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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Benjamin L. Caron | Portfolio Manager | 2018 | now |
背景介紹 | Benjamin Caron, CFA, is Senior Managing Director and Portfolio Manager at Newfleet Asset Management, LLC (since June 2011). Prior to June 2011, Mr. Caron was on the fixed income team at Goodwin. Mr. Caron also is a portfolio manager of a closed-end fund managed by Newfleet, in addition to assisting the senior portfolio manager in the management of several open-end funds managed by Newfleet. Mr. Caron joined Goodwin in 2002 as a client service associate for the institutional markets group focusing on institutional fixed income clients. | ||
Stephen H. Hooker | Director | 2018 | now |
背景介紹 | Stephen H. Hooker, CFA is the Director of Foreign Research, sector manager for emerging markets debt and a member of the corporate credit research group at Newfleet (since 2011). He is responsible for the paper and packaging and chemicals industry sectors, and the Eastern Europe, Middle East, and Africa sovereign credit sector. From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Goodwin for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team. Mr. Hooker earned a B.A. in psychology from Trinity College. He has held the Chartered Financial Analyst designation since 1999. He began his career in the investment industry in 1993. | ||
David L. Albrycht | President | 2018 | now |
背景介紹 | David L. Albrycht, CFA, President and Chief Investment Officer, has served as portfolio manager since 2018 and joined Newfleet in 2011. Mr. Albrycht was Executive Managing Director and Senior Portfolio Manager with Goodwin Capital Advisers, a former Virtus investment management subsidiary. Mr. Albrycht joined the Goodwin multi-sector fixed income team in 1985 as a credit analyst and has managed fixed income portfolios since 1991. | ||
Brian P. Kennedy | Senior fund accountant | 2016 | now |
背景介紹 | Brian Kennedy is a co-portfolio manager on the full discretion team at Loomis, Sayles & Company. He has 33 years of investment industry experience. Brian joined Loomis Sayles in 1994 as a securitized and government bond trader. He transitioned to the high yield trading desk in 2001, where he initiated the firm’s trading of bank loans, while also trading high yield, convertibles, derivatives and equities. Brian joined the full discretion team as product manager in 2009 and was promoted to co-portfolio manager of the investment grade bond product suite in 2013. | ||
Matthew J. Eagan | Executive Vice President | 2013 | now |
背景介紹 | Matt Eagan is a portfolio manager and head of the full discretion team at Loomis, Sayles & Company. He is also a member of the firm’s Board of Directors. Matt has 33 years of investment industry experience as a portfolio manager and fixed income analyst. Matt joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team and became a portfolio manager in 2000. He was promoted to co-head of the full discretion team in 2012. | ||
Elaine M. Stokes | Executive Vice President | 2013 | 2024 |
背景介紹 | Elaine M. Stokes joined Loomis Sayles in 1988 and is a Director, Portfolio Manager and Co‑Head of the full discretion team. She has 33 years of investment industry experience. She is also a Co‑Portfolio Manager of the Loomis Sayles Strategic Alpha Fund and other fixed income funds managed by Loomis Sayles. Prior to becoming a Portfolio Manager in 2000, she had experience working in high yield, global and emerging markets. She has served as a senior fixed income trader and portfolio specialist. She earned a BS from St. Michael’s College. | ||
Daniel J. Fuss | Executive Vice President | 1994 | 2021 |
背景介紹 | Dan Fuss has 65 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm’s Board of Directors and a senior advisor to the full discretion team. In 2019, Dan was awarded the Outstanding Portfolio Manager Award at the US Morningstar Awards for Investing Excellence. In 2012, he received both the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award. | ||
Joseph R. Gatz | Vice President | 1999 | 2008 |
背景介紹 | Joe Gatz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, Joe also maintains primary research coverage for several holdings within both strategies, with an emphasis on special situations, as well as industrials, healthcare and energy. He joined Loomis Sayles in 1999 as a mid cap value equity portfolio manager, and was promoted to lead the small/ extended/mid cap value team in early 2000. Prior to Loomis Sayles, Joe was a portfolio manager at Banc One Investment Advisors. He started his investment industry career at National Bank of Detroit (NBD). Joe earned a BA from Michigan State University and an MBA from Indiana University. | ||
Dan G. Thelen | Managing Director, Small/Mid Cap Equities | 1999 | 2008 |
背景介紹 | Dan Thelen, a portfolio manager with the Advisor, has managed the Ancora/Thelen Small-Mid Cap Fund since its inception in 2013. He was responsible for the management of institutional client portfolios as well as expanding the asset base of Ancora’s Family of Mutual Funds. Dan began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries. |
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