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Touchstone Small Cap Value Fund Class A (TVOAX)

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36.73 +0.47    +1.30%
06/06 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 23.17M
Touchstone Small Cap Value A 36.73 +0.47 +1.30%

TVOAX Overview

 
On this page you'll find an in-depth profile of Touchstone Small Cap Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of TVOAX among other information.
Category

Small Value

Total Assets

23.17M

Expenses

1.38%

Inception Date

37319

Contact Information

Address 303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Phone +1 8005430407

Top Executives

Name Title Since Until
Jay C. Willadsen Research Analyst 2022 Now
Biography Jay Willadsen is a co-Portfolio Manager on the team’s investment strategies. Mr. Willadsen previously spent 18 years at LMCG Investments, LLC, joining the Value team there in March 2003 as a research analyst. He became the co-Portfolio Manager on the Mid Cap Value portfolio in October 2014 and became the co-Portfolio Manager on the Small Cap Portfolio in March 2022. Prior to joining LMCG, Jay served as a Senior Vice President for Independence Investment, LLC, an institutional asset manager located in Boston. Previously, he researched equity stocks for the Indiana University Foundation. Mr. Willadsen was also an associate national bank examiner for the Comptroller of Currency in Omaha, NE. Mr. Willadsen holds a BA from Buena Vista University and an MBA from Indiana University. He is a CFA charterholder, a member of the CFA Institute and the Boston Bank Analyst Society.
R. Todd Vingers Portfolio Manager 2016 Now
Biography Todd Vingers is the President of Leeward Investments, and also serves as head of the investment team and Portfolio Manager on the team’s investment strategies. Mr. Vingers previously spent 19 years at LMCG Investments, LLC, establishing the Value team there in 2002. He has served as the Lead Portfolio Manager on Small Cap Value since 2002 and co-Portfolio Manager on Mid Cap Value since 2014. Prior to LMCG, Mr. Vingers served as a Vice President and senior portfolio manager for American Century Investments and a valuation analyst for the Hawthorne Company. He holds a BA from the University of St. Thomas and an MBA from the University of Chicago Booth School of Business. Mr. Vingers is a CFA charterholder and a member of the CFA Institute.
Wayne A. Hollister Senior Portfolio Manager 2016 2016
Biography Wayne Hollister is a senior portfolio manager for Russell. He is a member of Russell’s dedicated global portfolio transition team, which executes portfolio transition assignments for all Russell funds and separate client accounts. Mr. Hollister has been in the field of investment since 2001 and joined Russell in 2002. He is a former naval carrier aviator, having served in the U.S. Navy from 1990 to 1999.
Randy Renfrow Portfolio Manager 2015 2016
Biography Randy A. Renfrow – Joined in 2008 Role: Partner Co-Portfolio Manager Education & Credentials: B.S. in Environmental Engineering, Murray State University M.S.F., Boston University CFA Past Experience: Equity Analyst, Veredus Asset Management Equity Analyst, INVESCO
Greg Ramsby Portfolio Manager 2010 2016
Biography Gregory T. Ramsby – Joined in 1996 Role: Managing Partner Management Committee Member Portfolio Manager Education & Credentials: B.S. in Finance, Oglethorpe University M.B.A., University of Notre Dame Past Experience: Associate Portfolio Manager, First Union Capital Management
David J. Brenia Analyst 2008 2010
Biography MBA - Finance (University of Tulsa); BS - Political Science (United States Naval Academy). Six years experience. Joined Turner in 2003. Previous employment: University of Tulsa, United States Navy
Steven L. Gold Investment Officer 2007 2010
Biography • BA - (Case Western Reserve University) • 24 years experience • Joined Turner in 2004 • Previous employment: Standish Mellon Equity, Aetna Life & Casualty • CFA Institute, Boston Security Analysts Society
Thomas J. DiBella Senior Portfolio Manager 2002 2010
Biography Thomas DiBella, CFA, CPA, Senior Portfolio Manager/Security Analyst, joined TIM in March 2002 as one of its founding members. • MBA - Finance (University of Connecticut); BS - Accounting (University of Connecticut) • 26 years experience • Joined Turner in 2002 • Previous employment: Aeltus Investment Management • CFA Institute
Robert S. Clark Portfolio Manager 2008 2010
Biography Robert Clark is responsible for contributing to the management for Lord Abbett 's taxable-fixed income strategies with a focus on multi-sector securities. Mr. Clark joined Lord Abbett in 2010. His prior experience includes serving as Security Analyst & Portfolio Manager at Turner Investment Partners and various positions at People’s Bank. He has worked in the financial services industry since 2004. He earned a BS in finance from Bryant College and an MBA from Yale University. He also is a holder of the Chartered Financial Analyst® (CFA) designation.
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