Value-Investing Specialist
In 1974, Charles Brandes launched the firm that bears his name in San Diego, California. With absolute devotion to value investing principles, modeled after the investing style pioneered by Benjamin Graham, Charles adapted Graham’s methods to the realities of today’s global marketplace.
Brandes LP was one of the first investment firms to bring a global perspective to value investing and has consistently applied the active, deep value approach to every portfolio it manages—in all market conditions. The firm is steadfast in its approach, applies a long-term perspective to investing and business management, as firmly declared in the firm’s unique 100-Year Vision.
Learn more at: brandes.com | Brandes Value Insights.
Oliver Murray, Managing Director, Portfolio Management and Client Services of Brandes Investment Partners, discusses price and value.

Founded 1974
4 Countries
5 Offices
35+ Investment Professionals
22.7B AUM
AUM in $USD as at December 31, 2021
MANAGEMENT TEAMS
Brandes All Cap Investment Committee
- Yingbin Chen, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Technology Research Team
Member of the Small-Cap Investment Committee
Investment experience began in 2001
Joined Brandes Investment Partners in 2001
Prior Career Highlights
Technology Officer with Citicorp
Technology Consultant with Hewlett Packard
Education and Skills
International MBA (with high honors) from the University of Chicago Booth School of Business
MS in electrical engineering from Johns Hopkins University
Fluent in Chinese
- Michael Hutchens, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Financial Institutions Research Team
Member of the Small-Mid Cap and All-Cap Investment Committees
Investment experience began in 1994
Joined Brandes Investment Partners in 2001
Prior Career Highlights
Bank examiner with the Federal Reserve System
Education and Skills
MBA with a concentration in finance from Columbia Business School
BS in business with a concentration in finance from Indiana University
- Gerardo Zamorano, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst and Team Leader responsibilities on the Telecommunications Research Team,
Member of the Emerging Markets and All-Cap Investment Committees
Investment experience began in 1995
Joined Brandes Investment Partners in 1999
Prior Career Highlights
Assistant Investment Officer in the Latin America Department with the International Finance Corporation (part of the World Bank Group)
Education and Skills
MBA from the Kellogg Graduate School of Management of Northwestern University
BSE (magna cum laude) from the Wharton School of Business of the University of Pennsylvania
Fluent in Spanish and Portuguese
- Kenneth Little, CFAManaging Director, Investments Group
Limited partner of the firm’s parent company
Managing Director, Investments Group, leading the firm’s overall research efforts and overseeing the product investment committees
Member of the All-Cap and Global Large-Cap Investment Committees
Analyst and Team Leader responsibilities on the Basic Materials and Utilities Research Teams
Member of the Senior Management Team, which is responsible for the firm’s day-to-day operations and long-term strategic direction
Member of the Corporate Governance Committee
Investment experience began in 1996
Joined Brandes Investment Partners in 1996
Prior Career Highlights
Senior Accountant with KPMG
Education and Skills
MBA from the Fuqua School of Business at Duke University
BS in accounting from the University of La Verne
Certified Public Accountant (inactive)
Brandes Emerging Markets Investment Committee
- Christopher J. Garrett, CFADirector, Institutional Group
Member of the Emerging Markets Investment Committee
Develop and service relationships with institutional consultants and clients
Non-Executive Director of Brandes Investment Partners (Asia) Pte. Ltd. (“Brandes Asia”), which is headquartered in Singapore and is an affiliate of Brandes Investment Partners, L.P
Investment experience began in 1990
Joined Brandes Investment Partners in 2000
Prior Career Highlights
Chief Executive Officer and Institutional Portfolio Manager for Brandes Asia
Portfolio Manager/Analyst with Dupont Capital Management
Corporate Loan Officer with City National Bank
Corporate Loan Officer with First Interstate Bank of California
Education and Skills
MBA from Columbia University’s Columbia Business School
BS in finance from Arizona State University
- Gerardo Zamorano, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst and Team Leader responsibilities on the Telecommunications Research Team,
Member of the Emerging Markets and All-Cap Investment Committees
Investment experience began in 1995
Joined Brandes Investment Partners in 1999
Prior Career Highlights
Assistant Investment Officer in the Latin America Department with the International Finance Corporation (part of the World Bank Group)
Education and Skills
MBA from the Kellogg Graduate School of Management of Northwestern University
BSE (magna cum laude) from the Wharton School of Business of the University of Pennsylvania
