Sentences with phrase «as lead portfolio manager»

Will Pruett has been appointed co-manager on Fidelity Latin America Fund, joining Adam Kutas who will remain as lead portfolio manager on the fund.

Currently, he serves as the lead portfolio manager for Intermediate and Short maturity strategies and is a generalist in fixed income credit research.

He achieved tremendous success at SKAGEN as the Lead Portfolio Manager for the SKAGEN Global fund from 2001 to 2010.

He currently serves as the lead portfolio manager for Long Duration strategies, specializing in corporate and government bonds.

He also serves as the Lead Portfolio Manager for SIMG's Small Cap Growth, Mid Cap Growth, Small - Mid Cap Core Growth and Small - Mid Cap Select Growth Strategies as well as two sub-advised mutual funds, the American Beacon Stephens Small Cap Growth Fund and the American Beacon Stephens Mid-Cap Growth Fund.

He also serves as lead portfolio manager for the Contingent Capital Securities products.

Chris also serves as the lead Portfolio Manager for the ING.

Additionally, he serves as lead portfolio manager of Eaton Vance's large - cap value strategy.

As the lead portfolio manager of the country selection strategy Chuck is responsible for recommending all of the investment calls.

Not exact matches

Joint - venture partner Cummins, a leading engine manufacturer, and big - name clients such as GM, Volvo and Caterpillar give credibility to Westport's technology, notes Mike Newton, senior vice-president and portfolio manager at Macquarie Private Wealth.

Ms. Lavelle most recently served as the General Manager of Amgen's Taiwan affiliate, where she was responsible for managing a portfolio of six commercialized products and leading a team of 80 cross-functional colleagues.

David joined Leith Wheeler in September 2015 from Mackenzie Cundill where he worked for the previous eight years, most recently as Director of Research and Lead Portfolio Manager for several of Cundill's strategies.

In addition to managing several of the group's separate accounts, Chuck is part of the team responsible for managing the Target Retirement series of portfolios as well as being the lead portfolio manager of the group's Country Selection strategy.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

Larry Rakers is a portfolio manager and serves as the lead asset allocation portfolio manager for Fidelity Portfolio Advisory Sportfolio manager and serves as the lead asset allocation portfolio manager for Fidelity Portfolio Advisory Sportfolio manager for Fidelity Portfolio Advisory SPortfolio Advisory Service ®.

For over a decade, Brooks Ellis has not only helped build and solidify our hospitality portfolio in the Southeast Districts, he has also furthered his own Towne Park career that began as a valet and led to his current role as Orlando's Senior District Manager.

Has a co-manager been named to serve as a Sancho Panza or alternatively to truly manage the portfolio while the lead manager is out of the picture for non-disclosed reasons?

Prior experience includes roles as managing director, global at Van Eck Glob al, where he ran the Hong Kong office and was lead portfolio manager for international equities, chief investment officer at Peregrine Asset Management in Hong Kong and principal of Wanger Asset Management in Chicago.

Rondure's founder, CEO and lead portfolio manager is Laura Geritz, who describes this partnership as «one of our key competitive advantages» since it will give her the opportunity, rare for a manager launching a new firm, to focus on investment rather than management.

Pursuing the growth potential of overseas marketsEstablished companies: The fund invests in established large and midsize companies mainly in developed markets to benefit from opportunities unfolding outside the United States.A flexible strategy: Pursuing Putnam's blend strategy, the fund can own growth - or value - style stocks to participate when either style leads international markets.Building competitive portfolios: The portfolio manager uses fundamental research as the cornerstone of the investment process.

A team driven investment process led by an experienced portfolio manager focusing on stock selection as the primary driver of alpha2 generation.

Ryan was hired, and within four years, his investment success led to his appointment as the youngest vice-president of the company, with responsibilities as a portfolio manager and as O'Neil's direct assistant in stock selection or institutional clients» — Jack Schwager

Motley Fool Wealth Management's International strategy is led by Bill Mann and Nate Weisshaar who both serve as its portfolio managers.

As the lead equity portfolio manager for the International / Global Opportunities Team, Nicolas is focused on managing global equity portfolios, including the firm's Global Opportunities, International Opportunities, and Global Horizons products.

Before joining the investment newsletter business, Grant worked as a portfolio manager, lead research analyst and head trader for a billion - dollar wealth management firm for 10 years.

Last month, David Poppe, the fund's lead portfolio manager, told investors at the Plaza Hotel on Friday that the fund will set a cap of 20 % of assets as the maximum position size in its portfolio.

