Sentences with phrase «lead portfolio manager for»

He is the Lead Portfolio Manager for Invesco Mortgage Recovery Funds I & II, Invesco Strategic Opportunities III and Invesco Commercial Mortgage Income Fund.

Mr. Dodson, who is lead portfolio manager for the Endeavor Fund, said, «I'm very pleased that Billy will be partnering with me on the Endeavor Fund.

Prior to joining Baird Advisors, Duane was a managing director and senior portfolio manager at BMO Global Asset Management, where he was the lead portfolio manager for tax - free fixed income strategies.

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.

Filip Weintraub is the Lead Portfolio Manager for the global equity fund SKAGEN Focus.

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

He is lead portfolio manager for the firm's income strategies and credit hedge fund and mortgage opportunistic strategies.

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.

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.

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.

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.

At Deutsche, where he managed over $ 10 billion in assets, he was the lead Portfolio Manager for the U.S. Large Cap Core Funds, including Scudder's flagship Growth & Income 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.

Prior to joining Wellington Management in 2006, Ian worked for Deutsche Asset Management in New York, where he was the lead portfolio manager for various technology sector funds and manager of a team of globally based technology analysts (2004 — 2006).

Mark M. Egan is the lead portfolio manager for all their fixed income funds.

Wesley Gray is the executive managing member of Alpha Architect and lead portfolio manager for QVAL.

Kathleen Gaffney is a vice president of Eaton Vance Management, director of diversified fixed income and lead portfolio manager for Eaton Vance's multisector bond and core plus bond strategies.

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.

He is the lead portfolio manager for the active emerging market large and small cap portfolios and assists in the management of the frontier markets product.

Michael Fredericks is head of Income Investing for the BlackRock Multi-Asset Strategies (MAS) team and lead portfolio manager for a range of Blackrock multi-asset portfolios, including the BlackRock Diversified Income Portfolio.

She is also the Lead Portfolio Manager for the Canadian Money Market portfolios and is the Head of the North American Money Market complex.

Raymond was also the listed lead portfolio manager for many long - only developed, emerging, and combined portfolios for selected institutional investors, including foundation, corporate pension, municipality, soverign and sub advisory relationships.

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.

He also works closely with the lead portfolio managers for Fidelity ® Personalized Portfolios and Fidelity ® Portfolio Advisory at Work to ensure asset allocation consistency.

Not exact matches

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.

In his role, Craig led a national team of portfolio managers responsible for managing roughly $ 2.5 B in assets.

Trevor was formerly a Senior Director and Portfolio Manager for one of Europe's leading private investment offices, UK - based Stanhope Capital LLP, where he managed discretionary mandates covering a diverse range of asset classes for global families and U.K. charities.

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

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.

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 ®.

Prior to joining BlackRock in 2017, Philipp was Co-Head of Multi Asset Allocation at Deutsche Asset Management, leading a team of portfolio managers and being responsible for the management of asset allocation solutions and strategies.

She leads an investment team of portfolio managers and analysts responsible for the design, implementation and management of investment solutions for individual and institutional clients in several asset classes from traditional to alternative investments.

Karen is the lead equity portfolio manager for the firm's Value approach.

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.

Our combined in vitro and in vivo expertise shapes a broad portfolio of design (ES cell, CRISPR / Cas9, random DNA insertion), breeding and associated services to create and maintain the most relevant models for your studies.Rely our industry - leading germ line transmission, strict quality controls, fast turnaround and dedicated project managers to help you successfully reach your goals.

Michael Fredericks, Managing Director, is head of Income Investing for the BlackRock Multi-Asset Strategies group and lead portfolio manager of the Multi-Asset Income, Managed Income, Global Multi-Asset Income and Dynamic High Income Funds.

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?

It would be wrong for investors to interpret the results in a manner leading them to conclude all managers with high Active Share portfolios will beat their benchmarks.

This flexibility also allows us to bring our equity and credit investment research together to analyze a company and determine which securities offer the most value for the portfolio,» said Ed Perks, lead portfolio manager of Franklin Income Fund and director of portfolio management for the Franklin Equity Group.

Karen is the lead equity portfolio manager for the firm's Value approach.

He leads a team of over twenty portfolio managers, analysts and traders who are responsible for strategic and tactical asset allocation, currency management and absolute return strategies.

SURPRISING FACT: That to grow family wealth for the good of all members, it's important to seek the advice of not only an investment manager but also an investment strategist who can customize asset allocation, maximize tax management in a portfolio, document investment policy statements, offer ongoing investment education to the family and lead regular meetings and ongoing communications with the family.

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.

Simon Webber is a Lead Portfolio Manager on the Global and International Equity Team, with primary responsibility for international equity strategies.

Ari is a portfolio manager for AQR's commodities and managed futures strategies, leading research efforts in both areas.

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.

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.