Fluent in Spanish and Portuguese
- Louis Y. Lau, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Financial Institutions Research Team
Member of the Emerging Markets Investment Committee
Product Coordinator for the Emerging Markets Portfolio
Investment experience began in 1998
Joined Brandes Investment Partners in 2004
Prior Career Highlights
Analyst with Goldman Sachs, in investment banking and equity capital markets
Education and Skills
MBA in finance and accounting (with honors) from the Wharton School of the University of Pennsylvania
Director of Research and Portfolio Manager of the Wharton Investment Management Fund, a student-run, U.S. small-cap value fund
BBA in finance (with merit) from the National University of Singapore
Studied at the University of Michigan (Ann Arbor) and New York University
Fluent in Chinese
- Mauricio Abadia, MBAAnalyst
Analyst responsibilities on the Utilities Research Team
Member of the Emerging Markets Investment Committee
Member of the Brandes Institute Advisory Board
Investment experience began in 2006
Joined Brandes Investment Partners in 2010
Prior Career Highlights
Senior Consultant with Deloitte
Education and Skills
MBA (with honors) from the Haas School of Business at the University of California, Berkeley
BS in systems engineering (with distinction) from the University of Virginia
Fluent in Spanish
Brandes Fixed Income Investment Committee
- Timothy M. Doyle, CFAFixed Income Portfolio Manager
Fixed Income Portfolio Manager and Analyst, involved in strategy development, portfolio management and trading
Member of the Fixed Income Investment Committee
Investment experience began in 1995
Joined Brandes Investment Partners in 2000
Prior Career Highlights
Assistant Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management)
S. Government/U.S. Agency Sector Team Leader
Investment Policy Committee member
Education and Skills
MBA in finance and economics from Loyola University
BS in finance from Marquette University
- David J. Gilson, CFASenior Fixed Income Analyst
Associate Portfolio Manager and Analyst for the Brandes Fixed Income Group, involved in corporate bond research, strategy development, portfolio management and trading
Member of the Fixed Income Investment Committee
Investment experience began in 1988
Joined Brandes Investment Partners in 2002
Prior Career Highlights
President of VALUE Restoration (consulting to corporations in turnaround situations)
CFO of James Page Brewing
Bond Analyst with Fleet Securities and BancAmerica Robertson Stephens, covering high-yield media and telecommunications credits
Associate Fund Manager and Senior Analyst with American Express Financial Advisors, responsible for high-yield funds and an equity hedge fund
Education and Skills
BBA from Baylor University
- Charles S. Gramling, CFADirector, Fixed Income
Fixed Income Director for the Brandes Fixed Income Group, leading the group in all areas, including strategy development, portfolio management and trading
Member of the Fixed Income Investment Committee
Investment experience began in 1993
Joined Brandes Investment Partners in 1999
Prior Career Highlights
Senior Vice President and Portfolio Manager with Scudder Kemper Investments (which later became Deutsche Asset Management),
Provided accounting and financial management services to the portfolio companies of the Polaris Group, a mezzanine finance company
Auditor with Arthur Young
Education and Skills
BS in accounting from Marquette University
Brandes Global Large Cap Investment Committee
- Brent FredbergDirector, Investments Group
Limited partner of the firm’s parent company
Analyst and Team Leader responsibilities on the Technology Research Team
Member of the Global Large-Cap Investment Committee
Investment experience began in 1994
Joined Brandes Investment Partners in 1999
Prior Career Highlights
Financial Analyst and Controller with Raytheon/Amana Appliances
Education and Skills
MBA (with distinction) from Northwestern University’s Kellogg Graduate School of Management
BS in finance (with distinction) from the University of Iowa
Certified Public Accountant (inactive)
Certified Management Accountant (inactive)
- Ted Kim, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst and Team Leader responsibilities on the Industrials Research Team
Member of the Global Large-Cap Investment Committee
Investment experience began in 2000
Joined Brandes Investment Partners in 2000
Prior Career Highlights
Product and Manufacturing Engineer with Ford Motor Company
Education and Skills
MBA from the Kellogg Graduate School of Management at Northwestern University
MS in system design and management from the Massachusetts Institute of Technology
BS in mechanical engineering from the Massachusetts Institute of Technology
- Kenneth Little, CFAManaging Director, Investments Group
Limited partner of the firm’s parent company
Managing Director, Investments Group, leading the firm’s overall research efforts and overseeing the product investment committees
Member of the All-Cap and Global Large-Cap Investment Committees
