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Boston Trust Walden Small Cap Fund (BOSOX)
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Boston Trust Small Cap
17.18
+0.10
+0.59%
- Overview
- Profile
- Historical Data
- Holdings
BOSOX Overview
On this page you'll find an in-depth profile of Boston Trust Walden Small Cap Fund. Learn about the key management, total assets, investment strategy and contact information of BOSOX among other information.
Investment Strategy
The investment seeks long-term capital growth through an actively managed portfolio of stocks of small capitalization companies. The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000® Index at the time of purchase.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bradley Hunnewell | Portfolio Manager | 2024 | Now |
| Biography | Mr. Hunnewell is a Portfolio Manager at the Adviser. He joined the Adviser’s parent company, Boston Trust Walden Company in 2023. He previously served as a Director and Portfolio Manager of Small & Mid Cap Equities at Rothschild & Co US Asset Management. Prior to Rothschild & Co, he worked at Rockefeller Capital Management for ten years in various investment roles, most recently as a senior equity analyst and portfolio manager. He earned an MBA from Columbia Business School and a BS in Economics from Trinity College. He holds the Chartered Financial Analyst® designation and is a member of CFA Society Boston and the CFA Institute. | ||
| Leanne Moore | Portfolio Manager | 2020 | Now |
| Biography | https://www.bostontrustwalden.com/people/leanne-moore/ | ||
| Richard Q. Williams | Portfolio Manager | 2017 | Now |
| Biography | https://www.bostontrustwalden.com/people/richard-q-williams-cfa/ | ||
| Kenneth P. Scott | Portfolio Manager | 2005 | Now |
| Biography | https://www.bostontrustwalden.com/people/kenneth-p-scott-cfa/ | ||
| Belinda Cavazos | Portfolio Manager | 2017 | 2020 |
| Biography | Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. | ||
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