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Manning & Napier Overseas Series Class I (EXOSX)
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35.64
+0.25
+0.71%
23/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 72.84M
Manning & Napier Overseas Series
35.64
+0.25
+0.71%
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EXOSX Overview
On this page you'll find an in-depth profile of Manning & Napier Overseas Series Class I. Learn about the key management, total assets, investment strategy and contact information of EXOSX among other information.
Contact Information
Address
290 Woodcliff Drive
Fairport,NY 14450
United States
Fairport,NY 14450
United States
Phone
+1 585 3256880
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John Mitchell | - | 2024 | Now |
| Biography | John Mitchell is the Managing Director of the Services Group at Manning & Napier and a member of the firm’s Core Team. As a member of the firm's Core Team, John is part of the portfolio management team responsible for voting on stock recommendations for our bottom-up global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. As the leader of the Services Group, John performs bottom-up research on companies within the financial services, business services, and utilities industries. Prior to the Services Group, John researched investments as a member of the Technology and the Capital Goods investment research teams. John has been with Manning & Napier since 2001. He earned a BS in Finance and a BA in Political Science from Syracuse University and earned an MBA from the Simon Business School at the University of Rochester. John is a CFA® charterholder and member of the CFA Society of Rochester. | ||
| Elizabeth H. Mallette | Analyst | 2023 | Now |
| Biography | Joined the MANNING & NAPIER FUND, INC. in 2006. Analyst since 2013. Member of the Real Estate Series Research Team since 2013. Previous positions held in last five years: Research Assistant, 2008, Research Associate, 2009, Senior Associate, 2010 – 2013. | ||
| Jay Welles | Head of Core Equities | 2019 | Now |
| Biography | Jay Welles is the Head of Core Equities and a member of the firm's Core Team, which is the portfolio management team responsible for voting on stock recommendations for our bottom-up, global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. Jay is also a member of the firm's Executive Committee and Investment Policy Group, which is responsible for establishing appropriate asset allocation guidelines based on a variety of prevailing inputs, including both top-down macroeconomic data and bottom-up industry and security analysis. Jay has been with Manning & Napier since 2000. He began his career in research in 2001 working as a Research Assistant in our Global Strategies Group. In 2004, Jay moved to the Technology Group working as a Junior Analyst and most recently as Managing Director. He has more than 15 years of experience conducting bottom-up, company-specific research within the Technology sector. Jay earned his BS in Business Administration from Alfred University. He is also a CFA charterholder. | ||
| Marc D. Tommasi | Chief Investment Strategist | 2002 | 2024 |
| Biography | Marc Tommasi is the Chief Investment Strategist and member of the Core Team, which is the portfolio management team responsible for voting on stock recommendations for our bottom-up, global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. As Chief Investment Strategist, Marc oversees the coordination of the firm's overview among the various groups involved in top-down research. Specifically, he is responsible for the macro overviews of all countries we may invest in. Marc is also a member of the firm's Investment Policy Group. | ||
| Christian A. Andreach | Co-Head of Equities and Managing Director, Consumer Group | 2019 | 2023 |
| Biography | Christian Andreach is Co-Head of Equities; Managing Director, Consumer Group; Head of U.S. Equity Core Team; member of the firm's Investment Policy Group; and a member of the Global and Non-U.S. Equity Core Teams. As Managing Director, Christian is responsible for analytical coverage of stocks within the Consumer sector and oversight of analysts in that group. As Head of the U.S. Equity Core Team and member of the Global and Non-U.S. Equity Core Teams, Christian votes on stock recommendations made for our bottom-up, U.S. equity, global equity, non-U.S. equity, and multi-asset class portfolios. | ||
| Ebrahim Busheri | Director of Investments | 2012 | 2023 |