Analyst and Team Leader responsibilities on the Basic Materials and Utilities Research Teams
Member of the Senior Management Team, which is responsible for the firm’s day-to-day operations and long-term strategic direction
Member of the Corporate Governance Committee
Investment experience began in 1996
Joined Brandes Investment Partners in 1996
Prior Career Highlights
Senior Accountant with KPMG
Education and Skills
MBA from the Fuqua School of Business at Duke University
BS in accounting from the University of La Verne
Certified Public Accountant (inactive)
- Brian A. Matthews, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Telecommunications Research Team
Member of the Global Large-Cap Investment Committee
Investment experience began in 2000
Joined Brandes Investment Partners in 2002
Prior Career Highlights
Member of the Small-Cap Investment Committee with Brandes Investment Partners
Investment Banking Analyst with Merrill Lynch
Education and Skills
BS with concentrations in finance and management (summa cum laude) from the Wharton School of the University of Pennsylvania
Brandes International Large Cap Investment Committee
- Jeffrey Germain, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Basic Materials Research Team
Member of the International Large-Cap Investment Committee
Investment experience began in 2001
Joined Brandes Investment Partners in 2001
Prior Career Highlights
Financial Analyst with Harcourt
CFO of Golf Destinations
Education and Skills
BS in business administration with a concentration in finance from the University of North Carolina at Chapel Hill
- Amelia Maccoun Morris, CFADirector, Investments Group
Limited partner of the firm’s parent company
Director, Investments Group, overseeing and directing equity research activities in the consumer sector, and covering the European retail and telecommunications services industries
Member of the International Large-Cap Investment Committee
Relevant experience began in 1986
Joined Brandes Investment Partners in 1998
Prior Career Highlights
Member of the Emerging Markets Investment Committee with Brandes Investment Partners
Member of the Investment Oversight Committee with Brandes Investment Partners
Member of the Brandes Institute Advisory Board
Education and Skills
MBA from the University of Chicago Booth School of Business
AB in economics (Phi Beta Kappa and cum laude) from the University of California, Davis
- Shingo Omura, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst and Team Leader responsibilities on the Health Care Research Team
Member of the International Large-Cap Investment Committee
Primary Product Coordinator for the Japan Equity strategy
Member of the Corporate Governance Committee
Investment experience began in 2001
Joined Brandes Investment Partners in 2005
Prior Career Highlights
Sell-Side Research Analyst (covering basic materials and utilities companies) in Japan
Education and Skills
MBA from the Haas School of Business at the University of California, Berkeley
BA in economics from Keio University in Tokyo, Japan
- Luiz G. SauerbronnDirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Industrials Research Team
Member of the International Large-Cap and Small-Cap Investment Committees
Member of the Corporate Governance Committee
Investment experience began in 1995
Joined Brandes Investment Partners in 2001
Prior Career Highlights
Summer Associate with J.P. Morgan
Manager of Mergers and Acquisitions Advisory Team with Banco Brascan (part of Brookfield Asset Management) in Brazil
Trainee with Royal Dutch Shell
Education and Skills
MBA from the Haas School of Business at the University of California, Berkeley
BS in economics from the Federal University of Rio de Janeiro
- Brent V. Woods, CFAChief Executive Officer
Limited partner of the firm’s parent company
Chief Executive Officer, leading the firm’s Senior Management Team, which is responsible for day-to-day operations and long-term strategic direction
Member of the International Large-Cap Investment Committee
Prior Career Highlights
Managing Director, Investments Group with Brandes Investment Partners, responsible for the firm’s securities research efforts and oversight of the product investment committees
Investment experience began in 1995
Joined Brandes Investment Partners in 1995
Education and Skills
JD (cum laude) from Harvard Law School
Master’s in international studies from St. John’s College at Cambridge University, England
AB (Phi Beta Kappa) from Princeton University
Brandes Small Cap Investment Committee
- Bryan Barrett
Bryan Barrett is an analyst on the Industrials and Financial Institutions Research Teams, covering global capital goods and commercial services companies, as well as global banks, insurance, holding companies and capital markets firms.
Prior to joining Brandes, Mr. Barrett completed the Research Associate program at Brandes Investment Partners on the Financial Institutions Research Team. He earned a BA in philosophy (with honors) and a BA in economics from the University of Southern California. His relevant experience began in 2008 and he joined Brandes the same year.
