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Virtus Silvant Focused Growth Fund Class A (PGWAX)

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90.64 -0.19    -0.21%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 858.56M
Type:  Fund
Market:  United States
Issuer:  Allianz Funds
Asset Class:  Equity
AllianzGI Focused Growth A 90.64 -0.19 -0.21%

PGWAX Overview

 
On this page you'll find an in-depth profile of Virtus Silvant Focused Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PGWAX among other information.
Category

Large Growth

Total Assets

858.56M

Expenses

0.95%

Inception Date

33172

Investment Strategy

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by normally investing primarily in equity securities of U.S. companies with market capitalizations of at least $1 billion. It may also invest up to 20% of its assets in non-U.S. securities (but no more than 10% in any one non-U.S. country or 10% in emerging market securities). The fund is non-diversified.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States
Phone +1 8002431574

Top Executives

Name Title Since Until
Brandi K. Allen Sector Portfolio Manager 2022 Now
Biography Brandi serves as Portfolio Manager for the Focused Large Cap Growth and serves as a Sector Portfolio Manager with Consumer Staples and Healthcare sector responsibilities. Prior to joining Silvant in 2006, Ms. Allen worked at Oak Associates where she was Co-Portfolio Manager for a healthcare biotech fund and a small cap growth fund. She earned a Bachelor of Business Administration with honors in Finance from Ohio University (1997) and her Masters of Business Administration from Case Western Reserve University (2000). Brandi has worked in investment management since 1997.
Michael A. Sansoterra Vice President 2022 Now
Biography Michael A. Sansoterra currently serves as Chief Investment Officer, Managing Director at Silvant Capital Management. He is the lead Portfolio Manager on the Focused Large Cap Growth, Large Cap Growth and Mid Cap Growth disciplines. He is also a portfolio manager on the Large Cap Core Growth discipline. Mr. Sansoterra joined Silvant in 2007 through its predecessor firm. Previously, he was at Principal Global Investors, where he held several positions during his tenure there, including portfolio manager of large cap diversified growth, director of research for large/mid-cap domestic equities, and senior equity analyst. Earlier in his career, he worked as a senior equity analyst for USAA Investment Management and as an equity analyst and portfolio manager at The Northern Trust Company. He has worked in investment management since 1996. Mr. Sansoterra earned a B.S. in economics from The University of Michigan.
Sandeep Bhatia Director 2022 Now
Biography Sandeep is the lead Portfolio Manager on the Large Cap Core Growth discipline. He is also a portfolio manager on the Focused Large Cap Growth, Large Cap Growth and Mid Cap Growth disciplines. Sandeep served as a Sector Portfolio Manager of Silvant with healthcare sector responsibilities prior to his current role. Prior to joining Silvant in 2007, Mr. Bhatia served as a Senior Research Analyst for Eagle Asset Management, focusing on the healthcare sector from March 2005 through March 2007. Previously, he worked as a sell-side Senior Equity Research Analyst in the healthcare sector at Piper Jaffray and as an Equity Research Analyst at Dain Rauscher Wessels. He earned his Ph.D. in Chemical Engineering from Iowa State University (1993) and his Masters of Business Administration with High Honors from the University of Chicago (2000) with concentration in Finance. Sandeep has worked in investment management since 2000. He is also the holder of the Chartered Financial Analyst® designation.
Kimberlee W. Millar Vice President 2021 2022
Biography Ms. Millar is a portfolio manager, analyst and director with Allianz Global Investors, which she joined in 2005. As a generalist for the Disciplined Equities group, her primary responsibility is conducting company research; she also helps improve the group’s overall investment processes and contributes toward its portfolio-management efforts. Ms. Millar has 23 years of investment industry experience. She previously worked as an assistant economist at the Investment Company Institute in Washington, D.C., producing mutual-fund-industry research for investment-management firms’ research and marketing departments. Before that, Ms. Millar worked at Heiden Associates Inc., an economic consulting firm in Washington, D.C. She has a B.A. in economics from the University of Calgary, Canada, and an M.A. in economics from Queen’s University, Canada. Ms. Millar is a CFA charterholder and a member of the CFA Institute.
