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🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought it Read More
31.15
+0.12
+0.38%
- Morningstar Rating:
- Total Assets: 720.28M
GuideMark Large Cap Core Service
31.15
+0.12
+0.38%
- Overview
- Profile
- Historical Data
- Holdings
Guidemark® Large Cap Core Fund Service Shares Overview
On this page you'll find an in-depth profile of Guidemark® Large Cap Core Fund Service Shares. Learn about the key management, total assets, investment strategy and contact information of GMLGX among other information.
Investment Strategy
The investment seeks capital appreciation over the long term. Under normal circumstances, the fund invests at least 80% of its assets in the securities of large capitalization companies. The sub-advisor considers "large capitalization companies" to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 1000® Index. It also may invest in derivatives such as futures, forwards and other similar instruments in order to "equitize" cash balances by gaining exposure to relevant equity markets.
Contact Information
Address
7A Greenridge Park
Nashua,NH 003060
United States
Nashua,NH 003060
United States
Phone
603-888-5500 x202
Fax
866-888-5561
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew Alford | Managing Director | 2023 | Now |
| Biography | Andrew is a managing director in Quantitative Investment Strategies (QIS) within Goldman Sachs Asset Management, serving as co-head of equity research. He joined Goldman Sachs in 1998 on the QIS equity alpha research team and became head of equity alpha research in 2000. Andrew became a senior portfolio manager in 2005, and joined the Quantitative Equity Solutions team in 2011 as head of research. He became head of environmental, social, and governance (ESG) research in 2019, and assumed his current role in 2022. Andrew was named managing director in 2004. | ||
| Karhan E. Akcoglu | Vice President | 2021 | Now |
| Biography | Mr. Akcoglu is head of portfolio management for the ActiveBeta Equity Strategies business within Goldman Sachs Asset Management’s Rules-Based Factor Investing Strategies platform. He is responsible for portfolio management, including portfolio construction and risk management of global developed and emerging market equity portfolios and custom indexes. Mr. Akcoglu has held a variety of roles within the Global Markets Division and more recently within Goldman Sachs Asset Management, focused on the development of mathematical and analytical tools across a variety of factor-based strategies. Immediately prior to joining the ActiveBeta team, Mr. Akcoglu served as Head of Strats for the ActiveBeta, Alternative Investment Strategies, and Macro Alpha businesses within Goldman Sachs Asset Management’s Quantitative Investment Strategies platform, where he oversaw the development of quantitative analytical tools driving portfolio construction and risk management of long-only and long-short factor-based portfolios investing in global equities, commodities, currencies, and fixed-income instruments. Prior to joining Goldman Sachs Asset Management in 2018, Mr. Akcoglu was head of Trading Strats for the macro Systematic Trading Strategies (STS) business within the Global Markets Division of Goldman Sachs, where he oversaw the development and risk management of rules-based index products for factor exposures across currencies, commodities, and fixed income, a role he held since 2011 initially based out of London and subsequently New York. Prior to this, Mr. Akcoglu oversaw the development of the analytics underpinning the Goldman Sachs Commodity Index (GSCI) and developed customized, enhanced commodity index products for exposure to commodity market factor dynamics in long-only and beta-neutral long-short formats. In this capacity, Mr. Akcoglu has previously served on the S&P GSCI Index Advisory Panel. Mr. Akcoglu originally joined Goldman Sachs in 2002 upon earning a Ph.D. in Computer Science from Yale University and an Hon.B.Sc. in Computer Science and Mathematics from the University of Toronto. | ||
| Khalid (Kal) Ghayur | Head | 2015 | 2023 |
| Biography | Mr. Ghayur is the head of the Beta Equity Strategies business with GSAM’s Advanced Beta Strategies Platform, overseeing the team’s customized, factor-based equity portfolios. With over 29 years of industry experience, Mr. Ghayur joined GSAM as a Managing Director upon GSAM’s acquisition of Westpeak Global Advisors (“Westpeak”) in June 2014. Prior to joining GSAM, Mr. Ghayur was the Managing Partner and Chief Investment Officer of Westpeak, a pioneer in the smart beta space with their patented ActiveBeta investment methodology. Prior to joining Westpeak in 2007, Mr. Ghayur was the Director of Research Policy at MSCI in New York, where he was a member of its Global Executive Committee and Chairman of the MSCI Index Policy Committee. In that capacity, Mr. Ghayur was responsible for MSCI’s global markets and benchmarking research and new product development. From 1994 to 2000, Mr. Ghayur was Global Head of Quantitative Research and Strategy for HSBC Asset Management in London, where he was responsible for the development and application of strategic and tactical asset allocation, fixed income modeling, stock selection techniques, portfolio construction and analysis, and risk management. From 1992 to 1994, Mr. Ghayur was a Senior Quantitative Analyst at Credit Lyonnais Asset Management in Paris, and from 1987 to 1991, he held the position of Portfolio Manager at Union National Bank in Abu Dhabi, where he was responsible for managing the bank’s UK and US investment portfolios. Mr. Ghayur has served on the Board of Governors of the CFA Institute, the Board’s Nominating Committee, and as Chairman of the Board’s External Relations and Volunteer Involvement Committee. He is a former trustee of the CFA Institute Research Foundation. Mr. Ghayur was a member of the Editorial Board of Financial Analysts Journal and was founding President of the UK Society of Investment Professionals. Mr. Ghayur received an MBA in Finance and International Business from the École Nationale des Ponts et Chaussées, Paris, and an MA and BA in Economics from the University of Karachi. He is a CFA charterholder, a member of the CFA Institute, and a Fellow of the Society of Investment Professionals (“FSIP”). He is also a Diplomaed Associate of the Institute of Bankers Pakistan. | ||
