Mr. Schwarzkopf is a Portfolio Manager of Quality Small-Cap Fund (since inception in June 2006) and Small-Cap Core Fund (since 1996). Mr. Schwarzkopf is Co-Chief Investment Officer (since January 2013), previously Chief Investment Officer (2007-2013)), a portfolio manager for the small and mid-cap equity portfolios (since 1992), and a member of the Executive Management Committee.
Before joining Kayne in 1991, Mr. Schwarzkopf was a member of the Investment Policy Committee at the Pilgrim Group of Mutual Funds and portfolio manager for Pilgrim Regional Bankshares. He has approximately 31 years of investment industry experience.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
EKONX | Virtus Quality Small Cap Fund | $ M |
* Net Assets include for all classes