Thomas Vandeventer is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Vandeventer joined Tocqueville in 2006 and is the portfolio manager of the Tocqueville Opportunity Fund. Prior to joining Tocqueville, Mr. Vandeventer was Senior Managing Director and head of the Institutional Large Cap Growth group at Clearbridge Advisors (Legg Mason) and Citigroup Global Asset Management (CAM); he was responsible for the investment of pension, foundation and endowment funds. Mr. Vandeventer also managed portfolios for high net worth clients and trusts in equity and balanced accounts. Mr. Vandeventer remained with the same investment management group for twenty years, having joined Shearson Asset Management (American Express Company) in 1986. He worked in Real Estate Finance as an Associate at UBS from 1983 through 1985. Mr. Vandeventer earned his B.A. from the University of Virginia and an M.B.A. from Columbia University.
The Tocqueville Trust
DAILY NAV as of 05/01/2015: Opportunity Fund TOPPX $22.49 +0.31
Tocqueville Opportunity Fund
To achieve long-term capital appreciation
- Invest primarily in the common stocks of small and mid-cap companies that possess the potential to deliver above average long-term earnings growth
- Seek companies that are market leaders in growth industries, have a strong brand name and whose sales and earnings have increased at a constant rate
- Employ fundamental-based research to identify companies with strong financials and attractive earnings, valuation, and profitability.
- Meet with corporate managements to assess management’s capabilities and strategic vision
, Portfolio Manager
TOPPX Morningstar Rating, 02/19/2015
As of January 31, 2015, the Tocqueville Opportunity Fund achieved a four-star Morningstar rating...
TOPPX - Zacks Investment Research, 02/02/2015
Zacks Investment Research recommends TOPPX in an article entitled, "January Effect Myth Fails...
Top Ten Holdings
as of 03/31/2015
% of Total Assets
|Alnylam Pharmaceuticals, Inc.||1.95%|
|Intercept Pharmaceuticals, Inc.||1.76%|
|Pinnacle Financial Partners, Inc.||1.43%|
|PTC Therapeutics, Inc.||1.42%|
|Manhattan Associates, Inc.||1.42%|
|Palo Alto Networks, Inc.||1.36%|
|Regeneron Pharmaceuticals, Inc.||1.36%|
© 2011 Tocqueville Asset Management L.P.