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
🌎 30+ NEW AI-picked stock strategies for exciting international markets
Unlock Global AI Picks
Manning & Napier Disciplined Value Series Class I (MNDFX)
Add to/Remove from Watchlist
Add to Watchlist
8.49
+0.06
+0.71%
17/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 62.62M
Manning & Napier Disciplined Value I
8.49
+0.06
+0.71%
- Overview
- Profile
- Historical Data
- Holdings
Manning & Napier Disciplined Value Series Class I Overview
On this page you'll find an in-depth profile of Manning & Napier Disciplined Value Series Class I. Learn about the key management, total assets, investment strategy and contact information of MNDFX among other information.
Investment Strategy
The investment seeks to provide competitive returns consistent with the broad equity market while also providing a level of capital protection during market downturns. The fund invests at least 80% of its assets in dividend-paying common stocks. It invests primarily in the common stocks of mid- to large- capitalization companies. The Advisor uses a systematic process to identify stocks of companies that the advisor believes are undervalued in the market, based on factors such as free cash flow generation and earnings power, and that meet other investment criteria relating to minimum dividend yield, dividend sustainability, and financial health.
Contact Information
Address
290 Woodcliff Drive
Fairport,NY 14450
United States
Fairport,NY 14450
United States
Phone
+1 585 3256880
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kelly Covley | Analyst | 2021 | Now |
| Biography | Kelly Covley is an Analyst in the Quantitative Strategies Group at Manning & Napier. She is a member of the management teams responsible for portfolios developed by the Quantitative Strategies Group. As such, she supports Manning & Napier's Disciplined Value and ETF-based products. Kelly also contributes to the development of market and economic overviews for the firm. This includes constructing indicators to assess risks and opportunities in various asset classes, as well as providing statistical analysis to support the investment research efforts of the firm. Kelly has been with Manning & Napier since 2015. Kelly earned her BA in Economics from Hamilton College. She is both a CFA and a CAIA charterholder. | ||
| Alex I. Gurevich | Senior Analyst | 2018 | Now |
| Biography | Alex Gurevich is the Managing Director of the Quantitative Strategies Group at Manning & Napier. He is a member of the management teams responsible for portfolios developed by the Quantitative Strategies Group. As such, he supports Manning & Napier's Disciplined Value and ETF-based products. Alex also contributes to the development of market and economic overviews for the firm. This includes constructing indicators to assess risks and opportunities in various asset classes, as well as providing statistical analysis to support the investment research efforts of the firm. Alex has been with Manning & Napier since 2007. Alex earned his BA in Economics and Political Science from the University of Rochester. He is also CFA charterholder. | ||
| Christopher Petrosino | Managing Director, Investment Policy Group | 2008 | Now |
| Biography | Christopher Petrosino is the Managing Director of the Investment Policy Group at Manning & Napier. The Investment Policy Group is responsible for establishing asset allocation guidelines for multi-asset class portfolios and establishing the firm’s market and economic outlook. Christopher is also a member of the Quantitative Strategies Group with investment management responsibilities for the team’s systematic equity and multi-asset class portfolios. Christopher joined the firm in 2001. He earned undergraduate degrees in Economics and Statistics from the University of Rochester and a MS in Statistics from the Rochester Institute of Technology. He is also a CFA® charterholder. | ||
| Richard J. Schermeyer | Senior Analyst | 2012 | 2022 |
| Biography | Richard Schermeyer is a Senior Analyst in the Quantitative Strategies Group at Manning & Napier. In this capacity, he is a member of the management teams responsible for Manning & Napier’s Global Quality, Disciplined Value, and ETF-based products. Richard has over 10 years of experience with Manning & Napier and has been a member of the Quantitative Strategies Group since 2006. Richard earned his BA in Economics from the University of Rochester. He is also a CFA charterholder. | ||
