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Mainstay Epoch U.s. All Cap Fund Class I (MATIX)
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20.54
+0.21
+1.03%
23/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 120.73M
MainStay Epoch US All Cap I
20.54
+0.21
+1.03%
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MATIX Overview
On this page you'll find an in-depth profile of Mainstay Epoch U.s. All Cap Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MATIX 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 |
|---|---|---|---|
| Justin Howell | Managing Director | 2018 | Now |
| Biography | Justin is a portfolio manager and senior equity research analyst. Prior to joining Epoch in 2012, he spent nine years at JPMorgan Chase as a research analyst. Justin has experience in the consumer, financial services and healthcare services sectors. Previously he worked in the research department at FTN Midwest Research. Justin earned a BA in Business Administration from the University of Michigan. | ||
| Michael A. Welhoelter | Managing Director, Co-CIO, Portfolio Manager | 2009 | Now |
| Biography | Mike is Co-Chief Investment Officer of Epoch Investment Partners. He is also Chief Risk Officer. Mike is responsible for integrating risk management into the investment process. Prior to joining Epoch in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. | ||
| William W. Priest | Executive Chairman, Co-Chief Investment Officer and Portfolio Manager | 2009 | Now |
| Biography | Mr. William Priest is a Co-Founder and serves as Chief Executive Officer, Portfolio Manager & Co-Chief Investment Officer at Epoch Investment Partners. Prior to cofounding Epoch in 2004 with David Pearl, Tim Taussig and Phil Clark, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years. Before joining Steinberg | ||
| David N. Pearl | Executive Vice President, Co–Chief Investment Officer and Portfolio Manager | 2009 | Now |
| Biography | Mr. David Pearl is a Co-Founder and serves as Executive Vice President, Co-Chief Investment Officer & Portfolio Manager at Epoch Investment Partners. Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for both institutional and private client assets. | ||
| Eileen Cook | Director, Portfolio Manager/Research Analyst | 2008 | 2009 |
| Biography | In 2006 Eileen returned to her role as a Director, Portfolio Manager/Research Analyst in our Growth Equity investment team. Originally coming to the group in 1994, Eileen, for personal reasons, resigned in 2002. Prior to MacKay Shields, Eileen was with Lord, Abbett & Co., Inc. as an Assistant Portfolio Manager/Analyst, and prior to that a Research Analyst at Smith Barney, Harris Upham & Co. for four years. She has 14 years experience in investment management and research and has a BA from The American University, majoring in International Studies and Economics. Eileen also did graduate work at the Stern School of Business at New York University. | ||
| Robert J. Centrella | Portfolio Manager, Research Analyst | 2008 | 2009 |
| Biography | Robert is a Portfolio Manager/Research Analyst in the Growth Equity Division. Prior to joining MacKay Shields in 1996, he was with Gibraltar Advisors where he was Vice President and Portfolio Manager. Prior to that, Robert was with Foxhall Investment Management as a Portfolio Manager, and earlier in his career he was a Senior Financial Analyst at the Federal National Mortgage Association. Robert has been in the investment management industry since 1985. He received a BS in Accounting from the University of Scranton and a MBA in Finance from George Mason University. He became a holder of the Chartered Financial Analyst designation in 1993. | ||
| John Butler | Portfolio Manager, Research Analyst | 2008 | 2009 |
| Biography | John joined MacKay Shields in 2002 as a Portfolio Manager/Research Analyst in the Growth Equity Division. Prior to MacKay Shields he was Managing Director of Equity Research at SG Cowen Securities Corporation. Previously he performed equity research with Prudential Securities and Alex, Brown & Sons. John received a MBA in Finance from The Wharton School of Business at the University of Pennsylvania and received a BA from Lafayette College. John has been in the investment management and research industry since 1993. | ||
| Lanette Donovan | Portfolio Manager | 2008 | 2009 |
| Biography | Donovan is a portfolio manager at Deutsche Asset Management, her employer since 2000. Previously, she was a managing director and team leader at Citibank Asset Management for six years and director in research at TIAA-CREF | ||
| Denise E. Higgins | in the Growth Equity team | 2008 | 2009 |
| Biography | Denise joined MacKay Shields’ Growth Equity team in 1999 after having spent 6 years at J.P. Morgan Investment Management, most recently as a Small Cap Portfolio Manager. Prior to that she was with Lord, Abbett & Company for 11 years. Denise received a MBA in Finance from the Wharton School of Business at the University of Pennsylvania and a BA in Economics at The College of Mount Saint Vincent. Denise became a holder of the Chartered Financial Analyst designation in 1985 and is a member of both the Association of Investment Management and Research and the New York Society of Security Analysts. She has been in the investment management and research industry since 1982. | ||
| Edmund C. Spelman | Senior Managing Director | 1991 | 2009 |
| Biography | Ed is a Senior Managing Director and Head of the Growth Equity Division. Prior to joining MacKay Shields in 1991, Ed was a Vice President and Analyst for eight years at Oppenheimer & Co. and a research analyst for three years with Dow Jones. He has been in the investment management and research industry since 1980. Ed earned a BA and a MS from the University of Pennsylvania. | ||
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