Schwab Active Equity Funds
 

Schwab offers a range of actively managed equity funds to meet a variety of investor goals, all designed to outperform their respective benchmark while moderating risk. Underlying each of Schwab's actively managed equity funds is Schwab Equity Ratings®, Schwab's proprietary, systematic and disciplined stock research methodology that objectively rates more than 3,000 U.S.-headquartered stocks.

Investment Strategy

Each with a different focus–from the broad Schwab Core Equity Fund to funds focusing on specific sectors–Schwab's active equity funds invest in stocks that fund managers believe will exceed market expectations. The portfolio management team employs a multifactor optimization process to finding what it believes is the right blend of risk and reward, not only within each individual stock but also with regard to how such stocks fit together to satisfy the investment style and risk profile of each fund.

The funds' allocations across sectors and specific holdings may vary from their benchmark, seeking to capitalize from selected over- and under-weightings based on market and economic considerations.

Investment Management Team

Charles Schwab Investment Management, Inc. (CSIM) is the investment adviser for all of the Schwab Equity Funds. CSIM portfolio managers bring experience from a variety of backgrounds and work together with CSIM analysts and traders to provide a level of perspective and insight that we believe is more effective than can come from a single manager.

Investment Management Team

Jonas Svallin, CFA

Managing Director, Head of Disciplined Active Equity Strategies
Full Bio>
 
Investment Management Bio

Jonas Svallin, CFA

Managing Director, Head of Disciplined Active Equity Strategies

Jonas Svallin is a Managing Director and Head of Disciplined Active Equity Strategies for Charles Schwab Investment Management, Inc. (CSIM). Mr. Svallin leads the portfolio management team of Schwab’s disciplined active equity funds, which comprise the Schwab Active Equity Funds and Schwab Global Real Estate Fund. He also has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 to 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors (ACI). Prior to joining ACI, Mr. Svallin worked as a quantitative research associate at RCM Capital Management and a senior consultant at FactSet Research Systems.

Mr. Svallin earned an MA in International Economics and Finance from Brandeis University, and a BS in Finance from Western New England University. He is a CFA charterholder and a member of the CFA Society of San Francisco.

0213-0942

Wei Li, Ph.D., CFA

Managing Director, Senior Portfolio Manager
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Investment Management Bio

Wei Li, Ph.D., CFA

Managing Director, Senior Portfolio Manager

Wei Li is a Managing Director and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). She is responsible for the day-to-day co-management of the Schwab Active Equity Funds and Schwab Global Real Estate Fund.

Prior to joining CSIM in 2012, Ms. Li spent more than ten years at BlackRock, Inc. (formerly Barclays Global Investors), where she held a number of positions. From 2001 to 2009, she worked in various roles in the Global Advanced Active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years.

Ms. Li earned a Ph.D. in Statistics from the University of California, Berkeley, an MS in Mathematics from Iowa State University, and a BS in Computer Science from the University of Science and Technology of China. She is a CFA charterholder.

(0713-4842)

Schwab Active Equity Funds

Contact Us

Call your Schwab Funds representative at 877-824-5615