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State Farm Equity And Bond Fund Class Institutional (0P000034WE)
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9.468
-0.002
-0.02%
19/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 37.8M
State Farm Equity and Bond Fund Class Institutiona
9.468
-0.002
-0.02%
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0P000034WE Overview
On this page you'll find an in-depth profile of State Farm Equity And Bond Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of 0P000034WE among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Corey Schieler | Portfolio Manager | 2018 | 2018 |
| Scott Hintz | Portfolio Manager | 2018 | 2018 |
| John Malito | Assistant Vice President | 2016 | 2018 |
| Lisa Rogers | Assistant Vice President | 2016 | 2018 |
| Varun V. Singh | Vice President, Equity Analyst | 2013 | 2018 |
| Biography | Varun V. Singh has been with Westwood since 2012. Prior to Westwood, he served as a Vice President and equity analyst at Wellington Management Company, LLP. He has earned a Bachelor's degree in Metallurgical Engineering from the Indian Institute of Technology, an M.B.A. from the University of Chicago, and a Ph.D. in Materials Science and Engineering from the State University of New York. Mr. Singh has earned the right to use the Chartered Financial Analyst designation. | ||
| Matthew R. Lockridge | Vice President, Portfolio Manager | 2012 | 2018 |
| Biography | Mr. Matthew R. Lockridge, CFA, joined Westwood in 2010, serves as a Portfolio Manager and is responsible for investment research in the Consumer Discretionary and Staples sectors. He is also a member of the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s investment committee and oversaw all investments in the consumer and industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago, Graduate School of Business and his BBA in Finance from Southern Methodist University. | ||
| Mark R. Freeman | Senior Vice President | 2008 | 2018 |
| Biography | Mr. Freeman is Executive Vice President and Chief Investment Officer at Westwood Holdings Group, where he oversees the firm’s investment and research functions. Mr. Freeman serves as a Senior Portfolio Manager and is responsible for developing the firm’s economic outlook. Additionally, he is a member of the firm’s Asset Allocation and Business Management Committees. Mr. Freeman graduated Cum Laude from Millsaps College, where he was a United Methodist Bicentennial Scholar, with a BA in Economics. He also earned his MS in Economics from Louisiana State University. Mr. Freeman began his career with the U.S. Peace Corps where he served as a Program Director for two years in Togo, West Africa. Prior to joining Westwood in 1999, Mr. Freeman worked for KPMG and First American Corp., as Senior Economist and Fixed Income Strategist. Mr. Freeman achieved the designation of Chartered Financial Analyst in 1998 and is a member of the American Economic Association, the CFA Institute, and the CFA Society of Dallas-Fort Worth. He is a member of the Board of Trustees of Millsaps College and serves as a board member for the Wilson Fund and Capital for Kids, an organization comprised of members of the investment management business dedicated to meeting the needs of at-risk children in North Texas. | ||
| Scott D. Lawson | Vice President | 2008 | 2018 |
| Biography | Mr. Lawson has served as vice president since joining the Westwood Management Corporation in October 2003. Prior to joining the Westwood Management Corporation, he was an assistant portfolio manager at the Bank of America from 2000 to 2003. From 1995 to 2000, Lawson was a research analyst with Mississippi Valley Advisors, specializing in the technology and industrial sectors. He has over 17 years of investment experience. Mr. Lawson holds the Chartered Financial Analyst designation. | ||
| Elena Khoziaeva | Head of U.S. Equity | 2008 | 2018 |
| 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 | 2008 | 2018 |
| 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. | ||
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