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Bny Mellon Us Opportunities Fund Institutional W Accumulation (0P0000X2FH)
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3.933
+0.020
+0.61%
Type:
Fund
Market:
United Kingdom
Issuer:
BNY Mellon Fund Managers Limited
ISIN:
GB00B8L14S33
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 7.63M
BNY Mellon US Opportunities Fund Institutional W A
3.933
+0.020
+0.61%
- Overview
- Profile
- Historical Data
- Holdings
Bny Mellon Us Opportunities Fund Institutional W Accumulation Overview
On this page you'll find an in-depth profile of Bny Mellon Us Opportunities Fund Institutional W Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000X2FH among other information.
Investment Strategy
The Sub Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund will invest at least 80% in equity (company shares) and equity-related securities (such as common and preferred stock, American depositary receipts, global depository receipts) and real estate investment trusts (“REIT”s) listed or traded on Eligible Markets located in the United States.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John R Porter | Chief Investment Officer, Head of Equity | 2019 | 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. | ||
| David A. Daglio | Senior Vice President | 2012 | 2019 |
| Biography | David is Active Equity CIO. Dave is also the head of the Opportunistic Value strategies and sits on the company's Board of Directors. David joined Boston Common Asset Managementin 1998 as an equity analyst on the Opportunistic Value team, was named a portfolio manager in 2003, and became lead portfolio manager of the team in 2005. Previously, he served as a senior consultant with Deloitte & Touche Consulting Group, and he also worked at The Dannon Co. | ||
| Matthew D. Griffin | Portfolio Manager | 2012 | 2012 |
| Biography | Mr. Griffin, a managing director and senior research analyst on the Core Research Team at TBCAM since 2006. He also has been employee of Dreyfus since 2009. Matt earned a BA in Economics from Duke University. He holds the Chartered Financial Analyst designation. | ||
| Elizabeth Slover | Director/ Portfolio Manager | 2012 | 2012 |
| Biography | Elizabeth is the Director of The Boston Company’s Global Research Team, overseeing research for the U.S., EAFE and Emerging Markets. Elizabeth is also a Portfolio Manager on the US Large Cap Growth Equity strategy. Before joining The Boston Company, Elizabeth was with Chancellor LGT Asset Management (now Invesco), where she worked for the Director of Equities, responsible for managing the Equity Research Group. Before joining Chancellor, Elizabeth was in the Equity Research Department of Smith Barney, where she worked for the Chief Investment Strategist. She received a BA in Political Science from Union College. | ||
| Simon Laing | Analyst, Portfolio Manager | 2004 | 2012 |
| Biography | Simon joined Newton straight from University as a Global Industrial Analyst in the Research Department and now manages the US Funds. Simon completed the MDA City Graduate training program in 1997 and passed his Investment Management Certificate in 1998. He became a CFA charterholder in 2001. Simon also represents the equity fund managers on the Derivatives Control Group, which analyses the risk of the derivative positions within Newton. | ||
| Robert Hay | Portfolio Manager | 2004 | 2012 |
| Biography | Robert has been lead manager of the Newton Concentrated Global Equity strategy. In late March 2020 it was announced Rob would move into the Newton equity income team during Q2 2020 to work with the team on Newton global equity income strategies. Robert began his career in the private client investment division at Newton in 2000 and has managed a variety of global equity mandates. Robert has an MA from Edinburgh University, a Master’s in European Business from the EAP European School of Management in Paris and is a CFA charterholder. Outside of work, Robert enjoys spending time outdoors with his young family and is looking forward to travelling with them as they get older. | ||
| Trish Brisdson | Head | 2000 | 2003 |
| Biography | Patricia Brisdon joined Newton Investment Management in June 1999, as Head of US Investments. Prior to joining Newton, Patricia worked for five years at Desdner RCM Global Investors UK, where she was a Director/US Global Fund Manager and ran the S&P Fund Research frAA rated North American Unit Trust. | ||
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