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The investment seeks to achieve long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of issuers located in China or issuers that are not located in China but derive a majority (over 50%) of their income from China. It primarily invests in equity securities. Under normal circumstances, the adviser considers equity securities to include common and preferred stocks, as well as securities with equity characteristics, including, but not limited to, equity-linked notes and participation notes. The fund is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Xiaoyu Liu | Portfolio manager | 2022 | Now |
Biography | Xiayou is responsible for our Emerging Market and Asia Pacific equity strategies. Prior to joining Aviva Investors, Xiaoyu worked for JP Morgan Asset Management where she covered all sectors as an analyst focusing on small and mid-sized companies across Asia. She progressed to this position after working there as a sector specialist covering the Technology, Telecoms and Industrial sectors. Before this, she worked for UBS as part of their Global Equity team. Xiaoyu graduated from the Renmin University, China, before obtaining her Master’s, and subsequently her PhD, in Economics at Birmingham University. She also holds the UKSIP Investment Management Certificate and is a CFA® charterholder. | ||
Ezra Sun | Partner | 2021 | Now |
Biography | Partner, Fund Manager and Head of Asia of Veritas Asset Management LLP. Joined the company in 2004. Director of Investment Management and Investment Leader Asia Newton Investment Management 1995 to 2004. Education: BA, (Nankai University, China), MA, (Nankai University, China), Research Student Cambridge University. | ||
Thomas Dignard | Portfolio Manager | 2014 | 2021 |
Biography | Tom joined NCG in 2013, serving as one of the portfolio managers on all strategies, and he became a partner in 2019. Tom earned his BA in economics from Yale University in 2010, where he was also a 4-year letterman of the Men’s Ice Hockey Team. He earned his MBA and graduated with Distinction from the University of Ulster in 2012. | ||
Andrei Bolshakov | General Partner | 2014 | 2021 |
Biography | ANDREI BOLSHAKOV, CFA, General Partner, serves as the firm’s Director of Quantitative Research. Prior to joining WEDGE in 2006, Andrei was involved in strategic investments and the development of quantitative investment tools at Companion Capital Management in Columbia, South Carolina. He formerly managed the trade finance desk of Ural Foreign Trade Bank in Ekaterinburg, Russia. Andrei completed a three-year program of studies at the Moscow Institute of Physics and Mathematics, earned a Master of International Business at the Ural State University of Economics, as well as a Master of Business Administration degree from the Darla Moore School of Business at the University of South Carolina, and received a PhD-level degree in Economics and Mathematical Modeling from the Russian Academy of Science. Andrei is a member of the firm’s Investment Policy Committee. | ||
George Prince | Vice President | 2009 | 2021 |
Biography | George Prince has been a Vice President, portfolio manager and senior equity analyst at RBC GAM-US since 2006. Prior to joining RBC GAM-US in 2006, Mr. Prince was a senior equity analyst at Eagle Asset Management from 2004-2006. Mr. Prince was an analyst at Babson Capital Management from 2002-2004. George began his career in the investment industry in 1984 and held the head of trading position at Langdon P. Cook & Co. In addition to his investment experience, he has considerable entrepreneurial experience. George founded SignStorey, a leader in place-based digital communications in retail stores, which was sold to CBS, and co-founded Cutting Edge Inc., a global CAD-CAM technology company, which was sold to Gerber Scientific. He also holds patents for several items he developed in digital messaging, barcode scanning, and internet delivery. The skills George acquired as a businessperson translate to his investment research; he is especially proficient at evaluating a company’s operations during onsite visits. George earned a BA from Yale University. | ||
Lance F. James | Managing Director, Senior Portfolio Manager | 2009 | 2021 |
Biography | Lance is a managing director and a senior portfolio manager on the RBC U.S. Value & Core Equity team at RBC Global Asset Management (U.S.) Inc. As part of his role, he conducts research for these strategies. Prior to joining the firm in 2006, Lance was a portfolio manager and research analyst at two large American asset management firms. During his tenure with these firms, he served as head of their small-/mid-cap value team. Lance began his career in the investment industry in 1980. | ||
Peter M. Capouch | Portfolio Manager | 2007 | 2021 |
Biography | Peter joined NCG in 2003, serving as one of the portfolio managers on all strategies, and he became a partner in 2008. Peter became COO in 2021. Prior to joining NCG, he worked for one year at State Street Global Advisors. Peter graduated from Harvard University in 2002, where he was captain of the men’s ice hockey team. | ||
Kaj Doerring | Portfolio Manager | 2007 | 2021 |
Biography | Kaj joined NCG in 2005, serving as one of the portfolio managers on all strategies, and he became a partner in 2009. Prior to NCG, Kaj spent three years at Think Equity Partners and three years at Piper Jaffray. Before entering the investment industry, he spent 14 years at various positions within drug, diagnostic, medical device and capital equipment sales/marketing areas, including nine years at Bristol-Myers Squibb, two years at Boehringer Mannheim Diagnostics and three years at Coherent Surgical. Kaj graduated from Concordia College, Moorhead, MN in 1985 with a BA in Computer Science. | ||
Monika LaRiche | Quantitative Analyst | 2007 | 2021 |
Biography | MONIKA M. LARICHE, CFA, Quantitative Analyst, is responsible for equity research and quantitative support involving companies with market capitalizations between $50 million and $500 million. Prior to joining WEDGE in 2002, Monika was the Finance Manager at Nexel Polska, a consulting engineering company in Warsaw, Poland. Monika received her Bachelor of Arts degree in Finance from Warsaw University and her Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University. Monika is a member of the firm’s Investment Policy Committee. | ||
Thomas L. Press | Chairman, CEO, Portfolio Manager | 2007 | 2021 |
Biography | Tom founded NCG in November 1998 with the goal of managing client accounts within the firm’s growth stock investing philosophy. He is one of the portfolio managers on all strategies. Prior to NCG he worked as a portfolio manager at Jundt Associates from 1994-1998 and Investment Advisors from 1992-1993. From 1985-1992 he worked at Salomon Brothers and Morgan Stanley on the institutional sales desk. Tom holds a B.A. in business administration from the University of Minnesota and an M.B.A. from the University of St. Thomas. He was a former member of the U.S. World, World Cup, and Olympic Wrestling Teams (alternate and team leader) and is a member of the Minnesota Wrestling Coaches Association Hall of Fame. |
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