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Russell Investments Sustainable Equity Fund Class E (REQEX)
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49.922
+0.002
+0.00%
09/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.55M
Russell Investments U.S. Defensive Equity Fund Cla
49.922
+0.002
+0.00%
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REQEX Overview
On this page you'll find an in-depth profile of Russell Investments Sustainable Equity Fund Class E. Learn about the key management, total assets, investment strategy and contact information of REQEX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Megan Roach | Portfolio Manager | 2017 | Now |
| Biography | Megan Roach, Portfolio Manager since March 2015. Ms. Roach was Head of Research from May 2013 to March 2015. From 2004 to 2013, Ms. Roach was a Senior Research Analyst. | ||
| James Barber | CIO (Chief Investment Officer) | 2017 | 2019 |
| Biography | James Barber is Chief Investment Officer of Equities since September 2012 for Russell Investments where he is accountable for the performance of the equity funds, the quality of the investment content and investment manager recommendations within his asset class globally. Mr. Barber was a Portfolio Manager from March 2009 to August 2012. James is located in Russell’s head office in Seattle. He is a member of Russell’s investment strategy committee. James was named to this role in September 2012. | ||
| David L. Hintz | Senior Portfolio Manager | 2013 | 2017 |
| Biography | Mr. Hintz is responsible for the management of the portfolios, capital market research, ongoing evaluation and allocation of equity managers and capital for the SEI funds. Prior to joining SEI, Mr. Hintz worked at Russell Investments as a Portfolio Manager and previously as the Head of US Equity Research and a Research Analyst. Mr. Hintz received his Bachelor of Science from Walla Walla University and his M.B.A. from Pacific Lutheran University. Mr. Hintz is a CFA charter holder from the CFA Institute. | ||
| Richard F. Johnson | Portfolio Manager | 2014 | 2017 |
| Biography | Rich Johnson is a Portfolio Manager for Russell Investments on the U.S. Equity Portfolio Management team which he joined in June 2014. In this role, Johnson focuses on managing defensive and quantitative U.S. equity funds as well as Russell Separate Account large cap mixes. Prior to his current role, Johnson was a Senior Portfolio Manager responsible for Russell Direct Investments where he managed direct investing strategies and headed portfolio management of Russell ETFs. He served in this role since he joined Russell in May 2010. He is also a member of Russell’s Direct Investments Sounding Board. Prior to joining Russell, Johnson was a Senior Portfolio Manager at Menta Capital, a $1 billion AUM upstart hedge fund in San Francisco founded by former Barclays Global Investors executives, where he was responsible and accountable for the launch, management and performance of long/short equity-market-neutral strategies investing in the United Kingdom and Continental Europe. In this role he focused on building and backtesting stock selection models and signals, successfully increasing the information ratio of managed strategies. Prior to Menta, Johnson was a portfolio manager and co-founder of Crescat Partners, a global macro hedge fund established to hedge and exploit economic imbalances that evolved into the Global Financial Crisis. In this role, he was instrumental in designing the investment process around macroeconomic imbalances and identifying actionable investment opportunities. The Crescat Global Macro Fund was rated a 5 star fund by Morningstar. Prior to managing hedge fund assets, Johnson was a portfolio manager on the core equity team with $12 billion AUM at McMorgan & Company. He managed a high quality U.S. Large Cap equity portfolio for five years designed to outperform the S&P 500 over a market cycle with less risk than the fund’s benchmark. For six years prior to McMorgan, Johnson was a principal at Barclays Global Investors, now part of BlackRock, and served in several roles of responsibility including (Acting) Head of U.S. Equity Index Investments, responsible for the day-to-day management of U.S. Equity Index Investments with $320 billion AUM. At BGI, he had direct portfolio management responsibility and managed funds including the Flagship S&P 500 index strategy with $120 billion AUM. He also managed High Yield and Low P/E Tilt strategies, Enhanced S&P 500 strategy, and optimized strategies in the Extended Market. Rich Johnson is a member of the CFA Institute, CFA San Francisco, and the Chicago Quantitative Alliance. | ||
| Richard Yasenchak | Associate Portfolio Manager | 2010 | 2013 |
| Biography | Mr. Yasenchak joined Russell in 2005 as a Portfolio Analyst. Since 2007, Mr. Yasenchak has been an Associate Portfolio Manager. | ||
| Brian C. Mock | Senior Portfolio Manager | 2005 | 2011 |
| Biography | Mock was a senior portfolio manager with Russell Investment Management Company since April 2005. He was a Senior Portfolio Trader from 1998 to 2005. | ||
| Dennis W. Jensen | Director | 2009 | 2010 |
| Biography | Dennis W. Jensen, CFA, is Partner and Director of Research of Acuitas Investments which he co-founded in 2011. Prior to this, Mr. Jensen was employed by Russell Investments from 1994 until 2010. During his early years at the firm, he was an Analyst and then a Senior Research Analyst. During his last two years at Russell Investments. Mr. Jensen formed the General Partner to leverage his experience at Russell Investments. He received a Bachelor of Business Administration degree in 1993 from the University of Puget Sound. | ||
| Tom Monroe | Portfolio Manager | 2004 | 2008 |
| Biography | Monroe has been a portfolio manager with Russell Investment Management Company since February 2004. He was director of investment technology from 2002 to 2004 for Russell. From 1999 to 2002, Monroe was director of North America and Australasia. From 1993 to 1999, he was director of equity research. | ||
| Ronald C. Dugan | Vice President | 2002 | 2006 |
| Biography | Ron Dugan ,CFA Vice President and Global Investment Strategist,joined GuideStone Capital Managementjoined GuideStone in August 2010. Prior to joining GuideStone, Mr. Dugan spent 10 years at Russell Investments in Tacoma, Washington as Managing Director, Equities. Mr. Dugan was responsible for portfolio managers and research analysts. Previously, he was at the Baptist Foundation of Texas where he was Chief Investment Officer, specializing in the management of endowment and planned giving assets. He also served as an investment officer and financial accountant at the Meadows Foundation. He began his career as a staff auditor at Price Waterhouse (now part of PricewaterhouseCoopers) in Dallas. Mr. Dugan earned a Bachelor of Business Administration in Accounting from Texas A&M University and a Master of Science in Finance from University of Texas at Dallas. He is a CFA charterholder and holds the Series 7 and 66 securities registrations. His professional affiliations include the CFA Institute, CFA Society of Seattle, American Institute of CPAs and the Texas Society of CPAs. | ||
| Eric W. Ogard | Portfolio Manager | 2000 | 2006 |
| Biography | Education Background: • Pacific Lutheran University, Tacoma, WA, Bachelors (1988) • Willamette University, Salem, OR, MBA (1991) Business Experience: • Monea Investments, LLC, Tacoma, WA, Managing Principal, June 2013 – Present • Madison Park Capital, Investment Adviser Representative, December 2012 - April 2013 • Russell Investments, Seattle, WA, Director of Investments, September 1995 - July 2012 Examinations: • NFA National Commodity Futures Examination - Series 3 (8/2012) • NASD Registered Representative Examination - Series 7 (3/1993) • NASAA Uniform Securities Agent State Law Examination - Series 63 exam (3/1993) Designations: • Chartered Financial Analyst designation in 1999 | ||
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