Company Overview of Turner Investments, LP
Turner Investments is an employee owned investment manager. The firm provides its services to investment companies, pension and profit sharing plans, state and municipal government entities, high net worth individuals, pension funds, foundations, public companies, other asset managers and pooled investment vehicles, financial advisors, banking and thrift institutions, individuals, charitable and non-charitable organizations, educational and non-profit enterprises, public-employee retirement systems, and Taft-Hartley plans. It manages separate client focused equity portfolios. The firm also launches and manages equity mutual funds for its clients. It invests in the public equity markets acros...
1205 Westlakes Drive
Berwyn, PA 19312
Founded in 1990
Key Executives for Turner Investments, LP
Chief Technology Officer and Director of Operations
Compensation as of Fiscal Year 2013.
Turner Investments, LP Key Developments
Turner Funds Plc, Annual General Meeting, Nov 25, 2013
Oct 11 13
Turner Funds Plc, Annual General Meeting, Nov 25, 2013., at 10:00 GMT Standard Time. Location: Offices of Chartered Corporate Services.
Turner Funds plc Announces the Resignation of James Wylie as Director, Effective from August 30, 2013
Sep 6 13
The Directors of the Turner Funds plc announced the resignation of James Wylie as a Director to the company with effect from August 30, 2013.
Turner Funds Introduces Turner Emerging Markets Fund
Sep 5 13
The Turner Funds introduced the Turner Emerging Markets Fund, which invests in about 60-100 growth stocks of all market capitalizations from issuers tied economically to the emerging markets. The no-load Turner Emerging Markets Fund is offered in both Institutional Class shares and Investor Class shares. The fund is managed by Donald W. Smith and Rick Wetmore. Turner Investments, an employee-owned investment firm with more than $8 billion in assets under management as of June 30, 2013, serves as the investment adviser for the fund. Headquartered in Berwyn, Pennsylvania, Turner was founded in 1990. The fund may be appropriate for institutional and individual investors who seek the long-term growth of capital and can tolerate the share-price volatility of emerging-markets stock investing. The fund's holdings consist of what the portfolio-management team believes to be its best global-growth stock ideas in emerging markets, which include Brazil, China, India, Mexico, the Philippines, Russia, and Turkey, among others. The fund's performance benchmark is the MSCI Emerging Markets Index. The fund has a minimum initial investment of $250,000 for Institutional Class shares and $2,500 for Investor Class shares. For Individual Retirement Accounts, the minimum initial investment is $100,000 for Institutional Class shares and $2,000 for Investor Class shares.
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