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Walden Small Cap Fund (WASOX)

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Walden Small Cap historical data, for real-time data please try another search

14.54 -0.35 -2.35%

03/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 108.42M

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WASOX Overview

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

Contact Information

Address 100 SUMMER STREET
Boston,MA 43229
United States

Phone 617-814-1215

Web www.btim.com

Top Executives

Name	Title	Since	Until
Leanne Moore	-	2020	2020
Biography	Ms. Moore is a Portfolio Manager at the Boston Trust Walden Inc. She joined the Boston Trust Walden Company, in 2019. She earned a B.S. from Northeastern University and an M.S. from Bentley University. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Richard Q. Williams	Portfolio Manager	2017	2020
Biography	Richard is a Portfolio Manager for the Boston Trust and Walden Small Cap and SMID Cap strategies, and contributes to portfolio management of the Mid Cap and Large Cap Value strategies. He is a member of the Securities Research Committee and directs the firm’s qualitative Mid Cap and Large Cap equity research efforts. He provides primary research and analysis in the information technology, industrials, and utilities sectors. Prior to joining the firm in 2013, Richard worked at BlackRock as an Equity Analyst on the Value Equity team, covering a variety of economic sectors and participating in client service, marketing, and business development efforts. Previously, he worked at J.L. Kaplan Associates, Village Ventures, and Wellington Management. He earned a BA from Williams College, an MSc from the London School of Economics, and an MBA from the Tuck School of Business at Dartmouth. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Kenneth P. Scott	Portfolio Manager	2008	2020
Biography	Mr. Scott is a Portfolio Manager at Boston Trust Investment Management, Inc responsible for the small and SMID cap strategy. Mr. Scott also performs securities research and analysis for the firm. He joined Boston Trust & Investment Management Company, parent company to the Adviser, in 1999. Mr. Scott earned a BA degree (cum laude) and a MS degree at Boston College. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.
Belinda Cavazos	-	2017	2020
Biography	Belinda is a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She is a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Walden Small Cap	14.54	-0.35	-2.35%
	GBP/USD	1.3466	-0.0004	-0.03%