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Nationwide Geneva Small Cap Growth Fund Class A (NWHZX)
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89.30
-0.89
-0.99%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 98.13M
Nationwide Geneva Small Cap Growth A
89.30
-0.89
-0.99%
- Overview
- Profile
- Historical Data
- Holdings
Nationwide Geneva Small Cap Growth Fund Class A Overview
On this page you'll find an in-depth profile of Nationwide Geneva Small Cap Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of NWHZX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in small-cap companies.
Contact Information
Address
One Nationwide Plaza
Columbus,OH 43215
United States
Columbus,OH 43215
United States
Phone
+1 8008480920
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| José Muñoz | Portfolio Manager | 2017 | Now |
| Biography | Jose Muñoz, CFA is a co-manager on the US Small Cap, Mid Cap, and SMID Cap Growth strategies since 2017. Prior to 2017, he served as senior research analyst and supported all the Geneva growth equity products. He began an investment internship in 2011 and subsequently joined as research analyst in 2012 at Geneva. Mr. Munoz earned a BA degree from Marquette University and his MBA from the University of Chicago. Additionally, he was a member of the Applied Investment Management Program at Marquette University, which is a CFA Institute Program partner. He holds the Chartered Financial Analyst designation. | ||
| William Scott Priebe | Senior Financial Analyst | 2009 | Now |
| Biography | W. Scott Priebe is a Portfolio Manager at Geneva Capital Management. Scott co-manages the Geneva Small Cap, Mid Cap, SMID Cap, and All Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2004, which was acquired by Henderson in 2014. Prior to Geneva, he worked for Eli Lilly & Company. Scott earned his BA degree from DePauw University and his MBA from the University of Chicago, Booth School of Business. He has 15 years of financial industry experience. | ||
| William A. Priebe | Portfolio Manager | 2009 | Now |
| Biography | William A. Priebe, CFA, Advisor, Portfolio Manager co-manages the US Small Cap and Mid Cap Growth strategies. He co-founded Geneva Capital Management in January 1987. He is a member of the Investment Strategy Group that conducts high-quality fundamental research and supports all the Geneva growth equity strategies. Prior to founding Geneva, William worked for First Wisconsin Trust Company. Mr. Priebe earned a bachelor of science degree and an MS from Northern Illinois University and an MBA from the University of Chicago. He holds the Chartered Financial Analyst designation. | ||
| Amy S. Croen | Co-President | 2009 | 2018 |
| Biography | Croen is co-president, chief compliance officer, portfolio manager and one of the founders of Geneva Capital Management LTD. Croen holds the Chartered Financial Analyst designation. | ||
| Michelle J. Picard | Marketing Professional | 2009 | 2017 |
| Biography | Michelle J. Picard, CFA, is a Portfolio Manager at Henderson Geneva Capital Management. She joined Geneva in 1999, which was later acquired by Henderson Global Investors in October 2014. She is a member of its Investment Strategy Group that conducts high quality fundamental research and is responsible for the management and oversight of the Henderson Geneva growth equity products. Before joining Geneva, Ms Picard worked for Strong Capital Management. Ms Picard graduated from the University of Wisconsin-Milwaukee. | ||
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