Phillip Apel is Head of Fixed Income and chairs the Fixed Income Investment Strategy Group (ISG) at Henderson Global Investors. Having been a member of the ISG since its inception in 2005, Phil took on leadership of this group in 2012 with his appointment as Head of Diversified Fixed Income and Rates. He joined Henderson Global Investors in 2005 as Head of Interest Rate Strategy and established the Rates Alpha team to drive the interest rates risk in Henderson’s fixed income portfolios. His career began in 1988 when he started work as an Assistant Fund Manager at Sun Life of Canada. Phillip joined UBS Global Asset Management as a Fund Manager in the fixed income team and became Head of UK Fixed Income and Global Sovereign Strategy as well as a member of the Investment Committee responsible for asset allocation. He graduated from the University of Nottingham with a BA (Hons) in Economics and is a member of the CFA UK.
Craig Botham is emerging markets economist at Schroders.
Prior to joining EFGAM, Mansfield was a senior fund manager at GAM, where he spent five years managing investments in Hong Kong and China, with a fund worth USD $1.5 billion. The GAM Star China Equity Fund, co managed by Mansfield, outperformed the MSCI China Index from August 2007 to April 2012 by 72.1% net of fees. Previously, he assisted in creating Munich Re Asia Capital Management’s first Asian Investment office in 2000 where he ran Singapore and Malaysia local currency balanced portfolios, single country equity funds and co-managed Asian equity portfolios. In 1990, he started his career as an analyst with Hoare Govett before moving on to ING Barings Securities HK Limited two years later. Mansfield holds an MSc in Financial Engineering, an MBA and a BSc in Industrial Engineering.
Clyde is Head of Ninety One AM’s Quality Team and a portfolio manager. He focuses on multi-asset absolute return and low volatility real return equity investing. His portfolio manager responsibilities include our flagship Opportunity Strategy that he has run since 2003 and our two equity-oriented Global Opportunity Equity and Global Franchise strategies. Clyde joined the firm in 1999, initially as an asset allocation and sector allocation strategist.
Paul O’Connor joined Henderson Global Investors as a director of its multi-asset team in January 2013. Previously he worked as a partner in Mercer Investment Consulting. Prior to this, O’Connor also spent 14 years at Credit Suisse as a strategist and proprietary trader where he was responsible for investing in equities, ETFs, government bonds, FX and commodities.
Soo Chang Lee joined Matthews Asia as Research Analyst on October 2012.
Taizo Ishida is a Portfolio Manager at Matthews International Capital Management, LLC and manages the firm’s Asia Growth, Emerging Asia and Japan strategies. Prior to joining Matthews in 2006, Taizo spent six years on the global and international teams at Wellington Management Company as a Vice President and Portfolio Manager. From 1997 to 2000, he was a Senior Securities Analyst and a member of the international investment team at USAA Investment Management Company. From 1990 to 1997, he was a Principal and Senior Research Analyst at Sanford Bernstein & Co. Prior to beginning his investment career at Yamaichi International (America), Inc. as a Research Analyst, he spent two years in Dhaka, Bangladesh as a Program Officer with the United Nations Development Program. Taizo received a B.A. in Social Science from International Christian University in Tokyo and an M.A. in International Relations from The City College of New York. He is fluent in Japanese. Taizo has been a Portfolio Manager of the Matthews Asia Growth Fund since 2007, of the Matthews Japan Fund since 2006 and of the Emerging Asia Fund since its inception in 2013.
Ms. Dutt is focused on supporting the BigSur Patners weekly Investment Committee. She presents the Investment Committee with broad market and investment research, using BigSur’s institutional and independent research sources. She further supports the Investment Committee by participating in the third party manager selection process and on-going due diligence of preferred investment vehicles. Ms. Dutt also supports the Advisors with portfolio analysis, utilizing both risk management and analytical software.
