BlackRock US Mid-Cap Value D Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | BlackRock Fund Managers Limited |
| Phone | - |
| Website | - |
| Address | 12 Throgmorton Avenue - London EC2N 2DL United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 10/10/2012 |
Managers
| Fund manager | Franco Tapia |
| Manager start date | 04/04/2017 |
| Biography | Franco F. Tapia is a Managing Director of BlackRock, Inc. since 2016. Prior to that, Mr. Tapia is a Senior Equity Research Analyst and Portfolio Manager at Pzena Investment Management from 2006 to 2016. He earned a B.A. in Economics with honors from Harvard University, and an M.B.A. from the Wharton School of the University of Pennsylvania where he was named a Palmer Scholar. Mr. Tapia holds the Chartered Financial Analyst designation. |
| Fund manager | David Zhao |
| Manager start date | 04/04/2017 |
| Biography | David Zhao, Managing Director, is Co-Director of Research for the US Income & Value pillar within the Fundamental Equities division of BlackRock's Portfolio Management Group. Mr. Zhao is also a Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. Prior to joining BlackRock, David was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials. David began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group. David holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University. |
| Fund manager | Tony DeSpirito |
| Manager start date | 04/04/2017 |
| Biography | Antonio (Tony) DeSpirito, Managing Director, is Chief Investment Officer for the US Fundamental Equities business of BlackRock's Portfolio Management Group. Mr. DeSpirito is head of the US Income & Value pillar and the lead Portfolio Manager for the BlackRock Equity Dividend, Large Cap Focus Value, Mid-Cap Value, High Equity Income, Sustainable US Value and Large Cap Concentrated Value portfolios. Prior to joining BlackRock in 2014, Mr. DeSpirito worked at Pzena Investment Management, where he served as Managing Principal, portfolio manager, and a member of the firm's Executive Committee. Mr. DeSpirito was responsible for a suite of large-cap value, all-cap value and two hedge fund portfolios. Having managed value equity assets since 1996, Mr. DeSpirito served as a portfolio manager for the John Hancock Classic Value, PACE Large Company Value, and Vanguard Windsor funds. Mr. DeSpirito earned a BS degree in economics with concentration in finance, summa cum laude, from the Wharton School of the University of Pennsylvania in 1990, and a JD degree, magna cum laude, from Harvard Law School in 1993. |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2024 AJ Bell. All rights reserved.