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👀 Ones to watch: The MOST undervalued stocks to buy right now
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26.42
-0.28
-1.05%
27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 239.2M
Homestead Small Company Stock
26.42
-0.28
-1.05%
- Overview
- Profile
- Historical Data
- Holdings
Homestead Small Company Stock Fund Overview
On this page you'll find an in-depth profile of Homestead Small Company Stock Fund. Learn about the key management, total assets, investment strategy and contact information of HSCSX among other information.
Investment Strategy
The investment seeks long-term growth of capital for the long-term investor. The fund generally invests in stocks of companies that homestead advisers believes are attractive based on its investment process. Under normal circumstances, it will invest at least 80% of its net assets (plus borrowing for investment purposes) in common stocks of companies whose market capitalization, at the time of purchase, is within the range of the market capitalization of companies represented in the Russell 2000 Index.
Contact Information
Address
4301 Wilson Blvd., IFS8-305
Arlington,VA 22203
United States
Arlington,VA 22203
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mark Iong | President, Founder | 2023 | Now |
| Biography | Mark co-manages Homestead Advisers equity strategies. Prior to joining Homestead Advisers in 2019, he was a senior equity analyst at Chartwell Investment Partners on the large-cap team. Prior to that, he was a senior analyst and portfolio manager at Columbia Partners, where he helped oversee growth and value strategies. Mark is a graduate of Cornell University, where he received a Bachelor of Science degree in operations research and information engineering. He holds the Chartered Financial Analyst designation. | ||
| James A. Polk | Senior Portfolio Manager | 2019 | Now |
| Biography | James A. Polk, CFA Mr. Polk is a Senior Equity Portfolio Manager for Homestead Advisers. He has co-managed the Value Fund and Small-Company Stock Fund since January 2019. He has co-managed the Rural America Growth & Income Fund since its inception in May 2021. Prior to this role, he was a portfolio manager at Putnam Investment Management, LLC from 2001 to 2017, where he managed small, mid, and multi-cap value oriented mutual funds from 2004 to 2017. He received a BA in English from Colby College and an MBA from the Olin Graduate School of Business at Babson College. He joined RE Advisers in 2019. | ||
| Prabha S. Carpenter | Senior Equity Portfolio Manager | 2014 | 2023 |
| Biography | Ms. Carpenter is a Senior Equity Portfolio Manager for RE Advisers. Prior to becoming a Senior Equity Portfolio Manager, Ms. Carpenter was a Senior Equity Analyst for RE Advisers from March 2002 to April 2014. Prior to that, Carpenter is a vice president and investment officer with Washington Investment Advisers, previously called Geico Investment Services. Prior to joining Geico in 1985, she was a senior research officer with Maryland National Bank, and an equity analyst and portfolio manager with Commercial Credit Corporation. Carpenter is a Chartered Financial Analyst, and a member of both the Washington Society of Investment Analysts and the New York Institutional Options and Futures Society. She received her BA in Business Economics from the University of Madras and her BS in Economics from American University. She received her MBA with a distinction in Finance from American University. | ||
| Mark Ashton | equity Portfolio Manager | 1999 | 2018 |
| Biography | Mark Ashton, CFA Mr. Ashton is a Senior Equity Portfolio Manager for RE Advisers. He received his BS in Finance from the University of Utah and his MBA specializing in Marketing Research from the University of Southern California. Mr. Ashton was a Vice President of Capital Research Company from 1984 to 1998 prior to joining RE Advisers in 1999. Mr. Ashton holds the Chartered Financial Analyst designation. | ||
| Gregory Halter | Equity Portfolio Manager | 2014 | 2017 |
| Biography | Mr. Halter, CFA, is an Equity Portfolio Manager for RE Advisers. He has co-managed the Funds since November 2014. Mr. Halter received his BBA in Finance from Cleveland State University. Prior to becoming an Equity Portfolio Manager, he was an equity analyst with Great Lakes Review from 1998 to 2014, prior to joining RE Advisers in 2014. | ||
| Stuart E. Teach | Vice President | 1998 | 2014 |
| Biography | Mr. Teach is a Director and the Vice President of RE Advisers. He received his BS in Business Administration and Finance from The Ohio State University. He received his MBA in Finance from Miami University. Mr. Teach is a Senior Equity Portfolio Manager for the Value Fund and the Small-Company Stock Fund. He has co-managed the aforementioned Funds since inception. He is a Director and the President of RE Investment Corporation and has been with NRECA since 1985. | ||
| Peter R. Morris | Director, President | 1998 | 2014 |
| Biography | Morris is the director and president of RE Advisers and vice president and Chief Investment Officer of NRECA. He has been with NRECA since 1974. | ||
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