portfolio management
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Douglas J. Roman, CFA, CMT
Managing Director
- Industry Experience: 25 years
- B.S., Pennsylvania State University
- M.S., Drexel University
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As director of equity management, Doug is responsible for directing the quantitative efforts of the Advantage Equity team and overseeing the respective research group. Prior to joining the firm or its predecessor in 2002, he worked for Penn Street Advisors, Inc. the Penn Street Funds, The Vanguard Group, Rittenhouse Financial Services and CoreStates Investment Advisors. Doug holds the Chartered Financial Analyst designation and he is Chartered Market Technician. He is a member of the Financial Analysts of Philadelphia, the Philadelphia Securities Association and the National Association of Business Economists. He earned his Bachelor of Science in finance from Penn State University and his M.S. in finance from Drexel University.
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Mark W. Batty, CFA
Co-Portfolio Manager
- Industry Experience: 22 years
- B.S., Drexel University
- M.S., Drexel University
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Mark is co-portfolio manager of the Advantage Equity team and provides research coverage on the Financial Services sector. Prior to joining the firm or its predecessor in 2003, Mark held positions with the Pennsylvania Trust Company, Penn Mutual Life Insurance, Ryan, Beck & Co. and CoreStates Investment Advisors. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He received a B.S. in business administration and an M.S. in finance from Drexel University.
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Ruairi G. O'Neill, CFA
Co-Portfolio Manager
- Industry Experience: 17 years
- B.C., University College Cork
- M.B.A., St. Joseph’s University
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Ruairi is a co-portfolio manager on the Advantage Equity team and the lead manager for the Dividend Focus strategy. He provides the team's research coverage on the Pharmaceutical, Biotechnology, Medical Device, and Health Care Services industries. Prior to joining the firm or its predecessor in 1998, Ruairi worked in the Dublin, Ireland, office of a former PNC Bank affiliate. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society of Philadelphia. He received his Bachelor of Commerce degree in accounting and finance from University College Cork in Ireland and his master's degree in business administration from St. Joseph’s University in Philadelphia.
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Quick Stats |
as of 12/31/2011 |
| Inception |
12/20/1989 |
| Ticker |
PEWIX |
| CUSIP |
69351J256 |
| Net Assets |
$60,218,496 |
Morningstar StyleLarge Growth |
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Daily Price
as of 2/3/12
| NAV |
POP |
Chg ($) |
Chg (%) |
| $17.50 |
$17.50 |
$0.25 |
1.43% |
Risk/Reward Chart
Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown here.
1As of most recent month-end. The Morningstar Style Box reveals the Fund’s investment strategy. For fixed-income funds, the vertical axis shows the average credit quality of the bonds owned and the horizontal axis shows interest-rate sensitivity as measured by a bond’s duration (short, intermediate or long). Credit quality ratings are subject to change. For more complete information about how fixed income style boxes are categorized, please click here to view the Morningstar.com style box analysis.