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11.20
+0.07
+0.63%
- Morningstar Rating:
- Total Assets: 164.47M
Broadview Opportunity
11.20
+0.07
+0.63%
- Overview
- Profile
- Historical Data
- Holdings
Madison Small Cap Fund Class Y Overview
On this page you'll find an in-depth profile of Madison Small Cap Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of BVAOX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified mix of common stocks of small cap U.S. companies that are believed to be undervalued by various measures and offer sound prospects for capital appreciation. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in small cap securities.
Contact Information
Address
420 W 7th Street STE 219083
Kansas City,MO 53711
United States
Kansas City,MO 53711
United States
Phone
(800) 767-0300
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aaron Garcia | - | 2010 | Now |
| Biography | Aaron has been working in the financial services industry since 2002. He specializes in small cap portfolio management for Madison. In addition to his portfolio management duties, Aaron also serves as an equity analyst on the U.S. Equity team. His main areas of investment focus are Healthcare, Industrials, Materials, & Energy sectors. Prior to joining Madison, Aaron served on Broadview Advisors’ small cap strategy and all cap strategy as an analyst and later as a Portfolio Manager. Previously, he worked with Stifel Nicolaus as an associate analyst. Aaron holds a BA in Chemistry from Rice University. | ||
| Faraz Farzam | - | 2010 | Now |
| Biography | Faraz has been working in the financial services industry since 1999. He specializes in small cap portfolio management for Madison. In addition to his portfolio management duties, Faraz also serves as an equity analyst on the U.S. Equity team. His main areas of investment focus are Consumer, Technology and Financial sectors. Prior to joining Madison, Faraz served on Broadview Advisors’ small cap strategy and all cap strategy as a Portfolio Manager. Previously, he worked with Strong Capital Management. Faraz holds a BS from University of Wisconsin. | ||
| Richard E. Lane | Portfolio Managent | 1997 | 2020 |
| Biography | Richard E. Lane currently serves as a Portfolio Manager, President and a Member of Broadview Advisors LLC, which he founded in 2001. He founded Broadview in May 2001. From 1994 to 2001 he was an analyst and portfolio manager at Fiduciary Management, Inc. From 1989 to 1994 he was Vice President, Research at Cleary, Gull, Reiland and McDevitt. Lane participated in the Applied Securities Program in Madison. He is a member of the Milwaukee Investment Analyst Society. | ||
| Richard J. Whiting | Portfolio Manager | 2010 | 2019 |
| Biography | Richard J. Whiting has been with Broadview Advisors, LLC since 2001 and currently serves as a Portfolio Manager, Manager of the Trading Department and a Member. Mr. Whiting has worked in the financial services industry since 1982. Mr. Whiting has a BA in Economics from Lawrence University. | ||
| Glenn Primack | cofounder, Vice President | 2001 | 2010 |
| Biography | Primack is vice president of Broadview Advisors LLC and one of its cofounders. From May 1998 to May 2001 Mr. Primack was a security analyst at Fiduciary Management Inc. He was a security analyst at Cleary, Gull, Reiland and McDevitt from May 1996 to 1998. | ||
| Donald S. Wilson | Partner, President | 1996 | 1997 |
| Biography | Wilson joined Fiduciary Management in 1980 and currently serves as partner and president. Previously, he was a vice president at Nicholas Company for eight years and a commercial loan officer with Northern Trust Company for five years. A growth investor, Wilson emphasizes fundamentals in his bottom-up approach. Wilson is a Chartered Financial Analyst and member of the Milwaukee Investment Analysts Society. Born February 17, 1943 in Watseka, Illinois, he enjoys tennis, golf, and soccer. | ||
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