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18.91
-0.23
-1.20%
27/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 106.06M
Timothy Plan Small Cap Value A
18.91
-0.23
-1.20%
- Overview
- Profile
- Historical Data
- Holdings
Timothy Plan Small Cap Value Fund Class A Overview
On this page you'll find an in-depth profile of Timothy Plan Small Cap Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of TPLNX among other information.
Investment Strategy
The investment seeks long-term growth of capital, with a secondary objective of current income. The fund seeks to achieve its investment objective by primarily investing at least 80% of its total assets in U.S. stocks with market capitalizations that fall within the range of companies included in the Russell 2000 Index (the "index"). It invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.
Contact Information
Address
1055 Maitland Center Commons
Maitland,FL 32759
United States
Maitland,FL 32759
United States
Phone
800-662-0201
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Frederic G. Rowsey | Vice President | 2013 | Now |
| Biography | Mr. Rowsey joined Westwood in 2010, serves as a Portfolio Manager and is responsible for investment research in the Consumer Discretionary sector. He is also a member of the Consumer/Health Care research group. Previously, he served as a Research Associate, assisting with research in the Consumer Discretionary, Consumer Staples, Health Care and Energy sectors. Mr. Rowsey graduated from Harvard University with a BA in Economics and a secondary degree in Psychology. Mr. Rowsey is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| Matthew R. Lockridge | Senior Vice President and Co-Ditector | 2010 | Now |
| Biography | Mr. Lockridge is Head of U.S. Value for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and 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 investments in the Consumer and Industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University. | ||
| William E. Costello | Senior Vice President | 2010 | Now |
| Biography | Mr. Costello joined Westwood in 2010 and serves as Director of Equity Portfolios and Senior Portfolio Manager on the SmallCap Value portfolio team. He is also responsible for investment research within the Energy and Utilities sectors and is a member of the Energy/Utilities research group. Mr. Costello began his career with Investors Bank and Trust in 1992 and subsequently joined Delphi Management and The Boston Company. Mr. Costello earned an MBA from Boston University and a BA in Economics from Marietta College. He is a member of the CFA Institute, the Boston Security Analysts Society and the National Association of Petroleum Investment Analysts. | ||
| Lisa Dong | Director | 2005 | 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. | ||
| Graham Wong | Portfolio Manager | 2010 | 2014 |
| Biography | Graham Wong, CFA, has been a portfolio manager at Thrivent Financial since 2013, when he joined the firm. He served as Vice President and Research Analyst at Westwood Management Corp., since December 2010. Prior to that appointment, he served as Assistant Vice President from 2006 to 2010. He joined the Adviser Westwood Management Corp. in 2002 as an Assistant Research Analyst. He participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the target portfolio. | ||
| Kellie R. Stark | Research Analyst | 2010 | 2012 |
| Biography | Ms. Kellie R. Stark, CFA, has served as Executive Vice President and Research Analyst for Westwood Management Corp. since March 2009. Prior to this appointment, she served as Senior Vice President for the Adviser from July 2004 to March 2009, and as Vice President and Associate Portfolio Manager from July 1997 to July 2004. She joined the Adviser in 1993. Ms. Stark 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 Funds and is also responsible for representing the Funds to investors. Ms. Stark has more than 21 years of investment experience. | ||
| Corey Henegar | - | 2009 | 2012 |
| Biography | Corey has 22 years of experience in managing institutional stock portfolios and researching companies across multiple industries. Corey serves as Co-Portfolio Manager for the Oakview Value strategy. Before joining Oakview in May 2010, Corey spent 9 years working at Westwood Holdings Group. During his tenure at Westwood, he served on the portfolio management team for several equity products including REIT, MLP, Small Cap and the Westwood SmidCap Value Portfolio. During his last six years at Westwood, Corey served as one of the lead portfolio managers for the SmidCap Value strategy. Corey graduated with a BA in Finance from Texas Tech University where he lettered on the men’s golf team. | ||
| Susan M. Byrne | Chairman | 2007 | 2012 |
| Biography | Susan M. Byrne is the Founder, Chairman and Chief Investment Officer of Westwood Management Corp., a registered investment advisor. Founded in 1983, Westwood serves a variety of institutional clients, such as corporate pension funds, religious organizations, endowments and foundations. In addition, Westwood is the investment advisor to The Westwood Funds, a family of open-ended mutual funds. Westwood Management currently manages approximately $4 billion in assets. Ms. Byrne is a member of both the New York and Dallas Societies of Securities Analysts. Ms. Byrne has over 40 years of Wall Street portfolio management and plan sponsor experience. | ||
| Scott D. Lawson | Vice President | 2006 | 2012 |
| Biography | Scott D. Lawson, CFA, has served as Senior Vice President, Senior Research Analyst for Westwood Management Corp. since February 2019. Prior to this appointment, he served as Vice President, Senior Research Analyst since joining Westwood Management in October 2003 until February 2019. Prior to joining the firm, Mr. Lawson was an Assistant Portfolio Manager at Bank of America from 2000 to 2003. From 1995 to 2000, he was a Research Analyst with Mississippi Valley Advisors, specializing in the Technology and Industrial sectors. Mr. Lawson holds the Chartered Financial Analyst designation. | ||
| C.J. McDonald | Vice President, Head | 2006 | 2012 |
| Biography | McDonald is a vice president and research group head of Westwood. McDonald holds the Chartered Financial Analyst designation. | ||
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