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🔥 This hedge fund gained 26.16% in the last month. Get their top stocks with our free stock ideas tool. See stock ideas
15.82
0.00
0%
- Morningstar Rating:
- Total Assets: 65.35M
Schwab Hedged Equity
15.82
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
Schwab Hedged Equity Fund™ Overview
On this page you'll find an in-depth profile of Schwab Hedged Equity Fund™. Learn about the key management, total assets, investment strategy and contact information of SWHEX among other information.
Investment Strategy
The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. To pursue its investment objective, the fund establishes long and short positions in equity securities issued by U.S. companies. It will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities issued by U.S. companies; typically, the actual percentage will be higher. The fund typically purchases or sells short stocks of companies that have market capitalizations of $1 billion or more at the time the stock is purchased or sold short.
Contact Information
Address
101 Montgomery Street
San Francisco,CA 94104
United States
San Francisco,CA 94104
United States
Phone
+1 8778245615
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Wei Li | Portfolio Manager | 2013 | 2021 |
| Biography | Wei Li, Ph.D., CFA, Senior Portfolio Manager at Charles Schwab Investment Management Inc. Prior to joining CSIM in 2012, Ms. Li spent more than ten years at Barclays Global Investors (now known as BlackRock, Inc.), where she held a number of positions. From 2001 to 2009, she worked in various roles in the Global Advanced Active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years. | ||
| Jonas Svallin | Managing Director | 2012 | 2021 |
| Biography | Jonas Svallin, CFA, Vice President and Head of Active Equities and leads the Active Equities portfolio management and research team. Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 until 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors LLC (now known as Algert Global). Prior to joining Algert, Mr. Svallin worked as a quantitative research associate at RCM Capital Management (now known as Allianz Global Investors) and a senior consultant at FactSet Research Systems. | ||
| Paul Alan Davis | Director | 2006 | 2013 |
| Biography | Paul is currently responsible for managing the SER funds. He joined CSIM in 2003, where he has worked in different areas including quantitative research, performance, competitive analysis, and fund administration. Prior to joining CSIM, he worked for several advisory firms in different capacities, including portfolio management, trading and compliance. He earned a BA and MBA in Finance from California State University, Sacramento. He holds a CFA designation and Series 7 and Series 63 licenses. | ||
| Larry M. Mano | Managing Director | 2005 | 2013 |
| Biography | Larry joined Schwab in 1998 as Portfolio Manager and is responsible for the day-to-day management of various Schwab equity index and active funds. Prior to joining Schwab, he was VP and Principal at Wilshire Associates, Inc., where he directed product development and client servicing of analytical tools to aid in management of structured equity and equity index portfolios. He has a BS in Business Administration with emphasis in Investments and Finance from the California State University at Long Beach. | ||
| Vivienne Hsu | Vice President | 2005 | 2011 |
| Biography | Vivienne is part of the senior equity management team that overseas the eight Schwab Funds that utilize Schwab Equity Ratings®. Prior to joining Schwab, she was VP/portfolio manager and senior quantitative analyst at American Century Investment, where she co-managed the Income and Growth Fund, the Equity Growth Fund and the Small Company Fund. She previously served as a consultant at BARRA. She holds an MBA degree from the Haas School of Business at UC Berkeley and received her CFA designation in 2001. | ||
| Eric Thaller | Managing Director, Portfolio Manager | 2009 | 2010 |
| Biography | Thaller is a managing director and portfolio manager for the Charles Schwab Investment Management, Inc (CSIM). Prior to joining the firm in January 2008, he worked for 12 years in quantitative analysis and asset management. | ||
| Jeffrey M. Mortimer | Director | 2004 | 2010 |
| Biography | Jeffrey M. Mortimer, CFA, has been the primary portfolio manager in March 2014. Jeffrey is Director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since June 2012. He has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, he was a partner at Bainco International Investors from September 2010 to May 2012. He also held various positions in financial management with Charles Schwab Investment Management from October 1997 to July 2010. Jeffrey holds an MBA from the University of Chicago Graduate School of Business, and a BS degree from Babson College. He became a CFA charterholder in 1997. | ||
| Robin Jackson | - | 2002 | 2004 |
| Elie Spiesel | - | 2002 | 2004 |
| Geraldine Hom | Director, Portfolio Manager | 2002 | 2004 |
| Biography | Hom is director of equities and portfolio manager with Charles Schwab Investment Management, her employer since March 1995. Previously, she worked for Wells Fargo Nikko Investment Advisors for 10 years as a portfolio manager and manager of portfolio management for equity-index funds. She was also responsible for Wells Fargo's transactions-management services. She was also a systems analyst with Bank of America. Hom is a member of the Financial Women's Association. | ||
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