Previously he was chief investment strategist with the firm's active management business and has also led BlackRock's global equity team, serving as a portfolio manager.

Don't get me wrong, I think portfolio managers should lead, and credit analysts guide them, but if there isn't respect for the analysts, you may as well give up.

Mr. Rocco joined Lord Abbett as an associate portfolio manager and then transitioned to lead portfolio manager for our short duration and corporate bond strategies.

Mr. Rocco is a lead portfolio manager for the high yield fixed income strategy and also contributes as portfolio manager to the multi-sector fixed - income strategy.

Sharps, who joined T. Rowe as an analyst in 1997, was the lead portfolio manager for the U.S. large - cap growth equity strategy for much of his time at the firm.

Marcus A. Loevenforst has been appointed as the General Manager to lead the team at this historic location and oversee the transformation of the hotel into the first Hungarian property for The Ritz - Carlton portfolio.

As water practice manager of the Africa region at the World Bank, she was responsible for managing a water portfolio including sanitation, supply and resource management, as well as being responsible for leading sector strategAs water practice manager of the Africa region at the World Bank, she was responsible for managing a water portfolio including sanitation, supply and resource management, as well as being responsible for leading sector strategas well as being responsible for leading sector strategas being responsible for leading sector strategy.

I have led teams that supported individuals, managers, executives, the organization as a whole — and most importantly the clients» portfolios that were immeasurably improved through implementation of these forward - thinking ideas.

As a manager, he leads a team of portfolio management consultants.

• Build and implement an effective and efficient territory sales plan for assigned territory • Ascertain that self and company sales targets are met on a consistent basis and ensure that any constraints are communicated to the territory sales manager • Plan and execute local educational and sales events in a bid to augment business and help deliver budgeted sales goals • Track leads and opportunities and perform marketing and follow up duties to convince customers to open individual and business accounts with the company • Support regional managers in achieving defined goals for territory, region and assigned channels • Drive sales and growth of all portfolios and develop and maintain positive customer relations, along with promoting customer intimacy • Develop and plan sales strategies to achieve required sales results and handle new business development activities using avenues such as cold calling • Perform market research to determine competitive advantage and report both competitor and customer activities in the field • Assist regional managers in planning, forecasting and managing assigned sales territories • Provide essential feedback reports to the regional manager regarding customer contacts and sales processes from distributors within the territory

Program Manager / Product Development, Engineering IT (04/2005 — 02/2010) • Lead Engineering IT efforts focusing on customer satisfaction, business development, and effective resource management • Oversee Data Management Program comprised of Data Warehouse and Reporting Infrastructure and Data Mart Development • Lead and facilitate technical teams in gathering requirements and creating business cases for proper initiation of proposals • Develop and Conduct ROI and Cost / Benefit analysis for the requests within the Engineering IT portfolio • Design and implement Engineering IT department daily operations, policies, procedures, and direct staff workflow • Initiate projects, employee scheduling, project timelines, and budgets • Conduct management reviews, management program / project health reporting, and staff development initiatives • Create process for streamlining projects identification and prioritization within portfolio and programs • Manage internal team status reporting and dashboard management • Lead change control board (CCB) and Failure Review Board (FRB) for effective & coordinate program operations • Serve as Service Manager and Resource Manager for the program data management ensuring effective operations • Act as technical resource for Business Objects Reporting Infrastructure and Database administration • Design, develop, and deploy application suite for Mechanical Engineering Testing Solutions (METS) utilizing Oracle Database Application Express and Oracle 10g Database.

The churning year 2000 stock market may lead institutional money managers to consider this year's annual review as an opportunity to begin re-balancing portfolios thrown out of kilter by years of substantial stock...

Before founding Everest Medical Core Properties, he founded and led Everest Investment Property, served as Executive Vice President, Chief Investment Officer and Head of Portfolio Management at Cole Real Estate Investments, Inc., as a Partner and Managing Director at ING Clarion Partners and as a Senior Manager at AIG Global RE, Avalon Bay Communities and the Target Corporation.

As the first female manger of Royal LePage Commercial Real Estate Services in London in the 1980s, she was recruited to London's leading real estate development company as manager of the commercial and industrial portfoliAs the first female manger of Royal LePage Commercial Real Estate Services in London in the 1980s, she was recruited to London's leading real estate development company as manager of the commercial and industrial portfolias manager of the commercial and industrial portfolio.