| Jeffrey M. Tyburski | Member | 2012 | 2018 |
| Biography | Jeff Tyburski is a Senior Analyst working in the Quantitative Strategies Group at Manning & Napier. In this capacity, he supports Manning & Napier’s Disciplined Value and Global Quality products and acts as a liaison between the Research and Sales Departments by providing sales support. In addition, Jeff runs the Manning & Napier University, which hosts the junior member training curriculum. With over 15 years of experience at Manning & Napier, Jeff initially worked in the Global Strategies Group. He then spent eight years with the Capital Goods and Materials Group covering the Metals, Chemicals, and Paper industries. Prior to joining the Firm, Jeff worked as an Engineer for 13 years, initially as a Project Engineer for General Electric in the Naval Nuclear Program, and then as a Field Engineer for Nalco Chemical Company, providing consulting services in power plants, paper mills, chemical plants, and general industrial facilities. Jeff earned his BS in Mechanical Engineering from the University of Rochester and his MBA in Finance from the University of Rochester’s William E. Simon School of Business. He is also a CFA charterholder. | ||
| Jeffrey S. Coons | President | 2008 | 2015 |
| Biography | Jeffrey S. Coons is a Co-Chief Executive Officer and President of Manning & Napier. The Office of the CEO consists of three executives that are responsible for the day-to-day operations of the firm. As President, Dr. Coons’ responsibilities include working on strategic initiatives for the firm, as well as having direct oversight of several areas within the firm, such as our Operations, Portfolio Strategies, and Client Analytics Departments. | ||
| Ebrahim Busheri | Director of Investments | 2012 | 2013 |
| Biography | Ebrahim Busheri is the Director of Investments at Manning & Napier. Over his firm tenure, spanning from 1988 to 2001 and again from 2011 through present day, Ebrahim has held positions as Head of Emerging Growth Group; Head of Technology Group; Head of Consumer Group; and Director of Research. During his hiatus from Manning & Napier he worked as the Director of Investments at W.P. Stewart and as a Consultant for Heritage Capital. Ebrahim earned his BA in Accounting and Economics from Muskingum College and his MBA in Finance from the University of Rochester. He is a CFA charterholder. | ||
| Brian W. Lester | Senior Analyst | 2009 | 2013 |
| Biography | Brian Lester is a member of the Senior Research Group and the Managing Director of the Life Sciences Group at Manning & Napier. In this capacity, he is responsible for analyzing investment opportunities within the Life Sciences sector. Prior to joining Manning & Napier in 1998, he worked as a Market Researcher for The Sutherland Group. Mr. Lester earned his BS in Agriculture, Resource, and Managerial Economics from Cornell University and is a CFA® charterholder. (Chartered Financial Analyst® is a trademark owned by CFA Institute.) | ||
| Virge J. Trotter | Senior Analyst | 2009 | 2013 |
| Biography | "Virge Trotter is the Managing Director of the Services Group and a member of the U.S. Equity Core Team at Manning & Napier. In this capacity, he is responsible for analyzing investment opportunities within the Financials, Media, Business Services, and Transportation industries. Prior to joining Manning & Napier in 1997, he worked as a Vice President and Portfolio Manager at Thomas White International, Ltd. Virge earned his BS in Electrical Engineering from Iowa State University and his MBA in Finance from The University of Chicago. He is also a CFA® charterholder. | ||
| Christian A. Andreach | Co-Head of Equities and Managing Director, Consumer Group | 2008 | 2013 |
| Biography | Christian Andreach is Co-Head of Equities; Managing Director, Consumer Group; Head of U.S. Equity Core Team; member of the firm's Investment Policy Group; and a member of the Global and Non-U.S. Equity Core Teams. As Managing Director, Christian is responsible for analytical coverage of stocks within the Consumer sector and oversight of analysts in that group. As Head of the U.S. Equity Core Team and member of the Global and Non-U.S. Equity Core Teams, Christian votes on stock recommendations made for our bottom-up, U.S. equity, global equity, non-U.S. equity, and multi-asset class portfolios. | ||
Write your thoughts about Manning & Napier Disciplined Value Series 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