Fund Inception | 01/04/1999 |
Name of Issuer | Saratoga |
Fund Advisor(s) | Saratoga Capital Management,LLC Smith Group Asset Management |
Sub-Advisor(s) | -- |
Fund Managers for SIECX
John Brim
Portfolio Manager since 02/20/2018
John D. Brim, CFA, Chief Investment Officer,joined Smith Group in March 1998 and is a member of the investment management team.Prior to joining the firm, he was a manager within the institutional investment consulting group of Deloitte & Touche from 1997 to 1998. From 1990 to 1997, Brim held a variety of positions, including senior client manager with NationsBank Asset Management in Dallas. He earned his bachelor's degree in economics from Texas A&M University. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Stephanie Jones
Portfolio Manager since 02/20/2018
Mrs. Jones joined Smith Group Asset Management in February 2010 and is a member of the portfolio management team. Prior to joining Smith Group, she was an Equity Analyst for Cimarron Asset Management, LLC from 2006 to 2010. From 2001 to 2006 she was a Principal for Mercer Human Resource Consulting, subsequent to Mercer’s acquisition of SCA Consulting, where she was a Senior Associate. From 1997 to 1998 Mrs. Jones interned in the equity research group of Dain Rauscher. From 1995 to 1997 she was part of the corporate financial reporting group of Halliburton Co., and from 1992 to 1995 she worked as an auditor for Price Waterhouse, LLP. Mrs. Jones graduated with a BBA in Accounting from Texas A&M University, and earned an MBA with a concentration in Finance from Southern Methodist University. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA).