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Nyli Wmc Enduring Capital Class I (MSOIX)
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40.20
+0.50
+1.26%
27/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 65.39M
MainStay Common Stock I
40.20
+0.50
+1.26%
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MSOIX Overview
On this page you'll find an in-depth profile of Nyli Wmc Enduring Capital Class I. Learn about the key management, total assets, investment strategy and contact information of MSOIX among other information.
Contact Information
Address
51 Madison Avenue
New York,NY 10036
United States
New York,NY 10036
United States
Phone
+1 212 9386500
Fax
212-938-8181
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Rob Katz | Equity Research Analyst | 2024 | Now |
| Biography | Mr. Katz has managed the MainStay WMC Enduring Capital Fund since February 2024. Mr. Katz is an equity research analyst on the Durable Equity Team, where he focuses on the Durable Companies and Durable Enterprises approaches. Prior to joining Wellington, Mr. Katz co-founded Durable Partners, a long-term oriented investment firm focused on investing in small/mid-size private companies. Mr. Katz previously worked as an analyst in the Public Equity Group at Bain Capital from 2013 to 2019, as an associate at Clayton, Dubilier & Rice from 2010 to 2012, and as an investment banking analyst at Goldman Sachs from 2008 to 2010. Mr. Katz earned his MBA from Harvard Business School and his A.B. in economics from Princeton University. | ||
| Mark A. Whitaker | Senior Managing Director | 2021 | Now |
| Biography | Mark A. Whitaker, CFA, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management for Funds. Mark is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients. Prior to joining the firm in 2004, Mark was an equity research analyst at Morgan Stanley, covering packaging and containers and electrical equipment (2000 — 2002). Before that, Mark was a cash management consultant at Ernst & Young (1999 — 2000). Mark received his MBA from Stanford University (2004) and his BS in business administration from the University of Kansas, Lawrence (1999). He holds the Chartered Financial Analyst designation. | ||
| Mona Patni | Vice President, Portfolio Manager & Senior Analyst | 2014 | 2021 |
| Biography | Mona Patni is a Portfolio Manager & Senior Analyst on the Systematic Equity team. She joined Mackay Shields in 2001. Her responsibilities include investment research, strategy development & portfolio management. Her portfolio management experience has been recognized by Lipper as a recipient of the 2015 & 2016 Lipper US Alternative Active Extension Fund Award. Previously, Mona worked in the consulting industry for PWC & Tata Unisys in Mumbai. Mona graduated from the University of Bombay & earned her MBA from NYU Stern School of Business. She has been working in the industry since 2001 | ||
| Migene Kim | Vice President, Portfolio Manager & Senior Analyst | 2007 | 2021 |
| Biography | Migene Kim, CFA is the Head of Systematic Equity and a Portfolio Manager & Senior Analyst. Her responsibilities include portfolio management, investment research & strategy development. Migene joined the firm in 2005 as a PM. Previously, she spent 7 yrs as a quantitative analyst in INVESCO's Structured Products Group. She started her career as an Analyst at Chase Manhattan Bank in 1993. She received her BA in Mathematics, graduating summa cum laude from the University of Pennsylvania. She earned her MBA from the MIT Sloan School of Management. She has been working in industry since 1993. | ||
| Andrew D. Ver Planck | - | 2013 | 2018 |
| Biography | Andrew Ver Planck, CFA is the Lead Portfolio Manager for the Systematic Equity investment team. Andrew is responsible for leading all aspects of the team’s investment management capabilities, inclusive of research and portfolio management decision making. Andrew has significant experience in quantitative modeling, having initially developed and implemented the team’s US long/short equity and global stock selection models. His portfolio management experience has been recognized by Lipper as a recipient of the 2015 and 2016 Lipper US Alternative Active Extension Fund Award. Andrew started at MacKay Shields when the firm joined with equity specialist, Cornerstone Capital Management Holdings, in January 2018. Andrew joined Cornerstone in 2006 as a Portfolio Manager. Before joining Cornerstone, he spent three years as a Senior Quantitative Analyst at Gartmore Investment Management in London, where he was a member of the investment team responsible for long/short market-neutral hedge funds investing in Europe, Asia, and the US. In addition, he co-managed a long-only fund benchmarked to the EAFE Small Capitalization Index. Previously, Andrew was a Quantitative Investment Associate at Putnam Investments where he began his career in quantitative equity research. Andrew received his BS in Operations Research & Industrial Engineering from Cornell University and is a CFA charterholder. He has been working in the investment industry since 2000. | ||
| Harvey Justin Fram | Lead Portfolio Manager | 2004 | 2013 |
| Biography | CFA, Founder, Chief Investment Officer and Portfolio Manager, was the Lead Portfolio Manager for the core equity team of Madison Square Investors, a subsidiary of New York Life, for 13 years. He took over management of the Large-Cap Enhanced strategy in 2000 while developing the Mid-, and Small-Cap Core offerings. He managed those products as well as Large-Cap Core 130/30 fund. Prior to joining New York Life, Harvey was a quantitative equity research analyst at ITG, a leading technology-based equity brokerage firm. Prior to that, he was a portfolio manager for international equity derivatives at the Palladin Group, a hedge fund. Mr. Fram earned his MBA from the Wharton School at the University of Pennsylvania. He also earned degrees in Electrical Engineering from the University of the Witwatersrand and in Computer Science from the University of Cape Town in South Africa. | ||
| James Agostisi | Portfolio Manager | 1998 | 2004 |
| Biography | Agostisi began with New York Life in 1989 as an analyst and was promoted to portfolio manager in November of 1994. | ||
| Patricia S. Rossi | Managing Director, Portfolio Manager, Head | 1998 | 2004 |
| Biography | Rossi is managing director and portfolio manager with New York Life. She joined the firm in 1995 as head of public equities. Prior to joining the firm, she was a portfolio manager for the United Church of Christ--Pension Boards. | ||
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