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Valic Company I Small Cap Fund (VCSMX)
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8.51
0.00
0.00%
21/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 373.9M
VALIC Company I Small Cap
8.51
0.00
0.00%
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VCSMX Overview
On this page you'll find an in-depth profile of Valic Company I Small Cap Fund. Learn about the key management, total assets, investment strategy and contact information of VCSMX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Don San Jose | Managing Director | 2017 | 2021 |
| Biography | Don San Jose, CFA, Managing Director, has been an analyst with the U.S. small cap equity group since 2004 and a portfolio manager since 2007. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder. | ||
| Daniel J. Percella | Managing Director | 2017 | 2021 |
| Biography | Daniel J. Percella, CFA, Managing Director, and Portfolio Manager, joined JPMorgan in 2008. Prior to that, Daniel Percella was executive director and analyst and co-portfolio manager on the Small Cap Active Core Team. Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder. | ||
| Frank M. Alonso | Portfolio Manager | 2016 | 2021 |
| Biography | Francisco (Frank) M. Alonso joined T. Rowe Price Associates in 2000 and is currently a Vice President of T. Rowe Price Group and T. Rowe Price Associates. He is also the portfolio manager for the Small-Cap Stock Fund. From 2013 to September 2016 Frank ran the US Smaller Companies Equity Fund (SICAVS) and was the Associate PM for the Small-Cap Stock Fund. Prior to 2013 he worked as an investment analyst in TRP’s U.S. Equity Division covering discount stores, soft goods retailing and hard goods under the consumer industry. | ||
| Christine L. Wang | Portfolio Manager | 2010 | 2021 |
| Biography | Christine L. Wang, CFA, CPA is a portfolio manager and began working at Bridgeway in 2008. Her responsibilities include portfolio management, investment research, and statistical modeling. Christine holds a MS in Accounting from the University of Virginia and BA in Sociology and Managerial Studies from Rice University. Christine is a Certified Public Accountant licensed in the state of Texas. Prior to joining Bridgeway, Christine worked in public accounting with a focus on energy trading and risk management from 2004 to 2008. | ||
| Elena Khoziaeva | Head of U.S. Equity | 2006 | 2021 |
| Biography | Elena Khoziaeva, CFA, is a portfolio manager and began working at Bridgeway in 1998. Her responsibilities include portfolio management, investment research, and statistical modeling. Elena earned a Bachelor of Economic Sciences from Belarussian State Economic University in Minsk and graduated with highest honors from the University of Houston with an MBA in Accounting. | ||
| Michael Whipple | Portfolio Manager | 2006 | 2021 |
| Biography | Mike Whipple, CFA, FRM, is a portfolio manager and began working for Bridgeway in 2002. His responsibilities include portfolio management, investment research, and statistical modeling. He holds a BS in Accountancy and Finance from Miami University in Ohio. Michael worked in public accounting with a focus in auditing from 1993 to 2000 before attending the University of Chicago Booth School of Business from 2000 to 2002, where he earned his MBA. | ||
| John N.R. Montgomery | CIO (Chief Investment Officer) | 2006 | 2021 |
| Biography | John, CIO and President,founded Bridgeway in 1993.He worked with computer modeling and quantitative methods as a research engineer at MIT in the late 1970s. Later, as a student at Harvard, he investigated methods to apply modeling to portfolio management. He began applying these methods to his investments in 1985. Over the next 6 years, this style proved more successful than even John had expected. He left his full-time position in the transportation industry at the end of 1991 to perform full-time research on his models, study the mutual fund industry, and write a business plan for Bridgeway. | ||
| Davis Paddock | Portfolio Manager | 2016 | 2017 |
| Biography | Davis Paddock is a Portfolio Manager for Invesco Small Cap Equity Fund. Mr. Paddock has covered the Industrials and Basic Materials sectors for the Invesco Small Cap Team since 2005. Prior to joining Invesco in 2001, he was an investment banking financial analyst for Merrill Lynch & Co. He also worked for Ocean Energy Inc. as a member of its corporate finance and investor relations department. He entered the industry in 1994. Mr. Paddock earned both his BA degree and MBA from The University of Texas at Austin. He is a CFA charterholder. | ||
| Juan R. Hartsfield | Portfolio Manager | 2008 | 2017 |
| Biography | Juan Hartsfield is a portfolio manager for Invesco small-cap core and small-cap growth products, as well as the Invesco leisure products. Prior to joining Invesco in 2004, Mr. Hartsfield was a portfolio manager with JPMorgan Fleming Asset Mgmt. on various small-cap portfolios. Prior to joining JPMorgan, Mr. Hartsfield served as an associate with Booz Allen & Hamilton. Mr. Hartsfield earned a Bachelor of Science degree in petroleum engineering from The University of Texas at Austin and a Master of Business Administration degree from the University of Michigan. He is a CFA charterholder. | ||
| Juliet S. Ellis | Managing Director | 2008 | 2017 |
| Biography | Juliet Ellis is CIO of Invesco’s US Growth Equities team. Ms. Ellis joined Invesco in 2004. Ms. Ellis began her career in 1981 as a financial consultant with Merrill Lynch. She joined JPMorgan in 1987 as a senior equity analyst, where she served as assistant portfolio manager and director of equity research before being promoted to senior portfolio manager in 1993 and managing director in 2000. Ms. Ellis graduated from Indiana University with a Bachelor of Arts degree in economics and political science. She is a CFA charterholder. | ||
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