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Name | Title | Since | Until |
---|---|---|---|
Rob Forker | Portfolio Manager & Analyst | 2025 | Now |
Biography | Rob joined Polen Capital in 2018. He is lead portfolio manager of the firm's International Small Company Growth strategy. Prior to joining Polen Capital, he worked for ten years at Loomis, Sayles & Company with six of those years dedicated to the Global Opportunities Growth Fund as a Senior Equity Analyst and four years as an Equity Analyst in central research. Before business school, Rob worked at Bear Stearns and Lehman Brothers on the institutional trading desks. He received his B.A. and M.B.A. from the University of Virginia. Rob is a member of the Boston EconomicClub. | ||
Stephanie Dobson | Portfolio Manager | 2018 | Now |
Biography | Ms. Dobson is a Portfolio Manager of Putnam`s sustainable investing strategies. She is responsible for conducting fundamental analysis and valuation of companies, evaluating their performance across environmental, social, and governance (ESG) factors, and identifying potential risks and opportunities related to these factors. Ms. Dobson joined Putnam in 2017 and has been in the investment industry since 2011. Prior to joining Putnam, Ms. Dobson served in various roles at Fidelity Investments from 2011 to 2017. | ||
Katherine Collins | Head | 2018 | Now |
Biography | Ms. Collins is Head of Sustainable Investing, responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental social, and governance (ESG) issues. In addition, she is a portfolio manager of Putnam's Sustainable Future and Sustainable Leaders strategies. Ms. Collins manages the Sustainable Equity team, which collaborates with portfolio managers and analysts on ESG integration by assessing the fundamental relevance of ESG issues at a security level and the potential for alpha generation and risk mitigation at a portfolio level. | ||
James Polk | Head of Equity Investments | 2004 | 2017 |
Biography | Jim co-manages Homestead Advisers' equity strategies. Prior to joining Homestead Advisers in 2019, he was a portfolio manager at Putnam Investment Management, LLC, where he managed small-, mid- and multi-cap value oriented mutual funds. Jim started his career as an equity analyst at MFS where he covered the medical device, transportation and natural gas industries. He is a graduate of Colby College, where he received a Bachelor of Arts degree in English. He received his MBA from the Olin Graduate School of Business at Babson College. | ||
Edward T. Shadek | Senior Vice President | 1999 | 2008 |
Biography | Edward Thomas Shadek Jr., CPA, is a Senior Vice President and Portfolio Manager at Amundi Pioneer Asset Management, Inc. Mr. Shadek previously served as a Senior Managing Director, Portfolio Manager, Deputy Head of Investments, and Chief Investment Officer at Putnam Investment Management, LLC. He joined the firm in 1997 after having begun his career here in 1987. Prior to this, Mr. Shadek served as a Portfolio Manager at Steinhardt Partners since 1992 and a Director of Portfolio Strategy at Newbold Asset Management from 1993 to 1997. He has a vast investment experience. Mr. Shadek holds the Certified Public Accountant designation. He has obtained a B.A. degree in Mathematics from the Pomona College and an M.B.A. from the Harvard University Graduate School of Business. | ||
Fred Copper | Lead, Senior Portfolio Manager | 2003 | 2005 |
Thomas J. Hoey | Vice President, Managing Director | 1999 | 2004 |
Biography | Hoey is a vice president and managing director of OFI Institutional with over 18 years of industry experience. Prior to joining OFI Institutional in 2006, he was a managing director and equity analyst at Babson Capital since 2005. Previously, he worked at Netols Asset Management as a research analyst, Putnam Investments as a portfolio manager and analyst and Driehaus Capital Management as an equity analyst. Hoey holds the Chartered Financial Analyst designation. |
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