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Name | Title | Since | Until |
---|---|---|---|
Simon H. Thomas | Senior Managing Director | 2006 | Now |
Biography | Simon H. Thomas, Senior Managing Director and Equity Portfolio Manager joined Wellington Management as an investment professional in 2002. Simon received his MBA from the University of Chicago (2002), graduating first in his class. He also holds an MA and BA in philosophy, politics, and economics from the University of Oxford (1992). | ||
Daniel Maguire | Assistant Vice President | 2006 | Now |
Biography | Daniel Maguire, CFA, Director and Equity Research Analyst affiliated with Wellington Management, has been involved in portfolio management for the Fund since 2006 and has been involved in securities analysis for the Fund since 2004. Mr. Maguire joined Wellington Management as an investment professional in 2004. Dan is an equity research analyst and portfolio manager on Wellington Management's International Small Cap Portfolio Management Team and is based in our Tokyo office. He has previously worked in both our Boston and London offices. | ||
Nikunj Hindocha | Associate director, equity Research Analyst | 2006 | 2006 |
Biography | Nik Hindocha joined Highclere in 2006 and has 16 years of international small cap experience. Prior to joining Ed at Wellington in 2003, he spent five years at Baring Asset Management as an analyst in their UK and European small cap investment team. Nik received his MSc and BSc with First Class honours in Economics from the London School of Economics. Nik speaks German and Hindi. | ||
Edward L. Makin | Portfolio Manager | 2001 | 2006 |
Biography | Mr. Makin has been managing Global Smaller Companies portfolios for Wellington Management Company, LLP since December 1997. Alongside his smaller company responsibilities he was an active member of Wellington Management's Europe large cap equity team from 1994 until July 2000. A graduate of the University of London with a BA in economics (1987), Mr. Makin earned a diploma in portfolio management theory from the London Business School. He is registered with the London Stock Exchange and FSA Exchange. | ||
Steven C. Angeli | Portfolio Manager | 2001 | 2002 |
Biography | Steven C. Angeli, CFA, is a Senior Managing Director and Equity Portfolio Manager of Wellington Management. Steve serves as a portfolio manager and co-leader of the Growth Opportunities Team. He is also a member of both the Growth and Capital Appreciation Investment Groups. His investment focus has been on small- and mid-cap growth companies globally. Prior to joining Wellington Management in 1994, Steve was an associate analyst focusing on fixed income securities, including debt/equity private placements at Fidelity Management and Research (1990 — 1992). Steve earned his MBA from the University of Virginia (Darden, 1994) and his BS in finance from Boston College (1990). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. |
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