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Marshfield Concentrated Opportunity Fund (0P00016UL9)

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32.670 -0.090    -0.27%
01/08 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Marshfield
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.2B
Marshfield Concentrated Opp Fund 32.670 -0.090 -0.27%

0P00016UL9 Overview

 
On this page you'll find an in-depth profile of Marshfield Concentrated Opportunity Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00016UL9 among other information.
Category

Large Blend

Total Assets

1.2B

Expenses

0.99%

Inception Date

Dec 29, 2015

Contact Information

Address P.O. Box 46707
Cincinnati,OH 45246-0707
United States
Phone -

Top Executives

Name Title Since Until
Chad Goldberg Principal 2022 Now
Biography Chad Goldberg, Principal B.A., Stanford University 2003 Chad Goldberg joined Marshfield in 2006 and became a principal in 2012. He works with the research team analyzing Marshfield’s current and potential future holdings. Prior to joining Marshfield, Chad worked as a research assistant for the National Security Division of the Congressional Budget Office in Washington, DC from 2003-2005. At CBO, he assisted with research on the long-term implications of Department of Defense budgets and private sector mandates. Chad volunteers as a tutor for Horton's Kids in Washington.
Christopher M. Niemczewski Founder 2015 Now
Biography Christopher M. Niemczewski, Managing Principal M.B.A., Columbia University Graduate School of Business 1977 B.A., Swarthmore College 1974 Chris Niemczewski founded Marshfield in 1989. While at Columbia, he was exposed to the Graham and Dodd school of security analysis and investing, an approach that has influenced his thirty-six years in the investment field. In addition to formulating and guiding Marshfield’s core investment philosophy and discipline, he conducts research and focuses on long-term strategic firm planning. From 1981 to 1989 he was President of Justin Asset Management. Chris is a member of the Board of Managers of Swarthmore College where he serves as Chair of the Investment Committee.
Elise J. Hoffmann Principal 2015 Now
Biography Elise J. Hoffmann is a Principal of Marshfield Associates, Inc. and along with Mr. Niemczewski leads the Adviser’s research team. Ms. Hoffmann joined Marshfield Associates, Inc. in 1995 and became a Principal in 1997. Prior to joining Marshfield Associates, Inc., she worked for U.S. Congressman Ed Markey, serving seven years as Counsel to the U.S. House of Representatives’ Committee on Energy & Commerce, Subcommittee on Telecommunications and Finance, where she was responsible for developing securities legislation. Prior to that, she practiced law in the private sector at Steptoe & Johnson in Washington, D.C., where she was an associate attorney practicing corporate, securities, and tax law. Ms. Hoffmann graduated from Princeton University with an A.B. and earned a J.D. from Yale Law School.
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