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The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, consisting of common stock, preferred stock, securities convertible into common stock of domestic companies, real estate investment trusts (“REITs”), American Depositary Receipts (“ADRs”), and exchange-traded funds (“ETFs”) that the Adviser believes possess superior long-term growth characteristics and have strong, sustainable earnings prospects and reasonably valued stock prices.
Name | Title | Since | Until |
---|---|---|---|
Gary D. Mitchell | Vice President, PM, Analyst | 2022 | Now |
Biography | Gary D. Mitchell, J.D. joined the firm in the summer of 2005 with 13 years of experience practicing law. Prior to joining D.F. Dent and Company, Mr. Mitchell was a corporate attorney for C.R. Bard and Lucent Technologies, two S&P 500 companies in New Jersey. Prior to his corporate experience, Mr. Mitchell was an attorney in the New York office of Sidley & Austin. His experience includes corporate, securities and regulatory law, as well as mergers and acquisitions and corporate governance. Mr. Mitchell received an A.B. from Harvard College summa cum laude in Economics and received a J.D. from Harvard Law School cum laude. Mr. Mitchell is a Vice President of D.F. Dent and Company and serves as a portfolio manager, analyst and Chief Compliance Officer. | ||
Matthew F. Dent | President/Portfolio Manager/Analyst | 2012 | Now |
Biography | Matthew F. Dent, CFA, joined the firm in the summer of 2001 with four years of investment experience. Prior to joining D.F. Dent and Company, Mr. Dent served as a research associate at Stafford Capital in San Francisco, a research associate at Robertson Stephens in San Francisco, and as an investment banking analyst at DB Alex Brown in Baltimore. Mr. Dent is a graduate of Brown University, where he received a B.A. in both Economics and Organizational Behavior and Management. Mr. Dent is a CFA Charterholder and is currently a member of the CFA Institute and the Baltimore Security Analysts Society. He serves on the board of a local non-profit organization and is an active member of the Young Presidents Organization (YPO). Mr. Dent is President of D.F. Dent and Company and serves as a portfolio manager and analyst. | ||
Bruce L. Kennedy | Director | 2012 | Now |
Biography | Bruce L. Kennedy, II, CFA, Director of Research since 2014, Vice President since 2010 and Research Analyst from 2007-2010, joined D.F. Dent in the summer of 2007 with four years of investment experience. Prior to joining D.F. Dent, he served as an Investment Banking Analyst at Goldman, Sachs & Co. in New York, an Associate Analyst at T. Rowe Price in Baltimore from 2001 to 2005, and as a Summer Analyst at Wasatch Advisors in Salt Lake City in 2006. Mr. Kennedy received an A.B. from Dartmouth College cum laude in Economics and History, and an M.B.A. from Stanford Graduate School of Business in 2007. Mr. Kennedy is a Chartered Financial Analyst. | ||
Daniel F. Dent | Chairman/Portfolio Manager/Analyst | 2001 | Now |
Biography | Daniel F. Dent, CFA, founded D.F. Dent and Company in 1976. Prior to that, Mr. Dent was a Vice President in the investment counseling division T. Rowe Price Associates. He began his investment career as a securities analyst at Butcher Sherred in Philadelphia. Mr. Dent graduated cum laude from Princeton University in 1963, served as a Naval Officer for 3 years, and later received an MBA in finance and investments from the Wharton School of Finance. He is a CFA Charterholder and a past president of the Baltimore Security Analysts Society, an organization of approximately 750 practicing investment professionals in Baltimore. Mr. Dent has served as a trustee and director of various non-profit organizations. In addition to being Chairman of D.F. Dent and Company, Mr. Dent serves as a portfolio manager and analyst, spending the majority of his time analyzing public companies and managing client portfolios. Security Analysts Society, an organization of approximately 750 practicing investment professionals in Baltimore. Mr. Dent has served as a trustee and director of various non-profit organizations. |
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