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The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its investable assets in equity and equity-related securities of financial services related companies. It invests primarily in securities of issuers in the United States, although it may also invest in securities of issuers in countries throughout the world. The fund may invest up to 30% of its total assets in foreign securities. It is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Jonathan M. Shapiro | Managing Director | 2017 | Now |
Biography | Jonathan Shapiro is a portfolio manager for smid core, small cap core, and financial services, and a research analyst covering real estate. He joined Jennison in 2006 from Goldman Sachs, where he led the small companies/special situations research group. Prior to that, he worked at KPMG Consulting, focusing on real estate, and at Jones Lang Wootton Realty Advisors (now Clarion Partners), where he was responsible for real estate acquisitions and asset management. Jonathan received a BA, magna cum laude, with high honors in history from Dartmouth College and an MBA from the Wharton School of the University of Pennsylvania. | ||
Steven A. Gavios | Equity Research Analyst | 2017 | Now |
Biography | Steven Gavios is a financial services equity portfolio manager and research analyst covering financials. Steven joined Jennison in 2005. Previously, he was a senior managing analyst at Dreyfus covering insurance, stock brokerage, and asset management companies, while also co-managing the Dreyfus Premier Financial Services Fund. Prior to Dreyfus, he was a senior analyst at Bear Stearns and Kidder Peabody. Steven holds a BA in economics from Wesleyan University and an MBA from Wharton School of the University of Pennsylvania. Steven is fluent in Spanish and French. | ||
Andrew M. Tucker | Vice President | 2017 | Now |
Biography | Andrew Tucker is a financial services equity co-portfolio manager and research analyst covering payment, fintech, and financial companies. He joined Jennison in 1997. Previously, Andrew was an equity analyst and portfolio manager at the Wachovia Bank of North Carolina. Prior to that, he was credit risk manager responsible for over $1B of corporate exposure. He began his career as a financial analyst in Wachovia's mergers and acquisitions group. Andrew earned a BSBA, magna cum laude, from Washington and Lee University and is a CFA charterholder. | ||
Mark T. Lynch | Senior Vice President | 2009 | 2017 |
Biography | Mark is a senior vice president and global industry analyst, and also is sector team leader for Wellington’s Finance Team. He also serves as a portfolio manager, with responsibilities including two global hedge funds, global finance sector portfolios, and multi-asset strategies. Education A.B., Harvard College Experience Joined Wellington Management in 1994 Began career in 1984 | ||
Michael A. Del Balso | Director | 2003 | 2009 |
Biography | Michael Del Balso is a large cap growth portfolio manager. He joined Jennison in 1972 as a research analyst. He later served as the director of research and became a portfolio manager in 1999. Prior to Jennison, he was a portfolio manager and research analyst at White, Weld & Company. Michael received a BS in industrial administration from Yale University and an MBA from Columbia University Business School. | ||
Andrew M. Tucker | Vice President | 2002 | 2009 |
Biography | Andrew Tucker is a financial services equity co-portfolio manager and research analyst covering payment, fintech, and financial companies. He joined Jennison in 1997. Previously, Andrew was an equity analyst and portfolio manager at the Wachovia Bank of North Carolina. Prior to that, he was credit risk manager responsible for over $1B of corporate exposure. He began his career as a financial analyst in Wachovia's mergers and acquisitions group. Andrew earned a BSBA, magna cum laude, from Washington and Lee University and is a CFA charterholder. | ||
Mark G. DeFranco | Managing Director | 2001 | 2002 |
Biography | Mark G. DeFranco is a Managing Director and Opportunistic Equity Portfolio Manager of Jennison since 1998. Before joining Jennison, Mr. DeFranco was a precious metals equity analyst and portfolio manager at Pomboy Capital from 1995 until 1998. Prior to Pomboy Capital, he spent six years as a research analyst at Comstock Partners, responsible for generating ideas in both fixed income and equities that fit the macro themes of the firm. Mr. DeFranco started his career at Salomon Brothers where he was on the equity research sales desk from 1987 to 1989. He received a BA in economics from Bates College and an MBA in finance from Columbia University. | ||
Bradley T. Goldberg | executive Vice President, Director, balanced Portfolio Manager, Chairman | 2000 | 2002 |
Biography | Goldberg is an executive vice president, director, balanced portfolio manager, and chairman of the asset allocation committee of Jennison Associates, his employer since 1974. He also serves as vice president of The Prudential Investment Corporation. Previously, he was vice president and group head in the investment research division of Bankers Trust Company. Goldberg is a Chartered Financial Analyst charterholder. | ||
Margaret Stumpp | CIO (Chief Investment Officer) | 1999 | 2002 |
Biography | Margaret S. Stumpp, PhD, is Senior Advisor to Quantitative Management Associates (QMA). She is extensively involved in quantitative research in asset allocation, security selection and portfolio construction. Maggie previously served as QMA’s Chief Investment Officer for over two decades. Maggie has published articles on finance and economics in numerous publications, including The Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Investment Management and Award Papers in Public Utility Economics. Maggie earned a BA cum laude with distinction in Economics from Boston University and holds an AM and PhD in Economics from Brown University. | ||
Bruce Glensky | Portfolio Manager | 2000 | 2001 |
Biography | Glensky is a portfolio manager with Prudential Investments, his employer since 1995. |
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