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Nome | Título | Desde | Até |
---|---|---|---|
Edward Ritchie | - | 2023 | Agora |
Felicity Smith | Senior Portfolio Manager | 2022 | Agora |
Biografia | Felicity Smith, Executive Director, joined Morgan Stanley in 2001 and has 18 years of investment experience. She is the lead portfolio manager for the European Value Equity Fund. Prior to joining the Firm, she was a Senior Fund Manager at IAI International, and before this she worked at ABN Amro and Schroder Securities. Felicity received a BA from Balliol College, Oxford University in Modern Languages. | ||
Stephen Hermsdorf | Portfolio Manager | 2018 | Agora |
Biografia | Stephen is a managing director and portfolio manager at Manulife Investment Management working on the Global Quality Value strategy and team. Previously, Stephen was a portfolio manager at Hermes Global Equities, where he provided fundamental research and portfolio management with a focus on the global financial services sector. Before that, he worked at Fidelity Management & Research as an equity analyst covering the insurance and food & beverage industries. Prior, he was a private equity analyst at HabourVest Partners and a technology investment banking analyst at Robertson Stephens&Company | ||
Paul Boyne | Team Head | 2013 | Agora |
Biografia | Paul Boyne is a senior managing director and senior portfolio manager for Manulife Investment Management. He is the lead portfolio manager of the Global Quality Value strategy and team. Previously, he was a senior fund manager within the global equities team at Invesco Perpetual. Prior to that, Paul worked at the Bank of Ireland as deputy chief investment officer and head of global equities, providing portfolio oversight across all regional product areas. When he joined the Bank of Ireland, he held the position of managing director and head of their US Equities Team. | ||
Uday Chatterjee | - | 2022 | 2023 |
Biografia | ·Portfolio Manager and Analyst ·Manager of the fund since 2022 ·Joined Manulife IM (US) in 2011 ·Began business career in 2005 | ||
Douglas McGraw | Portfolio Manager | 2013 | 2018 |
Biografia | Douglas McGraw is a portfolio manager for Morningstar’s Investment Management group. Prior to joining Morningstar’s Investment Management group in 2021, McGraw worked as a consultant in the asset management industry focusing on equity investment process. From 2013 to 2018, McGraw served as a Portfolio Manager and analyst on Global Equity strategies at Manulife Asset Management. From 2010 to 2012, McGraw served as a Portfolio Manager and analyst on Global Equity strategies at Invesco Perpetual. From 2001 to 2009, McGraw worked for Morgan Stanley Investment Management, initially as a Financial Services analyst in New York, and then as a Global Equity Portfolio Manager and analyst in London. McGraw is a Returned Peace Corps Volunteer (RPCV), having served in Ukraine. McGraw holds a Bachelor’s degree from Miami University and an MBA from the University of Notre Dame. |
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