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The Fund’s investment objective is to provide current income and long-term capital appreciation by investing principally in equity securities of U.S. issuers listed on recognized stock exchanges.
Name | Title | Since | Until |
---|---|---|---|
Jordan McCall | Portfolio Manager | 2024 | Now |
Biography | Jordan McCall is a portfolio manager for Russell Investments’ investment division. In this role, he is accountable for manager selection, strategic portfolio construction, and integrating the firm’s capital market insights to dynamically manage the portfolios in order to help clients achieve their objectives. Jordan was appointed to this role in 2019. He joined the global equity team in 2015 as an associate portfolio manager. He is based in Seattle, Washington. Prior to joining the global equity team, Jordan was a senior investment practice analyst, responsible for designing solutions that measure, evaluate and improve Russell Investments’ investment process. In this capacity he led several projects to improve analytic capabilities to support investment decision making, including ROADMAP and PARIS, which are key proprietary portfolio management and risk analysis tools at the firm. Jordan joined Russell Investments in 2006. Prior to Russell Investments, Jordan worked as a business intelligence expert for various firms. He began his career in public accounting with Deloitte. | ||
Greg Nott | CIO (Chief Investment Officer) | 2011 | 2024 |
Biography | Gregory Nott, Senior Director, Head of Multi Asset Canada since December 2020. From March 2020 to December 2020, Mr. Nott was Director, Senior Portfolio Manager Multi-Asset and from June 2011 to February 2020 Mr. Nott was Chief Investment Officer Russell Investments Canada Ltd.Greg has 24 years of industry experience. Greg’s experience includes manager research analysis, fixed income portfolio management, and multi-asset portfolio management. Greg became CIO in 2011, and maintains his portfolio management responsibilities. | ||
Dennis W. Jensen | Director | 1993 | 2011 |
Biography | Dennis W. Jensen, CFA, is Partner and Director of Research of Acuitas Investments which he co-founded in 2011. Prior to this, Mr. Jensen was employed by Russell Investments from 1994 until 2010. During his early years at the firm, he was an Analyst and then a Senior Research Analyst. During his last two years at Russell Investments. Mr. Jensen formed the General Partner to leverage his experience at Russell Investments. He received a Bachelor of Business Administration degree in 1993 from the University of Puget Sound. |
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