47805A303
CUSIP
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New Opportunities Fund
CUSIP
47805A303
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Overview
Managed by
Institutional boutique manager that focuses on value investing across equity, global, fixed-income, and alternative asset classes
Boutique manager using both fundamental research and quantitative screening to identify high-quality small companies with sustainable, above-average earnings growth in niche markets
A pioneer in applying insight from academic research to a systematic investment process that pursues higher expected returns through advanced portfolio design and implementation
Management team
Institutional boutique manager that focuses on value investing across equity, global, fixed-income, and alternative asset classes
Boutique manager using both fundamental research and quantitative screening to identify high-quality small companies with sustainable, above-average earnings growth in niche markets
A pioneer in applying insight from academic research to a systematic investment process that pursues higher expected returns through advanced portfolio design and implementation
Justin C. Bennitt
Justin is a portfolio manager of micro-, small-, and smid-cap portfolios at Brandywine, as well as an analyst on the firm’s fundamental equity team. Before rejoining Brandywine in 2013, Justin was a managing member at Clarke Bennitt, and prior to that, he held several portfolio management and research roles at Brandywine, where he began his career in 1996 as a quantitative analyst. Justin earned a B.A. from Hobart and William Smith Colleges.
Greg P. Manley, CFA
Greg is a portfolio manager of micro-, small-, and smid-cap portfolios at Brandywine. He has also served as a fundamental and quantitative analyst, as well as the lead trader, for the firm’s diversified value equity portfolios. Before joining the firm in 2000, he was at Trinity Investment Management as a securities trader, where he began his career in 1996. Greg earned a B.A. from Pennsylvania State University, holds the Chartered Financial Analyst designation, and is a member of the CFA Society Philadelphia and the CFA Institute.
Jed S. Fogdall
Jed is co-head of portfolio management at Dimensional. Together with Joseph Chi, he oversees the firm's global portfolio management team, including U.S. equity, non-U.S. equity, and fixed-income strategies. Jed began his career in 2004 at Dimensional as a portfolio manager on the international equity team. He earned a B.S. from Purdue University and an M.B.A. from the University of California, Los Angeles.
Daniel L. Miller, CFA
Dan is director of equities at GW&K, responsible for overseeing all aspects of portfolio management, research, and trading. Before joining the firm in 2008, he was chief investment officer and a portfolio manager for the specialty growth group at Putnam Investments, after beginning his career in 1979 as an analyst at Morgan Stanley. Dan earned a B.S. from the University of California, Berkeley, an M.B.A. from Stanford University, holds the Chartered Financial Analyst designation, and is a member of the CFA Society Boston and the CFA Institute.
Joseph C. Craigen, CFA
Joe is a portfolio manager and research analyst on GW&K Investment Management’s equity team, focused on small- and smid-cap core strategies. Before joining GW&K in 2008, he held research analyst positions with Citizens Funds and Needham & Company and was a research associate at Tucker Anthony, where he began his career in 1999. Joe earned a B.A. from Harvard University, holds the Chartered Financial Analyst designation, and is a member of the CFA Institute.
Joel P. Schneider
Joel is a vice president and senior portfolio manager at Dimensional, where he leads a team of investment professionals that oversees global equity portfolios. He also is a leader of the investment management team for John Hancock Multifactor ETFs, and he represents Dimensional in meetings with current and prospective clients. Before joining Dimensional in 2011, he worked as a management consultant at ZS Associates in Chicago, where he developed statistical models to optimally allocate resources and measure the return on investments. Joel previously worked in engineering and business development at Lockheed Martin, designing and developing communication systems for the U.S. Navy and Air Force. He earned a B.S. from Iowa State University, an M.S. from the University of Minnesota, and an M.B.A. from the University of Chicago's Booth School of Business.