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Name | Title | Since | Until |
---|---|---|---|
Anna Väänänen | Portfolio Manager | 2017 | 2017 |
Biography | M.Soc.Sc. (Econ.). Fund manager for the FIM Russia Fund. Previous experience includes a stint as a portfolio manager at Tapiola Asset Management and as an equity analyst at Carnegie and Salomon Brothers. In the industry since 1995 and with the company since 2007. | ||
Werner Richli | - | 2013 | 2017 |
Biography | Werner Richli is Portfolio Manager and Senior Investment Professional for real estate securities. Mr. Richli was previously an equity analyst at Credit Suisse’s Investment Banking Division (Credit Suisse First Boston) covering European real estate stocks. Prior to this role, he analyzed building materials, construction and utility stocks and was involved in several Initial Public Offerings. Mr. Richli joined Credit Suisse in 1987. Mr. Richli is earned the CIIA designation and received a Master’s Degree in Business Administration from the University of Zurich, Switzerland. | ||
Michel G. Sznajer | - | 2010 | 2013 |
G. Thomas Levering | Senior Managing Director, Partner, and Global Industry Analyst | 2006 | 2013 |
Biography | G. Thomas Levering Senior Managing Director, Partner, and Global Industry Analyst As an analyst in Wellington Management’s Global Industry Research Group, Tom concentrates on global utilities and related energy infrastructure. He conducts fundamental analysis on the companies within this industry group and makes buy/sell recommendations to portfolio managers based on his findings and market conditions. He has studied the investment potential of companies in global utilities and energy infrastructure for over 20 years. Tom also manages portfolios for institutional clients, including Enduring Assets, an investment approach focused on companies that possess a competitive advantage through long-lived physical assets. Prior to joining the firm in 2000, Tom was an associate with McKinsey & Co. (1998 – 2000). He also worked with The Northbridge Group as an associate and research analyst (1993 – 1996). In both instances, Tom served exclusively as a specialist consultant to power and gas sector clients. Tom received his MBA from the University of Pennsylvania (Wharton, 1997) and his AB in economics, cum laude, from Harvard University (1993). | ||
William L. Wrightson | - | 2006 | 2009 |
Archana Basi | Vice President | 2006 | 2006 |
Biography | Basi is a vice president and global industry analyst of Wellington Management, her employer since 2001. She has been involved in portfolio management and securities analysis focused primarily on the global telecommunications services and long distance carrier sectors for the firm for the past five years. Prior to joining Wellington Management, Basi was an equity analyst at T. Rowe Price from 1998 to 2001. Basi holds a Charted Financial Analyst designation. |
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