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🎁 💸 Warren Buffett's Top Picks Are Up +49.1%. Copy Them to Your Watchlist – For Free Copy Portfolio
Penn Series Funds, Inc. Small Cap Value Fund (0P00003CXM)
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49.260
+0.610
+1.25%
- Morningstar Rating:
- Total Assets: 152.14M
Penn Series Fund Small Cap Value
49.260
+0.610
+1.25%
- Overview
- Profile
- Historical Data
- Holdings
Penn Series Funds, Inc. Small Cap Value Fund Overview
On this page you'll find an in-depth profile of Penn Series Funds, Inc. Small Cap Value Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00003CXM among other information.
Investment Strategy
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a diversified portfolio of equity investments in small-cap issuers with public stock market capitalizations (measured at the time of purchase) within the range of the market capitalization of companies constituting the Russell 2000® Value Index at the time of investment.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sean Greely | Portfolio Manager / Analyst | 2023 | Now |
| Robert G. Crystal | Assistant Portfolio Manager | 2006 | Now |
| Biography | Mr. Robert Crystal serves as Portfolio Manager at Goldman Sachs Asset Management. | ||
| Sally Pope Davis | Vice President | 2006 | Now |
| Biography | Ms. Sally Davis serves as Portfolio Manager at Goldman Sachs Asset Management. | ||
| Sean A. Butkus | Portfolio Manager | 2012 | 2022 |
| Biography | Sean A. Butkus, CFA Vice President, Portfolio Manager Sean is a portfolio manager on the US Value Equity Team, where he has broad research responsibilities across the value strategies. Sean joined Goldman Sachs Asset Management in 2004. Previously, he worked on the Business Planning Team of the Investment Management Division at Goldman Sachs, providing analytical support and offering strategic advice to the division's management team. Before joining Goldman Sachs, he worked at Arthur Andersen LLP. Sean has 15 years of industry experience. He received a BS in Natural Science and Accounting from Muhlenberg College and an MBA in Finance from the Wharton School of Business at the University of Pennsylvania. | ||
| J. Kelly Flynn | Portfolio Manager | 2004 | 2013 |
| Biography | Kelly Flynn Managing Director, Portfolio Manager Kelly is a portfolio manager for the US Value Equity Team, where he has broad research responsibilities across the value strategies. Prior to joining Goldman Sachs Asset Management in 2002, Kelly spent 3 years at Lazard Asset Management as a Portfolio Manager for Small Cap/SMID Cap Value products. Before Lazard, Kelly was a small cap value Portfolio Manager at 1838 Investment Advisors. Previously, he worked for Edgewater Private Equity Fund as a Research Analyst and for First Boston in the Mergers and Acquisitions Department. Kelly has 21 years of industry experience. He received a BA from Harvard and an MBA from the Wharton School of Business at the University of Pennsylvania. | ||
| Chip Otness | Portfolio Manager | 2004 | 2012 |
| Biography | Chip is a portfolio manager on the U.S. Value team at Goldman Sachs. He joined Goldman Sachs Asset Management in 2000. Chip started his career at J.P. Morgan where he spent 28 years. Chip holds the Charted Financial Analyst designation. | ||
| Scott Carroll | Vice President | 2005 | 2011 |
| Biography | Scott Carroll, CFA Managing Director, Portfolio Manager Scott is a portfolio manager on the US Value Equity Team, where he has broad research responsibilities across the value strategies. Before joining Goldman Sachs Asset Management in 2002, Scott spent over five years at Van Kampen Funds, where he had portfolio management and analyst responsibilities for a Growth and Income and Equity Income funds. Prior to Van Kampen, Scott spent three years at Lincoln Capital Management as an Equity Analyst and two years as a Senior Auditor at Pittway Corporation. Scott has 21 years of industry experience. He received a BS in Accounting from Northern Illinois University and an MBA from the University of Chicago Graduate School of Business. | ||
| Dolores Bamford | Co-CIO, Senior Portfolio Manager | 2005 | 2011 |
| Biography | Dolores Bamford, CFA, serves as Co-Chief Investment Officer for Eventide and Senior Portfolio Manager for Eventide’s dividend growth, multi-asset income, and fixed income strategies. Ms. Bamford has over 25 years of investment experience. Prior to joining Eventide in 2019, she was with Goldman Sachs Asset Management for 13 years (2002-2015), most recently as Managing Director and Portfolio Manager on U.S. Value Equity. She also led Goldman Sachs’s U.S. Responsible Equity investments and co-led the Global Sustain Equity investments. Previously, she was with Putnam Investments for 10 years (1992-2002), where she served as Senior Vice President and Portfolio Manager and Analyst on multiple value investments. Before that, she was with Fidelity Investments (1988-1990), where she served in investment research. Ms. Bamford holds an S.M. in Management from the MIT Sloan School of Management, a dual-M.A. in Theology and Church History from Gordon-Conwell Theological Seminary, and a B.A. in Economics from Wellesley College. She is a CFA Charterholder and member of the Boston Society of Security Analysts. | ||
| Eileen P. Rominger | Co-CIO (Chief Investment Officer) | 2008 | 2009 |
| Biography | Eileen Rominger Managing Director, US Value Equity Co-CIO, Global Equity Co-CIO, Global Head of Fundamental Equity Eileen is the Co-Chief Investment Officer for the US Value Equity and Global Equity teams, where she oversees the portfolio management and investment research. Eileen joined Goldman Sachs Asset Management in 1999 as the CIO of the Value Equity team. She was named Global Head of Fundamental Equity in 2007 and Global Equity Co-CIO in 2008. Her prior experience spanned 18 years at Oppenheimer Capital, where she was a Managing Director and Senior Portfolio Manager. Eileen has 28 years of industry experience. She received a BA from Fairfield University and an MBA from the Wharton School of Business at the University of Pennsylvania. | ||
| Lisa Parisi | Managing Director, Portfolio Manager | 2005 | 2009 |
| Biography | Parisi is a managing director and portfolio manager at GSAM. She joined GSAM as a portfolio manager in August 2001. From December 2000 to August 2001, Parisi was a portfolio manager at John A. Levin & Co. From March 1995 to December 2000, she was a portfolio manager and managing director at Valenzuela Capital. Parisi holds the Chartered Financial Analyst designation. | ||
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