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8.12
0.00
0.00%
19/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 129M
State Farm Equity A
8.12
0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
State Farm Equity Fund Class A Overview
On this page you'll find an in-depth profile of State Farm Equity Fund Class A. Learn about the key management, total assets, investment strategy and contact information of SNEAX among other information.
Investment Strategy
The investment seeks long-term growth of capital. Two different investment sub-advisers, Bridgeway and Westwood, select investments for the fund. Bridgeway and Westwood each manage approximately one-half of the fund's portfolio. Bridgeway primarily invests its portion of the fund in a diversified portfolio of large growth stocks. Under normal market conditions, Westwood invests at least 80% of its portion of the fund (which includes, for purposes of this test, the amount of any borrowings for investment purposes) primarily in common stocks of large capitalization companies, including foreign companies.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Varun V. Singh | Vice President, Equity Analyst | 2013 | 2018 |
| Biography | Varun V. Singh has been with Westwood since 2012. Prior to Westwood, he served as a Vice President and equity analyst at Wellington Management Company, LLP. He has earned a Bachelor's degree in Metallurgical Engineering from the Indian Institute of Technology, an M.B.A. from the University of Chicago, and a Ph.D. in Materials Science and Engineering from the State University of New York. Mr. Singh has earned the right to use the Chartered Financial Analyst designation. | ||
| Matthew R. Lockridge | Vice President, Portfolio Manager | 2012 | 2018 |
| Biography | Mr. Matthew R. Lockridge, CFA, joined Westwood in 2010, serves as a Portfolio Manager and is responsible for investment research in the Consumer Discretionary and Staples sectors. He is also a member of the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s investment committee and oversaw all investments in the consumer and industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago, Graduate School of Business and his BBA in Finance from Southern Methodist University. | ||
| Mark R. Freeman | Senior Vice President | 2008 | 2018 |
| Biography | Mr. Freeman is Executive Vice President and Chief Investment Officer at Westwood Holdings Group, where he oversees the firm’s investment and research functions. Mr. Freeman serves as a Senior Portfolio Manager and is responsible for developing the firm’s economic outlook. Additionally, he is a member of the firm’s Asset Allocation and Business Management Committees. Mr. Freeman graduated Cum Laude from Millsaps College, where he was a United Methodist Bicentennial Scholar, with a BA in Economics. He also earned his MS in Economics from Louisiana State University. Mr. Freeman began his career with the U.S. Peace Corps where he served as a Program Director for two years in Togo, West Africa. Prior to joining Westwood in 1999, Mr. Freeman worked for KPMG and First American Corp., as Senior Economist and Fixed Income Strategist. Mr. Freeman achieved the designation of Chartered Financial Analyst in 1998 and is a member of the American Economic Association, the CFA Institute, and the CFA Society of Dallas-Fort Worth. He is a member of the Board of Trustees of Millsaps College and serves as a board member for the Wilson Fund and Capital for Kids, an organization comprised of members of the investment management business dedicated to meeting the needs of at-risk children in North Texas. | ||
| Scott D. Lawson | Vice President | 2008 | 2018 |
| Biography | Mr. Lawson has served as vice president since joining the Westwood Management Corporation in October 2003. Prior to joining the Westwood Management Corporation, he was an assistant portfolio manager at the Bank of America from 2000 to 2003. From 1995 to 2000, Lawson was a research analyst with Mississippi Valley Advisors, specializing in the technology and industrial sectors. He has over 17 years of investment experience. Mr. Lawson holds the Chartered Financial Analyst designation. | ||
| Elena Khoziaeva | Head of U.S. Equity | 2008 | 2018 |
| Biography | Elena Khoziaeva, CFA, is a portfolio manager and began working at Bridgeway in 1998. Her responsibilities include portfolio management, investment research, and statistical modeling. Elena earned a Bachelor of Economic Sciences from Belarussian State Economic University in Minsk and graduated with highest honors from the University of Houston with an MBA in Accounting. | ||
| Michael Whipple | Portfolio Manager | 2008 | 2018 |
| Biography | Mike Whipple, CFA, FRM, is a portfolio manager and began working for Bridgeway in 2002. His responsibilities include portfolio management, investment research, and statistical modeling. He holds a BS in Accountancy and Finance from Miami University in Ohio. Michael worked in public accounting with a focus in auditing from 1993 to 2000 before attending the University of Chicago Booth School of Business from 2000 to 2002, where he earned his MBA. | ||
| John M. Montgomery | Portfolio Strategist/Partner/Portfolio Manager | 2008 | 2018 |
| Biography | A Managing Partner and Portfolio Strategist on the Westfield Capital Investment Committee, John joined Westfield in 2006, after spending five years as a Managing Director, Equities Division at Lehman Brothers. He has also held equities-related positions at JP Morgan Securities and Morgan Stanley in Boston. John began his career at Procter and Gamble in 1987. | ||
| Lisa Dong | Director | 2008 | 2018 |
| Biography | Ms. Lisa Dong, CFA, has served as Senior Vice President and Product Director for Westwood Management Corp. since December 2010. Prior to this appointment, she served as Vice President and Research Analyst for the firm from June 2005 to December 2010. She joined the firm in 2000 and served as Assistant Vice President and Research Analyst from October 2001 to July 2005. Ms. Dong has served on the portfolio team since April 2008. Ms. Dong participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the model portfolio. She has authority to direct trading activity for the Fund and is also responsible for representing the Fund to investors. | ||
| Rasook Shaik | Portfolio Manager | 2008 | 2013 |
| Biography | Rasool Shaik, CFA and investment management team member began working for the Adviser in 2006 after earning an MBA with Honors from the University of Chicago Graduate School of Business, which he attended from 2004 to 2006. His responsibilities include quantitative investment management research and analysis, quantitative model operation and maintenance, and portfolio construction for the Adviser. He holds a BS in Metallurgical Engineering from Indian Institute of Technology (IIT) Bombay, India and an MS in Metallurgical & Materials Engineering from Michigan Technological University, Houghton, Michigan. Prior to business school, from 1997 to 2004, Rasool developed software algorithms to manage complex supply chains. | ||
| Todd L. Williams | Senior Vice President, Portfolio Manager | 2012 | 2013 |
| Biography | Mr. Williams joined Westwood in 2002. He has been on the MLP team since inception of the strategy and currently serves as a Portfolio Manager. Mr. Williams also has responsibility for investment research in the MLP and Coal industries. Additionally, he leads the Energy/Utilities research group. Mr. Williams began his professional career with Textron Financial Corp. as a credit analyst. He has also worked with Methodist Hospital and Norsig & Associates as an analyst, and AMR Investments, Inc. as a portfolio manager and credit analyst. Mr. Williams graduated from Southern Methodist University with a BBA in Finance and is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
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