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Eq/large Cap Growth Managed Volatility Portfolio Class Ib (0P00003CCH)
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37.204
+0.290
+0.77%
26/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 4.81B
AXA Large Cap Growth Managed Volatility Portfolio
37.204
+0.290
+0.77%
- Overview
- Profile
- Historical Data
- Holdings
Eq/large Cap Growth Managed Volatility Portfolio Class Ib Overview
On this page you'll find an in-depth profile of Eq/large Cap Growth Managed Volatility Portfolio Class Ib. Learn about the key management, total assets, investment strategy and contact information of 0P00003CCH among other information.
Investment Strategy
The investment seeks to provide long-term capital growth with an emphasis on risk-adjusted returns and managing volatility in the Portfolio. Under normal circumstances, the advisor intends to invest at least 80% of its net assets, plus borrowings for investment purposes, in securities of large-cap companies. For this portfolio, large-cap companies mean those companies with market capitalizations within the range of at least one of the following indices at the time of purchase: the Standard & Poor's 500 Composite Stock Index.
Contact Information
Address
1290 Avenue of the Americas
New York,NY 10104
United States
New York,NY 10104
United States
Phone
877-222-2144
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Damon A. Ficklin | Head of Team, Portfolio Manager & Analyst | 2024 | Now |
| Biography | Mr. Ficklin joined Polen Capital in 2003. Mr. Ficklin is co-head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. From 2012 through June 30, 2019, Damon Ficklin was a co-portfolio manager on the Focus Growth strategy. Prior to joining Polen Capital, Mr. Ficklin spent one year working as an equity analyst with Morningstar and four years as a tax consultant to Fortune 500 companies with Price Waterhouse. Mr. Ficklin graduated magna cum laude from the University of South Florida with a B.S. in Accounting, earned a M.S. in Accounting from Appalachian State University, and earned an M.B.A. with high honors from The University of Chicago Booth School of Business. He serves on the Investment Committee to the Board of the Make-A-Wish Foundation of Southern Florida. | ||
| Joseph Wilson | Portfolio Manager | 2023 | Now |
| Biography | Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business. | ||
| Holly Morris | - | 2023 | Now |
| Biography | Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012. | ||
| Larry H. Lee | Managing Director | 2023 | Now |
| Biography | Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago. | ||
| Robert Maloney | - | 2023 | Now |
| Biography | Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder. | ||
| Giri K Devulapally | Managing Director | 2023 | Now |
| Biography | Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder. | ||
| Peter Sietsema | - | 2023 | 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. | ||
| 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. | ||
| Jennifer Hsui | Senior Portfolio Manager | 2019 | Now |
| Biography | Jennifer Hsui, Managing Director & Portfolio Manager at BlackRock Investment Management LLC has been employed by BlackRock Fund Advisors as a senior portfolio manager since 2007. Prior to that, Ms. Hsui was a portfolio manager from 2006 to 2007 for BGFA. She was a research analyst for RBC Capital Markets from 2003 to 2006. | ||
| Kevin McCarthy | Co-portfolio manager | 2019 | Now |
| Biography | Kevin McCarthy has been a Director of AXA Equitable since December 2018. Mr. McCarthy joined AXA Equitable in August 2015 as a Lead Manager. His responsibilities include portfolio analysis, portfolio evaluation, rebalancing and fund selection with respect to the Fund-of-Funds Portfolios. Previously, he was a Senior Quantitative Analysts at Aviva Investors, a Risk Analyst at Kenmar Olympia Group, and a Quantitative Researcher at Tremont Capital Management. Mr. McCarthy holds a BS in Economics from the State University of New York and an MBA focused in Finance from Baruch College. | ||
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