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The Hartford Capital Appreciation Fund Class R3 (ITHRX)
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55.23
-0.26
-0.47%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 31.7M
Hartford Capital Appreciation R3
55.23
-0.26
-0.47%
- Overview
- Profile
- Historical Data
- Holdings
The Hartford Capital Appreciation Fund Class R3 Overview
On this page you'll find an in-depth profile of The Hartford Capital Appreciation Fund Class R3. Learn about the key management, total assets, investment strategy and contact information of ITHRX among other information.
Investment Strategy
The investment seeks growth of capital. The fund normally invests at least 65% of its net assets in common stocks. It may invest in securities of any market capitalization, but the advisor tends to focus on medium and large companies. Based on market or economic conditions, the fund may, through its stock selection process, focus in one or more sectors of the market. The fund may trade portfolio securities actively.
Contact Information
Address
430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Phone
+1 8888437824
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Thomas S. Simon | Senior Managing Director | 2016 | Now |
| Biography | Mr. Simon is Senior Managing Director and portfolio manager of the Wellington Management Company LLP. Mr. Simon joined the Wellington Management Company LLP in 2009 and has been an investment professional since 2001. | ||
| Gregg R. Thomas | Senior Managing Director | 2013 | Now |
| Biography | Mr. Thomas joined Wellington Management in 2002, where he currently serves as Senior Managing Director and Associate Director, Investment Strategy and Risk. As associate director of Investment Strategy and Risk, Gregg conducts original research on portfolio and risk-management topics, leads various Wellington Management internal investment oversight processes, and analyzes key trends and investment risks across the equity, fixed income, asset allocation, and hedge fund product suites. In addition, he is a portfolio manager on certain multi-manager solutions offered by the firm, including Global Equities, International Equities, Hedged Equities, Japan Equities, and US Alpha strategies. Gregg is a member of a number of Wellington Management’s committees and oversight groups, including the Risk Management Committee, Fixed Income Risk Advisory Council, Equity Risk Advisory Council, Multi Asset Strategy Review Group, Equity Review Group II, New Product Working Group, and Philosophy and Process Panel, and represents Wellington Management as a member of the Buy Side Risk Managers Forum. Previously, Gregg was an equity portfolio specialist and analyst at Wellington Management (2002 – 2006). Prior to rejoining the firm in 2002, he worked as a quantitative business analyst at Zurich Scudder Investments (2001), as a business analyst and data analyst in Wellington Management’s Information Services Group (1997 – 2001), and in various financial markets-related positions at IDD Information Services (1993 – 1997). Gregg received his BS in finance, with high distinction, from the University of Rhode Island (1992). He holds the Chartered Financial Analyst designation. | ||
| Kent M. Stahl | Senior Vice President | 2013 | 2018 |
| Biography | Mr. Stahl joined Wellington Management in 1998, where he currently serves as Director of Investment Strategy and Risk. As director of Investment Strategy and Risk, Kent conducts research on investment trends and focuses on major risks across our entire suite of equity, asset allocation, hedge fund, and fixed income approaches. While our firm does not have a traditional Chief Investment Officer, Kent and his team fulfill many of the elements that a CIO at other organizations would typically be responsible for overseeing. He is actively involved in our fiduciary oversight processes and serves on a number of our investment review committees, including as chairman of our Equity Review Group, as a member of the Fixed Income Review Group, and as the leader of our Equity Risk Advisory Council. Given the breadth of his exposure to all investment areas within the firm, he also serves as one of our primary investment spokespersons and is a strategic investment and risk advisor to a number of the firm’s larger clients. In addition, Kent is a portfolio manager on certain multi-manager solutions offered by the firm, including US, global, non-US, Japanese and hedge fund-like strategies. He is a member of the firm’s Operating Committee, which oversees non-compensation spending, and the Product Panel, which approves all new approaches offered by the firm. Previously, he served as the director of Equity Product Management. Prior to joining Wellington Management in 1998, Kent led the corporate finance and pension investment areas within NCR Corporation (1990 – 1998). He also worked as an asset/liability specialist for Salomon Brothers (1987 – 1990) and in institutional sales for Goldman, Sachs (1985 – 1986). Kent earned his MBA from the University of Chicago (1987) and his BSBA, summa cum laude, from The Ohio State University (1985). In addition, he holds the Chartered Financial Analyst designation. | ||
| Saul J. Pannell | Portfolio Manager | 1996 | 2017 |
| Biography | Saul J. Pannell, CFA, is Senior Vice President, Partner, and Equity Portfolio Manager at Wellington Management. His career at Wellington Management began in 1974 and as a global industry research analyst specializing in a number of industries, particularly aerospace and electrical equipment. . Saul received his MBA from Harvard Business School (1974) and his AB in economics, cum laude, from Harvard College (1972). In addition to holding the Chartered Financial Analyst designation, Saul is a member of the Boston Security Analysts Society and the CFA Institute. | ||
| Frank D. Catrickes | Vice President | 1998 | 2016 |
| Biography | Frank D. Catrickes, CFA, CMT, Senior Vice President, Partner, and Equity Portfolio Manager, is involved in portfolio management and securities analysis. Frank is an equity portfolio manager and a member of the Capital Appreciation Group at Wellington Management. He manages mutual funds, institutional accounts, and hedge funds in two styles: Capital Appreciation and Special Equity. Frank performs his own fundamental analysis on a broad range of companies across all different industries, countries, styles, and market capitalizations. He also draws on research provided by the firm's global industry analysts and other global resources within the firm. Frank joined Wellington Management in 1998 upon graduation from the University of Pennsylvania (Wharton, 1998), where he received his BS in economics, cum laude. He holds the Chartered Financial Analyst and the Chartered Market Technician designations and is a member of the Boston Security Analysts Society, the CFA Institute, and the Market Technicians Association. | ||
| Mark Waterhouse | Executive Vice President | 1996 | 2000 |
| Biography | Waterhouse, executive vice president and equity portfolio manager of Hartford Investment Management, he joined the firm in 2006. From February 2001 until March 2003, Waterhouse was a managing director for Moore Capital Management LLC. Prior to Joining Hartford Investment Management, Waterhouse was the chief investment officer of ThinkEquity Capital LLC. | ||
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