Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
☕ Buy the dip? After losing 17%, Starbucks sees an estimated 20% upside. See the top Undervalued stocks! Unlock list
State Street Institutional Small-cap Equity Fund Investment Class (SIVIX)
Add to/Remove from Watchlist
Add to Watchlist
17.36
+0.13
+0.75%
- Morningstar Rating:
- Total Assets: 1.07B
State Street Instl Small-Cap Equity Inv
17.36
+0.13
+0.75%
- Overview
- Profile
- Historical Data
- Holdings
State Street Institutional Small-cap Equity Fund Investment Class Overview
On this page you'll find an in-depth profile of State Street Institutional Small-cap Equity Fund Investment Class. Learn about the key management, total assets, investment strategy and contact information of SIVIX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) under normal circumstances in equity securities of small-cap companies, such as common and preferred stocks. It defines a small-cap company as one with a market capitalization that, at the time of initial investment, falls between (a) the market capitalization of the smallest company in the Russell 2000® Index and (b) either the larger of the market capitalization of the largest company in the Russell 2000® Index or $3.0 billion.
Contact Information
Address
One Congress Street, Suite 1,
Boston,MA 02114-2016
United States
Boston,MA 02114-2016
United States
Phone
617-664-7338
Web
www.ssga.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Richard D. Lee | Managing Partner | 2024 | Now |
| Biography | Richard D. Lee, CFA® is a Managing Partner and Deputy Chief Investment Officer. He joined Westfield in 2004, and has been a member of Westfield’s Investment Committee since then. He covers Hardware, Semiconductors and IT Services. Before joining Westfield, Rich cultivated his investment experience at Wit Soundview Technology Group, Hambrecht & Quist, LLC and Smith Barney and KL Financial Group, holding various Analyst positions. Rich earned his Bachelor of Arts degree from Harvard College in 1994 and is a Chartered Financial Analyst. He enjoys playing tennis and spending time with his young family. | ||
| Ethan J. Meyers | Vice President | 2024 | Now |
| Biography | Ethan is a Managing Partner and Director of Research at Westfield Capital. As a member of the Investment Committee, he contributes ideas to all of Westfield’s products, with a specific concentration in Business, Financial, and Consumer Services. In 1999, Ethan joined the Westfield team after working as a Research Analyst at Johnson Rice & Company LLC, in New Orleans, LA. A Chartered Financial Analyst, Ethan earned a Bachelor of Science degree from the A.B. Freeman School of Business at Tulane University in 1996. He is a member of the Boston Society of Security Analysts. In addition to spending time with his family, Ethan enjoys guitar, basketball, golf and scuba diving. | ||
| William A. Muggia | CIO (Chief Investment Officer) | 2024 | Now |
| Biography | Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base. | ||
| Fares Altaher | Portfolio Manager | 2022 | Now |
| Biography | Fares Altaher is a Vice President of SSGA and the Adviser and a member of the Manager Research Team for the Investment Solutions Group. This team is responsible for manager research and investment due diligence for all public investment strategies utilized by the Investment Solutions Group. Prior to joining SSGA in 2018, Mr. Altaher spent eleven years at Segal Marco Advisors, an institutional investment consultant, where he held various roles, most recently as a Director of Global Equities. Mr. Altaher holds a Bachelor of Science in Management Information Systems from Southern Connecticut State University and a Master of Business Administration from the University of Bridgeport. | ||
| McAfee S. Burke | Asst. PM & Research Anayst | 2022 | Now |
| Biography | MCAFEE BURKE, CFA®, Portfolio Manager for the Small Cap Value and SMID Cap Value strategies and Research Analyst. As a Research Analyst at KCM, Mr. Burke is responsible for selecting and monitoring securities within the consumer and industrials sectors of KCM’s universe. McAfee joined Kennedy Capital in October 2015. Mr. Burke began his investment career in 2005, and prior to joining KCM he worked as a portfolio manager and senior equity analyst for Delaware Investments for 8 years. McAfee earned a B.A. in Economics and Spanish from Bowdoin College. | ||
