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Mainstay Vp Epoch U.s. Small Cap Portfolio Initial Class (0P00003C5Z)

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MainStay VP Epoch U.S. Small Cap Portfolio Initial historical data, for real-time data please try another search
10.120 +0.010    +0.06%
30/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 225.94M
MainStay VP Epoch U.S. Small Cap Portfolio Initial 10.120 +0.010 +0.06%

0P00003C5Z Overview

 
On this page you'll find an in-depth profile of Mainstay Vp Epoch U.s. Small Cap Portfolio Initial Class. Learn about the key management, total assets, investment strategy and contact information of 0P00003C5Z among other information.
Category

Small Blend

Total Assets

225.94M

Expenses

0.81%

Inception Date

May 01, 1998

Contact Information

Address 30 Hudson Street
Jersey City,NJ 10010
United States
Phone +1 8006246782

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.
David N. Pearl Executive Vice President, Co–Chief Investment Officer and Portfolio Manager 2009 Now
Biography David is Executive Vice President and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s U.S. investment strategies. 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.
Michael J. Caputo Managing Director, Portfolio Manager and Senior Research Analyst 2016 2019
Biography Michael is a portfolio manager for Epoch's U.S. Small and SMID Cap strategies. Prior to joining Epoch in 2016, Michael spent over thirteen years at Cramer Rosenthal McGlynn, most recently as a portfolio manager and senior research analyst. Before Cramer Rosenthal McGlynn, Michael was a vice president in Corporate Finance at Morgan Stanley. Michael earned a BA from the University of Notre Dame and an MBA from the University of Pennsylvania Wharton Graduate School of Business.
Janet K. Navon Managing Director, Portfolio Manager & Senior Research Analyst 2011 2015
Biography Janet is the director of US research and is a portfolio manager for Epoch’s U.S. Small Cap, U.S. SMID Cap and Global Small Cap strategies. Prior to joining Epoch in 2007, Janet spent nine years as a senior analyst and co-portfolio manager at Steinberg Asset Mgmt. Prior to Steinberg, she was a founding principal of Atlantic Asset Mgmt. Janet’s experience also includes investment management positions at Columbus Circle Investors and J.P. Morgan Investment Mgmt. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University, Graduate School of Business.
William W. Priest Chief Executive Officer, Co–Chief Investment Officer and Portfolio Manager 2009 2013
Biography Bill is Chief Executive Officer and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s global equity investment strategies and leads Epoch's Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will influence investment opportunities. Prior to co-founding 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.
F. Thomas O’Halloran Portfolio Manager 2003 2009
Biography F. Thomas O’Halloran, J.D., CFA, Partner & Director Mr. O'Halloran is the lead portfolio manager of the small cap growth, micro cap growth, and growth equity strategies. Mr. O'Halloran joined Lord Abbett in 2001 as a research analyst for the small cap growth equity strategy and was named Partner in 2003. His prior experience includes Executive Director/Senior Research Analyst at Dillon, Read & Co. and as a trial attorney. Mr. O'Halloran received an AB from Bowdoin College, a JD from Boston College, and an MBA from Columbia University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1987.
Stephen J. McGruder Partner 1998 2003
Biography McGruder is a partner of Lord, Abbett & Company, his employer since May 1995. Previously, he spent seven years as a vice president and portfolio manager with Wafra Investments Advisory Group. From 1986 to 1988, he served as a vice president and portfolio manager with The Portfolio Group/Chemical Bank. He is a member of the New York Society of Security Analysts, the Electronic Analysts Group, and the New York Society of Security Analysts. McGruder holds the Chartered Financial Analyst designation.
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