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Hartford Schroders Tax-aware Bond Fund Class I (STWTX)
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10.10
-0.04
-0.39%
- Morningstar Rating:
- Total Assets: 874.18M
Hartford Schroders Tax-Aware Bond I
10.10
-0.04
-0.39%
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STWTX Overview
On this page you'll find an in-depth profile of Hartford Schroders Tax-aware Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of STWTX among other information.
Contact Information
Address
430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Phone
+1 8888437824
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David P. May | - | 2020 | Now |
| Biography | As of July 2019, David May joined the fixed income investment team as a Portfolio Manager, specializing in municipal bonds. David comes to Schroders with ten years of prior experience in the industry, previously working as a Portfolio Manager with separately managed municipal accounts at Strategic Partners Investment Advisors and Wasmer Schroeder. David’s breadth of knowledge and experience further adds to the diverse perspectives of our Multi Sector Fixed Income Team. | ||
| Lisa M. Hornby | Portfolio Manager | 2018 | Now |
| Biography | Lisa Hornby is Head of the US Multi-Sector Fixed Income team. The team overseas assets of $27bn, primarily for institutional clients. She is also a Portfolio Manager for the Hartford Schroders Core Fixed Income Fund, Hartford Schroders Tax-Aware Bond Fund, Hartford Schroders Tax-Aware Bond ETF, Schroder ISF US Dollar Bond Fund and Schroder ISF Sustainable US Dollar Short Duration Bond fund. She joined Schroders in 2010 as a portfolio manager on the US Multi-Sector Fixed Income team where she focused primarily on short, core and core plus multi-sector strategies. | ||
| Julio C. Bonilla | Vice President | 2011 | Now |
| Biography | Julio Bonilla is a Portfolio Manager at Schroders, which involves managing all Multi-Sector portfolios including the Value portfolios as a municipal bond specialist. He joined Schroders in 2013 and is based in New York. Julio was a Portfolio Manager at STW Fixed Income Management from 2010 to 2013, which involved managing $11 billion in Multi-Sector portfolios including Core, Long Duration and Tax-Aware strategies. He was a Senior Portfolio Manager at Wells Capital Management from 2000 to 2010, which involved cultivating an expertise in municipal fixed income management and was responsible for account activity from trading to portfolio strategy. He was an Associate at Wells Fargo Institutional Brokerage from 1997 to 2000, which involved sales and trading fixed income securities. Qualifications: CFA Charterholder; MBA in Finance from Pepperdine University; BA in Political Science from University of San Diego. | ||
| Neil G. Sutherland | Portfolio Manager | 2011 | Now |
| Biography | Neil Sutherland is a generalist portfolio manager on the US Multi-Sector Fixed Income team. He is also a portfolio manager for the Hartford Schroders Tax-Aware Bond Fund, Hartford Schroders Tax-Aware Bond ETF, Hartford Schroders Core Fixed Income Fund, Schroder ISF US Dollar Bond Fund, Schroder ISF Sustainable US Dollar Short Duration Bond fund and Schroder ISF US Dollar Liquidity fund. In this role, Neil has portfolio management responsibilities for the entire spectrum of US Multi-Sector strategies ranging from tax-exempt to tax-aware and from short to long duration. Neil joined Schroders in 2013 following the acquisition of STW, where he had worked since 2008 as a principal and portfolio manager. Prior to that, he was a senior fixed income portfolio manager at AXA Investment Managers from 2001 to 2008 in the UK. Neil has been a portfolio manager for over 25 years and has worked in both the UK and the US. Neil is a frequent contributor to various financial publications, including Bloomberg, Reuters and Investor’s Business Daily. Neil is based in New York. | ||
| Andrew B.J. Chorlton | Portfolio Manager | 2011 | 2021 |
| Biography | Andrew Chorlton is the Head of US Multi-Sector, Fixed Income at Schroders, which involves leading the team responsible for all US Multi-Sector strategies, consisting of opportunistic, short duration, intermediate duration, core plus, long duration including LDI and tax-sensitive strategies across the duration spectrum. Andy joined Schroders in 2013 following the acquisition of STW Fixed Income Management. He joined Schroders in 2013 and is based in New York. Andrew was a Principal and Portfolio Manager at STW Fixed Income Management from 2007 to 2013, which involved managing Multi-sector and tax sensitive portfolios across the duration spectrum. He was a Senior Portfolio Manager at AXA Investment Managers from 2001 to 2007, which involved a focus on corporate bond strategies both traditional and liability benchmarked. He was a Portfolio Manager at Citigroup Asset Management from 1997 to 2001, which involved managing a variety of global fixed income strategies. Qualifications: CFA Charterholder; BSc in Economics with Spanish from University of Birmingham. | ||
| Rick A. Rezek | Portfolio Manager | 2011 | 2019 |
| Biography | Rick Rezek is a Portfolio Manager, US Fixed Income at Schroders, which involves managing portfolios and is a member of Multi-Sector team with a specialization in investment-grade credit. Rick is the lead portfolio manager for the Schroder ISF Global Corporate Bond and Schroder ISF Global Credit Duration Hedged and is also a credit specialist for the Schroder Total Return Fixed Income Fund. He joined Schroders in 2013 and is based in New York. Rick was Principal, Portfolio Manager at STW Fixed Income Management from 2002 to 2013, which involved managing $11 billion in Multi-Sector portfolios including Short Duration, Core, Long Duration and Tax-Aware strategies. He was Vice President and Portfolio Manager at Loomis Sayles from 1995 to 2002, which involved managing institutional Core Fixed Income accounts and the group’s Corporate and Mortgage team. He was a Vice President at Wells Fargo Bank Investment Management Group from 1992 to 1995, which involved providing Investment Management solutions for clients. Qualifications: CFA Charterholder; MBA in Finance from DePaul University; BS in Business specializing in Economics from St. John’s University. | ||
| Edward H. Jewett | Portfolio Manager | 2011 | 2019 |
| Biography | Todd Jewett is a Portfolio Manager - Fixed Income at Schroders, which involves managing all Multi-Sector portfolios including the Value portfolios. He joined Schroders in 2013 and is based in New York. Todd was Principal Portfolio Manager at STW Fixed Income Management from 1988 to 2013, which involved managing $11 billion in Multi-Sector portfolios including Core, Long Duration and Tax-Aware strategies. He was Partner and Manager at Kidder, Peabody & Company from 1981 to 1988, which involved manging the International Fixed Income Department for North America. Qualifications: BS in Commerce from the University of Virginia. | ||
| William H. Williams | Principal | 2011 | 2014 |
| Biography | William H. Williams, Principal and Portfolio Manager, is CEO and CIO of STW Fixed Income Management. He has been STW’s fixed income CIO for 28 years. Prior to joining STW in 1977, he was VP in charge of Investment Management Services at Lloyds Bank California. Before that, he was a consultant with Digital Information Corporation, a firm specializing in the then-new concept of fixed income return attribution. Billy's bio is brief as he has been with STW for a very long time. | ||
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