Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
⭐ Start off 2025 with a powerful boost to your portfolio: January’s freshest AI-picked stocks
Unlock stocks
Hsbc Radiant U.s. Smaller Companies Fund Class I (RESCX)
Add to/Remove from Watchlist
Add to Watchlist
8.95
+0.05
+0.56%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 41.95M
HSBC Opportunity I
8.95
+0.05
+0.56%
- Overview
- Profile
- Historical Data
- Holdings
Hsbc Radiant U.s. Smaller Companies Fund Class I Overview
On this page you'll find an in-depth profile of Hsbc Radiant U.s. Smaller Companies Fund Class I. Learn about the key management, total assets, investment strategy and contact information of RESCX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing all of its assets in the Portfolio, which has the same investment objective as the fund. The fund seeks to achieve its investment objective by investing at least 80% of its net assets in U.S. equity securities of small and mid-cap companies that meet the Subadviser’s fundamental and ESG criteria. Small- and mid-cap companies generally are defined as those companies with market capitalizations within the range represented in the Bloomberg US Growth Total Return Index.
Contact Information
Address
452 Fifth Avenue, 17th Floor
Paris,NY 75008
France
Paris,NY 75008
France
Phone
+44 345 740 4404
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Harry Prabandham | Deputy CIO | 2022 | Now |
| Biography | Harry Prabandham is the Deputy Chief Investment Officer for the Americas region and joined Rosenberg Equities in 2007 as a portfolio manager in the strategy engineering group, bringing with him a strong background in both computer programming and quantitative financial modeling. He then moved to the role of deputy chief investment officer. Before joining Rosenberg Equities, he held several positions at technology firms in programming and mergers, and acquisitions. Harry Prabandhamis Head of Multi-Factor Strategies. Mr. Prabandham joined Rosenberg Equities in 2007 as a portfolio manager in the strategy engineering group. He has a background in both computer programming and quantitative financial modeling. | ||
| Kevin Lin | Portfolio Manager | 2022 | Now |
| Biography | Kevin Lin, CFA, is a Partner and Senior Portfolio Manager. Mr. Lin is responsible for carrying out the investment process including research, portfolio modelling, portfolio construction and portfolio review. Mr. Lin, who was previously Principal Researcher for Multi-Factor and Active Strategies at Rosenberg Equities and lead portfolio manager for small cap strategies, has 18 years of quantitative investment experience. He is a CFA Charterholder and earned a Master of Science in Statistics from Stanford University, a Master of Financial Engineering from the University of California at Berkeley and an undergraduate degree in Atmospheric Sciences from the National Taiwan University. Mr. Lin has been a manager of the Portfolio since June 2022. | ||
| Kathryn McDonald | Portfolio Manager | 2022 | Now |
| Biography | Kathryn McDonald is co-founder and Head of Investments and Sustainability. Ms. McDonald leads the firm’s ESG and impact research effort with a heavy focus on investment modeling, data vetting and thematic research. Ms. McDonald, who was previously Head of Sustainable Investing at Rosenberg Equities, has over 27 years of investment and research experience, and also chairs the Radiant Investment Forum. She holds a Master of International Management from The American Graduate School of International Management and an undergraduate degree in Economics from Willamette University. Ms. McDonald has been a manager of the Portfolio since June 2022 | ||
| John M. Montgomery | Managing Partner | 2006 | 2022 |
| Biography | Managing Partner, Chief Operating Officer Portfolio and Investment Process Strategy 2006-Present: Westfield Capital Management 2001-2006: Lehman Brothers 1998-2001: JP Morgan Securities 1994-1998: Morgan Stanley 1987-1992: Procter and Gamble 1994: JL Kellogg Graduate School of Management, Northwestern University, MM 1987: Trinity College, BA | ||
| Richard D. Lee | Managing Partner | 2004 | 2022 |
| Biography | Managing Partner and Chief Investment Officer Covering Hardware, Semiconductors & IT Services 2004-Present: Westfield Capital Management 2001-2003: KL Financial Group 1999-2000: Soundview Technology Group 1996-1999: Hambrecht & Quist, LLC 1994-1996: Salomon Smith Barney 1994: Harvard University, BA | ||
| Ethan J. Meyers | Vice President | 2003 | 2022 |
| Biography | Managing Partner and Director of Research Covering Financial Technology & Business Services 1999-Present: Westfield Capital Management 1996-1999: Johnson Rice & Company LLC 1996: A.B. Freeman School of Business, Tulane University, BS | ||
| William A. Muggia | CIO (Chief Investment Officer) | 2003 | 2022 |
| Biography | President, Chief Executive Officer and Chief Investment Officer Market Outlook, Strategy, & Portfolio Management 1994-Present: Westfield Capital Management 1992-1994: Alex. Brown & Sons 1983-1990: Kidder Peabody & Co. 1992: Harvard Business School, MBA 1983: Middlebury College | ||
| Bruce N. Jacobs | Senior Analyst | 2004 | 2018 |
| Biography | Bruce has over 24 years of investment experience . He joined Westfield in 2004. He is a Managing Partner and member of the Investment Committee. His analytical coverage spans the capitalization spectrum and includes medical devices and life science tools within the Healthcare sector and the Consumer Staples sector. Prior to joining Westfield, Bruce was a Director and Senior Equity Analyst at Deutsche Bank Securities in Boston. His experience also includes financial analyst positions at Alex.Brown & Sons, in both the London and Baltimore offices. Bruce graduated magna cum laude from the Wharton School of the University of Pennsylvania and earned a Master of Business Administration from the Harvard Business School. He is a Chartered Financial Analyst. Bruce is on the Board of Directors for the Boys & Girls Clubs of Boston. His other hobbies and interests include basketball, Yoga, fly-fishing and keeping up with his four children. | ||
| Hamlen Thompson | Senior Security Analyst | 2003 | 2018 |
| Biography | A Managing Partner and a member of the Investment Committee at Westfield Capital, Ham’s research responsibilities include the Energy and Industrials sectors. Additionally, he serves as a member of the firm’s management committee. Prior to joining Westfield in 2003, Ham served as an Analyst and Portfolio Manager at HLM Management Company. He began his career at Fidelity Management & Research Company. Ham holds a Masters of Business Administration from the Carroll School of Management at Boston College and earned his undergraduate degree at Colby College. Ham spends the majority of his free time with his young family. | ||
| Matthew W. Strobeck | Senior Security Analyst | 2003 | 2012 |
| Biography | MATTHEW W. STROBECK, PhD Security Analyst, Covers Biotechnology and Life Sciences 2003: Westfield Capital Management, Boston, MA; Security Analyst 2003: Food and Drug Administration, Rockville, MD; Consultant to Commissioner 2002-2007: Hestion, Boston, MA; Board Member 2004: Massachusetts Institute of Technology; MBA candidate 2004: Harvard Medical School, MS candidate 2002: Massachusetts Institute of Technology, Fellow 2001: University of Cincinnati, Ph.D. 1996: St. Lawrence Univ., BS | ||
Write your thoughts about Hsbc Radiant U.s. Smaller Companies Fund Class I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review