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25.46
+0.17
+0.67%
- Morningstar Rating:
- Total Assets: 3.33B
Old Westbury All Cap Core
25.46
+0.17
+0.67%
- Overview
- Profile
- Historical Data
- Holdings
Old Westbury All Cap Core Fund Overview
On this page you'll find an in-depth profile of Old Westbury All Cap Core Fund. Learn about the key management, total assets, investment strategy and contact information of OWACX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.
Contact Information
Address
630 5Th Ave
New York,NY 10111
United States
New York,NY 10111
United States
Phone
+1 212 7089100
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Morrisroe | Principal | 2016 | Now |
| Biography | Mr. Michael Morrisroe joined Bessemer Investment Management LLC in June 2005 as an Analyst covering the energy and materials sectors for Mid Cap Equities. Previously, Mr. Morrisroe was with Bear Stearns from 2000 to 2005, where he was a Research Analyst covering the building products and metals/mining sectors. He previously worked as a Financial Analyst in the controller’s office at Credit Suisse First Boston. Mr. Morrisroe received his Bachelor of Science in 1995 from the State University of New York, Albany. | ||
| John Alexander Christie | Principal/ Portfolio Manager | 2011 | Now |
| Biography | Mr. John Alexander Christie, Principal of Bessemer Investment Management LLC the firm in March 2006. Prior to his current role, he served as a senior analyst and prior to that as a research analyst covering the energy and utilities sectors for Large Cap U.S. Equities portfolios. Prior to joining Bessemer, he was a senior associate analyst at UBS from 2004-2006. He previously worked as an equity analyst for Banc One Investment Advisors from 2002 to 2004. Mr. Christie received his BS in Mechanical Engineering from the University of California (Santa Barbara) in 1997 and his MBA from Duke University Fuqua School of Business in 2002. | ||
| John Hall | Portfolio Manager | 2016 | 2019 |
| Biography | Mr. John Hall, Managing Director and Head of Equities of the Bessemer Investment Management LLC. Mr. Hall joined Bessemer in 1998 and joined the Bessemer Investment Management LLC in 2001. Previously, Mr. Hall served as Director of Research of Mid Cap U.S. Equities for the Bessemer Investment Management LLC. Prior to joining Bessemer, he was a portfolio accountant at Jennison Associates. Mr. Hall received a BS cum laude in Business Administration from Villanova University and MBA from the Columbia Business School at Columbia University. | ||
| Jeffrey A. Rutledge | Portfolio Manager | 2016 | 2019 |
| Biography | Mr. Jeffrey Rutledge, Principal of the Adviser,Bessemer Investment Management LLC, is a member of the investment team responsible for managing the Adviser’s portion of the Fund. He has previously served as a research analyst for the transportation and utilities sectors for Mid Cap Equities portfolios. He joined the Adviser in August 2004. Prior to joining the Adviser, Mr. Rutledge was a research associate for the aerospace and telecommunication sectors at Bear Sterns & Co. from April 2000 to July 2004. Mr. Rutledge received his BA degree in Industrial Engineering from Lehigh University in 1989 and his MS in Management and Finance in 1989 from the United States Naval Postgraduate School. He is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. | ||
| Alexander I. B. Lloyd | Principal | 2011 | 2016 |
| Biography | Mr. Alexander I. B. Lloyd, Principal of Bessemer Investment Management LLC. Mr. Lloyd joined the firm’s affiliate in July 2009 and joined the firm in January 2010. Prior to his current role, he served as an Associate Portfolio Manager with analytical responsibility for the consumer sector for Global Large Cap Equities portfolios. Mr. Lloyd was at AXA Investment Managers from October 2003 to May 2009 in various positions, including serving as an equity analyst, head of research and portfolio manager for UK Equities. He previously worked as a Pan-European equity analyst at Fidelity Investments from September 2000 to September 2003. His experience also includes working as a strategy consultant in a wide range of industries at Mercer Management Consulting from March 1994 to May 1999. Mr. Lloyd received his MA degree in Economics from Cambridge University, United Kingdom in 1993 and his MBA from INSEAD, France in 2000. | ||
| Marc D. Stern | Senior Managing Director | 2011 | 2012 |
| Biography | Stern is the senior managing director and chief investment officer for Bessemer. He also shares responsibility of the day to day investment management of the Real Return fund. Prior to joining Bessemer in 2004, Stern was head of the Wealth Management Group at Bernstein Investment Research & Management, a unit of Alliance Capital Management LLP. | ||
| Lois R. Roman | Managing Director | 2006 | 2011 |
| Biography | Roman is managing director and portfolio manager with Bessemer, her employer since 2005. Prior to joining Bessemer, Roman was a managing director and portfolio manager with Oppenheimer Capital as well as a managing director with Deutsche Asset Management and Scudder Investments. | ||
| Kathleen T. Millard | Managing Director | 2003 | 2006 |
| Biography | Millard is a managing director and portfolio manager for Bessemer Investment Management. Prior to joining BIM, she served as managing director and head of the large cap core portfolio selection team at Deutsche Asset Management. Millard had been in lead equity portfolio management positions at what is now Deutsche since 1991. Prior to Deutsche, she was an analyst and portfolio manager at Chase Manhattan Bank. | ||
| John D. Chadwick | executive vice president and Portfolio Manager | 1998 | 2003 |
| Biography | Chadwick serves as executive vice president and portfolio manager with Bessemer Trust, his employer since 1994. Previously, he was a senior vice president with Kidder Peabody from 1985 to 1994. Prior to that, he spent five years as a vice president with Citicorp and five years as a senior analyst with Union Carbide. He also spent two years as a vice president and chief financial officer with Ocean Data Systems and 10 years as a vice president with Bankers Trust. Chadwick is a Chartered Financial | ||
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