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Saratoga Health & Biotechnology Portfolio Fund Class A (SHPAX)

Fundos EUA

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21,450 +0,140 +0,66%

19/09 - Atraso dados. Moeda em USD ( Declaração de Riscos )

Tipo: Fundo

Mercado: E.U.A.

Emissor: Saratoga

Classe de Ativo: Açao

Classificação da Morningstar:
Ativos Totais: 5M

Saratoga Health & Biotechnology Portfolio Fund Class A - Vista Geral

Nesta página encontrará um perfil aprofundado de Saratoga Health & Biotechnology Portfolio Fund Class A. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de SHPAX, e mais.

Categoria

Health

Ativos Totais

Despesas

2,69%

Data de Início

15.07.1999

Informações de Contacto

Endereço 99 Wall Street, Suite 1200
New York,NY 10005
United States

Telefone +1 8008073863

Web www.saratogacap.com

Principais Executivos

Nome	Título	Desde	Até
Robert D. Stimpson	Analyst	2019	Agora
Biografia	Robert D. Stimpson, CFA, CMT. Mr. Stimpson is Co-Chief Investment Officer and a Portfolio Manager at Oak Associates, which he joined in 2001. Prior to joining Oak Associates in 2001, Mr. Stimpson earned an MBA from Emory University. Previously, Mr. Stimpson worked as an Equity Market Analyst for I.D.E.A., ltd and for Merrill Lynch as a Financial Consultant. He has been with the investment industry since 1997. In addition to the CFA designation, Mr. Stimpson holds the CMT charter from the Market Technicians Association.
Mark W. Oelschlager	Founder	2005	2019
Biografia	Mark W. Oelschlager, CFA founded Oelschlager Investments in 2019 and serves as the firm’s President and Chief Investment Officer. Prior to 2019, he served as Co-Chief Investment Officer of Oak Associates, ltd. He was Portfolio Manager of Pin Oak Equity Fund, Live Oak Health Sciences Fund, and Red Oak Technology Select Fund, as well as Co-Portfolio Manager of White Oak Select Growth Fund. Prior to joining Oak Associates in 2000, Mr. Oelschlager served as a Senior Securities Analyst for the State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, an MBA from The Ohio State University and the Chartered Financial Analyst (CFA) designation. He has been in the investment industry since 1994.
Brandi K. Allen	Sector Portfolio Manager	2005	2006
Biografia	Brandi Allen is a sector portfolio manager, with responsibilities for the consumer staples and healthcare sectors. Prior to joining Silvant in 2006, Ms. Allen worked at Oak Associates, as co-portfolio manager of a healthcare biotech fund and a small-cap growth fund. Ms. Allen has been working in the investment industry, focusing on healthcare and portfolio management, since 1997. Ms. Allen earned a B.B.A. with Honors in finance from Ohio University and an M.B.A. from Case Western Reserve University. Outside Interests: Traveling, exploring new restaurants, and spending time with her husband and beagle.
Management Team	-	2003	2005
Biografia	Team Managed
Gregory Aurand	Senior Analyst, Portfolio Manager	2001	2002
Biografia	Aurand joined Orbitex Management, Inc. in 2001 from Munder Capital Management. From 1995 to 2001, Mr. Aurand was a senior equity analyst and portfolio manager at Munder.
Alidad Mireskandari	Portfolio Manager	2001	2002
Biografia	Mireskandari, is a portfolio manager with Orbitex Management. He joined the firm in 2001 from Monument Advisors. Before joining Monument he was a manager in the Life Sciences Industry Group at Pittiglio Rabin Todd & McGrath. Prior, he worked evaluating strategic business opportunities for Fisher Scientific, and as a research fellow at NIH's National Cancer Institute.
Timothy F. Bepler	Senior Analyst	1999	2001
Biografia	Bepler serves as vice president and portfolio manager with Orbitex Management, his employer since 1999. Previously, he was a vice president with Merrill Lynch Asset Management as a health care analyst. Prior to that, he was the sole health care analyst for a division of Credit Suisse and a senior analyst with Value Line. He is a member of the New York Society of Security Analysts and the Association for Investment Management and Research. Bepler holds the Chartered Financial Analyst designation.

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Cotações Recentes

	Nome	Custo	Variação	% de Var.
	Saratoga Health .	21,450	+0,140	+0,66%