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Name | Title | Since | Until |
---|---|---|---|
Randolph S. Wrighton | Equity Analyst | 2018 | Now |
Biography | Mr. Wrighton joined BHMS in 2005. During his 18-year investment career, he worked as an intern analyst for the University of Texas Investment Management Company in Austin and Perry Capital in New York while attending graduate school at the McCombs School of Business at the University of Texas. Prior experience includes work as an associate in institutional equity sales for Deutsche Bank Securities in Atlanta. Mr. Wrighton served in the U.S. Marine Corps for four years, where he attained the rank of Captain. He is a member of the CFA Society of Dallas-Fort Worth. Mr. Wrighton holds an MBA from the University of Texas and a BA in Economics from Vanderbilt University. | ||
Josh D. Ayers | Director | 2018 | Now |
Biography | Mr. Ayers joined BHMS in 2015 from Paradarch Advisors, LLC, where he published the firm’s financial newsletter. Prior to founding Paradarch, he was a partner at Corriente Advisors, LLC, where he was a co-portfolio manager for Corriente’s European Divergence Fund, LP. Mr. Ayers began his 14-year investment career at JP Morgan Chase. He received a BA from Southern Methodist University and an MBA from the University of Virginia’s Darden School of Business. | ||
Sherry Zang | Director | 2018 | Now |
Biography | Sherry Zang, CFA, Director of BHMS, has joined BHMS in 2013, has worked in investment management since 1997, and has managed investment portfolios since 2018. Previously from 2011 to 2013, Ms. Zang served as senior equity analyst for Matthews Asia. Ms. Zang earned a BBA and MBA from Baylor University. | ||
Walid Khalfallah | Senior Portfolio Manager | 2016 | 2018 |
Biography | Walid Khalfallah is Senior Portfolio Manager and joined Cambridge Strategy in 2009 with primary responsibility for the firm’s Europe, Middle East and Africa (“EMEA”) equity portfolios and joint responsibility for the firm’s Emerging Markets Macro program. Mr. Khalfallah was previously Head of Middle East Equity Research with HSBC in Dubai where he was rated #1 Analyst and Team in the Extel and Institutional Investor surveys in 2008. Prior to his position with HSBC, he was an Executive Director with Morgan Stanley in London heading the EMEA financials team where he was voted top analyst in the Extel survey in 2006-07. Mr. Khalfallah was previously with AllianceBernstein as an emerging markets buy-side research analyst covering EMEA financials. Mr. Khalfallah earned an MSc in Global Politics from the University of London, MSc in Investment Management from Cass Business School and an MA in International Finance from Newcastle University. | ||
Mathias Wikberg | - | 2016 | 2018 |
Biography | Mathias Wikberg is Senior Portfolio Manager for Cambridge’s EMEA and Latin America programs since May 2015. Previously, Mr. Wikberg was Head of Sales & Trading at Visor Capital and, prior to that, Portfolio Manager for Sturgeon Capital/Compass Asset Management, a Frontier Market specialist hedge fund based in Almaty, Kazakhstan and London, UK. | ||
Edward Baker | Executive Chairman | 2016 | 2018 |
Biography | Edward Baker, Executive Chairman of Cambridge Strategy (Asset Management) Limited. Ed joined the Cambridge Strategy in 2007, he is responsible for the firm's emerging markets equity strategies and leads the firm's research efforts. Until April 2007 Ed was the Chief Investment Officer of Emerging Markets Growth Equities at AllianceBernstein. Ed joined Alliance Capital in 1995 and served in various roles during his tenure, including CEO of Alliance Capital Limited, Alliance's London based subsidiary. Prior to joining Alliance, Ed worked for Barra, Inc., an investment technology firm which he joined in 1978. He is currently a member of the Editorial Board of The Journal of Investment Consulting, which is published by the Investment Management Consultants Association. In addition, he is the Chairman of the Equity Advisory Group of the Institute of International Finance and a Trustee for the Mathematical Sciences Research Institute. Ed earned a B.A. from the University of South Florida and an M.A. in mathematics from the University of California at Berkeley, where he was a Regents Fellow. He has also completed work there towards a Ph.D. in both mathematics and finance. | ||
Mike Newton | - | 2016 | 2017 |
Biography | Mr. Newton is Chief Investment Officer for Cambridge’s Global Emerging Market Equities program since May 2015. Previously, Mr. Newton was Director of Macro Research and a Senior Macro Portfolio Manager at Caxton Associates LP and Senior Macro Portfolio Manager in the FX Global Trading Group at Citadel LLC. | ||
Walid Khalfallah | Senior Portfolio Manager | 2016 | 2016 |
Biography | Walid Khalfallah is Senior Portfolio Manager and joined Cambridge Strategy in 2009 with primary responsibility for the firm’s Europe, Middle East and Africa (“EMEA”) equity portfolios and joint responsibility for the firm’s Emerging Markets Macro program. Mr. Khalfallah was previously Head of Middle East Equity Research with HSBC in Dubai where he was rated #1 Analyst and Team in the Extel and Institutional Investor surveys in 2008. Prior to his position with HSBC, he was an Executive Director with Morgan Stanley in London heading the EMEA financials team where he was voted top analyst in the Extel survey in 2006-07. Mr. Khalfallah was previously with AllianceBernstein as an emerging markets buy-side research analyst covering EMEA financials. Mr. Khalfallah earned an MSc in Global Politics from the University of London, MSc in Investment Management from Cass Business School and an MA in International Finance from Newcastle University. | ||
Samuel Kwong | - | 2016 | 2016 |
Biography | Mr. Kwong joined Cambridge in 2009 and is responsible for the firm’s Asian Equities portfolios. | ||
Peter A. Sorrentino | Senior Portfolio Manager | 2015 | 2016 |
Biography | Mr. Sorrentino joined Huntington Bank in October of 2006 as a Senior Portfolio Manager and is Vice President of the Advisor. From 2001 until joining Huntington, he served as the lead portfolio manager for the Legg Mason Balanced Trust. Prior to that, Sorrentino is director of equity research at Bartlett, his employer since March 1999. Previously, he was director of research and portfolio manager with Firstar Corporation from January 1996 to February 1999. Prior to that, he was the regional director of portfolio management at Banc One Investment Advisors from May 1987 to January 1996. Mr. Sorrentino holds a Chartered Financial Analyst designation. |
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