November 27, 2014 11:26 PM ET

Capital Markets

Company Overview of Vanguard Specialized Funds - Vanguard Energy Fund

Company Overview

Vanguard Specialized Funds - Vanguard Energy Fund is an open-ended equity mutual fund launched and managed by The Vanguard Group, Inc. It is co-managed by Wellington Management Company, LLP. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating in the energy sector. The fund primarily invests in value stocks of companies across all market capitalizations with a focus on large cap and mid cap companies. It employs fundamental and quantitative analyses along with a bottom-up stock picking approach focusing on factors like cash flow and asset valuations in addition to earnings valuations, financial prospects, the prices of the securities...

100 Vanguard Boulevard


Malvern, PA 19355

United States

Founded in 1984

Key Executives for Vanguard Specialized Funds - Vanguard Energy Fund

Chief Executive Officer and President
Age: 57
Chief Financial Officer
Age: 57
Portfolio Manager and Chief Investment Officer
Age: 59
Managing Director
Age: 58
Compensation as of Fiscal Year 2014.

Vanguard Specialized Funds - Vanguard Energy Fund Key Developments

Vanguard Energy Fund Announces Management Appointments

Vanguard Energy Fund announced five key investment management appointments as part of the firm's long-standing practice of periodically rotating members of its investment management teams to broaden their experience and provide them with new responsibilities. Joseph Brennan, who served in Australia as the firm's Asia Pacific chief investment officer (CIO) since 2009, will return to the United States to lead the Equity Index Group. Brennan, whose move was announced in Australia in November 2012, will oversee the investment professionals responsible for more than 80 U.S. and international equity index funds and ETFs, representing nearly $1 trillion in indexed assets. Prior to his Australian post, the 12-year Vanguard veteran managed the Portfolio Review Department, which selects investment advisory firms, monitors funds, and develops new products. Gregory Davis, head of the Bond Index Group since 2007, will assume the Asia Pacific CIO role, as also announced in November. Davis will head Vanguard Australia's team of investment professionals, who manage equity and fixed income portfolios available to Australian and Asian investors. Josh Barrickman has assumed leadership of the Bond Index Group. He previously managed bond index funds with aggregate assets of $90 billion and led Vanguard's bond ETF management process since the 2007 inception of fixed income ETF shares. With Davis' new role, Barrickman has been named a manager or co-manager on 13 funds, including the $115 billion Vanguard Total Bond Market Index Fund. John Ameriks, Ph.D, will oversee the Active Equity Group within the Equity Investment Group. Catherine Gordon, a veteran investment professional who created IC&R in 2001, will reassume leadership of this group, as well as help to lead Vanguard's initiatives on advice methodology and focus on institutional investment thought leadership. Gordon previously directed Vanguard Institutional Advisory Services The changes are effective with the filing on March 1, 2013 of prospectus amendments that detail the leadership and portfolio manager assignments.

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