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Sei Institutional Managed Trust Tax-managed Small/mid Cap Fund Class F (STMSX)
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22.47
+0.28
+1.26%
06/06 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 556.09M
SEI Tax-Managed Small/Mid Cap F (SIMT)
22.47
+0.28
+1.26%
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STMSX Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Tax-managed Small/mid Cap Fund Class F. Learn about the key management, total assets, investment strategy and contact information of STMSX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jennifer Mihara | - | 2024 | Now |
| Biography | Jennifer is responsible for portfolio management with the Private Client Direct Portfolio Management Team, and was previously a portfolio manager in the Centralized Portfolio Management Group. Prior to joining Parametric in 2005, Jennifer was an Investment Associate at Merrill Lynch for five years where she specialized in financial planning and portfolio construction. She earned a BA in economics and a minor in mathematics from Colgate University. | ||
| Eugene Barbaneagra | Portfolio Manager | 2024 | Now |
| Biography | Eugene Barbaneagra, CFA, serves as Portfolio Manager for the U.S. Equity Factor Allocation, U.S. Managed Volatility, Global Managed Volatility and World Select Equity Funds. Mr. Barbaneagra serves as a Portfolio Manager within the Investment Management Unit. Mr. Barbaneagra is responsible for the portfolio strategy of US and Global Managed Volatility Funds and a number of core Global Equity funds. | ||
| Cory Furlong | Portfolio Manager | 2024 | Now |
| Biography | Cory Furlong, CFA, serves as a Portfolio Manager/Analyst for the Small Cap, Small Cap Value, Small Cap Growth, Tax-Managed Small/Mid Cap, Mid-Cap and Real Estate Funds. Within SIMC's Investment Management Unit, Mr. Furlong is responsible for the management of U.S. small cap equity funds and the oversight of related subadvisor strategies. Previously, Mr. Furlong was a Portfolio Analyst on SEI's Sub-Advised Equity team where he conducted the due diligence of subadvisors within SEI's equity fund management and separate account business. Prior to joining the Investment Management Unit, he worked within SEI's Investor Manager Services division where he served as an Account Analyst. He earned his Artium Baccalaureus in Economics from Princeton University. Mr. Furlong is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| William Scott Priebe | Senior Financial Analyst | 2024 | Now |
| Biography | W. Scott Priebe is a Managing Principal, Portfolio Manager at Geneva Capital Management. Mr. Priebe co-manages the Geneva Small Cap, Mid Cap, SMID Cap and All Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2004. Prior to Geneva, he worked for Eli Lilly & Company. Mr. Priebe earned his BA degree from DePauw University and his MBA from the University of Chicago, Booth School of Business. | ||
| Jose Munoz | - | 2024 | Now |
| James Reber | Managing Director, Portfolio Management | 2022 | Now |
| Biography | James Reber, Managing Director – Portfolio Management, is responsible for portfolio management of Parametric’s Private Client Direct Group — primarily serving Parametric’s wealth management and family office client base. The Private Client Direct Group manages US, non-US and global Custom Core® portfolios. Prior to joining Parametric in 2004, James was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to IT and technology industries. He earned an M.B.A. from the University of Washington and a B.S. in chemical engineering from Michigan State University | ||
| Ted Chen | - | 2021 | Now |
| Biography | Mr. Chen is responsible for co-managing Hillsdale's investment and research activities, with a particular focus on US and Global markets. Prior to joining Hillsdale, Mr. Chen worked for 10 years at the Canada Pension Plan Investment Board, most recently in the Quantitative Strategies and Risk Premia Group. As a Senior Portfolio Manager, he led the Quantitative Equities Portfolio Management team deploying systematic strategies globally. He has over 20 years experience in financial and quantiative analysis and graduated from the University of California, Davis, with a B.Sc. | ||
| Philip J. Greenblatt | Portfolio Manager | 2020 | Now |
| Biography | Philip J. Greenblatt, CFA, is a Portfolio Manager for the Small Cap Value Fund and is jointly responsible for the day-to-day management of the Small Cap Value Fund’s investment portfolio. Mr. Greenblatt joined Easterly as Portfolio Manager / Senior Analyst in July 2021 following the transfer of Snow Capital’s investment advisory business to the Adviser. Mr. Greenblatt joined the Adviser in 2010 in the Operations group. He worked as an Analyst and as the Firm’s Director of Operations. Mr. Greenblatt is a graduate of the University of Pittsburgh, where he earned a B.S. degree in Finance with a minor in Economics. He holds the Chartered Financial Analyst® designation. | ||
| James M. Eysenbach | Partner | 2018 | Now |
| Biography | Mr. James M. Eysenbach, CFA, Executive Vice President & Chief Investment Officer, manages the portion of the Small Cap Fund's assets allocated to Martingale. Mr. Eysenbach joined Martingale in 2004. Mr. Eysenbach began managing Martingale's allocated portion of the Fund's portfolio in December 2018. James M. Eysenbach is a Partner of Martingale, providing expertise in both portfolio management and research. | ||
| Tony Batek | Associate Portfolio Manager | 2018 | Now |
| Biography | Tony Batek is responsible for co-managing the firm’s proprietary research process in support of its Canadian, US and Global equity strategies. As a member of the portfolio management team, he provides equity market analysis, and manages the implementation of the firm’s portfolio management decision making process. Mr. Batek has more than 20 years of investment experience, particularly in the management of US and Canadian equities. Prior to joining Hillsdale in 2002, he was Quantitative Analyst at Laketon Investment Management and Foreign Equity Market Manager and Systems Analyst at CPMS. | ||
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