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Bny Mellon Mid Cap Multi-strategy Fund Class M (MPMCX)
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17.16
+0.17
+1.00%
- Morningstar Rating:
- Total Assets: 1.21B
BNY Mellon Mid Cap Multi-Strategy M
17.16
+0.17
+1.00%
- Overview
- Profile
- Historical Data
- Holdings
Bny Mellon Mid Cap Multi-strategy Fund Class M Overview
On this page you'll find an in-depth profile of Bny Mellon Mid Cap Multi-strategy Fund Class M. Learn about the key management, total assets, investment strategy and contact information of MPMCX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid cap companies. It normally allocates its assets among multiple investment strategies employed by the fund's investment adviser and affiliated and unaffiliated sub-advisers that invest primarily in equity securities issued by mid cap companies. The fund may invest up to 15% of its net assets in the equity securities of foreign issuers.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Mongelluzzo | Portfolio Manager | 2023 | Now |
| Biography | Mr. Mongelluzzo is a vice president and portfolio manager on the Tax-Managed Equity team at BNY Mellon. He has been employed by The Bank of New York Mellon since 2002; and by BNY Mellon Investment Adviser, Inc. since December 2019. | ||
| Andrew Leger | Portfolio Manager | 2021 | Now |
| Biography | Andrew is a member of Newton’s small cap equities team. In his current role, Andrew is a senior portfolio manager. He is primarily responsible for research coverage of the non-US energy, materials and industrials sectors. Andrew joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Andrew was a senior portfolio manager and senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Andrew worked at BlackRock Inc., where he co-managed the Small Cap Growth and Mid Cap Growth funds and conducted research on industrial, energy, materials and consumer stocks. Previously, he served in analyst roles at Schroders Investment Management and Delphi Management. Andrew has a BA in Economics and Communications from Wake Forest University. | ||
| Karen Miki Behr | - | 2021 | Now |
| Biography | Miki is a member of Newton’s equity opportunities team. In her current role, she is a portfolio manager on the growth funds. Miki joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Miki was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Previously, she was a research analyst with a focus on healthcare. Over her 14 years at the firm, she covered the consumer staples, consumer discretionary and healthcare sectors across EM, EAFE and the US. Prior to joining BNY Mellon, Miki worked at Leerink Swann & Co., a healthcare investment bank, advising venture capital and private equity firms as well as pharmaceutical, biotech and medical-device companies on strategic growth opportunities. | ||
| Alicia Levine | - | 2021 | Now |
| Biography | Alicia Levine is the fund's primary portfolio manager responsible for investment allocation decisions, a position she has held since September 2021. Ms. Levine is Head of Equities, Capital Markets Advisory and Vice Chair for BNY Mellon Wealth Management, an affiliate of BNYM Investment Adviser. She also is an employee of BNYM Investment Adviser and manages the fund in her capacity as an employee of BNYM Investment Adviser. | ||
| Patrick Kent | Portfolio Manager | 2019 | Now |
| Biography | Patrick is head of small cap equities team and the lead portfolio manager for US Opportunistic Equity strategies and head of the small mid cap equity research team. Patrick joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Patrick was a senior portfolio manager at Mellon Investments Corporation (a BNY Mellon group company). Earlier in his career, Patrick was a portfolio manager at Wellington. There, he co-managed the firm’s global all-cap impact investing strategy. Prior to Wellington, Patrick was an equity analyst with Alydar Capital, CR Intrinsic Investors and Schroders. He also spent four years with The Boston Company Asset Management, a BNY Mellon group company, on the Opportunistic Equity team. Patrick has a BA from Bowdoin College and an MBA from Babson College’s Franklin W. Olin Graduate School of Business. He received his CFA designation in 2001 and is a member of the CFA Institute and the CFA Society Boston. Patrick holds the Chartered Market Technician designation and is a member of the CMT Association. | ||
| José Muñoz | Portfolio Manager | 2017 | Now |
| Biography | Jose Muñoz, CFA is a co-manager on the US Small Cap, Mid Cap, and SMID Cap Growth strategies since 2017. Prior to 2017, he served as senior research analyst and supported all the Geneva growth equity products. He began an investment internship in 2011 and subsequently joined as research analyst in 2012 at Geneva. Mr. Munoz earned a BA degree from Marquette University and his MBA from the University of Chicago. Additionally, he was a member of the Applied Investment Management Program at Marquette University, which is a CFA Institute Program partner. He holds the Chartered Financial Analyst designation. | ||
| John R Porter | Chief Investment Officer, Head of Equity | 2017 | Now |
| Biography | John is Newton’s chief investment officer and head of equity. John is responsible for overseeing all equity strategies. He is also lead portfolio manager for the US Small, Mid and Large Cap Growth Equity strategies. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was chief investment officer at Mellon Investments Incorporation. Earlier roles included head of equity, active equity chief investment officer, and senior portfolio manager at Mellon and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, John served as president and chair of the investment committee at Seaward Management. Before Seaward Management, John was the founder and chief investment officer of JP3 Capital Management LLC. Prior to JP3, he spent 15 years at Fidelity Investments in various portfolio manager and research roles. John has a BS and an MS in Aerospace Engineering from the University of Michigan and an MBA from the University of Chicago. | ||
| William Scott Priebe | Senior Financial Analyst | 2013 | Now |
| Biography | W. Scott Priebe is a Portfolio Manager at Geneva Capital Management. Scott co-manages the Geneva Small Cap, Mid Cap, SMID Cap, and All Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2004, which was acquired by Henderson in 2014. Prior to Geneva, he worked for Eli Lilly & Company. Scott earned his BA degree from DePauw University and his MBA from the University of Chicago, Booth School of Business. He has 15 years of financial industry experience. | ||
| William A. Priebe | Portfolio Manager | 2013 | Now |
| Biography | William A. Priebe, CFA, Advisor, Portfolio Manager co-manages the US Small Cap and Mid Cap Growth strategies. He co-founded Geneva Capital Management in January 1987. He is a member of the Investment Strategy Group that conducts high-quality fundamental research and supports all the Geneva growth equity strategies. Prior to founding Geneva, William worked for First Wisconsin Trust Company. Mr. Priebe earned a bachelor of science degree and an MS from Northern Illinois University and an MBA from the University of Chicago. He holds the Chartered Financial Analyst designation. | ||
| Steven L. Pollack | Senior Portfolio Manager | 2012 | Now |
| Biography | Mr. Pollack is a portfolio manager for Boston Partners Mid Cap Value Equity product. He has been with Boston Partners since 2000. He joined the firm from Hughes Investments where he spent twelve years as an equity portfolio manager, managing value equity across the market capitalization spectrum. He also oversaw the outside investment managers who manage assets for Hughes’ pension plan. He began his career at Hughes as an Investment Analyst where he spent four years covering a variety of industries and sectors. Prior to that, he was with Remington, Inc., and Arthur Anderson & Co. Mr. Pollack is a graduate from Georgia Institute of Technology and holds an M.B.A. from The Anderson School of Management at the University of California at Los Angeles. He holds the Chartered Financial Analyst® designation. He has thirty-six years of investment experience. | ||
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