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Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Jeffrey R. Sullivan | Senior Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Jeffrey R. Sullivan, CFA,is a Senior Portfolio Manager of Trivalent and has been with Victory Capital Management Inc or an affiliate since 2014 From 2007-2014, Mr. Sullivan was a Senior Portfolio Manager of Munder Capital Management, where he a member of the portfolio management team of the Fund's predecessor fund since 2007. Mr. Sullivan is a CFA charterholder. | ||
U-Wen Kok | CIO (Chief Investment Officer) | 2019 | bây giờ |
Tiểu sử | U-Wen Kok is the Chief Investment Officer of the RS Global team and has co-managed the Fund since July 2019. From 2013 to 2016, she was with RS Investment Management Co. LLC, which was acquired by Victory Capital in 2016. Before joining RS Investments in 2013, Ms. Kok served over fifteen years as a portfolio manager or portfolio management consultant at RBC Global Asset Management, BMO Asset Management, Barclays Global Investors and Ontario Teachers’ Pension Plan Board. Ms. Kok is a CFA ® charterholder | ||
Mannik S. Dhillon | President | 2019 | bây giờ |
Tiểu sử | Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy. | ||
Maria Freund | Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Maria Freund is a portfolio manager of Sophus. Ms. Freund joined Victory Capital in 2016 in connection with Victory Capital’s acquisition of RS Investments.Maria Freund has been a portfolio manager since 2015. At RS Investments she was an emerging markets analyst. Prior to joining RS Investments in 2012, she was an analyst at Principal Global Investors for the emerging markets team. Previously, she was an analyst at Principal Global Investors for the international developed team, having joined the firm in 2003. Maria holds a B.A. in finance and international business from Loras College, and an M.B.A from the Tippie College of Business at the University of Iowa. Maria is a CFA Charterholder. | ||
Adam Mezan | 21 | 2019 | bây giờ |
Tiểu sử | Adam Mezan has been a member of the RS Developed Markets team since 2014 and has been an associate portfolio manager/analyst of the Fund since May 2018. Prior to joining RS Investments in 2014, Mr. Mezan worked at Nomura Asset Management in London, covering global industrials and auto sectors. Previously, he worked at CIBC World Markets, performing fundamental research on North American business/industrial services companies. Mr. Mezan holds a BA from Duke University and an MBA from the University of Chicago. Mr. Mezan is a CFA charterholder. | ||
Peter S. Carpenter | Senior Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Mr. Carpenter is a Senior Portfolio Manager of Trivalent and has been with Victory Capital Management Inc since 2014. From 2007-2014, Mr. Carpenter was a Senior Portfolio Manager of Munder Capital Management, where he a member of the portfolio management team since 2007. Peter received his BA from Middlebury College and his MBA from Boston University. Peter is a Chartered Financial Analyst charter holder. | ||
Michael L. Reynal | Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Michael Reynal is Chief Investment Officer of Sophus Capital and a portfolio manager of Emerging Markets and Emerging Markets Small Cap mandates. Mr. Reynal began his investment career in 1991 managing equity investments in Latin America, the Mediterranean, the Balkans and other regions. Most recently he was a portfolio manager for Principal Global Investors, where he led the emerging markets team. He also oversaw diversified emerging markets portfolios and specialized regional Asian equity strategies. | ||
Wasif A. Latif | Vice President | 2019 | 2021 |
Tiểu sử | Mr. Wasif Latif is a Co-Founder, President and Chief Investment Officer of Sarmaya Partners, LLC, the Sub-Adviser to the Fund. Prior to founding Sarmaya in 2024, Mr. Latif had spent the last 25 years managing equity, global multi-asset and multi-manager portfolios in mutual funds and ETFs, wealth management platforms, and institutional portfolios. Previously, Mr. Latif served as Portfolio Manager and Strategist for Truist Wealth from January 2022 to December 2023. Additionally, Mr. Latif served as Head of Investments Solutions, Victory Capital, from July 2019 to February 2021, where he managed equity, multi-asset, and index funds and ETFs. In addition, Mr. Latif served as Head of Global Multi-Assets, USAA Asset Management, from 2006 to 2019. From 1998 to 2006, Mr. Latif also served as a Portfolio Manager for Deutsche Bank Wealth, where he managed multi-asset and international equity portfolios. | ||
Michael Ade | Portfolio Manager | 2019 | 2020 |
Tiểu sử | Michael Ade has been a portfolio manager of Victory Capital Management since 2015. From 2012 to 2016, Mr. Ade was an investment professional with RS Investment Management (Singapore) Pte. Ltd., which was acquired by Victory Capital Management in 2016. Prior to joining RS Management (Singapore) Pte. Ltd. in 2012, he was a portfolio manager and emerging markets analyst for Principal Global Investors. Previously, he spent six years as a research analyst on Principal's international small cap team focusing on the Asia region. Mr. Ade is a CFA charterholder. | ||
Joseph Giroux | Portfolio Manager | 2013 | 2019 |
Tiểu sử | Joseph Giroux is a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Prior to joining OSAM, Joe was a Global Equity Portfolio Manager at Franklin Templeton Investment Solutions, and predecessor firms Batterymarch/QS Investors over the past 11 years, where he was the lead Portfolio Manager on multiple funds, including the Franklin Global Equity Fund, Franklin Global Systematic Fund, Franklin Global Dividend Fund, Franklin Global Responsible Fund, and Franklin Global Market Neutral fund, achieving Morningstar Ratings of 4 and 5 Stars, and winning 12 Lipper Awards. Joe has over 30 years |
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