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The Fund aims to provide capital growth in excess of the Standard & Poors 500 (Net TR) Lagged index after fees have been deducted over a three to five year period by investing in equity and equity related securities of large-sized US companies. The Fund is actively managed and invests at least two-thirds of its assets in the equity and equity related securities of large-sized US companies. Large-sized companies are companies which, at the time of purchase, are considered to be in the top 85% by market capitalisation of the US equities market.
Name | Title | Since | Until |
---|---|---|---|
Frank Thormann | Portfolio Manager | 2017 | Now |
Biography | Frank Thormann is a Portfolio Manager at Schroders, which involves managing the Global and US Large Cap Equity portfolios. He joined Schroders in 2017 and is based in London. Frank was a Global Portfolio Manager at Union Investment from 2008 to 2017, which involved initially focussing on the North American component of Union’s Concentrated Global Equity portfolios, he assumed overall portfolio management responsibility for the UniFavorit Concentrated Global Equity Fund in early 2010. Qualifications: CFA Charterholder; MBA in Business, Finance and International Business from University of Missouri-Kansas City; BA in Finance and Mathematics from Loras College. | ||
Alan Straus | - | 2009 | 2017 |
Matt Ward | - | 2009 | 2017 |
Biography | Mr. Ward joined Atalanta Sosnoff as Senior Technology Analyst in September, 2018. Mr. Ward was promoted to Portfolio Manager in February 2021. Prior to joining the firm, he was Head of US Large Cap (since 2014), Co-Fund Manager (since 2014), and Equity Analyst (since 2005) for Schroder Investment Management’s US Large Cap strategy. Previously, he was an Equity Analyst at Phoenix-Engemann and Franklin Templeton. Mr. Ward earned a B.A. in Economics and English from Georgetown University in 1995. Mr. Ward is a Chartered Financial Analyst charterholder. Mr. Ward is an equity owner of the firm. | ||
Joanna Shatney | 포트폴리오 매니저 | 2009 | 2014 |
Biography | Joanna Shatney – Became Portfolio Manager for the US Large Cap Equity and US All Cap products in 2009 – Appointed as Head of Research for the US Large Cap team in 2007 – In 2005 joined the US Large Cap team with responsibility for the Industrial sector, including Electrical Equipment, Multi-Industry, Machinery and Transportation, based in New York – In 1998 moved to Goldman Sachs. After 6 years covering Machinery at Goldman, she extended into Transport. Industrial coverage began in May 1996 when she joined Lehman Brothers covering Machinery companies as a sell-side research analyst. Investment career commenced in 1995 when she joined Capital Investments International as an associate supporting economist, strategist, and equity research analyst in New York focused on large cap equities BSBA, American International College | ||
Ian F. Cooke | Head | 2001 | 2005 |
Biography | Ian joined AIBIM in 2003 and currently heads up the US Equity team. Previously Ian worked with Schroder Investment Management for 2 years where he was responsible for unit Trusts and Managed Funds. .Prior to joining Schroders Ian worked with Legal & General Assurance for over 20 years. Ian joined the Investment team of Legal & General Assurance in 1980. He was appointed as US Equity portfolio manager one year later. In 1991 Ian was responsible for running the Unit Trust Funds for Legal & General. In1996 Ian was appointed head of North American Equities in addition to managing the Life, Pension and Unit Trust Funds. Ian has achieved Standard & Poors A* funds rating for performance both with Legal & General and Schroders. | ||
Phillip Chappell | investment Director, Head | 2001 | 2002 |
Biography | Philip is an investment director and is the head of US retail. Prior to joining SW in 2002 worked for Schroders as an investment director in US equity team. Before Philip worked for Perpetual as a senior US equity manager (1984 - 2001). He joined the company as a graduate trainee assisting on the US Funds. 1987-1997 Philip was US fund manager for the US Proportion of International funds. 1997-2001 he was the manager of Perpetual's top performing US Equity Funds. |
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