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Northwestern Mutual Series Large Cap Blend Portfolio (0P00008N4Y)
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1.128
-0.010
-1.23%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 175.2M
Northwestern Mutual Series Large Cap Blend Portfol
1.128
-0.010
-1.23%
- Overview
- Profile
- Historical Data
- Holdings
Northwestern Mutual Series Large Cap Blend Portfolio Overview
On this page you'll find an in-depth profile of Northwestern Mutual Series Large Cap Blend Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00008N4Y among other information.
Investment Strategy
The investment seeks long-term growth of capital and income. Normally, the Portfolio invests at least 80% of its net assets (plus any borrowings for investment purposes), in equity securities of large- and medium-capitalization U.S. companies listed or traded on U.S. securities exchanges. The Portfolio defines large capitalization companies as those with a market capitalization in excess of $5 billion, at the time of investment. The Portfolio may also invest up to 20% of its net assets in common stocks of foreign issuers, and may hold American Depositary Receipts (ADRs). The Portfolio may invest in real estate investment trusts (REITs).
Contact Information
Address
720 East Wisconsin Avenue
Milwaukee,WI 53202
United States
Milwaukee,WI 53202
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Scott B. Davis | Managing director | 2023 | Now |
| Biography | Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. | ||
| David Small | Managing Director | 2023 | Now |
| Biography | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
| Shilpee Raina | - | 2023 | Now |
| Biography | Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder. | ||
| Management Team | - | 2012 | 2023 |
| Biography | Team Managed | ||
| Eric H. Stern | Senior Vice President | 2008 | 2012 |
| Biography | Eric H. Stern is an equity portfolio manager at Capital Group. He has 32 years of investment experience and has been with Capital Group for 30 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor's degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. | ||
| Theodore R. Samuels | Portfolio Manager | 2007 | 2012 |
| Biography | Theodore R. Samuels is an equity portfolio manager at Capital Group. He is president of Capital Guardian Trust Company and serves on the Capital Group Private Client Services Management Committee. Ted has 33 years of investment experience and has been with Capital Group for 31 years. Earlier in his career, as an equity investment analyst at Capital, Ted covered electrical equipment, transportation and commercial aerospace companies. He holds a master’s degree from Harvard Business School and a bachelor’s degree from Harvard College. Ted is based in Los Angeles. | ||
| Mark D. Hickey | Vice President | 2011 | 2012 |
| Biography | Mark D. Hickey, Vice President of Capital International Research, Inc. (“CIRI”), an affiliate of CGTC, has been employed by CGTC or an affiliate since 2001. | ||
| Alan J. Wilson | Portfolio Manager | 2007 | 2012 |
| Biography | Alan J. Wilson is a portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 33 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, environmental services, energy equipment, trucks, personal care, household products and energy (oil & gas drilling) companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp. | ||
| Terry Berkemeier | Senior Vice President | 2007 | 2011 |
| Biography | Terry Berkemeier is a director and senior vice president of Capital Guardian Trust Company and Capital International Research, Inc, and a senior vice president of Capital International Ltd. He has portfolio management responsibilities for U.S. and global equity. Prior to joining our organization in 1992, he was a Vice President/Research in the New York office of Merrill Lynch Capital Markets. Before that, he was an analyst and manager, Corporate Finance and Equity Research of Bankers Trust Company in Sydney, Australia, where he concentrated on mining stocks. | ||
| James S. Kang | Senior Vice President | 2008 | 2009 |
| Biography | Kang is a senior vice president of Capital International Research, Inc., and a vice president of Capital Guardian Trust Company. He is a portfolio manager responsible for U.S. growth equity portfolios. Kang also conducts research in the U.S. casinos and gaming industry. Prior to joining our organization in 1988, he was an equity analyst with Gabelli & Company in New York. | ||
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