Adrian Banner, Ph.D., is chief executive officer and chief investment officer at INTECH. Dr. Banner was named chief executive officer in November 2012 and concurrently is the firm’s chief investment officer, a position he has held since January 2012, having joined INTECH in August 2002. Dr. Banner earned his Ph.D. in mathematics from Princeton University and his M.Sc. and B.Sc., also in mathematics, from the University of New South Wales, Australia.
Vassilios Papathanakos, Ph.D., was named INTECH’s deputy chief investment officer in November 2012 and executive vice president in 2014. Before joining INTECH, Dr. Papathanakos received his Ph.D. in Physics from Princeton University in November 2006 and earned a B.S. in Physics from the University of Ioannina, Greece, in July 2001.
Joseph Runnels, CFA, is vice president, portfolio management at INTECH. Runnels joined INTECH in June 1998 from QED Information Systems, a software development company providing portfolio management and investment accounting systems. Runnels spent six years prior to that in portfolio management for the Tennessee Consolidated Retirement System in their fixed income investment division. Runnels holds a B.S. in Business Administration from Murray State University and has earned the right to use the Chartered Financial Analyst designation. Runnels has 25 years of investment experience.
Phillip Whitman PhD, is a portfolio manager at INTECH, based in Princeton NJ. Dr. Whitman earned his Ph.D. in Mathematics from Princeton University and received his B.S. in Mathematics from the University of Texas at Austin.
This Fund’s investment objective is long-term growth of capital. It pursues its objective by investing at least 80% of its net asset value in equities and equity related securities of US Companies whose market capitalisation is at least equal to the market capitalisation of one of the companies listed in the S&P 500® Index at the time of purchase.
Rank 92/144 Total Return
Rank 51/144 Standard Deviation
Rank 1/144 Max Drawdown
|90||Tocqueville Value Amerique P||EUR||
|91||Schroder ISF US Large Cap A Dis AV||EUR||
|92||BGF US Basic Value A2 USD||EUR||
|92||Janus Henderson INTECH US Core A$acc||EUR||
|94||Robeco BP US Premium Equities D USD||EUR||
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|50||Robeco BP US Large Cap Equities D EUR||EUR||
|51||BNP Paribas L1 Equity USA Core Classic Cap||EUR||
|51||Janus Henderson INTECH US Core A$acc||EUR||
|53||Legg Mason Clearbridge Value A Acc USD||EUR||
|53||KBC Equity America Cap||EUR||
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Month by Month Performance
Returns Vs Risk
- Hong Kong
- United Kingdom
- Launch date25/04/2003
- Share Class size18Mn
- Base currencyUSD
- Min. initial investment2,500
- Min. regular additional investment0
- Annual management1.00%
- Initial investment5.00%