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Haverford Quality Growth Stock Fund (HAVGX)

US Funds

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25.20 +0.14 +0.56%

01/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 302.25M

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HAVGX Overview

On this page you'll find an in-depth profile of Haverford Quality Growth Stock Fund. Learn about the key management, total assets, investment strategy and contact information of HAVGX among other information.

Contact Information

Address PO Box 219745
Kansas City,MO 64121
United States

Phone -

Web www.haverfordfunds.com

Top Executives

Name	Title	Since	Until
Keith P. Aleardi	President	2023	Now
Biography	Mr. Keith Aleardi joined Haverford in 2023 as President after working in the financial services industry since 1990. He serves as a member of Haverford’s Executive Committee and as a voting member of the Investment Selection Committee.
Halie W. O'Shea	Portfolio Manager, Analyst	2020	Now
Biography	Halie W. O’Shea is a portfolio manager/security analyst for Turner’s growth equity products at Turner Investment Partners. Ms. O’Shea is co-manager of Turner’s Growth, Core Growth, Global Growth, and Global Consumer strategies. She joined Turner in 2003 and has 17 years of investment experience. Prior to joining Turner Investment Partners, Ms. O’Shea was employed with Janney Montgomery Scott, Sanford C. Bernstein& Co., Inc., Platts (a McGraw-Hill company), and Loan Pricing Corporation. Ms. O’Shea received her MBA from New York University and her bachelor’s degree in journalism from Northwestern University. She is also a regular member of the CFA Institute and the CFA Society of Philadelphia.
Maxine A. Cuffe	Portfolio Manager	2020	Now
Biography	Maxine A. Cuffe, Vice President, Director of Global Strategies and Member of the Investment Selection Committee, joined Haverford in 2017 and has over 20 years of investment experience. In September 2016, Ms. Cuffe joined Haverford Trust where she now serves as the Director of Global Strategies. Prior to that she was an Investment Manager with Aberdeen Asset Management from September 2010 to August 2014. Ms. Cuffe holds a Chartered Financial Analyst designation and receive a Bachelor of Commerce from the University of British Columbia.
Timothy A. Hoyle	Vice President	2009	Now
Biography	Timothy A. Hoyle, Vice President and Member of the Investment Selection Committee, joined Haverford in 2003 and has 14 years of investment experience. Mr. Hoyle holds a Chartered Financial Analyst designation and received a B.S. from Drexel University.
John H. Donaldson	Principal	2009	Now
Biography	John H. Donaldson, Vice President, Director of Fixed Income and Member of the Investment Selection Committee, joined Haverford in 2008 and has over 37 years of investment experience. Mr. Donaldson holds a Chartered Financial Analyst designation and received a B.A. from the University of Pennsylvania.
Henry B. Smith	CIO, chairperson	2004	Now
Biography	Henry B. Smith, Vice President, Chief Investment Officer and Chairperson of the Investment Selection Committee, joined Haverford in 2003 and has over 30 years of investment experience. Mr. Smith received a B.A. from Franklin & Marshall College.
Joseph J. McLaughlin	executive Vice President, Member	2004	Now
Biography	Joseph J. McLaughlin, Jr., Chairman, Chief Executive Officer, President and Member of the Investment Selection Committee and Board of Directors, joined Haverford in 2003 and has over 33 years of investment experience. Mr. McLaughlin received a B.S. from St. Joseph's University.
Binney H.C. Wietlisbach	executive Vice President, Member	2004	2024
Biography	Binney H.C. Wietlisbach, Executive Vice President and Member of the Investment Selection Committee and Board of Directors, joined Haverford in 2003 and has over 28 years of investment experience. Ms. Wietlisbach received a B.S. from Penn State University.
Jeffrey M. Bagley	Vice President	2010	2017
Biography	Jeffrey M. Bagley, Vice President and Member of the Investment Selection Committee, joined Haverford in 2010 and has over 23 years of investment experience. Prior to joining Haverford, Mr. Bagley was Senior Vice President and Portfolio Manager for Davidson Trust Company from July 2008 to January 2010, Senior Investment Analyst at The Vanguard Group from June 2007 to June 2008, and Portfolio Manager and Research Analyst at McCabe Capital Managers, Ltd., from December 1998 to May 2007. Mr. Bagley holds a Chartered Financial Analyst designation and received an M.B.A. from Fordham University and a B.S. from the State University of New York -- Oneonta.
David Brune	Vice President, Member	2004	2017
Biography	David Brune, Vice President and Member of the Investment Selection Committee, joined Haverford in 2004 and has over 24 years of investment experience. Prior to joining Haverford, Mr. Brune was a Vice President for PNC Advisors. Mr. Brune holds a Chartered Financial Analyst designation and received a B.S. from the University of Delaware.

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