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The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of mid-capitalization companies. The fund will invest primarily in the equity securities of companies that the portfolio managers believe have the potential for above-average earnings or sales growth, reasonable valuations and acceptable debt levels.
Name | Title | Since | Until |
---|---|---|---|
David Cavanaugh | Porfolio co-Manager | 2022 | Now |
Biography | David is responsible for providing coverage of securities in the consumer, industrials and financials sectors. He has 26 years of investment experience. Prior to joining Eagle in 2017, David had roles in equity research and portfolio management for a variety of firms, including LMCG Investments, Copper Rock Capital Partners, MFS Investment Management, and State Street Research. He earned a B.S. from the Boston College in 1992 and an M.B.A from The Wharton School at the University of Pennsylvania in 1997. | ||
Eric Mintz | Assistant Portfolio Manager | 2011 | Now |
Biography | Mr. Mintz is an Assistant Portfolio Manager for Small Cap Growth equity accounts. Mr. Mintz joined Eagle in 2005 as a Senior Research Analyst and brings 15 years of investment experience as an analyst and research associate. He holds a BA in economics from Washington and Lee University and earned his MBA from the University of Southern California. Mr. Mintz received his Chartered Financial Analyst designation in 2000. | ||
Christopher Sassouni | Portfolio Co-Manager | 2006 | Now |
Biography | Sassouni is assistant portfolio manager and vice President. Sassouni served as a senior research analyst with Eagle since September 2003 and as President and CEO of Healthcare Investment Advisers, Inc. from 1999 to 2003. | ||
Bert L. Boksen | Managing Director | 1998 | 2023 |
Biography | Bert Boksen has been a Managing Director and Senior Vice President of Eagle since 1995. Bert served at Raymond James & Associates as Chief Investment Officer and as Chairman of the Raymond James Focus List Committee. Prior to his tenure at Raymond James & Associates, Bert was an analyst for Standard & Poor’s. He earned his B.A. from City College of New York in 1970 and his M.B.A. from St. John's University in 1977. He is a CFA charterholder. |
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