- Yingbin Chen, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Technology Research Team
Member of the Small-Cap Investment Committee
Investment experience began in 2001
Joined Brandes Investment Partners in 2001
Prior Career Highlights
Technology Officer with Citicorp
Technology Consultant with Hewlett Packard
Education and Skills
International MBA (with high honors) from the University of Chicago Booth School of Business
MS in electrical engineering from Johns Hopkins University
Fluent in Chinese
- Mark Costa, CFADirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Industrials Research Team
Member of the Small-Cap Investment Committee
Product Coordinator for the Small-Cap Investment Committee
Investment experience began in 2000
Joined Brandes Investment Partners in 2000
Education and Skills
BS in finance with distinction from San Diego State University
- Luiz G. SauerbronnDirector, Investments Group
Limited partner of the firm’s parent company
Analyst responsibilities on the Industrials Research Team
Member of the International Large-Cap and Small-Cap Investment Committees
Member of the Corporate Governance Committee
Investment experience began in 1995
Joined Brandes Investment Partners in 2001
Prior Career Highlights
Summer Associate with J.P. Morgan
Manager of Mergers and Acquisitions Advisory Team with Banco Brascan (part of Brookfield Asset Management) in Brazil
Trainee with Royal Dutch Shell
Education and Skills
MBA from the Haas School of Business at the University of California, Berkeley
BS in economics from the Federal University of Rio de Janeiro
INVESTMENT SOLUTIONS
RELATED DOCUMENTS & MEDIA

Global. Quality. Growth.
Long-term investors with an adaptive approach to quality-focused investing
Co-founded in 2016 by Chairman and Chief Investment Officer Rajiv Jain, GQG Partners is an independent boutique equities manager focused on global and emerging markets strategies. Protecting and compounding capital while aligning with clients is paramount to GQG Partners. Rajiv and his team seek quality companies at reasonable prices to build portfolios that are able to navigate and adapt to changing market conditions.
The GQG Partners investment philosophy focuses on four concepts:
- Earnings drive stock prices
- The market is disproportionally focused on the short term
- Quality should be the defining characteristic of the portfolio
- Risk management should be the first consideration when investing
Headquartered in Florida, GQG Partners strives for excellence at all levels of the organization through a commitment to independent thinking, continual growth, cultural integrity and a deep knowledge of the markets.
Learn more at: gqgpartners.com
webcast
Hear directly from Rajiv Jain on how he continues to position the GQG Partners portfolios to take advantage of the ever-changing markets.
Who We Are
Rajiv Jain, Partner, Chairman & CIO and Tim Carver, Partner & CEO, introduce themselves, the firm and their vision for the future of GQG Partners.
Investment Philosophy
Rajiv Jain, Partner, Chairman & CIO, discusses the culture, investment approach and philosophy behind GQG Partners.

Founded 2016
3 Countries
5 Offices
24 Investment Professionals
91.2B AUM
AUM in $USD as at
December 31, 2021
MANAGEMENT TEAMS
GQG Partners Investment Team
- RAJIV JAINChairman & Chief Investment Officer
Rajiv is the Chairman and Chief Investment Officer of GQG Partners LLC and also serves as the lead portfolio manager for all GQG Partners LLC strategies. He commenced investment operations at GQG Partners LLC in June 2016 and has over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer (from July 2014) and Chief Investment Officer and Head of Equities (from February 2002) at VontobelAsset Management. He was the sole portfolio manager of the International Equities strategy (since 2002) and Emerging Markets Equities strategy (since 1997), and the lead portfolio manager for the Global Equities strategy (since 2002). Rajiv helped build the business from less than US$400 million under management to just under US$50 billion in 2016. He joined VontobelAsset Management as a co-portfolio manager of Emerging Markets Equities and International Equities in November 1994. Prior to that, hewas an International Equity Analyst at Swiss Bank Corporation. Rajiv earned an MBA in Finance and International Business from the University of Miami. He also has amaster’s degree from the University of Ajmer and an undergraduate degree in accounting with honors.
- James Anders, CFASenior Investment Analyst
James joins GQG Partners LLC from Mercator Asset Management where he was a Senior VP and research analyst. His regional research responsibilities were Benelux as well as Latin America. He has extensive experience in the international equity arena, including developed Europe, emerging markets in Asia and Latin America, and frontier markets in Africa and the Middle East. He previously served as a research analyst at ConsiliumInvestment Management in Ft. Lauderdale from 2008 to 2013, where he focused most recently on emerging and frontier markets equities. James began his career in 1993, serving in a variety of investment roles with several boutique investment firms in the NYC area. From 2002 to 2008, he served as Senior Analyst with SGS Asset Management in Boca Raton, FL and Hong Kong. James completed his MBA at Columbia Business School and earned a BA degree in Economics from Hamilton College. He is a CFA charterholder.
