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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Kelly Finegan | - | 2023 | now |
Kaz Sikora | - | 2023 | now |
Christopher E. Vella | Portfolio Manager | 2012 | 2023 |
自傳 | Christopher E. Vella, CFA, CIO, Senior Vice President of Northern Trust Investments, Inc, is the portfolio manager for each of the Funds. Mr. Vella has been with Northern Trust since 2004 and has been the Chief Investment Officer of Multi-Manager Solutions Group since 2011. Prior to taking on Chief Investment Officer responsibilities, Mr. Vella was the Global Director of Northern’s Manager Research Team. | ||
Jessica K. Hart | Senior Vice President, Portfolio Manager | 2009 | 2016 |
自傳 | Jessica K. Hart, Senior Vice President of NTI. Hart has been with Northern Trust since 2000 and has worked in the The Northern Trust Company of Connecticut (NTCC) portfolio management department since 2003. She has been the portfolio manage of the company in 2009. | ||
Timothy D. Jensen | Portfolio Manager | 2013 | 2014 |
自傳 | Tim Jensen is a Managing Director and Co-Portfolio Manager of Oaktree Capital Management, L.P. Mr. Jensen joined Oaktree in 2000 and serves as a Managing Director and Portfolio Manager. Previously Mr. Jensen served as a Principal and Portfolio Manager at Morgan Stanley Dean Witter Investment Management, with responsibility for investment portfolios focused on Asia ex-Japan and prior to that he worked at Ardsley Partners, where he focused on the Latin American portion of emerging market assets. In addition, he also spent some time at Bankers Trust in its Latin American Merchant Banking Group and at Unifund, a private trust, where he focused on East Asian investments. Mr. Jensen began his investment career in 1987. For periods of his employment Mr. Jensen has lived in Singapore, Bangkok, Hong Kong and Hungary. He graduated cum laude from Harvard College with a B.A. degree in History and received an M.B.A. in Finance from UCLA. | ||
Frank J. Carroll | Portfolio Manager | 2013 | 2014 |
自傳 | Frank Carroll - Managing Director and Portfolio Manager. Mr. Carroll is a managing director and has served as the co-portfolio manager of Oaktree’s Emerging Markets Equity strategy since its inception in 2011. Previously, Mr. Carroll was co-portfolio manager of Oaktree’s Long/Short Emerging Markets Absolute Return strategy from 2005 to 2018 and, prior thereto, served as head trader for the strategy since he joined Oaktree in 1999. Mr. Carroll co-founded and co-chairs Oaktree’s ESG Governance Committee and is a longtime member of Oaktree’s Diversity and Inclusion Council. Prior to joining Oaktree in 1999, Mr. Carroll was the Head of Trading for Columbus Advisors. Before that, he was the Head Trader for Latin American Fixed Income at Banco Santander and Bankers Trust. Mr. Carroll started his career as an emerging markets trader for Salomon Brothers in 1989. He received a B.A. degree in History from Fairfield University. Mr. Carroll is past-Chairman of the Board of Trustees at Fairfield University, as well as a Trustee at Brunswick School in Greenwich, Connecticut. He is based in Hong Kong. | ||
Jane Zhao | Director | 2013 | 2014 |
自傳 | Dr. Zhao is a Director on the Dynamic Equity Management Team. Her primary responsibilities include conducting research to uncover new alpha sources, building quantitative stock selection models, and managing portfolios within the Dynamic Equity strategies with a focus on PanAgora’s U.S. Equity capabilities. Dr. Zhao joined PanAgora in 2006. | ||
Donald Elefson | Portfolio Manager | 2012 | 2014 |
自傳 | Don is the Co-Portfolio Manager for the Axiom Emerging Markets Equity and Emerging Markets World Equity Strategies. Prior to joining Axiom, Don was Portfolio Manager for the Frontier Emerging Markets equity portfolios at Harding Loevner. Previously, Don was Portfolio Manager for Emerging Markets Equities with US Trust and Smith Barney Asset Management. Don has the designation of Chartered Financial Analyst and holds a B.A. in Economics from the University of Washington. | ||
Allison Fisch | Principal, President and Portfolio Manager | 2011 | 2014 |
自傳 | Managing Principal, President, Portfolio Manager and a member of the firm’s Executive Committee. Ms. Fisch became a member of the firm in 2001 and helped to launch the Emerging Markets strategies in 2008, on which she has been a co-portfolio manager since inception. She joined the International portfolio management team in 2016. Ms. Fisch also co-managed the International Small Cap Value strategy and oversaw Global Best Ideas from 2017 to 2022. She was promoted to President in 2023. Prior to joining Pzena Investment Management, Ms. Fisch was a business analyst at McKinsey & Company. She earned a B.A. summa cum laude in Psychology and a minor in Drama from Dartmouth College. | ||
Caroline Cai | Managing Principal, CEO, Portfolio Manager | 2011 | 2014 |
自傳 | Managing Principal, Chief Executive Officer, Portfolio Manager, and member of the firm’s Executive Committee. Ms. Cai is a co-portfolio manager for the Global, International, and Emerging Markets strategies, and the Financial Opportunities service. Ms. Cai became a member of the firm in 2004. Prior to joining Pzena Investment Management, Ms. Cai was a senior analyst at AllianceBernstein LLP, and a business analyst at McKinsey & Company. She earned a B.A. summa cum laude in Math and Economics from Bryn Mawr College. Ms. Cai holds the Chartered Financial Analyst® designation. |
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