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İsim | Başlık | B.Tarihi | Bitiş |
---|---|---|---|
Simon Haines | Portfolio Manager | 2023 | Şimdi |
Biyografi | Simon Haines is a portfolio manager in the Global Equities team. He took up this role in November 2013 and is currently lead manager across the desk’s EAFE and Shariah portfolios. He also has research responsibility for the industrials sector and for the Asia-Pacific region. Simon joined the company in 1999 as a trainee UK Equities portfolio manager, progressing to portfolio manager in January 2005, where he managed the Threadneedle UK Mid 250 Fund and co-managed the Threadneedle UK Extended Alpha Fund. Simon graduated with a degree in biology from Oxford University in 1999 and also holds the Chartered Financial Analyst designation. | ||
Nitisha Bosamia | Portfolio Manager | 2023 | Şimdi |
Biyografi | Nitisha Bosamia is a Portfolio Manager in the Global Equities team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since May 2015. Before joining the group, Nitisha was a fund analyst at Pantheon, a UK-based global private equity firm. Nitisha graduated in 2013 with a Bachelor’s degree in Economics (Hons) from Durham University. She holds the Investment Management Certificate and has passed CFA Level III. | ||
Hans F. Stege | Portfolio Manager | 2019 | 2023 |
Biyografi | Mr. Stege has been associated with the Investment Manager or its predecessors as an investment professional since 2017 and has been a Vice President of the Trust since March 2020. Prior to joining the Investment Manager, Mr. Stege was a partner and research analyst at another investment firm, and also worked as a senior analyst for an energy consulting firm. Mr. Stege began his investment career in 2014 and earned a B.A. from Dartmouth College and an M.B.A. from the University of Chicago Booth School of Business. | ||
Stephen Kusmierczak | Co-Portfolio Manager | 2016 | 2023 |
Biyografi | Mr. Kusmierczak has served as Co-Portfolio Manager. He has been associated with Columbia Wanger Asset Management, LLC, or its predecessors, as an investment professional since 2001 and has been a Vice President of Columbia Acorn Trust since 2011. Mr. Kusmierczak began his investment career in 1999 and earned a B.A. from Bowdoin College and an M.P.A. from Princeton University, Woodrow Wilson School of Public and International Affairs. | ||
Andreas Waldburg-Wolfegg | Lead Portfolio Manager | 2015 | 2017 |
Biyografi | Portfolio Manager and Analyst of Columbia Wanger Asset Management; associated with the Adviser or its predecessors as an investment professional since 2002. Mr. Waldburg-Wolfegg began his investment career in 1993 and earned an M.A. from the University of St. Andrews, Scotland. | ||
Christopher J. Olson | Portfolio Manager | 2001 | 2016 |
Biyografi | Chris Olson is a Principal and Portfolio Manager at High Pointe Capital Management. Prior to High Pointe, he was a Portfolio Manager at Columbia Wanger Asset Management in Chicago for 15 years where he managed both equity and balanced mutual funds. Chris has devoted his career to search for overlooked and attractive investment opportunities all across the globe. He began his investment management career at Yasuda Kasai Brinson in Tokyo in 1991 and later joined the parent company, Brinson Partners, to help start the firm’s Emerging Markets investment strategy. He has lived and worked in Sweden, Japan and Taiwan. He is proficient in Mandarin Chinese and has studied five other foreign languages. Chris holds an MBA from the Wharton School of Business and an MA in International Studies from the School of Arts and Sciences, both at the University of Pennsylvania. He graduated from Middlebury College with a BA in Political Science. Chris is a Chartered Financial Analyst (CFA) having earned his charter in 1998 and is a member of CFA Chicago. His civic responsibilities include his role as Vice Chairman of the Board at Swedish Covenant Hospital in Chicago and a Trustee at Lincoln Academy in Maine. | ||
Todd M. Narter | Vice President | 2001 | 2005 |
Biyografi | Narter has managed Liberty Acorn Foreign Forty since September 2001. He also is a vice president of Wanger Advisors Trust, and a co-portfolio manager of Wanger International Small Cap and Wanger Foreign Forty, two international mutual funds underlying variable insurance products. Prior to joining Liberty WAM, Narter spent seven years working in Japan in the electronics industry. Narter holds the Chartered Financial Analyst designation. | ||
Marcel Houtzager | Principal & Senior Portfolio Manager | 1998 | 2001 |
Biyografi | Prior to co-founding Kabouter, Marcel was a Principal of Wanger Asset Management, where he co-managed the Wanger International Small-Cap Fund, a five-star Morningstar rated fund, the Acorn Foreign Forty Fund, and the Wanger Foreign Forty Fund. Marcel also served as an international equity analyst for these funds and for all other international funds managed at Wanger. In all, he had direct responsibility for managing over $1.0 billion in international small and mid-cap stocks. Prior to working at Wanger, he was an analyst at Steiner Diamond & Co., a Chicago-based investment firm, and a manager in the litigation consulting department at Price Waterhouse in San Francisco. Marcel possesses varying degrees of fluency in Dutch, Portuguese, French, and German. Marcel co-authored two research papers titled Anatomy of the Small-Cap Anomaly and the Importance of Investor Relations in Unlocking Value in International Equities. Both papers were reviewed by faculty at the University of California at Berkeley and University of Chicago. He has a B.A. from Pomona College, an M.B.A. from the University of California, Berkeley, and is a CFA charterholder. | ||
Roger D. Edgley | Director | 1999 | 2001 |
Biyografi | Roger Edgley, CFA is Director of International Research for Wasatch Advisors. Prior to joining Wasatch in 2002, Mr. Edgley was a principal, director of international research and portfolio manager for Chicago-based Liberty Wanger Asset Management. Mr. Edgley joined Wanger Asset Management as an equities analyst in 1994. Mr. Edgley is a native of the United Kingdom and earned a BS with honors in Psychology from the University of Hertfordshire, a MA in Philosophy from the University of Sussex and a MS in Social Psychology with Statistics from the London School of Economics. |
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