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The investment objective of the Fund is to maximise long-term total return. The investment policy of this Fund is to purchase transferable securities of certain non-United Kingdom companies. Generally, the Fund intends to purchase a broad and diverse group of readily marketable stocks of companies organised under the laws of certain developed countries, excluding the United Kingdom and in securities of companies organised under the laws of other eligible markets, including the United Kingdom, the majority of whose revenues derive from, or the majority of whose business is conducted in, these countries. The Fund’s investment objective may also be achieved through the use of depositary receipts, which may be listed or traded outside the issuer’s domicile country, representing securities of companies meeting the investment criteria.
Name | Title | Since | Until |
---|---|---|---|
Nathan Lacaze | - | 2009 | Now |
Biography | Nathan Lacaze is Co-CEO of Dimensional Fund Advisors Ltd. (Dimensional UK). In addition to his Co-CEO responsibilities, he is Head of EMEA Portfolio Management, a Director of Dimensional UK, a member of Dimensional UK’s investment and management committees and on the Board of Directors of Dimensional Funds plc and Dimensional Funds II plc (Irish UCITS managed by Dimensional UK). He also chairs the Board of Directors of Dimensional Ireland Limited (Irish UCITS management company affiliated with Dimensional UK). In his role as Head of EMEA Portfolio Management, Nathan oversees the management of existing portfolios and helps design and implement new strategies. Nathan joined Dimensional as a trading assistant in 2004 and received a bachelor of chemical engineering and a bachelor of commerce, with majors in finance and economics, from the University of Sydney. He received an MBA from the University of Chicago Booth School of Business and is a CFA® charterholder. | ||
Garrett Quigley | Portfolio Manager | 2007 | 2009 |
Biography | Garrett has over 25 years’ experience managing quantitative investment strategies. He enjoyed a long career as a senior portfolio manager with Dimensional Funds Advisors, a pioneer and market leader in the field of factor-based investment strategies. Garrett holds a Masters in Finance from the London Business School in 2002. |
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