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Pace Small/medium Co Value Equity Investments Class C (PEVCX)
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16.060
-0.020
-0.12%
12/10 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 3.46M
PACE Small/Medium Co Value Equity Investments Clas
16.060
-0.020
-0.12%
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PEVCX Overview
On this page you'll find an in-depth profile of Pace Small/medium Co Value Equity Investments Class C. Learn about the key management, total assets, investment strategy and contact information of PEVCX among other information.
Contact Information
Address
Bahnhofstr. 45
Zürich,Zürich CH-8098
Switzerland
Zürich,Zürich CH-8098
Switzerland
Phone
044 234 34 99
Fax
212-821-6737
Web
www.ubs.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aman Patel | Portfolio Manager | 2018 | Now |
| Biography | Aman Patel, CFA is a partner in the firm and serves as a Portfolio Manager for Mid and SMID Cap Value equity portfolios. Additionally, Aman maintains analyst responsibilities within select economic sectors. Aman began his investment career as an equity analyst in Prudential Securities’ equity research department. Prior to joining Systematic in 2002, Aman further honed his research and analytical skills first as an associate analyst with UBS Warburg’s healthcare equity research team, and then at Federated Investors where he completed his M.B.A. internship in investment management. | ||
| Joseph R. Huber | Research | 2017 | Now |
| Biography | Joe Huber is the Chief Executive Officer and Chief Investment Officer at Huber Capital Management LLC. Prior to founding Huber Capital Management he was a Principal and Director of Research for Hotchkis and Wiley Capital Management, overseeing more than $40 billion in U.S. value asset portfolios. He built a research platform which utilized best practices of fundamental research combined with behavioral psychology to capitalize on the art piece of investing, creating a unique and value-added investment approach. Prior to joining Hotchkis and Wiley, Mr. Huber served as Portfolio Manager and Director for Merrill Lynch Asset Management and as Portfolio Manager for Goldman Sachs Asset Management in New York. Mr. Huber received his BA in statistics and econometrics from Northwestern University where he was departmental valedictorian and received the Directors Award for top graduating GPA amongst student athletes. He received his MBA from University of Chicago with concentrations in accounting and finance, where he was elected to the Beta Gamma Sigma honor society. He is an Associate in the Society of Actuaries (A.S.A.). | ||
| Samir Sikka | Portfolio Manager | 2016 | Now |
| Biography | Mr. Samir Sikka is CEO and Chief Investment Officer of Sapience Investments, LLC. Prior to founding Sapience Investments in 2016, Mr. Sikka served as a Managing Director and Lead Portfolio Manager for the Pelican Value Equity team at Wells Capital Management. Mr. Sikka’s prior investment-related experience includes serving as Senior Vice President with Trust Company of the West, as Associate Director with UBS Investment Bank and as Senior Associate with Ernst & Young, LLP. Mr. Sikka has been working in the investment industry since 1997. He earned a Bachelor of Science in Business Administration from California State University, Northridge, where he graduated Magna Cum Laude, and his MBA from Harvard Business School. Mr. Sikka is a member of both Beta Gamma Sigma and Phi Kappa Phi Honor Societies. | ||
| Mayoor Joshi | Analyst | 2014 | Now |
| Biography | Mayoor Joshi is an Analyst within the MMS team, focusing on equity investment strategies. Mr. Joshi is part of the team responsible for manager selection, due diligence, portfolio construction, risk management, investment oversight, and performance of equity portfolios. Mr. Joshi joined UBS AM in April 2014. Previously, he was a Managing Director at Rocaton Investment Advisors, an institutional investment consulting firm, for seven years focusing on manager research. | ||
| Vincent Russo | Analyst | 2013 | Now |
| Biography | Vincent Russo is an Analyst on the MMS team at UBS AM, focusing on equity investment strategies since January 2013. Mr. Russo is part of the team responsible for manager due diligence and selection, portfolio construction, risk management, investment oversight, and performance of equity portfolios. Mr. Russo joined the firm in March 2007 as member of the Global Investment Solution group, where he performed ETF due diligence and selection across a broad range of asset classes, in addition to separately managed account overlay and implementation. Prior to joining UBS AM, Mr. Russo worked at Deutsche Bank, MetLife and AllianceBernstein in various roles, from trading to financial reporting analysis. | ||
| Julie Kutasov | Portfolio Manager | 2012 | Now |
| Biography | Julie Kutasov is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization energy and financials sectors. Before joining Kayne Anderson Rudnick in 2001, she worked at Goldman Sachs in a program focused on investment management for high-net worth individuals and at Arthur Andersen as a Senior Associate leading teams that provided financial-audit and business-advisory services to a variety of clients in service-related industries. Ms. Kutasov holds a Certified Public Accountant license (currently inactive) in the state of California. She has approximately 16 years of equity research experience. Ms. Kutasov earned a B.A. in Business Economics from the University of California, Los Angeles, where she graduated summa cum laude, and an M.B.A. from Harvard Business School. | ||
| Craig Stone | Portfolio Manager | 2012 | Now |
| Biography | Craig Stone is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization producer-durables sector. He has approximately 29 years of equity research experience. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an M.B.A. from the University of Southern California. | ||
| Fred Lee | Portfolio Manager | 2009 | Now |
| Biography | Fred Lee, CFA, as the Head of Portfolio Construction & Quantitative Research within the MMS team since January 2009, oversees the portfolio construction process in determining the specific allocations to individual managers. He also leads the team responsible for the quantitative assessment of managers. Mr. Lee is located in the London office of UBS AM, which he joined in 2006 as a Risk Analyst where he provided risk assessment and monitoring for all client portfolios and enhanced proprietary risk models. Prior to joining UBS AM, Mr. Lee worked as a consultant for MSCI Barra providing advice to large investment managers across Europe on the interpretation and use of risk models and analytics. | ||
| Ronald M. Mushock | Managing Partner | 2009 | Now |
| Biography | Ronald M. Mushock, CFA is a Managing Partner in Systematic Financial Management and has lead portfolio manager. Mr. Mushock joined Systematic in 1997 as a Senior Equity Analyst, has served as Portfolio Manager since 2000, and was elected as Managing Partner of Systematic in 2005. Additionally, Ron maintains analyst responsibilities within selected economic sectors. Ron began his career as a quantitative equity analyst with Abel/Noser. Prior to joining Systematic in 1997, Ron was a fundamental equity analyst with Standard and Poor’s Equity Group. He is a member of both the CFA Institute and New York Society of Security Analysts (NYSSA). Ron received an M.B.A. in finance and international business from New York University’s Stern School of Business, and graduated Summa Cum Laude from Seton Hall University with a B.S. in finance. | ||
| D. Kevin McCreesh | CIO (Chief Investment Officer) | 2009 | Now |
| Biography | Mr. McCreesh, Chief Investment Officer, has oversight responsibilities for all client portfolios. In addition, Mr. McCreesh serves as the lead portfolio manager for Systematic’s large and small cap portfolios. He joined Systematic in 1996. Previously he served with Mitchell Hutchins. McCreesh is a member of the Association for Investment Management and Research and the New York Society of Security Analysts. McCreesh holds the Chartered Financial Analyst designation. | ||
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