- Brian KersmancSenior Investment Analyst & Deputy Portfolio Manager of International Equity
Brian is a deputy portfolio manager for GQG Partners LLC’s International Equity strategy since 2019 and has been a senior investment analyst on the investment team since he joined the firm in 2016. Prior to joining GQG Partners LLC, Brian spent six years at Jennison Associates, where he served most recently as an analyst on the Small/Midcap Equity Research team, focusing on a wide array of sectors from real estate equities including building products manufacturers, title insurers, and homebuilders to industrials competing in the aerospace and automotive end markets. Prior to Jennison, Brian began his career at Brown Brothers Harriman in 2008. Brian earned his MBA at Rutgers University and his BA in Economics from the University of Connecticut.
INVESTMENT SOLUTIONS
RELATED DOCUMENTS & MEDIA





Helping clients achieve their goals by pursuing excellence and embracing our passion for the craft of investing
In 2002 Kim Shannon embarked on a journey to build an independent and privately owned firm, focused exclusively on researching and investing in Canadian businesses.
Today Sionna uses that same proprietary relative value approach – which they believe is particularly suited to the Canadian marketplace – to identify and invest in Canadian companies deemed to be trading at attractive prices (relative to value), are poised for growth over the long term, and pay strong or growing dividends.
Learn more at: sionna.ca.
Canadian Equities – Overlooked Opportunity
Kim Shannon, President and Co-CIO, discusses Canadian equities as part of Sionna’s 2020 Market Review.

Founded 2002
Established and led by Kim Shannon
6 Investment Professionals
1.9B AUM
AUM in $CAD as at
December 31, 2021
MANAGEMENT TEAMS
Sionna Investment Team
- Kim Shannon, CFA, MBAPresident and Co-Chief Investment Officer
Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna’s large cap, all cap and focused Canadian value strategies and co-lead on Sionna’s high conviction strategy. Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017) and the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015). Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim serves as a board member with the Canadian Coalition for Good Governance and previously served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.
- Stephen Jenkins, CFACo-Chief Investment Officer
Stephen joined Sionna in 2019 and is the Co-Chief Investment Officer. He is the co-lead portfolio manager for Sionna high conviction strategy and the lead portfolio manager for the firm’s global value strategy and focused U.S. value strategy. Stephen brings more than 25 years of experience in both domestic and global equity markets. He began his career in 1990 as an analyst at Royal & Sun Alliance Insurance Company and was most recently Senior Portfolio Manager and Senior Vice President at CI Harbour Funds. Stephen currently sits on The Niagara Community Foundation’s Investment Committee. Stephen is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA® charterholder.
- Aleksy Wojcik, CFAPortfolio Manager
Aleksy joined Sionna in 2020 as a Portfolio Manager. He is a member of Sionna’s Canadian Equity team and contributes to Sionna’s domestic strategies. Aleksy brings more than 20 years of industry experience, most recently as VP Investments and Portfolio Manager at CI Harbour Advisors where he focused on award-winning Canadian Equity and Canadian Balanced portfolios. Aleksy is graduate of the University of Toronto, where he earned a Bachelor of Arts, Economics degree and is a CFA® charterholder.
- Gary Chow, CFA, MBAPortfolio Manager
Gary joined Sionna in 2014 and is a Portfolio Manager. He is the co-lead Portfolio Manager for the firm’s focused dividend strategy. Prior to joining Sionna, he was a Generalist at RBC Wealth Management and worked at RBC Capital Markets and Deloitte Consulting. Gary earned his MBA from the Rotman School of Management and both his Honours Business Administration and Bachelor of Engineering Science from the University of Western Ontario. He is a CFA® charterholder and a member of CFA Society Toronto.
- Jackie Au, CFAPortfolio Manager
Jackie joined Sionna in 2013 following a summer internship and is a Portfolio Manager. He is the co-lead Portfolio Manager for the firm’s focused dividend strategy. He earned his Bachelor of Commerce with a major in finance from the University of British Columbia. Jackie has completed the Canadian Securities Course and the Derivatives Fundamentals Course. He is a CFA® charterholder and a member of CFA Society Toronto.
