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Touchstone Sands Capital Institutional Growth Fund (CISGX)
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Touchstone Sands Capital Inst Gr
15.72
-0.39
-2.42%
- Overview
- Profile
- Historical Data
- Holdings
CISGX Overview
On this page you'll find an in-depth profile of Touchstone Sands Capital Institutional Growth Fund. Learn about the key management, total assets, investment strategy and contact information of CISGX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies that the sub-advisor, Sands Capital Management, LLC, believes have above-average potential for revenue and earnings growth. The fund emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. The fund will typically own between 25 and 35 companies. It is non-diversified.
Contact Information
Address
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
Phone
+1 8005430407
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Thomas H. Trentman | - | 2017 | Now |
| Biography | Mr. Trentman, Portfolio Manager and Research Analyst, has been with Sands Capital since 2005. | ||
| Wesley A. Johnston | Portfolio Manager | 2016 | Now |
| Biography | Mr. Johnston, Portfolio Manager and Senior Research Analyst, has been with Sands Capital since 2004. | ||
| Michael A. Sramek | Portfolio Manager | 2015 | Now |
| Biography | A. Michael Sramek, CFA, is a portfolio manager, Research Analyst, Senior Portfolio Manager, and Managing Director, has been with Sands Capital since 2001. Prior to joining Sands Capital, he was a Research Analyst at Mastrapasqua & Associates during 2000. Prior to obtaining his MBA in 2000, he was an Associate, Plan Sponsor Services at BARRA/Rogers Casey from 1995 to 1998. | ||
| Frank M. Sands | Chief Investment Officer, Chief Executive Officer | 2005 | Now |
| Biography | Frank M. Sands, Jr, CFA has has been Chief Investment Officer and Chief Executive Officer at Sands Capital Management since 2008. Mr. Sands, Jr. has previously held the positions of President, Director of Research and Senior Portfolio Manager with Sands Capital Management since joining Sands Capital Management in June 2000. Before joining Sands Capital Management, he was a Research Analyst, Portfolio Manager, and Principal at Fayez Sarofim & Co. from August 1994 to June 2000. Frank M. Sands, Jr. has earned the right to use the Chartered Financial Analyst designation. | ||
| Thomas M. Ricketts | Life Sciences Sector Head, Sr. Research Analyst, Sr. Portfolio Manager, Man | 2015 | 2016 |
| Biography | Thomas Ricketts, CFA, founder of Evolutionary Tree Capital Management, serves as Chief Investment Officer, Portfolio Manager, and Research Analyst. Over his 24-year investment career, he developed significant expertise in portfolio management, investment research, and executive management. Prior to founding Evolutionary Tree, Mr. Ricketts was a Sr. Portfolio Manager on Sands Capital’s flagship Select Growth strategy, a $20+ billion concentrated strategy of high-quality, sustainable growth businesses. Mr. Ricketts was one of the longest-tenured investment professionals at Sands Capital. Over the years, he contributed to building and leading the research team and attracting and retaining a broad client base of institutional and high-net-worth clients. He earned his Bachelor of Science degree from the McIntire School of Commerce at the University of Virginia (1994), his Chartered Financial Analyst (CFA) designation (1997), and an Advanced Certificate for Executives from the MIT Sloan School of Management (2016- 2017). Mr. Ricketts joined Sands Capital in 1994 as the Assistant to the President. He worked closely with founder Frank Sands, Sr. during the startup phase and early years of the firm, helping to grow the firm from less than $100 million in assets under management to approximately $40 billion in assets 22 years later. In 1997, Mr. Ricketts became a Research Analyst, and in 2001 he added additional Portfolio Manager duties. In 2008, Mr. Ricketts assumed the role of Sr. Portfolio Manager on the Sands US Large-Cap Growth strategy, working as a Co-PM to oversee the $20 billion strategy, and was a decision maker on that strategy for eight years. In 2011, Mr. Ricketts joined the Executive Management Team (EMT), which provides strategic leadership for the firm. In 2013, he became a member of the three-person Directing Research Team (DRT), which provided oversight of the 40-person investment team. Throughout his investment career, he gained in-depth research and portfolio management experience across a broad array of growth equity investments and industries, including deep knowledge regarding healthcare, technology, consumer, and other growth industries, developing an ability to identify value-added investment opportunities. | ||
| David E. Levanson | Senior Research Analyst, Senior Portfolio Manager, Director | 2005 | 2010 |
| Biography | Mr. David Levanson is a portfolio manager of Sands’ portion of the Fund. Mr. Levanson, Executive Managing Director, Research Analyst and Senior Portfolio Manager of Sands, worked for Sands from 1992-1994 and rejoined Sands in 2002. From 1996 to 1999 he was a Vice President and Research Analyst at State Street Research & Management and from 1999 to 2002 he worked as a Research Analyst at MFS Investment Management. Prior to joining Sands in 1992, Mr. Levanson was a Research Analyst at the Capital Management Group, Folger Nolan Fleming Douglas, Inc. from 1990 to 1992. Mr. Levanson received his BS degree in Finance from the University of Florida and his MBA in 1996 from the Darden School at University of Virginia. | ||
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