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Jnl/ppm America Small Cap Value Fund Class A (0P0000CO5I)
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15.460
+0.200
+1.31%
23/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 448.28M
JNL/PPM America Small Cap Value Fund Class A
15.460
+0.200
+1.31%
- Overview
- Profile
- Historical Data
- Holdings
Jnl/ppm America Small Cap Value Fund Class A Overview
On this page you'll find an in-depth profile of Jnl/ppm America Small Cap Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of 0P0000CO5I among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund seeks to achieve its objective by investing, primarily, at least 80% of its assets (net assets plus the amount of any borrowings made for investment purposes) under normal market conditions in a diversified portfolio of equity securities of U.S. companies within the range of securities of the S&P SmallCap 600 Index ("index") at the time of initial purchase. Equity securities include common and preferred stocks and securities with economic characteristics similar to those of common stock, such as rights and warrants.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Greg Anderson | - | 2016 | 2021 |
| Biography | Greg Anderson is a senior managing director and portfolio manager on the public equity team at PPM America, Inc. (PPM). He is responsible for investment and allocation decisions for several of the firm’s public equity strategies, including large cap value, mid cap value, and small cap value which are managed on behalf of institutional and retail investors globally. Greg is responsible for covering the banks, utilities, chemicals, paper, consulting services and REITS sectors. Prior to joining PPM in 2016, Greg was a managing director and sector head of financial services for UBS Global Asset Management. Previously, he was a director of equity research at Segall, Bryant & Hamill and a principal at CMJ Partners. Greg earned an MBA in finance and statistics from the University of Chicago and a BS in business administration from Moorhead State University. He is also a CFA® charterholder. | ||
| Naveen Bobba | Senior Managing Director | 2014 | 2021 |
| Biography | Naveen Bobba is a senior managing director and portfolio manager on the public equity team at PPM America, Inc. (PPM). He is responsible for investment and allocation decisions for several of the firm’s public equity strategies, including large cap value, mid cap value, and small cap value which are managed on behalf of institutional and retail investors globally. Naveen is responsible for covering the information technology and consumer staples sectors. Prior to joining PPM in 2014, Naveen was a vice president and senior equity analyst for ING Investment Management. Previously, he was a sell-side analyst at Bear Stearns after beginning his career as a chartered accountant at Sagar & Associates in Hyderabad, India. Naveen earned an MBA in finance from the University of Rochester and an undergraduate degree with concentrations in mathematics, physics and chemistry from Nagarjuna University in Guntur, India. | ||
| Michael P. Mackinnon | Managing Director | 2009 | 2021 |
| Biography | Michael MacKinnon is a managing director and portfolio manager on the public equity team at PPM America, Inc. (PPM). He is responsible for investment and allocation decisions for several of the firm’s public equity strategies, including large cap value, mid cap value, and small cap value which are managed on behalf of institutional and retail investors globally. Michael is responsible for covering the apparel, diversified financials, housing, metals, retail, transportation and telecommunication sectors. Prior to joining PPM in 1999, Michael was a senior accountant for Arthur Andersen LLP. Michael earned an MBA in analytical finance and statistics from the University of Chicago and a BBA in accounting from the University of Notre Dame. He is also a CFA® charterholder and a Certified Public Accountant (CPA). | ||
| Kevin R. McCloskey | Senior Managing Director | 2008 | 2021 |
| Biography | Kevin McCloskey is a senior managing director and head of the public equity team at PPM America, Inc. (PPM). Prior to joining PPM in 2008, Kevin worked at Federated Investors. He was also a portfolio manager at Killian Asset Management. Kevin was also a captain in the US Air Force. Kevin earned a master’s degree in business administration from the University of Dayton and a bachelor’s degree in aerospace engineering from the University of Notre Dame. He is a CFA® charterholder. | ||
| Jeffrey J. Moran | Managing Director, Portfolio Manager | 2008 | 2021 |
| Biography | Jeff Moran is a senior managing director and portfolio manager on the public equity team at PPM America, Inc. (PPM). He is responsible for investment and allocation decisions for several of the firm’s public equity strategies, including large cap value, mid cap value, and small cap value which are managed on behalf of institutional and retail investors globally. Jeff is responsible for covering the aerospace/defense, autos, capital goods, insurance, leisure/entertainment and hospitality sectors. Prior to joining PPM in 2004, Jeff was a senior research officer for Hancock Funds. Previously, he was a tax associate at Price Waterhouse and an airborne ranger in the United States Army. Jeff earned an MBA in finance from Cornell University, a MAC from the University of North Carolina at Chapel Hill and a BS in accounting from the University of North Carolina at Charlotte. He is also a CFA® charterholder and a Certified Public Accountant (CPA). | ||
| Anthony Balestrieri | Vice President | 2018 | 2019 |
| Biography | Tony Balestrieri is an executive vice president and chief investment officer for total return accounts at PPM. He is responsible for overseeing and leading several portfolio management, research and trading teams, including the total return fixed income, public equity, high yield, bank loan, fixed income research, and public fixed income trading teams in addition to overseeing the business development team. These groups manage a wide spectrum of total return fixed income and equity strategies on behalf of institutional and retail investors globally. Prior to joining PPM in 2003, Tony was the head of institutional fixed income at Merrill Lynch Investment Managers where he was responsible for overseeing $16 billion in fixed income assets. Previously, he spent over five years as a senior vice president in charge of the Short-Term Strategies Group for Mitchell Hutchins Asset Management. Tony earned bachelor degrees in economics/business and government/law from Lafayette College. | ||
| Richard S. Brody | executive Vice President, Head | 2008 | 2016 |
| Biography | Richard S. Brody, CFA, Executive Vice President and Head of Equity Management. Mr. Brody has over 34 years of investment industry experience. Prior to joining PPM in 1992, Mr. Brody was a senior member of the investment team at the Chicago Group of Morgan Stanley Asset Management. Previously, he spent seven years at Hewitt Associates. Mr. Brody has also worked at the First National Bank of Chicago in their trust investment unit. Mr. Brody received a BA in Economics from UCLA and an MBA in Finance from The Wharton School at the University of Pennsylvania. He completed the Chartered Financial Analyst program in 1982. | ||
| Samuel A. Yee | Senior Managing Director, Portfolio Manager | 2008 | 2013 |
| Biography | Sam Yee acts as Senior Managing Director and Portfolio Manager. Prior to joining PPM America in 1992, Mr. Yee served as VP,Senior Investment Analyst with the First National Bank of Chicago’s trust investment unit. Mr. Yee also spent seven years as an Industrial Engineer. He received a BS in General Engineering from the University of Illinois and an MBA in Finance from DePaul University. He completed the Chartered Financial Analyst program in 1988. | ||
| Alford E. Zick | Senior Managing Director, Portfolio Manager | 2008 | 2009 |
| Biography | Al Zick is a Managing Director and Portfolio Manager of PPM America’s Equity Group. Prior to joining PPM, Mr. Zick was a Principal and Co-Portfolio Manager of Morgan Stanley Asset Management’s large cap value product. Previously, he was the Director of Investment Relations at Chicago Pacific Corporation and before that, Mr. Zick was the Director of Pension and Benefit Assets at Staley Continental, Inc. He holds a BS in Accounting from the University of Illinois. | ||
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