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7.71
+0.10
+1.31%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 544.9M
Sentinel Small Company I
7.71
+0.10
+1.31%
- Overview
- Profile
- Historical Data
- Holdings
Touchstone Small Company Fund Class Y Overview
On this page you'll find an in-depth profile of Touchstone Small Company Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of SIGWX among other information.
Investment Strategy
The investment seeks growth of capital. The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 ® Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.
Contact Information
Address
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
Phone
+1 8005430407
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jason Ronovech | Vice President, Sr. Portfolio Manager | 2013 | Now |
| Biography | Jason Ronovech is Senior Portfolio Manager of the Small Company Equity investment strategy and is responsible for the investment process and portfolio construction. Ronovech joined the firm in 2017 as part of the acquisition of the Sentinel Group Funds by Fort Washington’s affiliate, Touchstone Investments. At Sentinel Investments, he was the lead portfolio manager for the Sentinel Small Company Fund from 2013 to 2017. Prior to that, Ronovech was a portfolio manager with Paradigm Capital Management, where he co-managed the firm’s flagship Small Cap and SMid Cap portfolios. In addition to | ||
| Carole Hersam | portfolio manager, senior vice president | 2012 | 2015 |
| Biography | Carole Hersam, joined Sentinel in 2000, and holds the Chartered Financial Analyst designation. Ms. Hersam has been co-manager since August 1, 2012. | ||
| Hilary T. Roper | Co-Portfolio Manager | 2012 | 2013 |
| Biography | Hilary joined Sentinel in 1998 and is a portfolio manager for the Sentinel Common Stock Fund . Along with her portfolio management responsibilities, she is an equity analyst on the large cap team and covers the consumer discretionary, consumer staples, health care, and IT services sectors. Since the start of her investment industry career in 1992, she has held positions with Schroder Capital Management International and Smith Barney, Inc. Hilary is a graduate of Cornell University and holds the designation of Chartered Financial Analyst. | ||
| Christian W. Thwaites | - | 2012 | 2013 |
| Biography | Christian W. Thwaites, President and CEO of Sentinel Asset Management, Inc.since 2005, is responsible for managing Sentinel’s equity and fixed-income portfolio management teams, analysts and trading operations. Prior to joining Sentinel, Mr. Thwaites was CEO and chief investment officer of Skandia Global Funds, PLC, and, prior to that, chaired the investment committee for American Skandia. Mr. Thwaites serves as the Fund’s team leader, overseeing the asset allocation process. | ||
| Daniel J. Manion | Vice President | 2012 | 2013 |
| Biography | Dan joined Sentinel in 1993 and is director of equity research as well as a portfolio manager for the large core team. He is a portfolio manager for the Sentinel Common Stock Fund and the Sentinel Balanced Fund. He began his career in the investment industry in 1987 as an analyst with Wright Investors’ Service. Dan received his undergraduate degree from the University of Oklahoma and his MBA from the University of Bridgeport. He holds the Chartered Financial Analyst designation. | ||
| Matthew J. McGeary | Portfolio Manager | 2011 | 2012 |
| Biography | Matt is a portfolio co-manager for the Small Cap Strategy portfolio and also covers the Energy, Industrials, Materials, and Telecommunications Services sectors. Prior to joining Eagle, Matt was a portfolio co-manager at Sentinel Investments, where he worked on the subject strategy team from 2005-2012 and was a portfolio manager from 2010-2012. He earned his B.A. from Kenyon College in 1993 and an M.B.A. from Indiana University in 1999. Matt is a CFA charterholder. He began his investment career in 1999. | ||
| Betsy Pecor | Portfolio Manager | 2005 | 2012 |
| Biography | Ms. Pecor has been a Portfolio Manager with Eagle since 2012. She was a Co-PortfolioManager at Sentinel Investments from 2005 to 2012. | ||
| Charles C. Schwartz | Portfolio Manager | 2004 | 2012 |
| Biography | Previously, Mr. Schwartz served as Portfolio Manager and Senior Vice President at Sentinel Investments from 2004 to 2012. | ||
| Scott Brayman | Managing Partner - Chief Investment Officer | 1995 | 2004 |
| Biography | Scott has more than 38 years of investment management experience. He is a founding partner of the firm and leads the small and mid cap investment team. Prior to founding Champlain in 2004, Scott was a Senior Vice President at NL Capital Management, Inc. and served as a Portfolio Manager with Sentinel Advisors, Inc. where he was responsible for managing small cap and mid cap core strategies. He also spent time as a Portfolio Manager and Director of Marketing for Argyle Capital Management in Allentown, Pennsylvania, before joining NL Capital Management, Inc. Scott began his career as a Credit Analyst with the First National Bank of Maryland. Scott graduated cum laude from the University of Delaware with a Bachelor of Arts degree in Business Administration. He earned his Chartered Financial Analyst® (CFA) designation in 1995 and is a member of the CFA Institute and the CFA Society Vermont. | ||
| Robert L. Lee | Portfolio Manager | 1996 | 2002 |
| Biography | Lee is a portfolio manager and director of equity research with Sentinel Advisors, his employer since 1993. Previously, he was a vice president and director of a portfolio-management group at Shawmut. Lee holds the Chartered Financial Analyst designation. He is a member of the Association for Investment Management and Research, and the Boston Security Analysts Society. | ||
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