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The investment seeks long-term growth of capital. The fund primarily invests in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants, rights, and depositary receipts of established companies that are economically tied to various countries throughout the world (excluding the U.S.). It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries.
Name | Title | Since | Until |
---|---|---|---|
Nicole Kornitzer | Portfolio Manager, Partner | 2009 | Now |
Biography | Nicole Kornitzer, CFA, Co-Portfolio Manager. Ms. Kornitzer has been an investment professional since 2000 and she worked for Kornitzer Capital Management (KCM) as a research analyst from 2000 to 2002 and rejoined the firm in 2004. Ms. Kornitzer holds a B.A. in Biology from the University of Pennsylvania, a Master’s Degree in French Cultural Studies from Columbia University and an M.B.A. from INSEAD. Ms. Kornitzer holds the Chartered Financial Analyst designation. | ||
William Kornitzer | co-portfolio manager | 2007 | 2020 |
Biography | William Kornitzer, CFA, Co-Portfolio Manager. Mr. Kornitzer has been an investment professional since 1992. Mr. Kornitzer worked for Kornitzer Capital Management, as a research analyst from 1997 to 2000 and rejoined the firm in 2004 as a co-portfolio manager of the Large Cap and Growth Funds from 2004 to 2007. Mr. Kornitzer received his M.B.A. from Drexel University and his B.S. in Finance from Virginia Tech. | ||
Shelly Ma | Portfolio Manager | 2011 | 2012 |
Biography | Ms. Ma is a portfolio manager of Kornitzer Capital Management (KCM), her employer since August of 2011. Ms. Ma has been an investment professional since 1995. Prior to joining KCM, she was an international equity analyst at Scout Investments from 2005-2011. She holds a Bachelor of Science in Information Management from Shanghai University and an M.B.A. from the University of Missouri – Kansas City. Ms. Ma holds the Chartered Financial Analyst designation. |
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