Prior to joining Wellington Management as an investment professional in 2006, Nataliya worked as a summer investment associate at Neuberger Berman, covering the medical device industry (2005). Before that, she served as an engineering team leader of the cross-functional powertrain design team at Ford Motor Company (1998 – 2004), responsible for product launch of Ford’s flagship F150 product. Nataliya started her career at Ford as engine design engineer, progressing through multiple global assignments in the engine and vehicle system design functions bringing products from concept to mass production. Nataliya earned her MBA from Harvard Business School (2006) and her MS (1997) and BS (1996), magna cum laude, in mechanical engineering from the University of Michigan. She is fluent in Russian. | ||
| Matthew G. Baker | Senior Managing Director | 2017 | Now |
| Biography | Matthew G. Baker, Senior Managing Director and Equity Portfolio Manager, joined Wellington Management since 2014 and involved in portfolio management and securities analysis. Matt is an equity portfolio manager involved in the management of diversified portfolios, focusing on large-cap, quality companies with a value orientation. As a member of the Quality Value Team, he also has analytical responsibilities for the consumer, industrial, and material sectors. Prior to joining Wellington Management in 2004, Matt was an equity analyst in the Central Research Group at MFS Investment Management and leader of the Global Capital Goods Team (2000 — 2004). He was responsible for covering the retail, chemical, and supermarket and drugstore industries. He also worked at Bank Boston as an investment specialist from 1995 — 1998. Matt received his MBA from the University of Pennsylvania (Wharton, 2000) and his BS in finance from Northeastern University (1998). | ||
| David W. Palmer | Senior Managing Director | 2008 | 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. | ||
| James N. Mordy | Senior Managing Director | 2001 | 2017 |
| 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). | ||
| David R. Fassnacht | Senior Vice President | 2001 | 2012 |
| 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 H. Averill | Senior Vice President | 2001 | 2007 |
| 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. | ||
| Nick DePeyster | Principal | 1996 | 2001 |
| Biography | DePeyster is a principal of SSgA and SSgA FM. He joined the firm in 2004 and is a member of the firm’s US Active Quantitative Equity Team. Prior to joining SSgA, DePeyster managed investment portfolios for Morley Fund Management and Assurance. He has substantial experience developing quantitative strategies and managing investment portfolios using quantitative disciplines. DePeyster holds the Chartered Financial Analyst designation. | ||
| Daniel Dubin | - | 1996 | 1998 |
| James S. Byrd | Vice President | 1996 | 1998 |
| Biography | Byrd joined Fortis Advisers in March 1991 and currently serves as vice president and is actively involved in managing global and domestic equity portfolios. Previously, he worked for six years with Templeton Investment Counsel as a senior vice president and securities analyst. Between 1977 and 1985, he was a portfolio manager for Heritage Investment Advisers. Byrd holds the Chartered Financial Analyst designation and is a member of the International Society of Financial Analysts. | ||
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