| Ronan G. Heaney | Vice President | 2015 | 2023 |
| Biography | Mr. Heaney is the head of research for the ActiveBeta Equity Strategies business with GSAM’s Advanced Beta Strategies Platform. He is responsible for investment research activities, including improving quantitative investment models and portfolio construction methodologies and identifying and testing new model components and implementation of techniques. Mr. Heaney joined GSAM following GSAM’s acquisition of Wetpeak in June 2014. Prior to joining GSAM, Mr. Heaney was the Director of Research for Westpeak, pioneering Westpeak’s patent Methods and Systems for Building and Managing Portfolios based on Ordinal Ranks of Securities. Prior to joining Westpeak in 1998, Mr. Heaney was employed by Multum Information Services in Denver, Colorado, as a Software Architect. From 1992 to 1996, he held the position of Senior Software Developer at Swiss Bank Corporation in Chicago. Mr. Heaney received an M.S. in Computer Science from Purdue University, where he was awarded a Fulbright Fellowship, and a B.S. in Applied Physics from Dublin University, Ireland. | ||
| Stephen C. Platt | Vice President | 2015 | 2021 |
| Biography | Mr. Platt is a senior portfolio manager for the ActiveBeta Equity Strategies business within GSAM’s Smart Beta Strategies Platform. He is responsible for portfolio management, including portfolio construction and risk management of global developed and emerging market equity portfolios and custom indexes. Mr. Platt Joined GSAM following GSAM’s acquisition of Westpeak Global Advisors in June 2014.Prior to joining Goldman Sachs,Mr. Platt directs Westpeak’s day-to-day portfolio management activities, manages the portfolio construction process for client accounts across various strategies, and participates in Westpeak’s ongoing investment research activities. He is a member of both Westpeak’s Investment Process Committee and Investment Committee, and is Chairman of the Investment Implementation Committee. Prior to joining Westpeak in 1999, Mr. Platt was Senior Vice President of Cordillera Asset Management, in Denver, Colorado. While at Cordillera, his responsibilities included portfolio management, research, and marketing. He co-developed and implemented the quantitative investment process, and was responsible for performance attribution analysis and backtesting. He also gained experience in trading technology. From 1990 to 1992, he worked as a Senior Research/Marketing Associate at Vogelzang & Associates, in Denver. Mr. Platt received a B.S. in Finance from the University of Colorado and is a CFA charterholder. He is a member of the CFA Institute and the Denver Society of Security Analysts. | ||
| Paul E. Marrkand | Senior Managing Director | 2011 | 2015 |
| Biography | Paul E. Marrkand, CFA, Senior Managing Director and Equity Portfolio Manager at Wellington Management. Mr. Marrkand joined Wellington Management as an investment professional in 2005. He has worked in investment management since 1987, has managed equity portfolios since 1999, and has been with Wellington Management and managed a portion of the Fund since 2005. Education: B.S., Bentley College; M.B.A., Babson College | ||
| James R. Margard | CIO (Chief Investment Officer) | 2008 | 2011 |
| Biography | James Margard serves as a senior equity portfolio manager and equity research analyst. Prior to joining Rainier in 1985, he served as senior analyst and portfolio manager at Value Line, Inc. (New York), specializing in small-capitalization stocks. James holds the Chartered Financial Analyst designation. He received a Master of Business Administration in Finance from the University of New Mexico and a Master of Arts from New York University. He is a member of the CFA Institute. | ||
| Peter M. Musser | Senior Portfolio Manager | 2008 | 2011 |
| Biography | Peter Musser is a senior portfolio manager and a key member of Rainier’s equity management team, performing portfolio management and equity research analysis. Peter began his investment management career in 1978 and joined Rainier in 1994. Previously, he was a general partner and senior vice president at Cable, Howse & Ragen. Peter holds the Chartered Financial Analyst designation and received a Bachelor of Arts in Economics from Lawrence University in Wisconsin. He is a member and past president of the Seattle Society of Financial Analysts and a member of the CFA Institute and the International Foundation of Employee Benefit Plans. | ||
| Mark H. Dawson | Senior Portfolio Manager | 2008 | 2011 |
| Biography | Mark Dawson is Rainier Investment Management’s chief investment officer. He began his investment career in 1985 with Brown Brothers Harriman & Co. (New York), managing equity and balanced portfolios for foreign clients. In 1991 he joined Badgley, Phelps and Bell in Seattle, where he served as a portfolio manager and director of research. Mark holds the Chartered Financial Analyst designation. He received a Bachelor of Arts degree in History from the University of Washington and a Master of Arts in International Relations from The Fletcher School at Tufts University. He is a member of the CFA Institute. | ||
| Daniel M. Brewer | Senior Portfolio Manager | 2008 | 2011 |
| Biography | Brewer is a senior portfolio manager and equity research analyst and Principal. He began his career in 1987 as a financial analyst and securities trader for WCM Investment Management in Orange County, CA. Beginning in 1992; he served as a portfolio manager and equity analyst at Wells Fargo Asset Management. Prior to joining Rainier Investment Management, Inc in 2000, he was a portfolio manager and equity analyst at Laird Norton Trust Co. in Seattle. Daniel holds the Chartered Financial Analyst designation and earned a Bachelor of Arts in Finance from California State University, Fullerton, with graduate studies at the University of Washington School of Business. Daniel has served as a financial commentator on the radio, appeared on Bloomberg TV and in The Wall Street Transcript, and written numerous investment newsletters. He is a member of the CFA Institute, the Seattle Society of Financial Analysts, and is a past vice president and board member of the Orange County Society of Investment Managers. | ||
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