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The objective of the Fund is to seek to achieve long-term growth of principal and income by investing primarily in equity securities and other transferable securities.
Name | Title | Since | Until |
---|---|---|---|
Rich McCormick | - | 2019 | Now |
Biography | Mr. McCormick is a principal and portfolio manager/analyst at Altrinsic Global Advisors with primary focus on the financials sector. Prior to joining Altrinsic in 2009, Mr. McCormick was a research analyst at Blackmont Capital Inc. Previously, he was manager of global risk management at Scotia Bank. Mr. McCormick received a BCom from St. Mary’s University and an MBA from Dalhousie University. He holds the Chartered Financial Analyst designation. | ||
John DeVita | Principal, Portfolio Manager/Analyst | 2010 | Now |
Biography | John DeVita, CFA, CPA, is a principal and portfolio manager/analyst at Altrinsic Global Advisors with primary focus on the consumer sector. He also serves as the Director of Research and leads the research team's ESG efforts. Prior to joining Altrinsic in 2000, Mr. DeVita began his investment career with Société Générale Asset Management. His diverse background includes extensive experience in international securities analysis, trading, and operations in the equity, fixed income, and foreign currency markets. | ||
John D. Hock | CIO (Chief Information Officer) | 2010 | Now |
Biography | John Hock, CFA, is the founder and Chief Investment Officer of Altrinsic Global Advisors with primary focus on the financials sector. Prior to founding Altrinsic in 2000, Mr. Hock was Senior Vice President, portfolio manager, and member of the Investment Strategy Committee at Hansberger Global Investors. Before joining Hansberger in 1996, Mr. Hock was a vice president and senior analyst in the Global Securities Research and Economics Group at Merrill Lynch, where his analysis focused on overseas equities. He received a BS in Applied Economics from Cornell University and an MBA in Finance from New York University. Mr. Hock holds the Chartered Financial Analyst designation | ||
Rehan Chaudhri | CIO, Portfolio Manager | 2010 | 2016 |
Biography | Rehan Chaudhri is the CIO and portfolio manager for the Global and International Value Funds. He was formerly a portfolio manager and principal at Altrinsic Global Advisors which had managed $14 billion of capital. Prior to Altrinsic, he was a portfolio manager for Lazard Asset Management, on its $30 billion international fund. His previous investment experience includes Brandywine Asset Management’s (Franklin Templeton Group) global and international funds as a Managing Director as well as a telecommunications equity research analyst for Morgan Stanley. |
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