- Stuart TaborEquity Research Analyst
Stuart joined Sionna in 2020 as an Equity Research Analyst. Prior to joining Sionna, Stuart interned at both Burgundy Asset Management and RBC Global Asset Management. He earned his Bachelor of Business Administration, Advanced Finance Major and Minor in History from St. Francis Xavier University in Nova Scotia. While at StFX, Stuart was the President of the Schwartz Investment Society. Stuart has successfully completed the Canadian Securities Course (CSC) and the CFA Ethical Decision-Making Course.
INVESTMENT SOLUTIONS
Trusted advisor to governments, financial institutions, public and private retirement plans, and individuals around the world
Enduring History: Lazard Asset Management is an indirect subsidiary of Lazard Ltd. (NYSE: LAZ), a company with roots tracing back to 1848.
Worldwide Breadth: One of the world’s preeminent financial advisory and asset management firms, Lazard has a global footprint with 230 investment professionals in key locales around the world.
Proven Experience and Expertise: A true global expert, Lazard manages billions in assets across a wide variety of client types and asset classes.
Learn more at: lazardnet.com.

Founded 1848
17 Countries
24 Offices
300+ Investment Professionals
240.3B AUM
AUM in $USD as at
December 31, 2021
MANAGEMENT TEAMS
Lazard Compounders Team
- Barnaby Wilson, CFAManaging Director, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Compounders. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder.
- Louis Florentin-LeeManaging Director, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst on the Lazard US Equity Select team. He is also co-lead Portfolio Manager/Analyst on the Global Compounders and International Compounders strategies, and the Global Equity Select strategy. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.
- Martin FloodManaging Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (New York)
Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John’s University.
Lazard Equity Advantage Team
- Paul Moghtader, CFAManaging Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Paul Moghtader is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Paul was Head of the Global Active Equity Group and a Senior Portfolio Manager at State Street Global Advisors (SSgA). At SSgA Paul was the senior manager responsible for the research and portfolio management of all multi-regional active quantitative equity strategies. Previously, Paul was an analyst at State Street Bank. He began his career at Dain Bosworth as a research assistant. Paul has a Master of Management (MM) from Northwestern University and a BA in Economics from Macalester College.
- Taras Ivanenko, CFADirector, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Taras Ivanenko is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1995. Prior to joining Lazard in 2007, Taras was a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Earlier at SSgA, he was a Principal and Senior Application Development Architect in the Equity Systems group. Previously, Taras was an analyst in Quantitative Research and Trading Systems at Oxbridge Research. He has a Ph.D. in Physics from Massachusetts Institute of Technology and an Engineer-Physicist degree from Moscow Physical-Technical Institute.
- Peter Kashanek, MBASenior Vice President, Client Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Peter Kashanek is a Client Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1994. Prior to joining Lazard in 2007, Peter was a Principal and a Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously, Peter was an investment analyst in the Institutional Equity Research Group at Bank of Montreal where he focused on global energy companies. Prior to that, he was an Associate in the Global Equity Research Group at Deutsche Bank Securities. Peter also worked at Reliant Energy in Houston as a member of its Corporate Development team. Peter has an MBA with a concentration in Finance from Vanderbilt University and a BA in Government from St. Lawrence University.
- Alex Lai, CFASenior Vice President, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Alex Lai is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2002. Prior to joining Lazard in 2008, Alex was a Vice President and Quantitative Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Prior to that, Alex was an investment-banking analyst at Lehman Brothers Asia in Hong Kong. He has a MSc in Finance from Boston College and a BBA (Hons) in Finance and Accounting from the University of Michigan, Ann Arbor.
- Ciprian MarinDirector, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Ciprian Marin is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1997. Prior to joining Lazard in 2008, Ciprian was a Senior Portfolio Manager at State Street Global Advisors (SSgA), managing European, UK and Global funds. He was also responsible for quantitative research on the European team of the Global Active Equity Group. Prior to joining SSgA, Ciprian was a Quantitative Analyst at Citigroup where he focused on developing stock selection models, statistical arbitrage trading strategies and factor research. Previously, he was a quantitative research associate at Nikko Salomon Smith Barney. Ciprian has an MBA in Finance from the International University of Japan and a BS in International Economics from the Academy of Economic Studies Bucharest. Ciprian is a Certified Investment Adviser (UK). He holds FINRA (formerly NASD) Series 7 and JASDA Series 2 licenses.
