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Pace Small/medium Co Value Equity Investments Class A (PEVAX)
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20.550
-0.080
-0.39%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 14.36M
PACE Small/Medium Co Value Equity Investments Clas
20.550
-0.080
-0.39%
- Overview
- Profile
- Historical Data
- Holdings
Pace Small/medium Co Value Equity Investments Class A Overview
On this page you'll find an in-depth profile of Pace Small/medium Co Value Equity Investments Class A. Learn about the key management, total assets, investment strategy and contact information of PEVAX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund invests primarily in stocks of companies that are believed to be undervalued or overlooked in the marketplace. Under normal circumstances, it invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by small/medium capitalization companies. The fund may invest up to 10% of its total assets in non-U.S. securities, which may trade either within or outside the U.S.
Contact Information
Address
Bahnhofstrasse 45
Zürich,Zürich CH-8098
Switzerland
Zürich,Zürich CH-8098
Switzerland
Phone
044 234 34 99
Fax
212-821-6737
Web
www.ubs.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joe A. Gilbert | Portfolio Manager | 2023 | Now |
| Biography | Gelbert has been with Integrity for five years and is currently responsible for participating in security selection. Prior to joining Integrity, he was employed by National City Investment Co. Gelbert holds the Chartered Financial Analyst designation. Joe earned both his undergraduate degree and his MBA from the University of Maryland. | ||
| J. Bryan Tinsley | Portfolio Manager | 2023 | Now |
| Biography | Tinsley is a portfolio manager with Integrity. Prior to joining Integrity, he was employed by National City Investment Co. as a senior equity analyst. Bryan is a graduate of Transylvania University and earned his MBA from Case Western Reserve University. Mr. Tinsley is a CFA charterholder | ||
| Robert J. Mitchell | Global Business Analyst | 2023 | Now |
| Biography | Before joining ARGA in 2010, Mr. Mitchell was Director, Investor Relations at Citigroup, where he liaisoned with the investment community and handled quarterly releases and regulatory filings. From 2004 to 2009, Mr. Mitchell was Director, Investor Relations at Fannie Mae, conducting research and analysis. Previously, Mr. Mitchell was Equity Research Analyst, Financial Services at Citigroup Asset Management. Earlier, he was Strategy Consultant at Marakon Associates. Mr. Mitchell graduated with a Ph.D. in Finance from Carnegie Mellon University in 1997, an M.B.A. from Duke University in 1989, and a B.S. in Industrial Engineering from North Carolina State University in 1985. | ||
| A. Rama Krishna | Founder/CIO | 2023 | Now |
| Biography | Mr. Krishna has over 25 years’ experience in managing global equities. Before founding ARGA in 2010, Mr. Krishna was President, International of Pzena Investment Management (NYSE: PZN) and Managing Principal, Member of Executive Committee, and Portfolio Manager of its operating company in New York. While at Pzena from 2003 to 2010, he led development of the International Value and Global Value strategies, co-managed the Emerging Markets Value strategy, and managed the US Large Cap Value strategy. Mr. Krishna was previously at Citigroup Asset Management, where he was Chief Investment Officer and Head of Institutional and International. He also represented the asset management business on the Citigroup Management Committee and directly managed the Global Emerging Markets Equity strategy. Before that, Mr. Krishna was Director of International Equity Research, Portfolio Manager, International Equities and Chief Investment Officer, Emerging Markets Equities at AllianceBernstein in New York, London and Tokyo. Earlier, he worked at Credit Suisse First Boston in New York, Tokyo and Singapore, first as Equity Research Analyst and later as Chief Investment Strategist and Director - Equity Research. Mr. Krishna earned a joint M.B.A./M.A. in Asian Studies with a Japan Specialization from the University of Michigan in 1987 and a B.A. (Honors) in Economics from St. Stephen’s College, The University of Delhi in 1984. He received University of Michigan’s Prize Fellowship in Japanese Business and University Fellowship, and Middlebury College Scholarship. He was on the MSCI Editorial Advisory Board and is a Chartered Financial Analyst. | ||
