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MFWire: Bogle Funds
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Bogle Investment Management
2310 Washington St.
Suite 310
Newton, MA  02462
Google Maps

Main Phone: 877-264-5346
Web Site: http://www.boglefunds.com/

Mutual Fund Brand(s)
Bogle Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    John C. Bogle, Jr., son of legendary Vanguard founder and former CEO John Bogle, started Bogle Investment Management in 1999. The firm specializes in small cap equity and market-neutral hedge fund strategies. It offers one mutual fund, the Bogle Small-Cap Growth Fund, which in November 2009 was reopened to new investors. The fund's shares are distributed by PFPC Distributors, Inc.


    Prior to forming the company, John Jr. was a managing director of the quantitative investment management firm Numeric Investors, L.P., which he joined in 1990 and co-managed with partner Langdon Wheeler, sharing portfolio management, risk control, and product development responsibilities. Earlier, he was a vice president and portfolio manager at State Street Global Advisors, where he began his career as a credit analyst after receiving his B.S. And MBA from Vanderbilt.
    Sponsored Opportunities

    Key People:
    John Bogle
    President, Bogle Investment Management
    Keith Hartt
    Director of Research, Bogle Investment Management
    Lisa LaFrance
    Director of Client Service, Bogle Investment Management
    Britt Bardinelli
    Director of Finance, Bogle Investment Management
    Story Archive for Bogle Investment Management
    Published On Story Headline Publication
    7/12/2017 KraneShares, Bogle, and Amplify Are On The Rise! MFWire.com
    11/29/2013 Bogle v. Bogle MFWire.com
    11/4/2013 M* Awards More Medals MFWire.com
    5/17/2013 Is Bogle Jr. Proving Bogle Sr. Wrong? MFWire.com
    3/5/2013 M* Issues New Fund Ratings MFWire.com
    1/16/2013 After a Thinning of the Herd, M* Ponders the Return of Quants MFWire.com
    11/29/2012 M*'s New Ratings Praise FPA, Demote Bogle and Lord Abbett MFWire.com
    1/18/2012 How Do Small Funds Medal With Morningstar? MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    9/22/2010 Now it's Bogle and Bogle Against Hennessy MFWire.com
    10/30/2009 Bogle Reopens a Fund MFWire.com
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