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State Street Small-cap Equity V.i.s. Fund Class 1 (0P00003DB3)
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12.400
+0.120
+0.98%
28/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 24.37M
State Street Small-Cap Equity V.I.S. Fund Class 1
12.400
+0.120
+0.98%
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0P00003DB3 Overview
On this page you'll find an in-depth profile of State Street Small-cap Equity V.i.s. Fund Class 1. Learn about the key management, total assets, investment strategy and contact information of 0P00003DB3 among other information.
Contact Information
Address
One Congress Street, Suite 1,
Boston,MA 02114-2016
United States
Boston,MA 02114-2016
United States
Phone
617-664-7338
Web
www.ssga.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Richard D. Lee | Equity Research Analyst | 2024 | Now |
| Biography | Managing Partner and Chief Investment Officer Covering Hardware, Semiconductors & IT Services 2004-Present: Westfield Capital Management 2001-2003: KL Financial Group 1999-2000: Soundview Technology Group 1996-1999: Hambrecht & Quist, LLC 1994-1996: Salomon Smith Barney 1994: Harvard University, BA | ||
| Ethan J. Meyers | Research Analyst | 2024 | Now |
| Biography | Managing Partner and Director of Research Covering Financial Technology & Business Services 1999-Present: Westfield Capital Management 1996-1999: Johnson Rice & Company LLC 1996: A.B. Freeman School of Business, Tulane University, BS | ||
| William A. Muggia | Corporate Finance | 2024 | Now |
| Biography | President, Chief Executive Officer and Chief Investment Officer Market Outlook, Strategy, & Portfolio Management 1994-Present: Westfield Capital Management 1992-1994: Alex. Brown & Sons 1983-1990: Kidder Peabody & Co. 1992: Harvard Business School, MBA 1983: Middlebury College | ||
| Fares Altaher | Portfolio Manager | 2022 | Now |
| Biography | Fares Altaher is a Vice President of SSGA and the Adviser and a member of the Manager Research Team for the Investment Solutions Group. This team is responsible for manager research and investment due diligence for all public investment strategies utilized by the Investment Solutions Group. Prior to joining SSGA in 2018, Mr. Altaher spent eleven years at Segal Marco Advisors, an institutional investment consultant, where he held various roles, most recently as a Director of Global Equities. Mr. Altaher holds a Bachelor of Science in Management Information Systems from Southern Connecticut State University and a Master of Business Administration from the University of Bridgeport. | ||
| Phillip Cook | Co-Chief Investment Officer & Principal | 2022 | Now |
| Biography | Mr. Cook joined SouthernSun in 2006. He is responsible for coordination of research and communication within the Investment Team and is responsible for the research and analysis of existing portfolio companies as well as new ideas. He also provides input on portfolio management and construction. Prior to joining SouthernSun, Mr. Cook served as the Analyst to the Chairman and CEO of Trivest Partners, a Miami-based private equity firm focused on middle-market LBOs. He received his B.S. in International Business, summa cum laude, from Auburn University. Mr. Cook serves on the Board of Su Casa Family Ministries. | ||
| McAfee S. Burke | Asst. PM & Research Anayst | 2022 | Now |
| Biography | MCAFEE BURKE, CFA®, Portfolio Manager for the Small Cap Value and SMID Cap Value strategies and Research Analyst. As a Research Analyst at KCM, Mr. Burke is responsible for selecting and monitoring securities within the consumer and industrials sectors of KCM’s universe. McAfee joined Kennedy Capital in October 2015. Mr. Burke began his investment career in 2005, and prior to joining KCM he worked as a portfolio manager and senior equity analyst for Delaware Investments for 8 years. McAfee earned a B.A. in Economics and Spanish from Bowdoin College. | ||
| Carrie Peluso | Portfolio Manager | 2021 | Now |
| Biography | Carrie Peluso, CFA, is a Managing Director of the Adviser and the Head of Manager Research for the Global Fiduciary Solutions (GFS) group. She joined the Adviser in 2018. | ||
| Shawn McKay | - | 2019 | Now |
| Biography | Shawn McKay, CFA, is a Vice President of SSGA and a member of the portfolio construction team within the Outsourced Chief Investment Officer (“OCIO”) business. In his role with OCIO, he has also worked as part of the manager research team where he conducted due diligence, and ongoing oversight on a variety of asset managers/strategies. Prior to this, Mr. McKay was a member of the Fiduciary Advisory Solutions group within SSGA where his responsibilities included daily operations, data gathering for manager research, trading, and client reporting. He has been with SSGA since 2007 and State Street since 1999. Prior to joining SSGA, he was an AVP and Senior Public Reporting Analyst in the Corporate Finance group responsible for capital adequacy reporting to the Federal Reserve, as well as being a part of the Basel II implementation project. Prior to this he held various positions in the Investor Services division of State Street Bank. Mr. McKay holds a Master of Science in Finance from Suffolk University and a Bachelor of Business Administration in Finance from the University of Massachusetts at Amherst. He has earned the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, Inc., and CFA Society Boston, Inc. | ||
| Marc Shapiro | Managing Director | 2012 | Now |
| Biography | Marc is a Partner and Senior Portfolio Manager for Palisade Capital Management’s Small Cap Core Equity and Smid Cap Core Equity strategies. He is a member of the firm’s Investment Committee. Prior to his promotion to Senior Portfolio Manager in March 2012, Marc was Associate Portfolio Manager and Senior Vice President of Research for the strategy with lead research responsibility for a number of sectors, including Information Technology and Telecom Services. Prior to joining Palisade in 2004, Marc was a Senior Equity Analyst at Awad Asset Management and a Small Cap Analyst at Schroders. He received his M.S. in Finance from Drexel University and his B.S. in Finance from the College of New Jersey. | ||
| Frank Latuda | Vice President, Director, Chief Investment Officer, and Portfolio Manager | 2010 | Now |
| Biography | Frank Latuda, Jr., CFA®, Chief Investment Officer (“CIO”) and Portfolio Manager of Kennedy Capital Management, Inc. ("KCM"). Mr. Latuda is also a Portfolio Manager for the company’s SMID Cap Value, Mid Cap Value, and All Cap Value strategies. Mr. Latuda serves as a member of the company’s Board of Directors and as CIO, Mr. Latuda is the Chairman of the Investment Policy Committee. Mr. Latuda began his investment career in 1992 and prior to joining KCM, he was an analyst with Burns, Pauli, Mahoney Company. Mr. Latuda joined KCM as an equity analyst in 1997 and served as Director of Research from 1998 until 2000. Mr. Latuda earned a B.S. in Electrical Engineering from the University of Notre Dame, as well as an M.S. in Electrical Engineering and an M.B.A. from the University of Illinois. | ||
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