| Biography | Ebrahim Busheri is the Director of Investments at Manning & Napier. Over his firm tenure, spanning from 1988 to 2001 and again from 2011 through present day, Ebrahim has held positions as Head of Emerging Growth Group; Head of Technology Group; Head of Consumer Group; and Director of Research. During his hiatus from Manning & Napier he worked as the Director of Investments at W.P. Stewart and as a Consultant for Heritage Capital. Ebrahim earned his BA in Accounting and Economics from Muskingum College and his MBA in Finance from the University of Rochester. He is a CFA charterholder. | ||
| Jeffrey W. Donlon | Senior Analyst | 2004 | 2019 |
| Biography | Jeff Donlon is the Managing Director of Manning & Napier’s Global Strategies Group and a member of the Firm’s Non-U.S. Equity Core Team. As Managing Director of the Global Strategies Group, Jeff is responsible for leading a group of analysts that perform top-down research on countries outside of the U.S. Research generated by the Global Strategies Group provides input to the Firm’s global overview and is shared with bottom-up equity analysts to inform investment opportunities in specific countries, sectors, and industries across the globe. Jeff is part of the portfolio management team responsible for voting on stock recommendations made for our bottom-up, non-U.S. equity investment strategies. Jeff has been with Manning & Napier since 1998, learning the Firm’s research philosophies and strategies through his progression from research assistant and associate positions, to research analyst and, ultimately, managing director and portfolio management team positions. His experience with the Firm’s research disciplines is vast, having spent time in a variety of sector groups, including Capital Goods and Materials, Consumer, and Technology Groups, as well as an initial assignment with what is now known as the Global Strategies Group. Prior to his current roles, Jeff was Managing Director of the Technology Group, a leadership position he held for more than ten years during which he managed a team of research analysts, associates, and assistants focused on bottom-up equity research in the Technology sector. He also has more than ten years experience voting on stocks for Manning & Napier’s bottom-up equity and multi-asset class portfolios. Jeff earned his BS in Finance from Canisius College and his MBA from Duke University. He is also a CFA charterholder. | ||
| Ajay M. Sadarangani | Member | 2015 | 2017 |
| Biography | "Ajay Sadarangani is the Managing Director of Small and Mid Cap Research and a member of the Manning & Napier's Non-U.S. Equity Core Team. As a member of the Firm’s Non-U.S. Equity Core Team, Ajay is part of the portfolio management team for our bottom-up, non-U.S. equity investment strategies, responsible for voting on stock recommendations made for these investment portfolios. Ajay joined Manning & Napier in 2001. He began his career in Research as a Research Assistant and then Associate in the Technology Group. He also spent time as an Analyst in the Firm’s Technology Group, Services Group, and Emerging Growth Group. Prior to his current roles, Ajay held a leadership position as Managing Director of the Emerging Growth Group. Ajay earned his Bachelor of Engineering degree in Computer Science from the University of Mumbai and his Master of Engineering from Cornell University. He is also a CFA® charterholder." | ||
| Robert F. Pickels | Senior Analyst | 2013 | 2015 |
| Biography | Robert Pickels is a member of the Senior Research Group and the Managing Director of the Focused Opportunities Group at Manning & Napier. In this capacity, he is responsible for analytic coverage of stocks across various industries, and both the construction and management of stock portfolios. Prior to this position, Mr. Pickels was a Senior Analyst for the Capital Goods Group and was responsible for analyzing investment opportunities within the Capital Goods and Equipment sectors. Prior to joining Manning & Napier in 2002, he worked at Bear Stearns & Co., Inc. Mr. Pickels earned his BA from Hamilton College and is also a CFA® charterholder. (Chartered Financial Analyst® is a trademark owned by CFA Institute.) | ||
| Brian W. Lester | Senior Analyst | 2009 | 2015 |
| Biography | Brian Lester is a member of the Senior Research Group and the Managing Director of the Life Sciences Group at Manning & Napier. In this capacity, he is responsible for analyzing investment opportunities within the Life Sciences sector. Prior to joining Manning & Napier in 1998, he worked as a Market Researcher for The Sutherland Group. Mr. Lester earned his BS in Agriculture, Resource, and Managerial Economics from Cornell University and is a CFA® charterholder. (Chartered Financial Analyst® is a trademark owned by CFA Institute.) | ||
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