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Name | Title | Since | Until |
---|---|---|---|
Sammy Suzuki | Portfolio Manager | 2015 | 2021 |
Biography | Sammy Suzuki was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Emerging Markets Strategic Core portfolio since its inception in July 2012 and the Global, International and US portfolios since 2015. Suzuki has managed portfolios for over 13 years and emerging-markets portfolios for a decade. From 2010 to 2012 he also held the role of director of Fundamental Value Research, where he managed 50 fundamental analysts globally. Prior to managing portfolios, Suzuki spent a decade as a research analyst. | ||
Kent W. Hargis | Portfolio Manager | 2015 | 2021 |
Biography | Kent Hargis was promoted to Co-Chief Investment Officer of Strategic Core Equities in 2018. He has been managing the Global, International and US portfolios since their inception in September 2011, and the Emerging Markets Strategic Core portfolio since January 2015. Hargis was named Head of Quantitative Research for Equities in 2009, with responsibility for overseeing the research and application of risk and return models across the firm’s equity portfolios. He joined the firm in October 2003 as a senior quantitative strategist. | ||
Manmeet Bhatia | Portfolio Manager/Investment Strategist | 2001 | 2018 |
Biography | Manmeet Bhatia is a Portfolio Manager and Investment Strategist responsible for investment strategies and portfolio construction. Prior to joining OceanRock, Manmeet spent over 5 years at Assante Asset Management Ltd., most recently as a Director of Product Management for two of Assante's managed investment solutions with assets exceeding $6 billion. | ||
William V. Fries | Senior Advisor and Managing Director | 2003 | 2014 |
Biography | Bill Fries is senior advisor of Thornburg Investment Management. He joined the firm in 1995 as the founding portfolio manager for Thornburg’s first equity strategy, and until 2016, he co-managed Thornburg's international equity strategy. Bill maintains his role as investment analyst, providing his knowledge, insight, and experience as he mentors and collaborates with the investment talent at Thornburg. | ||
Martina Oechsle Vasconcelles | Portfolio Manager, Research Analyst | 2001 | 2003 |
Biography | Vasconcelles is a portfolio manager and research analyst with Oechsle International Advisors, her employer since February 1990. Martina holds a B.A. in economics and psychology from Northwestern University and an M.B.A. in finance from the University of Chicago Graduate School of Business. | ||
Kathleen Harris | Portfolio Manager | 2001 | 2003 |
Biography | Harris is a portfolio manager with Oechsle International Advisors, her employer since January 1995. Prior to joining the firm, she was a portfolio manager and investment director for the State of Wisconsin Investment Board. Harris holds the Chartered Financial Analyst designation. |
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