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Parnassus Value Equity Fund Institutional Shares (PFPWX)
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07/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.82B
Parnassus Endeavor Institutional
59.02
+0.41
+0.70%
- Overview
- Profile
- Historical Data
- Holdings
PFPWX Overview
On this page you'll find an in-depth profile of Parnassus Value Equity Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of PFPWX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund’s objective is to achieve capital appreciation by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.
Contact Information
Address
1 Market Street, Suite 1600
San Francisco,CA 94105
United States
San Francisco,CA 94105
United States
Phone
(800) 999-3505
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Krishna Chintalapalli | Portfolio Manager, Senior Analyst | 2022 | Now |
| Biography | Krishna Chintalapalli is a portfolio manager of the Parnassus Value Equity strategy and a senior analyst. He is responsible for portfolio management of the firm’s Value Equity strategy and firmwide investment research. Prior to joining Parnassus Investments in 2022, Krishna was a research analyst and then vice president of global equities at Ariel Investments. He was also a strategy manager at PwC Strategy, a consultant at CMA Strategy Consulting (now part of E&Y Parthenon) and a technical lead at Aricent Group (now part of Capgemini). Krishna received his bachelor’s degree in engineering from West Bengal University of Technology and his MBA from Cornell University. | ||
| Billy Hwan | Portfolio Manager, Senior Analyst | 2018 | Now |
| Biography | Billy Hwan is the lead portfolio manager of the Parnassus Value Equity strategy and a senior analyst. He is responsible for portfolio management of the firm’s Value Equity strategy and firmwide investment research. Billy joined Parnassus Investments in 2012 after serving as a Parnassus research intern. Prior to joining Parnassus, he held roles in equity research at Dodge & Cox in San Francisco and at the Government of Singapore Investment Corporation. Billy received his bachelor’s degree in engineering from Stanford University and a master’s in accountancy from the University of Houston. He received his MBA with honors from the University of California, Berkeley. Billy is a former Blakemore Freeman Fellow, holds the CPA designation and is a CFA charterholder. | ||
| Jerome L. Dodson | Chairman | 2005 | 2020 |
| Biography | Jerome L. Dodson is the Founder and President of Parnassus Investments. He is the lead Portfolio Manager of the Parnassus Multi-Cap Equity strategy and the Parnassus Asia Pacific Equity strategy and is the sole Portfolio Manager of the Parnassus Endeavor Equity strategy. Prior to founding Parnassus Investments in 1984, he served as President and Chief Executive Officer of Continental Savings of America from 1976 to 1982, where he started the “Solar T-Bill” program to finance solar energy installations and also developed innovative programs to finance low and moderate income housing. Mr. Dodson received his bachelor’s degree in political science from the University of California, Berkeley and his master’s degree in business administration from Harvard Business School. | ||
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