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The Fund aims to provide capital growth over at least 5 years. The Fund invests primarily (at least two-thirds) in the shares of USA companies (those incorporated in, domiciled in, or that have significant economic exposure to, the USA) and in related derivatives (financial contracts whose value is linked to the price of the shares of such USA companies). The Fund focuses on investing in companies believed to be of high quality, which are typically associated with strong brands or franchises.
Name | Title | Since | Until |
---|---|---|---|
Paul Vincent | - | 2019 | Now |
MIchael Hayward | Equity Research Analyst | 2017 | 2019 |
Biography | Michael joined WCM in 2020; his primary responsibility is equity research for our global, fundamental growth strategies. Since the start of his investment career in 2009, Michael’s experience includes positions as Portfolio Manager / Equity Research Analyst at Investec Asset Management (London), as Equity Research Analyst at RMB Asset Management (Johannesburg), and as Actuarial Consultant at Deloitte. He earned a BSc in Statistics, and a BSc in Actuarial Science (with honors), from the University of the Witwatersrand (Johannesburg). Michael is also a Fellow of the Institute and Faculty of Actuaries in London, and a CFA® charterholder. | ||
Alessandro Dicorrado | - | 2016 | 2017 |
Biography | Alessandro is a portfolio manager within the Value team at Investec Asset Management. Since January 2016, he assumed co-portfolio management of the Investec Global Special Situations and Investec Global Value Equity strategies. In 2011, Alessandro joined Investec Asset Management as an analyst in the Value team. Previously he worked at JP Morgan Chase & Co as a fixed income derivatives salesperson in London. He graduated from UCL in 2004 with a Bachelor of Science (Hons.) degree in Economics and holds a Master’s degree in Finance from the London Business School. He has passed level three of the CFA Programme. | ||
Mark Wynne-Jones | - | 2012 | 2016 |
Biography | Mark is a CFA Charterholder who has 25 years' experience in global equity and multi-asset investing, with much of this time spent at Investec Asset Management. | ||
David Lynch | - | 2013 | 2015 |
Biography | David is a portfolio manager in the Value team at Investec Asset Management. Since October 2013, he assumed co-portfolio management of the Global Contrarian and American Equity strategies. He joined Investec Asset Management in 2004 as an analyst in the Value team. Prior to this, he was an investment analyst for Douglas Deakin Young, where he worked for three years. From 1999 to 2001 David spent two years working as an assistant portfolio manager at Marathon Asset Management. David graduated from Trinity College Dublin in 1995 with a Master’s degree in Economics and Political Science. He holds the Securities Institute Diploma and is a CFA Charterholder. | ||
Alastair Mundy | Member | 2012 | 2013 |
Biography | Alastair is head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management. Alastair manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund. He also manages the Temple Bar Investment Trust. Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988. | ||
Edward Maran | Co-Portfolio Manager | 2006 | 2012 |
Biography | Edward Maran is portfolio manager of the Thornburg U.S. Equity Strategy. He joined Thornburg Investment Management as an associate portfolio manager in 2002 and in 2006 was promoted to portfolio manager. Ed earned a BS from the United States Military Academy at West Point and an MBA in finance from the University of Chicago. He is a CFA charterholder. Prior to joining Thornburg, Ed served as an equity analyst with primary responsibility for financial services stocks at USAA Investment Management Company. He has also served as a financial analyst at British Petroleum, as a private equity analyst at Kling, Rechter & Co., and as senior analyst covering major oil companies at A.G. Edwards & Sons. | ||
Connor Browne | Portfolio Manager/Managing Director | 2006 | 2012 |
Biography | Connor is an equity portfolio manager at City Different with more than twenty years of industry experience. Previously, he was a portfolio manager at Thornburg Investment Management. Connor supports many local organizations, including Big Brothers Big Sisters Mountain Region and Reading Quest, where he is the Board Chair. He graduated cum laude from Princeton University with a BA in economics and a certificate in finance. He is also a CFA charterholder. | ||
William V. Fries | Senior Advisor and Managing Director | 2002 | 2009 |
Biography | Bill Fries is senior advisor of Thornburg Investment Management. He joined the firm in 1995 as the founding portfolio manager for Thornburg’s first equity strategy, and until 2016, he co-managed Thornburg's international equity strategy. Bill maintains his role as investment analyst, providing his knowledge, insight, and experience as he mentors and collaborates with the investment talent at Thornburg. |
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