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Imgp Global Select Institutional Class (MSEFX)

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11.28 +0.07 +0.62%

24/04 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Litman Gregory Masters Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 90.33M

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MSEFX Overview

On this page you'll find an in-depth profile of Imgp Global Select Institutional Class. Learn about the key management, total assets, investment strategy and contact information of MSEFX among other information.

Contact Information

Address 300 Barr Harbor Drive, Suite 720
Conshohocken,PA
United States

Phone 888-898-1041

Web www.imgpfunds.com

Top Executives

Name	Title	Since	Until
Angel Ortiz	Portfolio Manager	2024	Now
Biography	Angel Ortiz is a Portfolio Manager on Polen Capital’s Emerging Markets team. He originally joined Somerset Capital in 2021, which was subsequently acquired by Polen Capital in 2024. Prior to joining Somerset, Ortiz was a Portfolio Manager of the Fidelity International Latin America Fund with fifteen years of experience investing in the region. He graduated from Universidad Metropolitana, Venezuela, where he studied Chemical Engineering, and has received an MBA from Kelley School of Business – Indiana University.
Gregory L. McIntire	Portfolio Manager	2023	Now
Biography	Gregory L. McIntire (MS, BA, Illinois) joined AJO in 2020 with over two decades of industry experience in a variety of intersecting roles — from portfolio and risk management to manager selection to quant equity modeling and programming. He spent about half of his Wall Street years at SEI (a long-time client of AJO), and came to us following a three-year stint at AQR. A CFA charterholder, Greg is involved with research, implementation, and trading.
Bryan Power	-	2023	Now
Biography	Bryan is Director of Research & Analyst and co-Portfolio Manager of Polen Capital’s Global Growth strategy. Prior to joining Polen Capital in 2016, Bryan spent two years as an Associate in equity research and institutional equity sales at Oppenheimer & Co. Prior to that, he spent almost three years working in various equity-related analytical roles at Bloomberg LP. Bryan received a B.A. in Economics and Business (cum laude) from Johns Hopkins University, where he was a student-athlete, and earned an M.B.A. from The University of Chicago Booth School of Business. Bryan is a CFA® charterholder and member of the CFA Society of South Florida.
Shane Smith	Portfolio Manager	2023	Now
Biography	Shane Smith, Portfolio Manager & Analyst, is a portfolio manager for the Global SMID Company Growth strategy. Mr. Smith joined Polen Capital in 2019. Prior to joining Polen Capital, he was a research analyst on the Global Small Cap team at Franklin Templeton, where he worked for seven years. Mr. Smith received a B.S. in Environmental Horticulture and an M.S. in Management with a Minor in Soil and Water Science from the University of Florida. Shane is a CFA® charterholder.
Rayna Lesser Hannaway	Portfolio Manager & Analyst	2023	Now
Biography	Rayna Lesser Hannaway, Head of Team, Portfolio Manager and Analyst, is a portfolio manager for the Global SMID Company Growth, U.S. Small Company Growth and U.S. SMID Company Growth strategies. Lesser Hannaway joined Polen Capital in 2017. Prior to joining Polen Capital, she spent nine years in portfolio management and two years as a research analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Lesser Hannaway received a B.A. in Economics from Barnard College, a division of Columbia University. Lesser Hannaway is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing.
Brian A. Krawez	President	2022	Now
Biography	Mr. Krawez began his career more than 20 years ago with Smith Barney in San Francisco and later moved to their investment banking division in New York City where he was ranked as a top-rated analyst focusing on health care. Prior to joining Scharf Investments, Mr. Krawez was a Partner and head of research for Belden and Associates Investment Counsel where he managed a successful large blend portfolio. He has also held research analyst positions at Dodge & Cox, Telegraph Hill Investment Counsel, and SC Fundamental, a successful value oriented hedge fund. Mr. Krawez earned both a BS with honors in Business Administration and an MBA from the Haas School of Business at the University of California, Berkeley. While at UC Berkeley he worked for Professor Yellen, the current Chair of the Board of Governors of the Federal Reserve. Mr. Krawez is a CFA® charterholder and a member of the Security Analysts of San Francisco.
Damon A. Ficklin	Head of Team, Portfolio Manager & Analyst	2022	Now
Biography	Mr. Ficklin joined Polen Capital in 2003. Mr. Ficklin is co-head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. From 2012 through June 30, 2019, Damon Ficklin was a co-portfolio manager on the Focus Growth strategy. Prior to joining Polen Capital, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S. in Accounting, earned a M.S. in Accounting from Appalachian State University, and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida.
Gabe Houston	-	2022	Now
Biography	Gabe Houston serves as a Senior Research Analyst and an investment committee member. He is responsible for new idea generation, research, analysis and valuation. Mr. Houston joined Scharf Investments in May 2006. Mr. Houston earned a Bachelor of Arts degree in Business Management Economics from the University of California, Santa Cruz. Mr. Houston has earned his Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Kiko Vallarta	-	2022	Now
Chad Baumler	Vice President	2020	Now
Biography	Chad Baumler is the Vice President and Co-Chief Investment Officer of Nuance and is a co-owner of the firm. Chad is the Co-Portfolio Manager for Nuance Concentrated Value and Nuance Mid Cap Value, and he is the lead Portfolio Manager on the Nuance Concentrated Value Long Short. Chad also focuses his analytical skills on the Energy, Financials and Real Estate sectors. He has over 16 years of investment analyst experience and 11 years of portfolio management experience using a classic value approach. Before joining Nuance in 2014, Chad was a Portfolio Manager for American Century Investments (ACI) where he co-managed the American Century Value fund and the American Century Market Neutral Value Fund. Prior to becoming a Portfolio Manager at ACI, he spent six years as an Investment Analyst specializing in the energy and finance sectors. Chad also has experience working in the commercial real estate industry at CB Richard Ellis, Inc. in Kansas City, Missouri. Chad holds a Bachelor of Arts (BA) in Finance from the University of Northern Iowa and a Master of Business Administration (MBA) with a concentration in Investment Management from the University of Texas, McCombs School of Business. Chad is a CFA® charterholder and a member of the CFA Institute.

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