- Chris PopeDirector, Client Portfolio Manager/Product Manager, Lazard Asset Management LLC (Boston)
Chris Pope is a Client Portfolio Manager and Product Manager and Business Manager of Lazard’s Equity Advantage Team. He began working in the investment field in 1976. Prior to joining Lazard in 2007, Chris was President at Boston Private Value Investors. Prior to that he was at State Street Global Advisors (SSgA) for 18 years, where he served as Director of U.S. Institutional Sales, Client Service and Consultant Relations. Previously, Chris worked in institutional Sales and Marketing for Travelers Insurance Company. He has a BA from the University of Pennsylvania.
- Craig Scholl, CFADirector, Portfolio Manager/Analyst, Lazard Asset Management LLC (Boston)
Craig Scholl is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 1984. Prior to joining Lazard in 2007, Craig was a Principal and a Senior Portfolio Manager in the Global Active Equity group at State Street Global Advisors (SSgA). Previously he was Managing Director of Public Equities for the Virginia Retirement System, where he was responsible for internally and externally managed portfolios. Prior to that, Craig was a pension investment manager for two large corporations. He also worked as a consultant with InterSec Research and a vice president in data analytics at Lynch, Jones & Ryan. Craig has a BS in Finance and Public Communications from Syracuse University. He is a member of the CFA Institute and the Boston Security Analysts Society.
- Jason Williams, CFAVice President, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Jason Williams is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. He began working in the investment field in 2001. Prior to joining Lazard in 2008, Jason was a Quantitative Portfolio Manager in the Pan European Active Equities group with State Street Global Advisors (SSgA), focusing on model development and performance evaluation. Earlier at SSgA, he was a Portfolio Analyst within Active European Operations. He has an MA in Finance and Investment from the University of Exeter and a BSc Honours in Mathematics from Coventry University. Jason is a member of the CFA Institute and the UK Society of Investment Professionals (UKSIP).
- Susanne WillumsenDirector, Portfolio Manager/Analyst, Lazard Asset Management Limited (London)
Susanne Willumsen is a Portfolio Manager/Analyst on Lazard’s Equity Advantage Team. She began working in the investment field in 1993. Prior to joining Lazard in 2008, Susanne was Managing Director, Head of Active Equities Europe with State Street Global Advisors (SSgA). During her 13 year tenure at SSgA, Susanne was responsible for the research and portfolio management of all UK and European equity strategies. Prior to joining SSgA Susanne traded equity derivatives for the proprietary desk at Investcorp. Susanne received an MSc in Shipping, Trade and Finance from City University and a BSc in Management Studies from the University of Surrey.
Lazard Multi Asset Team
- Jai JacobManaging Director, Portfolio Manager/Analyst
Jai Jacob is a Managing Director and Portfolio Manager/Analyst, leading the Lazard Multi Asset investment team. Prior to joining the Multi Asset investment team, Jai worked in Global Risk Management, Fixed Income, Quantitative Technology and Settlements. He led the development of Lazard’s proprietary Risk Analysis system, and has built quantitative analytical tools for over 40 Lazard investment strategies. Jai began working in the investment field in 1998 upon joining Lazard. He has a BA from Cornell University.
- Erianna Khusainova, MBA CFASenior Vice President, Portfolio Analyst
Erianna Khusainova is a Senior Vice President and Portfolio Analyst on the Lazard Multi Asset team, focusing on investment strategy and macroeconomic research. Since joining Lazard, Erianna built and led the global Marketing Data group, which serves as a centralized resource for quantitative portfolio and market analytics to support the firm’s global marketing and sales efforts. She began working in the investment field in 2006. Prior to joining Lazard in 2006, Erianna was a Senior Staff Accountant at The King’s College, responsible for accounting and financial analysis. Erianna has a MBA in Finance from the Baruch College, Zicklin School of Business and a BBA in Finance from Tashkent Polytechnical University in Uzbekistan. She is a member of the NYSSA and the CFA Institute and is a native speaker of Russian.
- Rupert HopeDirector, Portfolio Manager/Analyst
Rupert Hope is a Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team, specializing in emerging markets. Prior to joining Lazard in 2014, Rupert was a Managing Director and Head of Global Equity Distribution at Renaissance Capital, where he was also building out a global emerging markets equity research platform. Previously, Rupert was at Deutsche Bank where he served as a Managing Director and managed various emerging markets equity teams. He has been in involved in emerging markets finance and investing since joining Baring Securities in 1994. He has a BA (Hons) in history from the University of Durham.
