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⚠ Selloff or Market Correction? Either Way, Here's What to Do Next
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Blackrock Equity Dividend Fund Institutional Shares (MADVX)
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20/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 9.94B
BlackRock Equity Dividend Instl
18.99
+0.23
+1.23%
- Overview
- Profile
- Historical Data
- Holdings
MADVX Overview
On this page you'll find an in-depth profile of Blackrock Equity Dividend Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of MADVX among other information.
Investment Strategy
The investment seeks long-term total return and current income. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, it will invest at least 80% of its assets in equity securities and at least 80% of its assets in dividend paying securities. The fund may invest in securities of companies with any market capitalization, but will generally focus on large cap securities. It may also invest in convertible securities and non-convertible preferred stock. The fund may invest up to 25% of its total assets in securities of foreign issuers.
Contact Information
Address
12 Throgmorton Avenue
London,RI EC2N 2DL
United Kingdom
London,RI EC2N 2DL
United Kingdom
Phone
020 7743 3000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Zhao | Managing Director | 2017 | Now |
| Biography | David Zhao, Managing Director, is Co-Director of Research for the US Income & Value pillar within the Fundamental Equities division of BlackRock's Portfolio Management Group. Mr. Zhao is also a Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. David began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group. David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University. | ||
| Tony DeSpirito | Managing Director | 2014 | Now |
| Biography | Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer for the US Fundamental Equities business of BlackRock's Portfolio Management Group. Mr. DeSpirito is head of the US Income & Value pillar and the lead Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. Prior to joining BlackRock in 2014, Mr. DeSpirito worked at Pzena Investment Management, where he served as Managing Principal, portfolio manager, and a member of the firm's Executive Committee. Mr. DeSpirito was responsible for a suite of large-cap value, all-cap value and two hedge fund portfolios. Having managed value equity assets since 1996, Mr. DeSpirito served as a portfolio manager for the John Hancock Classic Value, PACE Large Company Value, and Vanguard Windsor funds. Mr. DeSpirito earned a BS degree in economics with concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania in 1990, and a JD degree, magna cum laude, from Harvard Law School in 1993. | ||
| Franco Tapia | Managing Director | 2017 | 2021 |
| Biography | Franco F. Tapia is a Managing Director of BlackRock, Inc. since 2016. Prior to that, Mr. Tapia is a Senior Equity Research Analyst and Portfolio Manager at Pzena Investment Management from 2006 to 2016. He earned a B.A. in Economics with honors from Harvard University, and an M.B.A. from the Wharton School of the University of Pennsylvania where he was named a Palmer Scholar. Mr. Tapia holds the Chartered Financial Analyst designation. | ||
| Robert M. Shearer | Managing Director | 2001 | 2017 |
| Biography | Shearer has been a Managing Director of and Portfolio Manager with BlackRock, Inc. since 2006. Prior to joining BlackRock, he was a Managing Director of Merrill Lynch Investment Managers, L.P. (“MLIM”) from 2000 to 2006 and was First Vice President of MLIM from 1998 to 2000. He has been a Portfolio Manager since 1997. Prior to joining MLIM, Mr. Shearer was a Vice President with David L. Babson & Company, Inc., at Concert Capital Management, Inc. as a Vice President and Sector Manager and at Fiduciary Trust Company International as a Vice President. Shearer holds the Chartered Financial Analyst designation. | ||
| David J. Cassese | Director | 2011 | 2017 |
| Biography | David Cassese, CFA, Director, is an Associate Portfolio Manager on BlackRock’s Equity Dividend/Natural Resources team, focusing on the Consumer, Healthcare and Information Technology sectors. Prior to joining BlackRock, David was a Senior Vice President and Portfolio manager with Oppenheimer Capital 2008 to 2011. He was also a consumer sector analyst for a number of other diversified funds at Oppenheimer. Previously, David was a research analyst for SAC Capital. David began his investment career as a research analyst for T.Rowe Price 1998. David earned a BA degree in Economics from Duke University in 1998. | ||
| Kathleen M. Anderson | Managing Director | 2003 | 2016 |
| Biography | Kathleen Anderson, Managing Director and portfolio manager, is an associate portfolio manager for the Equity Dividend Fund. She is also the lead portfolio manager for the BlackRock Utilities and Telecommunications Fund. Ms. Anderson's service with the firm dates back to 1993, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, she served several roles, including analyst and portfolio manager for the Utility and Telecommunications Fund and associate portfolio manager for the Equity Dividend Fund. Prior to joining MLIM, Ms. Anderson served as a research associate at Chancellor Capital Management (formerly Citigroup Investment Management) from 1983 until 1993. At Chancellor Capital Management, Ms. Anderson was a research associate for entertainment and media and an analyst on a real estate fund. In 1987, she assumed coverage as the analyst for the utilities and telecommunications sectors. Ms. Anderson earned a BA degree in economics and finance from Baruch College in 1980. | ||
| Walter D. Rogers | first Vice President, Senior Portfolio Manager | 1987 | 2001 |
| Biography | Rogers is first vice president and senior portfolio manager with Merrill Lynch Investment Managers, his employer since 1987. From 1984 to 1987, he was vice president and research director at Continental Asset Management Company. He also served as a senior financial analyst with the U.S. Comptroller of the Currency from 1980 to 1984 and the U.S. Federal Reserve Board from 1975 to 1980. | ||
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