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Hartford Schroders Us Small Cap Opportunities Fund Class I (SCUIX)
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32.11
-0.14
-0.43%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 135.68M
Hartford Schroders US Small Cap Opps I
32.11
-0.14
-0.43%
- Overview
- Profile
- Historical Data
- Holdings
Hartford Schroders Us Small Cap Opportunities Fund Class I Overview
On this page you'll find an in-depth profile of Hartford Schroders Us Small Cap Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of SCUIX among other information.
Investment Strategy
The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities.
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
Fax
Kansas City
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert Kaynor | Co-Portfolio Manager | 2018 | Now |
| Biography | Robert Kaynor, CFA, Portfolio Manager and Head of US Small and Mid Cap Equities of Schroders, has been involved with research and portfolio management at Schroders since 2013. He has managed the MainStay VP Schroders Mid Cap Opportunities Portfolio since 2024. Mr. Kaynor covers a variety of industries in the consumer, producer durables, and materials sectors. Mr. Kaynor joined Schroders as a Senior Equity Analyst for the U.S. Small and MidCap team in 2013 in which he covered the consumer sector. Kaynor was the Chief Investment Officer at Ballast Capital Management from 2010 to 2012, and prior to this, Mr. Kaynor was a Managing Director/Portfolio Manager for Ramius Capital Group. | ||
| Joanna Wald | Fund Manager, Head of Research | 2013 | Now |
| Biography | Joanna Wald, Portfolio Manager and Head of Research, US Small and Mid Cap Equities of Schroders, has been involved with research and portfolio management at Schroders since 2013. She has managed the MainStay VP Schroders Mid Cap Opportunities Portfolio since 2024. Ms. Wald joined Schroders as an Equity Analyst in 2013. Prior to joining Schroders, Ms. Wald was an Equity Analyst at Ballast Capital Management from 2010 to 2013, and prior to this, Ms. Wald was an Equity Analyst for Ramius Capital Group. | ||
| Jenny B. Jones | Executive Vice President | 2003 | 2019 |
| Biography | Jenny Jones is the Head of US Small and SMID Cap Equities at Schroders, which involves managing the US Small and SMID Cap Equities portfolios and leading the investment team. She joined Schroders in 2002 and is based in New York. Jenny joined Schroders in 2002 as Head of US Small Cap Equity and since joining, has built a strong team of six analysts who are solely dedicated to the Small and Smid Cap Strategies. She was the Manager of Morgan Stanley Special Value Fund at Morgan Stanley Investment Management from 1996 to 2002, which involved managing the Morgan Stanley Special Value Fund and later the Small & Mid Cap Strategy from inception. She was the Head of the Small Cap Value Department at Oppenheimer Capital, L.P from 1990 to 1996. She was a Portfolio Manager at Mutual of America Life Insurance Co from 1983 to 1990, it was in this role where Jenny was first given the opportunity to manage small cap assets and she remains focused on this area today. Qualifications: MBA from New York University; BA (Honors) from Yale University. | ||
| Ira L. Unschuld | executive Vice President, Portfolio Manager | 1998 | 2002 |
| Biography | Degree in Economics and History; MBA. Worked as a financial analyst at the Industrial Bank of Japan for two years. Spent a short period at Fidelity. Joined Schroders in 1990. Currently a manager of the US Smaller Companies Fund and the Schroder US Smaller Companies Mutual Fund, based in the USA. Promoted to Executive Vice President of SIM North America in 2001 | ||
| Fariba Talebi | first Vice President | 1993 | 1998 |
| Biography | Talebi is a first vice president with Schroder Capital Mgmt., her employer since 1987. Previously, she spent a year as an associate with Justin Asset Mgmt. Talebi holds the Chartered Financial Analyst designation and is a member of both the New York Society of Security Analysts and the Association for Investment Management and Research. | ||
| Ira L. Unschuld | executive Vice President, Portfolio Manager | 1993 | 1997 |
| Biography | Degree in Economics and History; MBA. Worked as a financial analyst at the Industrial Bank of Japan for two years. Spent a short period at Fidelity. Joined Schroders in 1990. Currently a manager of the US Smaller Companies Fund and the Schroder US Smaller Companies Mutual Fund, based in the USA. Promoted to Executive Vice President of SIM North America in 2001 | ||
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