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Utc North American Fund (UTCNX)

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UTC North American Fund historical data, for real-time data please try another search
9.219 -0.002    -0.02%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 42M
UTC North American Fund 9.219 -0.002 -0.02%

UTCNX Overview

 
On this page you'll find an in-depth profile of Utc North American Fund. Learn about the key management, total assets, investment strategy and contact information of UTCNX among other information.
Category

Allocation--70% to 85% Equity

Total Assets

42M

Expenses

2%

Inception Date

May 11, 1993

Contact Information

Address 1000 Brickell Avenue, Suite 600
Miami,FL 33131
United States
Phone -

Top Executives

Name Title Since Until
Len Ioffe Managing Director 2018 2018
Biography Senior Portfolio Managers oversee all aspects of their product areas from research to implementation and are ultimately responsible for supervising and monitoring the process, implementation, and controls. They are supported by teams throughout the functional areas.
Osman Ali Vice President 2018 2018
Biography Senior Portfolio Managers oversee all aspects of their product areas from research to implementation and are ultimately responsible for supervising and monitoring the process, implementation, and controls. They are supported by teams throughout the functional areas.
Dennis Walsh Portfolio Manager 2018 2018
Biography Senior Portfolio Managers oversee all aspects of their product areas from research to implementation and are ultimately responsible for supervising and monitoring the process, implementation, and controls. They are supported by teams throughout the functional areas.
Cedric Thompson - 2018 2018
Karen Guyadeen-Gosine Assistant Vice President 2016 2018
Biography Mrs. Guyadeen-Gosine holds a BBA in Business Management with a minor in Accounting from Andrews University of Michigan and a MBA in Business Management from Heriot Watt University, Edinburg Scotland. She has been working at the Unit Trust Corporation for the past fourteen years, progressing from Management Trainee to Portfolio Manager to Senior Portfolio Manager then to Assistant Vice President. She has also worked at Scotiabank (Trinidad and Tobago) as an Analyst and First Citizens Bank of Trinidad and Tobago as Investments Manager – Pensions.
Sean J. Gallagher Managing Director 2015 2018
Biography Sean Gallagher, Managing Director and Chief Investment Officer, is Portfolio Manager at Goldman Sachs Asset Management. Mr. Gallagher joined the Investment Adviser as a research analyst in May 2000. He became a portfolio manager in December 2001. From October 1993 to May 2000, he was a research analyst at Merrill Lynch Asset Management focusing on technology, telecomm and REITs. Sean received a BS in Finance from Drexel University and an MBA in Finance and Accounting from the Stern School of Business at New York University.
John Arege Managing Director 2015 2018
Biography John Arege, CFA, is a portfolio manager on the US Value Equity team, where he has broad research responsibilities across the value strategies. John joined GSAM in 2006 and became a portfolio manager on the Value team in 2007. Prior to this, John was a senior analyst responsible for the energy and financials services sectors on the value team at Merrill Lynch Investment Managers. Prior to that, John worked for Standard and Poor’s in New York. He received his BA from Catholic University and a Masters in Finance from Boston University. John also holds a law degree and is a CFA Charterholder.
Deyson Scott Senior Portfolio Manager 2015 2018
Biography Mr. Scott has been a Senior Portfolio Manager with the Unit Trust Corporation since 2009. He has worked on the TT and US Dollar Income Funds and is now responsible for the Corporation’s Balanced Funds, namely the Growth and Income Fund, the Universal Retirement Fund and the Northern American Fund. He has been a key contributor to the investment process of the organization since 2006. Mr. Scott earned a BSc. in Economics from the University of the West Indies and is a holder of a Post graduate diploma in Business Administration from the University of Leicester.
Desmond Edwards Assistant Vice President 2014 2016
Biography Mr. Edwards holds a B.Sc. in Management Studies and a Dip. Pub. Admin from the University of the West Indies, St. Augustine. He has been working at the Unit Trust Corporation for the past fourteen years, progressing from Securities Analyst to Portfolio Manager to Research Manager then to Assistant Vice President.
Maria Forde Portfolio Manager 2014 2015
Biography Mrs. Forde, a Portfolio Manager assigned to the Fund, holds a B.A. in Management (Honors) from The University of London and an MSc with a specialism in Finance from Edinburgh Business School, Heriot Watt University. Mrs. Forde has been employed with the Unit Trust Corporation over that last twelve years, with seven years’ experience in Finance, having worked in Merchant Banking, Treasury and Investment Research and Portfolio Management.
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