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Pf Mid-cap Equity Fund Class P (0P0000P0T5)
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10.740
0.000
0.00%
31/07 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 9.67M
PF Mid-Cap Equity Fund Class P
10.740
0.000
0.00%
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0P0000P0T5 Overview
On this page you'll find an in-depth profile of Pf Mid-cap Equity Fund Class P. Learn about the key management, total assets, investment strategy and contact information of 0P0000P0T5 among other information.
Contact Information
Address
700 Newport Center Drive Post Offfice Box 7500
Newport Beach,CA 92660
United States
Newport Beach,CA 92660
United States
Phone
(800) 722-2333
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Kehoe | - | 2018 | 2020 |
| Biography | Michael is a member of the firm’s Small- and Small/Mid-Cap team and is responsible for the analytical coverage of the healthcare sector. In addition, he is the lead portfolio manager of the firm’s US Small/Mid-Cap Core strategy. He is also a member of the firm’s Investment and Quantitative Committees. Michael has been with the firm since 2008 and in the industry since 2000. Previously, he served as a research analyst covering medical technology at both Cowen & Company and CIBC. He has also worked as an options trader at Knight Securities. Mr. Kehoe earned a BA from the University of Pennsylvania and MBA from Yale University. | ||
| Luis Ferreira | Managing Director | 2018 | 2020 |
| Biography | Luis is a member of the firm’s Large-Cap team and is responsible for the analytical coverage of the commercial services, consumer, and transportation sectors. In addition, he is a portfolio manager on the firm’s US Large-Cap Core strategy. He is also a member of the firm’s Investment and Quantitative Committees. Luis has been with the firm since 2006 and in the industry since 1993. Previously, Luis worked for three years at Bear Stearns as an associate director responsible for a broad set of equity strategies. He also served as a senior portfolio manager in charge of global equity and balanced portfolios at State Street Global Advisors. Mr. Ferreira earned a BS from the Universidad de Los Andes and an MBA from the Olin Graduate School of Business at Babson College | ||
| Jason Smith | - | 2018 | 2020 |
| Biography | Jason is a member of the firm’s Large-Cap team and is responsible for analytical coverage of the basic materials and energy sectors. Jason has been with the company since 2017 and in the industry since 2002. Prior to joining the firm, he spent five years at Bank of America Merrill Lynch as a senior analyst covering Exploration and Production, Integrated Oil and Refining stocks, where he was voted a rising star of Wall Street research by Institutional Investor magazine in 2014. Previously, he worked at Diamondback Capital as an analyst and prior to that, as an Associate at Citi Investment Research on the Integrated Oil and Refining team. Mr. Smith earned a BBA (with Distinction) from Emory University. | ||
| Joseph Bellantoni | Managing Director | 2018 | 2020 |
| Biography | Joe is a member of the firm’s Small- and Small/Mid-Cap team and is responsible for the analytical coverage of the basic materials, manufacturing, real estate, and utilities sectors. In addition, he serves as the lead portfolio manager for the US Small-Cap Core strategy and is the chair of the firm’s Corporate Governance Committee. Joe has been with the firm as an analyst and portfolio manager since 1997. Previously, he was Chief Financial Officer of Execulease Corporation, a diversified asset-backed lender. Previously, he worked for 15 years in public accounting and financial management and became a CPA in 1983. Mr. Bellantoni earned a BS and MBA from Fordham University. | ||
| R Daniel Oshinskie | Managing Director | 2018 | 2020 |
| Biography | Dan serves as a senior advisor to the firm’s Small- and Small/Mid-Cap team. Dan has been with the firm since 2001 as Portfolio Manager and former Chief Investment Officer and in the industry since 1986. Prior to joining the firm, he worked as a fundamental equity analyst at Palisade Capital Management, Schroders, and Value Line. Dan began his investment career in fixed-income and money¬market trading, as an Investment Officer with Crestar Bank. Mr. Oshinskie earned a BS from Virginia Commonwealth University as well as an MBA from Rutgers University. | ||
| Jason J. Votruba | Portfolio Manager | 2013 | 2018 |
| Biography | Mr. Votruba is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund and previously he served as a member of the small cap equity team. Prior to joining the firm in 2002, he worked as an analyst within the Equity Research and Investment Banking divisions at George K. Baum & Company from 2000 to 2002 and Commerce Bank from 1998 to 2000. He has 21 years of financial industry experience. Mr. Votruba earned his Bachelor of Science degree in Business Administration from Kansas State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| Derek M. Smashey | Assistant Portfolio Manager | 2013 | 2018 |
| Biography | Mr. Smashey is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. Prior to joining the firm in 2006, he was a director at Nations Media Partners, an investment banking firm specializing in media and communications. Mr. Smashey has 15 years of financial industry experience. He earned his MBA from the University of Kansas and his Bachelor of Science degree in Finance from Northwest Missouri State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| John A. Indellicate | Co-Portfolio Manager | 2013 | 2018 |
| Biography | Mr. Indellicate is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He joined the firm in 2004 as a senior qualitative analyst and has been a member of the mid cap team since the product’s inception in 2006. Mr. Indellicate has 15 years of financial industry experience. He earned his bachelor’s degree in Economics from Harvard University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| G. Patrick Dunkerley | Portfolio Manager | 2013 | 2018 |
| Biography | Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy’s inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid-cap mutual fund and separate account product for Victory Capital Management from 2001 to 2006. His experience also includes roles as an equity research analyst at Edward Jones and Securities Corporation of Iowa. Mr. Dunkerley has 25 years of financial industry experience. Mr. Dunkerley earned his MBA from Golden Gate University and his Bachelor of Science degree in Business Administration from the University of Missouri. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. Mr. Dunkerley is a veteran of the U.S. Air Force where he served at the rank of captain. | ||
| Martin Flood | Director, portfolio manager/analyst | 2011 | 2013 |
| Biography | Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John's University. | ||
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