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Northwestern Mutual Series Focused Appreciation Portfolio (0P00003E07)
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4.370
-0.110
-2.39%
- Morningstar Rating:
- Total Assets: 1.34B
Northwestern Mutual Series Focused Appreciation Po
4.370
-0.110
-2.39%
- Overview
- Profile
- Historical Data
- Holdings
Northwestern Mutual Series Focused Appreciation Portfolio Overview
On this page you'll find an in-depth profile of Northwestern Mutual Series Focused Appreciation Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00003E07 among other information.
Investment Strategy
The investment seeks long-term growth of capital. The Portfolio invests primarily in the equity securities of companies selected for their growth potential. It may invest up to 20% of its net assets in foreign securities, including American Depositary Receipts (ADRs) and emerging market securities. The fund is non-diversified.
Contact Information
Address
720 East Wisconsin Avenue
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Aziz V. Hamzaogullari | Executive Vice President | 2015 | Now |
| Biography | Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles US Growth Equity, US Equity Leaders and Global Growth Equity funds, along with US products. Aziz is also a member of the firm’s Board of Directors. | ||
| A. Douglas Rao | Portfolio Manager | 2013 | 2015 |
| Biography | Doug Rao is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2013. From 2005 to 2012, he held several positions while working for Marsico Capital, starting as an analyst and moving into a portfolio management role. He began managing the Marsico Flexible Capital strategy in 2007 and co-managing the Marsico Focus and the Marsico Growth strategies in 2010. Prior to his tenure at Marsico Capital, Doug was a senior analyst at Trust Company of the West from 2000 to 2005. Doug received his bachelor of arts degree in history from the University of Virginia and his MBA from the University of California – Los Angeles. He has 21 years of financial industry experience. | ||
| Ron Sachs | Executive Vice President | 2008 | 2013 |
| Biography | Ron Sachs, CFA Ron Sachs is Portfolio Manager of the Janus Concentrated Growth strategy. Mr. Sachs is also Portfolio Manager and Executive Vice President of Janus Twenty Fund (closed to new investors), Janus Forty Fund and Janus Aspen Forty Portfolio, which he has managed since January 2008. He joined Janus in July 1996 as a research analyst focusing on U.S. media, broadcasting, financial and technology companies, and became a portfolio manager in June 2000. From June 2000 to January 2008, Mr. Sachs served as portfolio manager of Janus Orion Fund and all related portfolios. Additionally, from February 2005 to February 2006, he served as Portfolio Manager of Janus Triton Fund and all related portfolios. Prior to joining Janus, Mr. Sachs was a strategy consultant with Bain & Company and prior to that worked as a securities attorney advising public and private companies on capital markets and general corporate matters. He received his bachelor of arts degree in economics from Princeton University, where he graduated cum laude, and received his Juris Doctorate from the University of Michigan. Mr. Sachs holds the Chartered Financial Analyst designation and has 18 years of financial industry experience. | ||
| Scott W. Schoelzel | Vice President | 2003 | 2007 |
| Biography | Schoelzel joined Janus Capital Corporation as a vice president of investments in January 1994 and works as as Portfolio Manager for the Concentrated Growth discipline. Schoelzel is also PM and Exec VP of the Janus Twenty Fund, Janus Aspen Forty Portfolio, and Janus Adviser Forty Fund. He also manages various sub-advised funds for Travelers and SunAmerica. He was named Mutual Fund magazine’s Portfolio Manager of the year in 1998. Previously, he spent three years as a portfolio manager with Founders Asset Management, three years as a general partner at Ivy Lane Investments, and six years as a vice president at Wickliff & Company. Schoelzel holds the Chartered Financial Analyst designation. | ||
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