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45.03
-0.16
-0.35%
- Morningstar Rating:
- Total Assets: 596.92M
MainStay Cornerstone Growth A
45.03
-0.16
-0.35%
- Overview
- Profile
- Historical Data
- Holdings
Mainstay Wmc Growth Fund Class A Overview
On this page you'll find an in-depth profile of Mainstay Wmc Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of KLGAX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund invests primarily in stocks of large-capitalization U.S. companies considered to have above-average earnings growth potential and reasonable stock prices in comparison with expected earnings. Under normal circumstances, at least 80% of its assets will be invested in securities issued by U.S. companies. The Subadvisor employs a traditional, bottom-up fundamental research approach to identify securities that possess sustainable growth at reasonable valuations.
Contact Information
Address
51 Madison Avenue
New York,NY 10036
United States
New York,NY 10036
United States
Phone
+1 212 9386500
Fax
212-938-8181
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Clark Shields | Equity Portfolio Manager | 2023 | Now |
| Biography | Equity Portfolio Manager and Managing Director is an equity portfolio manager on Wellington Management’s Growth Team. Mr. Shields manages equity assets on behalf of Wellington Management’s clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. Mr. Shields currently co-manages Wellington Management’s opportunistic growth approach and provides research to his team on the internet and media industries. Prior to joining Wellington Management in 2015, Mr. Shields worked as an equity research analyst covering business services companies at T. Rowe Price (2006 – 2015). Before that, he served as an investment associate at MDT Advisers (2000 – 2004) and as an investment-banking analyst at Harris Williams & Company (1998 – 2000). Mr. Shields received his MBA, with academic honors, from Harvard Business School (2006) and his BS in business administration, magna cum laude, from Washington and Lee University (1998). | ||
| Andrew J. Shilling | Senior Vice President | 2021 | Now |
| Biography | Andrew J. Shilling, CFA, Senior Vice President and Equity Portfolio Manager of Wellington Management. He has worked in investment management for Wellington Management since 1994, has managed investment portfolios since 2000. Education: B.A., Amherst College; M.B.A., Tuck School of Business, Dartmouth College. | ||
| Mona Patni | Vice President, Portfolio Manager & Senior Analyst | 2018 | 2021 |
| Biography | Mona Patni is a Portfolio Manager & Senior Analyst on the Systematic Equity team. She joined Mackay Shields in 2001. Her responsibilities include investment research, strategy development & portfolio management. Her portfolio management experience has been recognized by Lipper as a recipient of the 2015 & 2016 Lipper US Alternative Active Extension Fund Award. Previously, Mona worked in the consulting industry for PWC & Tata Unisys in Mumbai. Mona graduated from the University of Bombay & earned her MBA from NYU Stern School of Business. She has been working in the industry since 2001 | ||
| Migene Kim | Vice President, Portfolio Manager & Senior Analyst | 2016 | 2021 |
| Biography | Migene Kim, CFA is the Head of Systematic Equity and a Portfolio Manager & Senior Analyst. Her responsibilities include portfolio management, investment research & strategy development. Migene joined the firm in 2005 as a PM. Previously, she spent 7 yrs as a quantitative analyst in INVESCO's Structured Products Group. She started her career as an Analyst at Chase Manhattan Bank in 1993. She received her BA in Mathematics, graduating summa cum laude from the University of Pennsylvania. She earned her MBA from the MIT Sloan School of Management. She has been working in industry since 1993. | ||
| Andrew D. Ver Planck | - | 2016 | 2018 |
| Biography | Andrew Ver Planck, CFA is the Lead Portfolio Manager for the Systematic Equity investment team. Andrew is responsible for leading all aspects of the team’s investment management capabilities, inclusive of research and portfolio management decision making. Andrew has significant experience in quantitative modeling, having initially developed and implemented the team’s US long/short equity and global stock selection models. His portfolio management experience has been recognized by Lipper as a recipient of the 2015 and 2016 Lipper US Alternative Active Extension Fund Award. Andrew started at MacKay Shields when the firm joined with equity specialist, Cornerstone Capital Management Holdings, in January 2018. Andrew joined Cornerstone in 2006 as a Portfolio Manager. Before joining Cornerstone, he spent three years as a Senior Quantitative Analyst at Gartmore Investment Management in London, where he was a member of the investment team responsible for long/short market-neutral hedge funds investing in Europe, Asia, and the US. In addition, he co-managed a long-only fund benchmarked to the EAFE Small Capitalization Index. Previously, Andrew was a Quantitative Investment Associate at Putnam Investments where he began his career in quantitative equity research. Andrew received his BS in Operations Research & Industrial Engineering from Cornell University and is a CFA charterholder. He has been working in the investment industry since 2000. | ||
| Thomas G. Kamp | CIO (Chief Investment Officer) | 2006 | 2016 |
| Biography | As Cornerstone Capital Management’s Chief Investment Officer, Tom leads the research team, is a member of the Investment Policy Committee and is responsible for all portfolio management decisions. Tom joined Cornerstone in February 2006 after thirteen years with Alliance Capital Management where he was a Senior Vice President and Portfolio Manager within the Large Capitalization Growth Equity Group. He managed the Minneapolis office of Alliance and had responsibility for over $9 billion in assets. Prior to joining Alliance Capital in 1993, Tom evaluated and participated in funding emerging companies for IAI Venture Capital Group. Tom also founded and successfully sold Premier Computer Corporation, the world’s largest computer disk drive remanufacturing organization and an outgrowth of a business plan formulated while at Northwestern’s Kellogg Graduate School of Management. He earned an MBA from Northwestern University and a BSME with a minor in Applied Mathematics from Southern Methodist University. | ||
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