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Nuveen Equity Long/short Fund Class I (0P0000I0SM)
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25/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 112.63M
Nuveen Equity Long/Short Fund Class I
64.210
-0.150
-0.23%
- Overview
- Profile
- Historical Data
- Holdings
0P0000I0SM Overview
On this page you'll find an in-depth profile of Nuveen Equity Long/short Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000I0SM among other information.
Investment Strategy
The investment seeks long-term capital appreciation with low correlation to the U.S. equity market. The fund pursues its investment objective by establishing long and short positions in a diversified portfolio of equity securities. Substantially all of the equity securities in which the fund takes long and short positions will be included in the fund's benchmark index, the Russell 1000 Index, at the time the position is taken. As a result, the fund will invest significantly in large-capitalization companies, though it may also invest in mid-capitalization companies.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Claire L. Ross | Portfolio Manager | 2021 | Now |
| Biography | Claire L. Ross is a Managing Director and Co-Head of Active Equity Research at Nuveen Asset Management, LLC. Ms. Ross joined TIAA and Nuveen in 2014 and was appointed Associate Director of Equity Research in 2019. Prior to joining TIAA, Ms. Ross worked at Surveyor Capital, a division of Citadel. Ms. Ross started her career as a research analyst at Goldman Sachs. | ||
| Scott Tonneson | PM | 2013 | Now |
| Biography | Scott is the co-manager of the Mid Cap Core Strategy and related institutional portfolios. He joined the Mid Cap Core management team in 2012. Scott began working in the financial services industry in 1994 and joined the firm in 2007. Prior to his current portfolio management role, he was a senior equity research analyst responsible for building quantitative models to deliver relevant data to the equity portfolio teams. Previously, he worked at Ameriprise Financial as a quantitative equity analyst, business analyst, and account analyst. Scott received a B.A. in accounting from the University of St. Thomas and an M.B.A. from the University of Minnesota’s Carlson School of Management. He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Chicago Quantitative Alliance. | ||
| David A Chalupnik | Portfolio Manager | 2021 | 2023 |
| Biography | David oversees all portfolio management activities for Nuveen’s actively managed U.S. equities strategies. He is the lead portfolio manager for several core and value-focused equities strategies and related institutional portfolios. David also manages several Santa Barbara Asset Management Dividend Growth strategies. Prior to joining the firm in 2002, David served as chief investment officer for Duff & Phelps Investment Management Company. David was also head of the equity investment division of Allstate Insurance Company. He began working in the investment industry in 1984. David graduated with a B.S. in Commerce and an M.B.A. from DePaul University. He holds the CFA® designation and is a member of the CFA® Institute. | ||
| Robert C. Doll | CIO (Chief Investment Officer) | 2013 | 2021 |
| Biography | Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO), bringing his 41 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark largecap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen | ||
| Anthony R. Burger | Senior Vice President | 2013 | 2017 |
| Biography | Anthony R. Burger, CFA, is a Senior Vice President of NAM and a Portfolio Manager for SBAM. He entered the financial services industry in 1994 and joined FAF Advisors, Inc. (“FAF”) in 2003. He joined NAM on January 1, 2011, in connection with the acquisition by Nuveen Investments, Inc. (“Nuveen”), of a portion of FAF’s asset management business, and became a dual employee of SBAM in February 2013. | ||
| Bryan Goligoski | Analyst | 2011 | 2013 |
| Biography | Goligoski joined SBAM in 2005. Prior to SBAM, Goligoski was a Securities Analyst at Mikles/Miller Management (2004), a Managing Member/Portfolio Manager at Chatwood Capital (1999-2004) and a Portfolio Manager at Strome Investment Management, where he co-managed a dedicated short-only sleeve of a multi-strategy hedge fund (1996-2001). | ||
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