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🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought it Read More
14.89
-0.09
-0.60%
- Morningstar Rating:
- Total Assets: 8.17B
Bridge Builder Small/Mid Cap Growth
14.89
-0.09
-0.60%
- Overview
- Profile
- Historical Data
- Holdings
Bridge Builder Small/mid Cap Growth Fund Overview
On this page you'll find an in-depth profile of Bridge Builder Small/mid Cap Growth Fund. Learn about the key management, total assets, investment strategy and contact information of BBGSX among other information.
Investment Strategy
The investment seeks to provide capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. It may invest in securities issued by U.S. and foreign entities.
Contact Information
Address
615 East Michigan Street
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew Spitznagle | Portfolio Manager, Vice President | 2022 | Now |
| Biography | Matt is a senior research analyst for the Small Cap Strategy portfolio, covering the Consumer Discretionary, Consumer Staples, Financials, and Utilities sectors. He has 18 years of investment experience. Prior to joining Eagle, Matt’s research experience includes equity analyst positions with Sentinel Investments (on the subject team from 2005-2012) and Northern Trust. He earned his B.S. in Finance from the University of Illinois in 1991 and an M.B.A. from Northern Illinois University in 1995. Matt is a CFA charterholder. He began his investment career in 1996. | ||
| Edmund G. Woods | Co-Portfolio Manager | 2022 | Now |
| Biography | Edmund (“E.G.”) Woods is a Portfolio co-Manager, responsible for covering companies in the Financials and Real Estate sectors of Eagle Asset Management, Inc. He has 24 years of investment industry experience. Prior to joining Eagle in 2020, E.G. worked as a portfolio manager and research analyst for a variety of firms. He earned a B.A. from Trinity College in 1989 and an M.B.A. from Dartmouth in 1999. He is a CFA charterholder. | ||
| Jason Wulff | Equity Analyst | 2022 | Now |
| Biography | Mr. Wulff, has been employed by Sentinel Asset Management, Inc. (“Sentinel”) since 2007 as an equity analyst. He holds the Chartered Financial Analyst designation. | ||
| Jay C. Warner | Managing Director, Portfolio Manager | 2022 | Now |
| Biography | Jay Warner, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is a co-lead portfolio manager for the Artisan U.S. Small-Cap Growth Strategy and a portfolio manager for the Artisan U.S. Mid-Cap Growth, Global Opportunities and Global Discovery Strategies. Prior to joining Artisan Partners in May 2003, Jay attended the Graduate School of Business at the University of Wisconsin-Madison and graduated from the Applied Security Analysis Program. From 1997 through 2001, Jay was a senior accountant specializing in auditing, reviewing and compiling financial statements. Jay holds a bachelor's degree in accounting and a master's degree in finance, investment and banking from the University of Wisconsin-Madison. Jay was a licensed Certified Public Accountant. | ||
| Paul Whitehead | Managing Director | 2022 | Now |
| Biography | Paul Whitehead, Managing Director, is the Co-Head of Index Equity with responsibility for Global Portfolio Engineering, Index Asset Allocation, Investment Process & Platform, and Transition Management (TRIM) within BlackRock's ETF and Index Investments group. Mr. Whitehead's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role , Mr. Whitehead was Global Head of Equity Trading, Global Head of Transition Management and Head of Americas Equity Trading. | ||
| Peter Sietsema | - | 2022 | Now |
| Biography | Peter Sietsema has been with BFA since 2007, including his years with BGI, which merged with BFA in 2009. Mr. Sietsema has been employed by BFA or its affiliates as a Director since 2011 and a Vice President from 2009 to 2010. Mr. Sietsema has been a Portfolio Manager of each fund since 2023. | ||
| Michael Buck | Assistant Portfolio Manager | 2021 | Now |
| Biography | Michael Buck is a portfolio manager and a senior analyst on the US Growth Equities Team with a focus on the consumer discretionary, consumer staples and financials sectors. His indepth fundamental research, idea generation and buy/sell recommendations are leveraged across the Micro Cap Growth, Small Cap Growth and Small/Mid Cap Growth strategies. Mr Buck began his career at Deloitte Consulting , LLC in 2001 as a business analyst until he joined Driehaus Capital Management in 2002. He received his B.A. and B.M. in economics and cello performance from Northwestern University in 2000. | ||
| Christopher W. Clark | Co-Portfolio Manager | 2021 | Now |
| Biography | Christopher W. Clark has been a co-portfolio manager of the Victory RS Investments Custom Growth Strategy (formerly, the RS Investments Custom Growth Strategy) of the Fund since September 2015. He has worked in investment management since 2001, has been with RS Investments since 2007, has managed investment portfolios since 2014, and has been with Victory Capital since 2016. Before joining RS Investments, he was a research associate at TIAA-CREF for three years, where he focused on global portfolio management and the health care sector. Prior to that, he was a research assistant at Dresdner RCM Global Investors for three years. Chris holds a B.A. in economics from the University of Virginia. Chris is a CFA Charterholder. | ||
| Prakash Vijayan | Portfolio Manager | 2021 | Now |
| Biography | Prakash Vijayan began his career as an equity research analyst for Beekman Capital Management in 2005, covering the technology, media and telecommunications sectors, prior to joining Driehaus Capital Management in 2010. He received his Bachelor of Technology degree in mechanical engineering from Indian Institute of Technology in 2003 and a Master of Science in mechanical engineering from Arizona State University in 2005. Mr Vijayan is a CFA charterholder. | ||
| Stephen J. Bishop | Co-Portfolio Manager | 2021 | Now |
| Biography | Stephen J. Bishop has been a member of the RS Growth team since 1996 and has been with Victory Capital Management Inc. since 2016. Mr. Bishop has been a co-portfolio manager and analyst of Victory RS Mid Cap Growth Fund (including its predecessor fund) since 2008, Victory RS Small Cap Equity Fund (including its predecessor fund) since 2009. From 1996 to 2016, Mr. Bishop was a research analyst primarily covering the technology sector with RS Investment Management Co. LLC, which was acquired by the Adviser in 2016. Prior to joining RS Investments, he worked as an analyst in the corporate finance department of Dean Witter Reynolds, Inc., for two years. | ||
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