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Sei Institutional Managed Trust Large Cap Fund Class F (SLGAX)
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17.54
+0.10
+0.57%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.6B
SEI Large Cap F (SIMT)
17.54
+0.10
+0.57%
- Overview
- Profile
- Historical Data
- Holdings
Sei Institutional Managed Trust Large Cap Fund Class F Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Large Cap Fund Class F. Learn about the key management, total assets, investment strategy and contact information of SLGAX among other information.
Investment Strategy
The investment seeks long-term growth of capital and income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. The market capitalization range and the composition of the Russell 1000 Index are subject to change. It may invest up to 20% of its assets in foreign securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan McKeon | Portfolio Manager | 2024 | Now |
| Biography | Ryan McKeon, CFA, McKeon serves as a Portfolio Manager/Analyst for the Large Cap, Large Cap Value, Large Cap Growth and Tax-Managed Large Cap Funds. Within SIMC's Investment Management Unit, Mr. McKeon is responsible for leading the US Large Cap Equity manager due diligence and selection process for SEI's fund management and separate account business, as well as for assisting in the management of US Large Cap Equity funds. Previously, Mr. McKeon was an analyst on SEI's Manager Research team, where he was responsible for manager due diligence and selection across both US and non-US equity sub-asset classes. He earned his Bachelor of Science in Finance from Pennsylvania State University. Mr. McKeon is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia. | ||
| David B. McGonigle | Portfolio Manager | 2024 | Now |
| Biography | Mr. McGonigle is a Portfolio Manager and a Principal at Copeland Capital Management. His primary coverage responsibilities are in the Consumer Discretionary, Financial and Industrial sectors across all U.S. portfolios. Prior to joining Copeland in August 2009, Dave spent ten years with Rorer Asset Management, serving both as a portfolio manager and an analyst focused on the firm’s mid cap portfolio with primary coverage responsibilities in the Consumer and Financial sectors. Before joining Rorer, Dave was a Financial Analyst with AmericaOne Communications, Inc., a subsidiary of CapitalOne Financial Corp., where he focused on financial forecasting, as well as the evaluation of potential acquisition candidates in the telecommunications space. He holds a BS in Business Administration, with a finance concentration, from the E. Claiborne Robins School of Business at the University of Richmond. Dave also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Society of Philadelphia. | ||
| Eric C. Brown | CEO | 2024 | Now |
| Biography | Mr. Brown is the Founder, Chief Executive Officer and a Principal at Copeland Capital Management. Eric is a Portfolio Manager and the lead manager for the Large Cap Strategies. He is responsible for research coverage of the Utilities and MLP sectors across all domestic portfolios. While founding Copeland, he developed a proprietary fundamental model to best evaluate dividend growth stocks. Prior to forming Copeland Capital Management in 2005, Eric was a Senior Portfolio Manager with The Colony Group. He previously served as a Portfolio Manager with Bingham Legg Advisors in Boston. Earlier in his career, Mr. Brown worked in municipal bond sales and trading at Bear Stearns & Company. Eric holds a BA in Political Science from Trinity College in Hartford, CT. He also holds the Chartered Financial Analyst (CFA®) designation. He is a member of the Boston Security Analysts Society and the American Mensa Society. | ||
| Mark W. Giovanniello | CIO (Chief Investment Officer) | 2024 | Now |
| Biography | Mr. Giovanniello is the Chief Investment Officer of Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. Mark is a co-portfolio manager on all U.S. Strategies and the lead manager for the Mid Cap, Smid Cap, and Small Cap Strategies. He is responsible for research coverage of the Health Care, Materials and Energy sectors. Prior to joining Copeland in August 2009, Mark was the lead portfolio manager for the Mid Cap strategy at Rorer Asset Management. Before joining Rorer, Mark spent six years at The Colony Group as the portfolio manager of the firm's Mid Cap strategy as well as the Director of Research. He was responsible for overseeing all fundamental and quantitative research supporting the firm's large-cap, mid-cap and small-cap strategies. Earlier in his career, Mark was a senior associate at the public accounting firm PricewaterhouseCoopers, where he earned his CPA while working with clients in the technology, venture capital and mutual fund industries. Mark holds a BS degree from the Carroll School of Management at Boston College. He also holds the Chartered Financial Analyst (CFA®) designation and is a member of the Philadelphia Security Analyst Society. | ||
| Jeff A. Walkenhorst | Portfolio Manager & Analyst, Principal | 2024 | Now |