| Phillip Cook | Co-Chief Investment Officer & Principal | 2021 | Now |
| Biography | Mr. Cook joined SouthernSun in 2006. He is responsible for coordination of research and communication within the Investment Team and is responsible for the research and analysis of existing portfolio companies as well as new ideas. He also provides input on portfolio management and construction. Prior to joining SouthernSun, Mr. Cook served as the Analyst to the Chairman and CEO of Trivest Partners, a Miami-based private equity firm focused on middle-market LBOs. He received his B.S. in International Business, summa cum laude, from Auburn University. Mr. Cook serves on the Board of Su Casa Family Ministries. | ||
| Carrie Peluso | Portfolio Manager | 2021 | Now |
| Biography | Carrie Peluso, CFA, is a Managing Director of the Adviser and the Head of Manager Research for the Global Fiduciary Solutions (GFS) group. She joined the Adviser in 2018. | ||
| Shawn McKay | - | 2019 | Now |
| Biography | Shawn McKay, CFA, is a Vice President of SSGA and a member of the portfolio construction team within the Outsourced Chief Investment Officer (“OCIO”) business. In his role with OCIO, he has also worked as part of the manager research team where he conducted due diligence, and ongoing oversight on a variety of asset managers/strategies. Prior to this, Mr. McKay was a member of the Fiduciary Advisory Solutions group within SSGA where his responsibilities included daily operations, data gathering for manager research, trading, and client reporting. He has been with SSGA since 2007 and State Street since 1999. Prior to joining SSGA, he was an AVP and Senior Public Reporting Analyst in the Corporate Finance group responsible for capital adequacy reporting to the Federal Reserve, as well as being a part of the Basel II implementation project. Prior to this he held various positions in the Investor Services division of State Street Bank. Mr. McKay holds a Master of Science in Finance from Suffolk University and a Bachelor of Business Administration in Finance from the University of Massachusetts at Amherst. He has earned the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, Inc., and CFA Society Boston, Inc. | ||
| Marc Shapiro | Managing Director | 2012 | Now |
| Biography | Marc is a Partner and Senior Portfolio Manager for Palisade Capital Management’s Small Cap Core Equity and Smid Cap Core Equity strategies. He is a member of the firm’s Investment Committee. Prior to his promotion to Senior Portfolio Manager in March 2012, Marc was Associate Portfolio Manager and Senior Vice President of Research for the strategy with lead research responsibility for a number of sectors, including Information Technology and Telecom Services. Prior to joining Palisade in 2004, Marc was a Senior Equity Analyst at Awad Asset Management and a Small Cap Analyst at Schroders. He received his M.S. in Finance from Drexel University and his B.S. in Finance from the College of New Jersey. | ||
| Frank Latuda | Vice President, Director, Chief Investment Officer, and Portfolio Manager | 2010 | Now |
| Biography | Frank Latuda, Jr., CFA®, Chief Investment Officer (“CIO”) and Portfolio Manager of Kennedy Capital Management, Inc. ("KCM"). Mr. Latuda is also a Portfolio Manager for the company’s SMID Cap Value, Mid Cap Value, and All Cap Value strategies. Mr. Latuda serves as a member of the company’s Board of Directors and as CIO, Mr. Latuda is the Chairman of the Investment Policy Committee. Mr. Latuda began his investment career in 1992 and prior to joining KCM, he was an analyst with Burns, Pauli, Mahoney Company. Mr. Latuda joined KCM as an equity analyst in 1997 and served as Director of Research from 1998 until 2000. Mr. Latuda earned a B.S. in Electrical Engineering from the University of Notre Dame, as well as an M.S. in Electrical Engineering and an M.B.A. from the University of Illinois. | ||
Write your thoughts about State Street Institutional Small-cap Equity Fund Investment Class
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review