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Laudus Small-cap Marketmasters Fund™ - Select Shares® (SWMSX)
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11.71
-0.21
-1.76%
14/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 5.81M
Laudus Small-Cap MarketMasters Select
11.71
-0.21
-1.76%
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SWMSX Overview
On this page you'll find an in-depth profile of Laudus Small-cap Marketmasters Fund™ - Select Shares®. Learn about the key management, total assets, investment strategy and contact information of SWMSX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jane Shi | Portfolio Manager | 2017 | 2019 |
| Biography | Jane Shi, Portfolio Manager for Charles Schwab Investment Management, Inc. Prior to joining CSIM in 2011, Ms. Shi was a vice president investment analyst at Bailard, Inc. since 2006, where she developed quantitative models for domestic equity and tactical asset allocation strategies, and was also responsible for performance measurement and attribution. Prior to that, she was a treasury analyst at Sun Microsystems, Inc. | ||
| James Hasso | Portfolio Manager | 2016 | 2019 |
| Biography | James Hasso Head of U.S. Small Cap and Portfolio Manager James Hasso serves as the head of the U.S. small cap team and a portfolio manager for the small cap and SMID cap strategies at Voya Investment Management. Previously at the firm, James also covered the financial-related sectors as an analyst. Prior to joining the firm, Jim worked at First Investors Corporation, Valenzuela Capital Partners, Mitchell Hutchins Asset Management and Spears, Benzak, Salomon & Farrell in research analyst/associate portfolio manager capacities. He received a BA in economics from Lehman College and an MBA in finance from Fordham University. | ||
| Joseph Basset | Portfolio Manager | 2016 | 2019 |
| Biography | Joseph Basset, CFA Equity Analyst and Portfolio Manager Joseph Basset is an analyst on the U.S. small cap team at Voya Investment Management covering the industrials, energy, materials and utilities sectors. He also is a portfolio manager for the small cap and SMID cap strategies. Prior to joining the firm, Joe taught economics and finance at the university level for eight years. He also covered semiconductor, information technology and communication equipment companies for Banc One and One Group Technology Fund. Joe received a BA in economics from Tulane University and an MBA and ABD in finance from the University of Texas. He holds the Chartered Financial Analyst® designation. | ||
| David A. Daglio | Senior Vice President | 2016 | 2019 |
| Biography | David is Active Equity CIO. Dave is also the head of the Opportunistic Value strategies and sits on the company's Board of Directors. David joined Boston Common Asset Managementin 1998 as an equity analyst on the Opportunistic Value team, was named a portfolio manager in 2003, and became lead portfolio manager of the team in 2005. Previously, he served as a senior consultant with Deloitte & Touche Consulting Group, and he also worked at The Dannon Co. | ||
| Timothy J. McCormack | Vice President | 2012 | 2019 |
| Biography | Mr. McCormack began his investment career in 1991. He joined Wellington Management as an investment professional in 2000. McCormack is a member of the New York Society of Security Analysts. Mr. McCormack holds the Chartered Financial Analyst designation. | ||
| Shaun F. Pedersen | Vice President | 2012 | 2019 |
| Biography | Shaun F. Pederson, began his investment career in 1991. Mr. Pedersen joined Wellington Management as an investment professional in 2004. He has been involved in portfolio management and securities analysis for the Trust since joining the firm. Prior to joining Wellington Management, Mr. Pedersen was an investment professional at Thomas Weisel Asset Management (2001-2004) and at The Boston Company (1996-2000). | ||
| Thomas J. Durante | Managing Director | 2011 | 2019 |
| Biography | Mr. Thomas J. Durante, CFA, a Managing Director and Senior Portfolio Manager, Equity Portfolio Management, has been with Mellon Capital since January 2000. Mr. Durante heads a team of portfolio managers covering domestic and international index portfolios. Prior to joining Mellon Capital, Mr. Durante worked in the fund accounting department for The Dreyfus Corporation. Mr. Durante attained the Chartered Financial Analyst designation. Mr. Durante graduated with a B.A. in Accounting from Fairfield University and is a member of the CFA Institute and the CFA Society of Pittsburgh. | ||
| Richard A. Brown | Managing Director | 2011 | 2019 |
| Biography | Mr. Richard A. Brown, CFA, a Managing Director and Senior Portfolio Manager, Equity Portfolio Management, has been with Mellon Capital since August 1995. Mr. Brown attained the Chartered Financial Analyst designation. Mr. Brown graduated with an M.B.A. from California State University at Hayward and is a member of the CFA Institute and the CFA Society of San Francisco. He is vice chairman of the BNY Mellon Proxy Voting and Governance Committee and a member of the Mellon Capital ESG Committee. | ||
| Karen Q. Wong | Managing Director | 2011 | 2019 |
| Biography | Ms. Karen Q. Wong, CFA, a Managing Director and Head of Equity Portfolio Management, has been with Mellon Capital since June 2000. Prior to joining Mellon Capital, Ms. Wong worked as a security analyst at Redwood Securities. Ms. Wong attained the Chartered Financial Analyst designation. She graduated with a B.A. from San Francisco State University, and obtained an M.B.A. in Finance from San Francisco State University. Ms. Wong is a member of the CFA Institute and the CFA Society of San Francisco. | ||
| Omar Aguilar | Portfolio Manager | 2011 | 2019 |
| Biography | Omar Aguilar is Senior Vice President and Chief Investment Officer of Equities and Multi-Asset Strategies for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for CSIM's equity and asset allocation mutual funds, exchange traded funds (ETFs) and separately managed accounts. Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation and multi-manager strategies. Prior to joining CSIM in April 2011, Mr. Aguilar was with Financial Engines, where he was responsible for managing more than $40 billion in assets from leading retirement plan sponsors in the defined contribution market. Prior to that, he served as head of quantitative equity for ING Investment Management (doing business as Voya Investment Management since May 1, 2014) building and developing the group and managing more than $20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds. Mr. Aguilar also served as the head of quantitative research for Lehman Brothers’ alternative investment management business, and as a director of quantitative research and portfolio manager with both Merrill Lynch Investment Management and Bankers Trust. Mr. Aguilar received a Bachelor of Science in actuarial sciences and a Graduate degree in applied statistics from the Mexico Autonomous Institute of Technology (ITAM). He was a Fulbright Scholar at Duke University’s Institute of Statistics and Decisions Sciences, where he earned a Master of Science and a Doctorate. | ||
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