Working as a team for deeper insights
As active investors, we believe our success depends on a highly capable and diverse team of portfolio managers and analysts who work together in a collaborative research culture that generates differentiated investment insights.
Portfolio managers lead strategies to pursue outperformance of fund benchmarks. They collaborate with research analysts to identify the top stocks worth considering for their portfolios.
Analysts are responsible for developing investment recommendations by assessing the importance of a wide range of inputs. Tenured analysts specialize as industry sector experts or as equity strategy experts. These differences in specialties encourage debate and deeper research conviction.
Our Sustainable Equities team is central to the work of our Equities organization, and we embed analysis of ESG factors in the fundamental research that drives all our strategies. Our sustainability research focuses on the relevant, financially material issues specific to each stock.
Equity investing team
Shep Perkins, CFA
Chief Investment Officer, Equities
Kathryn B. Lakin
Director of Equity Research
Katherine Collins, CFA, MTS
Head of Sustainable Investing
Head of Equity Trading