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The Fund’s investment objective is long-term growth of capital. It pursues its objective by investing at least 80% of its net asset value in equities (also known as company shares) and equity-related securities of US Companies whose market capitalisation is at least equal to the market capitalisation of one of the companies listed in the S&P 500® Index at the time of purchase.
Name | Title | Since | Until |
---|---|---|---|
Vassilios Papathanakos | Deputy Chief Investment Officer | 2006 | 2022 |
Biography | Vassilios Papathanakos, Ph.D., was named Intech’s deputy chief investment officer in November 2012 and executive vice president, deputy chief investment officer in 2014. Prior to that, he was the firm’s director of research, based in Princeton, NJ. As deputy CIO, Dr. Papathanakos is jointly responsible, with Dr. Adrian Banner, Intech’s chief executive officer and chief investment officer, for the day-to-day implementation of Intech’s investment process and trading operations. Drs. Banner and Papathanakos have worked together during the past few years to implement Intech’s investment process, | ||
Joseph W. Runnels | Assistant Vice President | 2003 | 2022 |
Biography | Joseph W. Runnels , CFA, has been Vice President of Portfolio Management since March 2003. Mr. Runnels joined Intech in June 1998. Mr. Runnels holds a Bachelor of Science degree in Business Administration from Murray State University. Mr. Runnels implements the day-to-day portfolio management and trading process for client portfolios. He also handles brokerage relationships and supervises the daily execution of trading for client accounts. Mr. Runnels holds the Chartered Financial Analyst designation. | ||
Adrian Banner | CEO | 2003 | 2022 |
Biography | Adrian Banner, Ph.D., is chief investment officer, a position he's held since January 2012. Dr. Banner served as chief executive officer from November 2012 to March 2022. He joined Intech in August 2002 and since that time has been an integral part of the firm’s Princeton-based research team. In 2009, he was named the firm’s co-chief investment officer. | ||
E. Robert Fernholz | CIO (Chief Investment Officer) | 2003 | 2022 |
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