| Biography | Mr. Walkenhorst is a Portfolio Manager and a Principal at Copeland Capital Management. His primary coverage responsibilities are in the Consumer Staples, Real Estate, and Technology/Telecom sectors across all U.S. portfolios. Prior to joining Copeland in March 2011, Jeff was a Senior Research Analyst at The Research Board, an international think tank that performs business and strategy research for Chief Information Officers of the world's largest organizations. Previously, Jeff was a Vice President, Equity Research Analyst with Banc of America Securities LLC (BAS). At BAS, he covered the Technology sector, including several years on an Institutional Investor All-America Research Team. Prior to BAS, Jeff was engaged in strategic planning, M&A, and analysis roles in the telecom and technology sectors. Jeff began his career in the Real Estate Investment Banking Group at Prudential Securities Incorporated. Jeff holds a BA degree in Economics from Stanford University. He also holds the Chartered Financial Analyst (CFA®) designation and is a member of the New York Society of Security Analysts. | ||
| John R Cummings | - | 2024 | Now |
| Biography | Mr. Cummings is a Research Analyst at Copeland Capital. He is also a partner at the firm. John's primary responsibilities include supporting the domestic research team across all sectors and helping to optimize Copeland’s quantitative methodologies. Prior to joining Copeland in August 2014, John worked as a summer equity research analyst for Credit Suisse covering the consumer internet sector. Before that, John worked for Copeland Capital as a summer research analyst. During this time, he helped analyze and improve Copeland’s quantitative screening methodologies. John holds a BA degree in both Mathematics and Economics with high honors from Haverford College. John also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Society of Philadelphia. | ||
| James Reber | Managing Director, Portfolio Management | 2022 | Now |
| Biography | James Reber, Managing Director – Portfolio Management, is responsible for portfolio management of Parametric’s Private Client Direct Group — primarily serving Parametric’s wealth management and family office client base. The Private Client Direct Group manages US, non-US and global Custom Core® portfolios. Prior to joining Parametric in 2004, James was a Senior Associate with Standard and Poor’s Corporate Value Consulting Group providing financial valuation services to IT and technology industries. He earned an M.B.A. from the University of Washington and a B.S. in chemical engineering from Michigan State University | ||
| Celia R Hoopes | Portfolio Manager | 2020 | Now |
| Biography | Ms. Hoopes has been with Brandywine Global since September 2018. Prior to joining Brandywine Global, Ms. Hoopes served in various roles at Aberdeen Standard Investments from 2012 to 2018, including as an investment manager. | ||
| Ankur Crawford | Executive Vice President, Portfolio Manager | 2019 | Now |
| Biography | Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra Strategies and launched the Alger Concentrated Equity Strategy in 2024. She joined Alger in September 2004 and has 20 years of investment experience. Ankur began her career at Alger as a Research Associate and successfully completed Alger’s in-house analyst training program. Over the next several years, Ankur was promoted to Associate Analyst, Analyst, and, ultimately, Senior Analyst. She was named portfolio manager of the Alger Mid Cap Growth strategies in 2010 and promoted to Head of the Technology sector team in January 2013 (until April 2016). In 2015, Ankur was added as a portfolio manager of the Alger Capital Appreciation, Alger Focus Equity and Alger Spectra strategies and is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in InvestmentNews, Investor’s Business Daily, Fortune, CNBC, Bloomberg, and Fox News. In 2022, Ankur was named a “See It, Be It Role Model” by InvestmentNews as part of their Excellence in Diversity, Equity & Inclusion Awards. In 2020, Ankur was recognized as a “Top Women in Asset Management” honoree by Money Management Executive. Ankur was elected to the board of The Knowledge House, a Bronx-based charity with the mission of teaching underprivileged communities a skill set in technology that enables them to enter the “gig” economy. Ankur was awarded a fellowship from the prestigious Intel PhD Fellowship Program and worked as an engineer with Intel. She holds several U.S. patents and was also awarded a fellowship from the National Academy of Sciences, Engineering and Medicine. Ankur earned a B.S. in both Mechanical Engineering and Materials Science and Engineering from the University of California, Berkeley and also received an M.S. and a Ph.D. in Materials Science and Engineering from Stanford University. | ||
| Patrick Kelly | EVP, Portfolio Manager, Head of Capital Appreciation & Spectra Strategies | 2019 | Now |
| Biography | Patrick Kelly is Executive Vice President, Portfolio Manager and Head of Alger Capital Appreciation, and Spectra Strategies, which includes Alger Focus Equity. He joined Alger in 1999 and has 27 years of investment experience. He began his career at Alger as a Research Associate and completed Alger’s in-house analyst training program. In early 2001, Patrick was promoted to Associate Analyst and Assistant Vice President, and then ultimately Senior Analyst, responsible for the Technology sector. Patrick was named Portfolio Manager of the Alger Capital Appreciation and Alger Spectra Strategies in 2004, was named Head of Alger Capital Appreciation and Alger Spectra Strategies in 2015 and in 2024 launched the Alger AI Enablers & Adopters Strategy. Additionally, Patrick is a member of The Alger Partners Plan. During his tenure at Alger, he has been featured and quoted in a number of publications such as: Barron’s, Investor’s Business Daily, Citywire, Bloomberg, and Fortune. Prior to joining Alger, Patrick was an investment banking analyst with SG Cowen. He earned his B.S from Georgetown University where he graduated with honors. Patrick is a CFA charterholder and a member of the CFA Institute. | ||
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