| Sujith Kumar | - | 2023 | Now |
| Biography | Mr. Kumar was previously an Analyst at ICRA Ltd., a leading credit rating agency in India. While at ICRA, he worked with the corporate ratings division handling credit rating assignments across multiple industries including Auto Ancillaries, Hotels and Textiles. Mr. Kumar earned an MBA from Indian Institute of Management (IIM), Lucknow in 2009, graduating in the top 5% of his class. While at IIM, he was fund manager at Credence Capital, a student-run fund of IIM, Lucknow, which invested in Indian equity markets. Mr. Kumar received the Apeejay Trust scholarship for academic excellence at IIM, Lucknow. He received a B. Tech. in Computer Science from National Institute of Technology, Calicut, India in 2007. | ||
| Daniel J. DeMonica | Senior Portfolio Manager | 2023 | Now |
| Biography | Daniel J. DeMonica, CFA—Mr. DeMonica is Senior Portfolio Manager and is a Principal of advisor Integrity Asset Management, LLC. Mr. DeMonica has been with the Advisor since shortly after its formation in 2003. Prior to joining the Advisor, Mr. DeMonica was a Portfolio Manager and Security Analyst for National City Investment Management Co. from 1997 to 2003. Mr. DeMonica earned his Bachelor of Arts degree in Finance from Indiana University in 1994, and an MBA in Finance from Case Western University in 2000. | ||
| Adam I. Friedman | Senior Portfolio Manager | 2023 | Now |
| Biography | Adam is a member of our value equity management team, serving as a Senior Portfolio Manager for all value strategies and is lead portfolio manager for the Mid Cap Value Equity strategy. Adam has sector responsibilities focused on the technology and consumer cyclicals sectors. He has been featured in The New York Times and the Wall Street Journal and has appeared as a guest on CNBC, CNNfn TV, Bloomberg TV and Bloomberg Radio. After completing his undergraduate studies at the University of Maryland, Adam earned his MBA from Case Western. | ||
| Daniel G. Bandi | CIO (Chief Investment Officer) | 2023 | Now |
| Biography | Dan is a CFA charterholder and serves as CIO for all of Integrity Asset Management’s value equity strategies, and is lead portfolio manager for the Small Cap Value Equity strategy and the Small/Mid Cap Value Equity strategy. Dan has sector responsibilities focused on the financials and industrials sectors. Dan and his team have been featured in The New York Times, the Wall Street Journal, the Financial Times and Investor's Business Daily and have appeared as guests on CNBC, CNNfn TV, Bloomberg TV and others. Dan graduated from the University of Pittsburgh and earned an MBA from Texas A&M University - Commerce. Dan is a member and past President of the CFA Society of Cleveland. | ||
| Michael P. Wayton | Portfolio Manager | 2023 | Now |
| Biography | Michael P. Wayton is a Portfolio Manager of Integrity and has been with the Adviser since 2014. From 2013-2014, Mr. Wayton was a Portfolio Manager of Integrity Asset Management, LLC. Mr. Wayton is currently a member of the CFA Society of Cleveland. He graduated from Ohio State University with a B.S.B.A. in Finance and is a CFA charterholder. | ||
| Sofia Westerlund | Portfolio Manager | 2022 | Now |
| Biography | Sofia Westerlund, CFA, is a Research Analyst within the PACE Portfolio Management Team of Investment Solutions. Ms. Westerlund is primarily responsible for quantitative analysis and manager research. Her duties include investment and performance oversight, subadvisor due diligence and research, risk management, and portfolio construction for multi-managed PACE equity portfolios. Previously, Ms. Westerlund worked as a quantitative analyst in the UBS Multi-Asset Investment team. Prior to joining UBS in 2009, she worked for Swedish insurer Skandia as an Investment Analyst. | ||
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