Raphael L. Edelman Managing Director 2016 2022
Biography Mr. Edelman is a senior portfolio manager, CIO Large Cap Select & Core Growth Equities and a managing director with Allianz Global Investors, which he joined in 2004. He manages the large cap and growth strategies. Mr. Edelman has more than 30 years of investment industry experience. Mr. Edelman previously worked at Alliance Capital Management, where he managed large-cap institutional equity portfolios; before that, he was a research analyst specializing in the consumer products and services sector. Mr. Edelman has a B.A. in history from Columbia College and an M.B.A. in finance from New York University.
Nina Gupta Managing Director, Director of Research Equities US Sector Head, US Fin Svc 2021 2021
Biography Ms. Gupta is a senior financial analyst, a managing director and Director of Research for the US with Allianz Global Investors, which she joined in 2014. She is also Sector Head for the firm’s US financial-services research effort. Ms. Gupta was previously a member of the Financial Institutions research team, responsible for analytical coverage of the financial sector. Before joining the firm, Ms. Gupta was a senior research analyst with Portales Partners and a portfolio manager with Trellus Management Company. Before that, she was an auditor and consultant with KPMG. Ms. Gupta has a B.A. in psychology, summa cum laude, from the University of California, Los Angeles, and an M.B.A. in finance from The Wharton School, The University of Pennsylvania. She is a CFA charterholder.
Karen Hiatt Managing Director 2012 2021
Biography Ms. Hiatt is a senior portfolio manager, a managing director and CIO Focused Growth Equities with Allianz Global Investors, which she joined in 1998. She manages all focused-growth strategies. Prior to joining the team, Ms. Hiatt served as a senior research analyst, sector head of the US Consumer team and US Director of Research. She was previously a vice president and analyst at Bioscience Securities, a boutique investment bank. She has a B.S. in finance, cum laude, from Santa Clara University. Ms. Hiatt is a CFA charterholder and a member of the CFA Society San Francisco.
Scott T. Migliori Co-CIO 2012 2016
Biography Mr. Migliori is a portfolio manager, a managing director and CIO Equity US with Allianz Global Investors, which he joined in 2003. He is responsible for the firm’s US Large Cap Select Growth and Focused Growth strategies and is a member of the firm’s US Executive Committee. Mr. Migliori was previously with Provident Investment Counsel, Inc. where he co-managed more than $2 billion in large-cap growth portfolios; before that, he was a portfolio manager and analyst on mid- and small-cap growth funds. Before beginning his investment career, Mr. Migliori was a business-litigation attorney.
David Jedlicka Portfolio Manager 2012 2016
Biography Mr. Jedlicka, CFA, is a portfolio manager and vice president with Allianz Global Investors. He is a member of the Redwood/US Buy-Write and US Large Cap Equity teams and has 19 years of investment-industry experience. Before joining the firm in 2000, he was a senior portfolio analyst at Merrill Lynch Asset Management. Mr. Jedlicka has a B.S. in agricultural and resource economics from the University of California, Davis.
William D. Sandow Vice President 2010 2012
Biography William Sandow is a Vice President of SSGA and the Adviser and a Portfolio Manager in the Fundamental U.S. Equity Group. Prior to this role, since 2012, Mr. Sandow was a senior research analyst on the Fundamental Equity Research team covering biotechnology and pharmaceutical securities globally. He joined SSGA through its acquisition of GEAM in July 2016. Prior to joining GEAM in 2012, Mr. Sandow spent seven years at Alliance Global Investors in various research and portfolio management roles. He started his investing career in 2000 at RCM Capital Management. Mr. Sandow has over sixteen years of investment industry experience and has portfolio management and research responsibilities for the Large and Mid Cap Growth teams. Prior to joining AGI Capital via a predecessor affiliate in 2005, he was a senior health care analyst and portfolio manager for Exis Capital and an analyst and co-manager of a health care-focused mutual fund at RCM Capital Management. Mr. Sandow earned his M.B.A. from Indiana University’s Kelley School of Business and a B.S. from Boston College.
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