- Thomas M. McManusManaging Director and Portfolio Manager/Analyst
Tom McManus is a Managing Director and Portfolio Manager/Analyst on the Lazard Multi Asset investment team, specializing in macroeconomic forecasting and asset allocation. He began working in the investment field in 1980. Prior to joining Lazard in 2010, Tom was Managing Director and Chief Investment Officer of Wells Fargo Advisors. Previously, Tom was Managing Director and Chief Investment Strategist at Bank of America Securities LLC. Tom started his career at Morgan Stanley in 1980 in strategic planning and equity derivatives. From 1983 to 1991, he was a member of the Global Equity Derivatives department at Goldman Sachs. Tom has a BS in Operations Research from Columbia School of Engineering and Applied Science, where he is a member of the advisory board for the program in Financial Engineering. He is also a non-voting member of the Lazard Capital Allocator Series Advisory Board, as well as a member of the Speaker Retainer program at the CFA Institute.
- Stephen Marra, CFASenior Vice President, Portfolio Manager/Analyst
Stephen Marra is a Senior Vice President and Portfolio Manager/Analyst on the Lazard Multi Asset team, specializing in strategy research. Prior to joining the Multi Asset investment team, Stephen worked in Settlements, Fixed Income Risk and Quantitative Technology where he helped design and develop Lazard’s proprietary trading and risk management systems. He began working in the investment field in 1999 upon joining Lazard. Steve has a BS in Biology from Cornell University.
- Michael PerSenior Vice President and Quantitative Research Analyst
Michael Per is a Senior Vice President and Quantitative Research Analyst on the Lazard Multi Asset team, focusing on quantitative analysis and systems development. Since joining Lazard, Michael worked in the Equity Trading Technology and the Quantitative Technology groups in the role of principal software engineer and architect. He began working in the investment field in 1997 upon joining Lazard. Michael has a BS in Computer Science from St. Petersburg State Polytechnic University in Russia.
- Giuseppe Ricotta, CFAVice President and Portfolio Analyst
Giuseppe Ricotta is a Vice President and Portfolio Analyst on Lazard’s Multi Asset team, specializing in strategy research. Prior to joining the Multi Asset investment team, Giuseppe worked in Marketing, where he led several projects for the strategic marketing of Lazard’s investment strategies. He began working in the investment field in 2004. Prior to joining Lazard in 2007, he worked at American Express Bank, where he was a senior manager responsible for institutional marketing and sales support for the firm’s offshore funds platform. Prior to that, he worked at the Telecom Italia Group. Giuseppe has an MBA (Hons) from Fordham University and an MS (Summa Cum Laude) in Electronic Engineering from the University of Palermo in Italy.
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Morningstar’s Michael Keaveney gives his assessment of quarterly performance.

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December 31, 2021
MANAGEMENT TEAMS
Morningstar Investment Team
- Michael Keaveney, M. Sc., CFAHead of Investment Management, Canada at Morningstar Associates Inc.
Michael Keaveney leads Morningstar’s Canadian institutional investment consulting and investment management practice. He oversees the delivery of investment solutions to domestic clients, with particular emphasis on asset allocation, investment strategy and product development. Prior to joining Morningstar in 2014, Michael had more than 18 years of investment industry experience. Previously he was a Director on the Investment Management Research team at CIBC Asset Management where he was a senior team member and group spokesperson, leading teams responsible for investment policy guidelines, investment proposals, portfolio construction, and communications. Before joining CIBC, he was a Portfolio Analyst and Portfolio Manager with Baskin Financial, a Toronto-based Investment Counsel firm, managing the investment portfolios of high net worth retail clients. Prior to that, he spent 13 years with TD Asset Management in several analytical, business development, sales and management positions. Michael holds a bachelor’s degree in Economics from the University of Waterloo, and master’s degree in finance from the University of London. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Toronto.
- Robert Miehm, CFASenior Investment Analyst in the Morningstar Investment Management group in Canada
Robert has more than 15 years of investment industry experience. He has worked extensively in Product Development, Product Management and in Portfolio Management with Morningstar. He has consulted with institutional clients to develop equity strategies, and acted as a subject matter expert for the broader CPMS team within CPMS. Robert holds a bachelor’s degree in economics from McMaster University and a MBA from the University of Toronto. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Toronto.
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