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Transamerica Sustainable Equity Income Class I2 (TRDIX)

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8.49 +0.06    +0.71%
13/08 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Transamerica
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 118.2M
Transamerica Dividend Focused I2 8.49 +0.06 +0.71%

TRDIX Overview

 
On this page you'll find an in-depth profile of Transamerica Sustainable Equity Income Class I2. Learn about the key management, total assets, investment strategy and contact information of TRDIX among other information.
Category

Large Value

Total Assets

118.2M

Expenses

0.76%

Inception Date

41278

Contact Information

Address 1801 California Street, Suite 5200
Denver,CO 80202
United States
Phone +1 8882334339

Top Executives

Name Title Since Until
Robin Black Portfolio Manager 2020 Now
Biography Robin Black is an investment manager within the global equities team. He has specific focus on Aegon AM Japanese portfolios and is also a support manager for our global equity income strategy. Robin joined the industry in 1995 and us in 2016 from Macquarie Group, where he worked as global head of Pan-Asian sales in Hong Kong. He later returned to London, where he was tasked with establishing a global equity sales team. Prior to Macquarie, he worked for Deutsche Bank, Citigroup, Merrill Lynch and Martin Currie. Robin studied History and Economic History at the University of Aberdeen before obtaining an MSc in Project Analysis, Finance and Investment from the University of York. Additionally, he has an MSc in Investment Analysis from the University of Stirling.
Mark Peden Portfolio Manager 2020 Now
Biography Mark Peden is the architect of our global equity income strategy and has been the lead manager of the Aegon Global Equity Income Strategy since its inception in 2011. European equities are his main area of research expertise where he has been analysing companies since joining the industry and the firm in 1992. Over his tenure Mark has held a number of positions and managed a range of both International and European equity funds. He graduated from the University of York and the University of California (Santa Barbara) with a BSc honours degree in Economics with Politics. He a CFA charterholder and is also a Member of both the CFA Institute and the CFA Society of the UK.
Brad Kinkelaar Senior Managing Director, Equity Portfolio Manager 2018 2020
Biography Mr. Kinkelaar joined Barrow Hanley in 2017. He previously served as an equity portfolio manager and head of dividend strategies at Pacific Investment Management Company (PIMCO). During his investment career, Mr. Kinkelaar served as a managing director and equity portfolio manager at Thornburg Investment Management and as an equity analyst at State Farm Insurance Companies. Mr. Kinkelaar earned a BS in Management and Marketing from Eastern Illinois University, where he graduated cum laude. He received an MBA in Finance from the Kellogg School of Management at Northwestern University.
R. Lewis Ropp Managing Director, Portfolio Manager 2013 2020
Biography Mr. Ropp joined BHMS in 2001 from Frost Securities, where he was a senior equity analyst and served as managing director of the Energy Group. He served in management positions at Shell Oil Company and as a securities analyst in the energy sector at Howard, Weil, Labouisse, Friedrichs, Inc. prior to joining Frost Securities. Mr. Ropp received a Wall Street Journal “Best On The Street” listing in 2001 for his coverage of the secondary oil sector. Mr. Ropp graduated from the University of Louisiana at Lafayette with a BS in Mechanical Engineering. He received an MBA, as well as an MS in Civil and Environmental Engineering from Tulane University.
Brian F. Quinn Managing Director, Equity Portfolio Manager/Analyst 2013 2020
Biography Mr. Quinn joined BHMS in 2005 as an equity analyst. During his 17-year investment career, he served as an equity analyst for Clover Partners, LP and as a credit analyst for Frost Bank. Mr. Quinn received an MBA from Texas Christian University, where he served as a portfolio manager and equity research analyst for the William C. Conner Foundation Educational Investment Fund and was named a Neeley Scholar. He earned a BS, with a concentration in Finance from Fordham University, where he was a Varsity Football Letterman and three-time member of the Patriot League Academic Honor Roll. Mr. Quinn is a member of the CFA Society of Dallas-Fort Worth.
Ray Nixon Principal 2013 2019
Biography Ray joined BHMS in 1994 from Smith Barney, Inc., where he was a member of the firm’s Investment Policy Committee and served as their lead institutional stockbroker for the Southwest. During his 38-year investment career, he also served as a research analyst for the Teacher Retirement System of Texas. Ray is a member of the Board of the Presbyterian Healthcare Foundation, the Board of the Salvation Army, and the Investment Committee of the Susan G. Komen Foundation. He holds a BA and an MBA from the University of Texas.
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