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The investment seeks long-term capital appreciation. Under normal circumstances, the fund's assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000® Growth Index. The Adviser seeks long-term capital appreciation by investing primarily in established and emerging companies. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis.
| Name | Title | Since | Until |
|---|---|---|---|
| Armistead B. Nash | Executive Director | 2008 | Now |
| Biography | Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has has been with financial industry since 2000. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration. | ||
| Jason C. Yeung | Managing Director | 2007 | Now |
| Biography | Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has been with financial industry since 1997. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation. | ||
| Alexander T. Norton | Senior Investor | 2005 | Now |
| Biography | Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has been with financial industry since 1995. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School. | ||
| Sandeep (Sam) G. Chainani | Senior Investor | 2004 | Now |
| Biography | Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has been with financial industry since 1996. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation. | ||
| Dennis P. Lynch | Team Leader | 2002 | Now |
| Biography | Dennis is the Head of the Counterpoint Global team at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has been with financial industry since 1994. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University. | ||
| David S. Cohen | Senior Investor | 2002 | Now |
| Biography | Dave Cohen is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1993 and has has been with financial industry since 1988. Dave joined the team as an investor in 1999. Prior to joining the firm, Dave was a senior fund accountant at Alliance Capital. Previously, he was a fund accountant at Natwest and Wall Street Trust. Dave received a B.S. summa cum laude in management from Pace University. | ||
| John S. Roscoe | Senior Portfolio Manager | 2003 | 2003 |
| Biography | John Roscoe joined Roosevelt Investments in 2008 and is currently the firm's Chief Investment Officer and a Senior Portfolio Manager. Prior to Roosevelt, Mr. Roscoe was employed by Morgan Stanley Investment Management, where he held a number of different roles in portfolio management and analysis, most recently as Co-Manager of the Dividend Growth Securities Fund. Before joining Morgan Stanley, he served as an analyst on the global large cap equity team at Rockefeller & Co. and as a manager in the Treasury Division of Pfizer. Mr. Roscoe earned a BS in biology and an MBA with a concentration in Finance from Cornell University, and holds the Chartered Financial Analyst® designation. | ||
| Christopher J. Ainley | Managing Director | 1996 | 2002 |
| Biography | Ainley is a group managing director for TCW Asset Management's U.S. Equities. He joined TCW in 1994. Previously, he spent two years at Putnam Investments as a Vice President and Analyst in the Equity Research Group and then as a portfolio manager for the Core Equity Group. | ||
| Douglas Foreman | Director | 1996 | 2002 |
| Biography | Douglas S. Foreman, CFA is Co-Chief Investment Officer and a member of the Executive Management Committee. He has worked in investment management since 1986 and joined Kayne Anderson Rudnick in 2011. Prior to joining KAR, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an MBA from Harvard University. Mr. Foreman is a CFA charterholder. | ||
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