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Ctivp - Wellington Large Cap Value Fund Class 1 (0P0000N79L)
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44.830
+0.090
+0.20%
30/05 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 906.47M
Variable Portfolio - MFS Value Fund Class 1
44.830
+0.090
+0.20%
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0P0000N79L Overview
On this page you'll find an in-depth profile of Ctivp - Wellington Large Cap Value Fund Class 1. Learn about the key management, total assets, investment strategy and contact information of 0P0000N79L among other information.
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew G. Baker | Senior Managing Director | 2025 | Now |
| Biography | Matthew G. Baker, Senior Managing Director and Equity Portfolio Manager, joined Wellington Management since 2014 and involved in portfolio management and securities analysis. Matt is an equity portfolio manager involved in the management of diversified portfolios, focusing on large-cap, quality companies with a value orientation. As a member of the Quality Value Team, he also has analytical responsibilities for the consumer, industrial, and material sectors. Prior to joining Wellington Management in 2004, Matt was an equity analyst in the Central Research Group at MFS Investment Management and leader of the Global Capital Goods Team (2000 — 2004). He was responsible for covering the retail, chemical, and supermarket and drugstore industries. He also worked at Bank Boston as an investment specialist from 1995 — 1998. Matt received his MBA from the University of Pennsylvania (Wharton, 2000) and his BS in finance from Northeastern University (1998). | ||
| Nataliya Kofman | - | 2025 | Now |
| Biography | Nataliya is Managing Director and equity portfolio manager in Global Equity Portfolio Management and is a member of the Quality Equity team. She has been involved in securities analysis for the Fund since 2017. She manages global equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. She also provides research to her team on the health care, industrial, insurance, semiconductor, and automotive sectors globally. She works in our Boston office. Prior to joining Wellington Management as an investment professional in 2006, Nataliya worked as a summer investment associate at Neuberger Berman, covering the medical device industry (2005). Before that, she served as an engineering team leader of the cross-functional powertrain design team at Ford Motor Company (1998 – 2004), responsible for product launch of Ford’s flagship F150 product. Nataliya started her career at Ford as engine design engineer, progressing through multiple global assignments in the engine and vehicle system design functions bringing products from concept to mass production. Nataliya earned her MBA from Harvard Business School (2006) and her MS (1997) and BS (1996), magna cum laude, in mechanical engineering from the University of Michigan. She is fluent in Russian. | ||
| Brian J. Schmeer | Portfolio Manager | 2025 | Now |
| Biography | Brian J. Schmeer, CFA, is an equity research analyst and a member of the firm's Quality Equity Team. Brian conducts fundamental analysis on global equity investments as a generalist. His research supports the investment decision-making process for a range of portfolios managed for clients of the firm. He works in our Boston office. Prior to joining Wellington Management in 2016, Brian worked at Manning & Napier as a member of the Focused Opportunities Group, where he was a generalist (2014 - 2015) and the Capital Goods and Equipment Group (2012 - 2014), where he covered metals & mining, energy, industrials, and transportation. Brian earned his BA in financial economics, with distinction, from the University of Rochester (2012). Additionally, he holds the Chartered Financial Analyst designation. | ||
| Thomas Crowley | Equity Portfolio Manager | 2024 | 2025 |
| Biography | Thomas P. Crowley, CFA - Equity Portfolio Manager - Investment Officer - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2007; previous positions include Equity Research Analyst. - Previous experience includes 7 years as Research Analyst and Investment Associate at Putnam Investments. - Affiliations include CFA Institute, CFA Society of Boston - Dartmouth College, Tuck School of Business, M.B.A - College of the Holy Cross, Bachelor of Arts | ||
| Katherine A. Cannan | Associate | 2019 | 2025 |
| Biography | Katherine Ann Cannan - Investment Officer - Portfolio Manager - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2013; previous positions include Equity Research Analyst; MFS Summer Intern. - Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co.. - Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa - Harvard Business School, Master of Busi | ||
| Nevin P. Chitkara | Investment Officer | 2010 | 2025 |
| Biography | Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios. Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co. | ||
| Steven R. Gorham | Portfolio Manager | 2010 | 2021 |
| Biography | Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products. Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000. | ||
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