The Zacks All Cap Core Strategy relies upon a bottom up fundamental stock selection process coupled with our proprietary quantitative stock screening models. This strategy aims to provide risk-adjusted returns and diversification benefits relative to the broad market indexes. This strategy is benchmarked against the Russell 3000 Index.

Portfolio Management Team

  • Ben Zacks

    Principal & Senior Portfolio Manager

    Portfolio Manager Ben Zacks has used his expertise to navigate through the market’s ups and downs…several times.

    Ben is the core of the Zacks Investment Management Team, and the most experienced member of the Investment Policy Committee. Ben co-founded Zacks Investment Research in 1978, and he was a critical contributor in the development and fine tuning of the strategies and models that define the Zacks name. Ben is also a nationally recognized investment strategist and a known expert on corporate earnings—he’s been featured extensively in the financial media including CNBC, CNN, CNNfn, and quoted in The Wall Street Journal, The New York Times, The Chicago Tribune, Financial World Magazine, Smart Money Magazine, and Worth Magazine.

    Ben founded Zacks Investment Management in 1992, and has a B.A. in Economics from Boston University.

  • Atanu Ghosh, CFA

    Assistant Portfolio Manager

    Atanu Ghosh has over seven years of investment experience serving as a quantitative and fundamental research analyst and an equity portfolio manager. Prior to joining Zacks, Atanu was a Senior Research Analyst at Fiduciary Asset Management on their large-cap core and quantitative strategy teams.
    Atanu develops quantitative models that we utilize in the management of our investment strategies, and is constantly following industry trends and research to ensure that we are always on the cutting edge when it comes to portfolio management. Furthermore, Atanu is consistently refining and improving our investment models as we adapt to changing market environments. Atanu received his M.B.A. from Washington University, St. Louis where he was elected to Beta Gamma Sigma and his Bachelor’s degree with honors in Computer Science from Jadavpur University, Calcutta, India. Atanu is a Chartered Financial Analyst.