Sentences with phrase «lead portfolio manager of»

Matthew Drukker has been named lead portfolio manager of Fidelity Select Wireless Portfolio.

Nicola Stafford has been appointed lead portfolio manager of Fidelity Select Retailing Portfolio, joining Deena Friedman.

Mr. Morey was also the founder and lead portfolio manager of Tartan Partners, LLC.

Prior to founding the firm in 2016, Mr. Mishuris was a Managing Director at Manulife Asset Management since 2011, where he was the Lead Portfolio Manager of the US Focused Value strategy.

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

In 2001 he was promoted to lead portfolio manager of the Sparinvest Global Value fund, and was also appointed Head of Equities.

Randy Swan, CPA is the founder, CEO and Lead Portfolio Manager of Swan Global Investments and the creator of the proprietary Defined Risk Strategy (Swan DRS).

John Shaw, Vice President, Portfolio Management and Portfolio Manager, is the lead portfolio manager of FPR.

Randy Swan, Founder and Lead Portfolio Manager of the Defined Risk Strategy (DRS), designed and launched the strategy in 1997.

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.

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.

Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan's Global Equity strategies.

Mr. Rieder is the lead portfolio manager of BlackRock's Multi-sector funds including Strategic Income Opportunities Fund (BSIIX), Total Return Fund (MAHQX), Core Bond Fund (BFMCX) and also the Strategic Global Bond Fund (MAWIX).

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.

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

The lead Portfolio Manager of the archerETF portfolios is Wayne Wiggins, Vice President, with the active support of senior Bellwether professionals including President and CEO, Bob Sewell and Craig Ellis, Vice President.

Not exact matches

He is among the only folks from the traditional hedge fund world to dive into crypto, most notably following the lead of Mike Novogratz, a former portfolio manager at Fortress.

These facts lead Jim Barrow, an executive director and portfolio manager at Dallas - based Barrow, Hanley, Mewhinney and Strauss, to doubt the likelihood of a double - dip recession.

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.

While an executive may have successfully led a team of self - motivated portfolio managers, the traits that made the person effective may not translate into a higher - level strategy - setting role.

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

Before joining Merrill Lynch in 1999, Ms. Patterson held a number of senior positions with several leading organizations including Goldman Sachs Canada, where she was National Sales Manager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio mManager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio managermanager.

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.

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.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

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

He is the Portfolio Manager of the firm's flagship fund, the Tocqueville Fund, and the lead manager of the Multi Cap Equity stManager of the firm's flagship fund, the Tocqueville Fund, and the lead manager of the Multi Cap Equity stmanager of the Multi Cap Equity strategy.

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.

Robert Spector will become a lead manager of MFS Charter Income Trust along with current lead portfolio manager, Richard Hawkins.

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.

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 Pportfolio manager for a range of Blackrock multi-asset portfolios, including the BlackRock Diversified Income PortfolioPortfolio.

PWM's Perspectives debate brought together some of Europe's leading wealth managers to discuss the use of ETFs in private client portfolios and how their phenomenal growth is shaping the wealth management landscape.

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.

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.

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.

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.

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.

Mr. Reddy is the founder of Zeo Capital Advisors and has been the Fund's lead portfolio manager since inception.

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

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.

Vishal Khanduja is a vice president of Eaton Vance Management and lead portfolio manager on Eaton Vance's core and Calvert fixed - income strategies within diversified fixed income.

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.

I lead a team of senior portfolio managers through a rigorous process where we revisit our priors, incorporate our firm's latest views and review recent industry - related data and research.

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).

You'll get access to leading investment managers and ongoing monitoring and rebalancing of your retirement portfolio.

Guidance from an investment adviser, who will work with you to customize an investment portfolio using asset allocation techniques and relying upon the expertise of leading portfolio managers

Led by two portfolio managers with more than 35 years of collective investing experience and supported by a focused team of small - cap analysts.