Investment manager
Delaware Management Company
Sub-advisors
Baillie Gifford Overseas Limited (Baillie Gifford)
Andrew Stobart - Investment Manager
Start date on the Fund: April 2021
Andrew Stobart has been a member of the International Alpha Portfolio Construction Group since 2008 and an investment manager in the Emerging Markets Equity team since 2007. Andrew previously worked in the UK, Japanese and North American teams. He joined Baillie Gifford as an investment analyst in 1991, having spent three years working in investment banking in London. Andrew graduated MA in Economics from the University of Cambridge in 1987.
Donald Farquharson - Investment Manager
Start date on the Fund: April 2021
Donald Farquharson heads the Japanese Equities team and has been a member of the International Alpha Portfolio Construction Group since 2014. He joined Baillie Gifford in 2008 and became a partner in 2017. He has 32 years' investment experience dedicated almost entirely to Japanese Equities. Donald spent 20 years working for Schroders as a Japanese specialist, latterly as Head of the Pan Pacific Equity team. Between 1991 and 1995, he headed Schroders' research team in Tokyo. Mr. Farquharson graduated MA (Hons) in Arabic studies from the University of St. Andrews in 1987 and is a CFA Charterholder.
Jenny Davis - Investment Manager
Start date on the Fund: April 2021
Ms. Davis conducts research for International Alpha portfolios and has been a member of the International Alpha Portfolio Construction Group since 2016. She joined Baillie Gifford in 2011 and worked on two of our global equity strategies, having started her career at Neptune Investment Management. Ms. Davis graduated MA in Music from the University of Oxford in 2008, and latterly undertook postgraduate studies in Psychotherapy at the University of Edinburgh.
Tom Walsh - Investment Manager
Start date on the Fund: April 2021
Tom Walsh conducts research for International Alpha portfolios and has been a member of the International Alpha Portfolio Construction Group (PCG) since 2018. He joined Baillie Gifford in 2009, working on the UK, European and Global Opportunities teams, as well as spending four years as a member of the International Focus PCG. Before joining Baillie Gifford, Tom worked at Fidelity International, Merrill Lynch and Deloitte & Touche. He graduated LLB (Hons) in Law & Economics from the University of Edinburgh in 1999 and is both CFA and ACA qualified.
Chris Davies - Investment Manager
Start date on the Fund: September 2021
Chris Davies conducts research for International Alpha portfolios and has been a member of the International Alpha Portfolio Construction Group (PCG) since 2021. He joined Baillie Gifford in 2012, and most recently served as an Investment Manager in the European Team. Chris graduated BA (Hons) in Music from the University of Oxford in 2009 and went on to gain an MMus in Music Performance from the Royal Welsh School of Music and Drama in 2010 and an MSc in Music, Mind and Brain from Goldsmiths College in 2011.
Steve Vaughan - Investment Manager
Start date on the Fund: September 2022
Steve Vaughan became a member of the International Alpha Portfolio Construction Group in September 2022. He joined Baillie Gifford in 2012 and has been an Investment Manager in the Smaller Companies Team. Prior to joining Baillie Gifford, Steve was an Officer in the British Army for nine years. He is a CFA Charterholder. He graduated BA (Hons) in Jurisprudence from the University of Oxford in 2001 and MA in International Relations from the University of Exeter in 2012.
Acadian Asset Management, LLC
Brendan O. Bradley, Ph.D. - Executive Vice President and Chief Investment Officer
Start date on the Fund: January 2015
Brendan O. Bradley, Ph.D., is Executive Vice President and Chief Investment Officer at Acadian. Dr. Bradley joined Acadian in 2004 and is the chief investment officer. Brendan has served as the firm’s director of portfolio management, overseeing portfolio management policy, and was also previously the director of Acadian’s Managed Volatility strategies. He is a member of the Acadian Board of Managers and Executive Management Team. Prior to Acadian, Brendan was a vice president at Upstream Technologies, where he designed and implemented investment management systems and strategies. His professional background also includes work as a research analyst and consultant at Samuelson Portfolio Strategies. Brendan earned a Ph.D. in applied mathematics from Boston University and a B.A. in physics from Boston College.
Ryan D. Taliaferro, Ph.D. - Senior Vice President, Director, Equity Strategies
Start date on the Fund: March 2019
Ryan D. Taliaferro, Ph.D. is Senior Vice President, Director, Equity Strategies at Acadian. Dr. Taliaferro joined Acadian in 2011 and currently serves as director of equity strategies and member of the Executive Committee. Previously, he was the lead portfolio manager for Acadian’s Managed Volatility strategies. Prior to joining Acadian, Dr. Taliaferro was a faculty member in the finance unit at Harvard Business School, where he taught corporate finance and asset pricing. Earlier, he was a consultant at the Boston Consulting Group. Dr. Taliaferro earned a Ph.D. in business economics (finance) from Harvard University and an MBA in finance and economics from the University of Chicago. He also holds an A.M. in economics, and an A.M. and A.B. in physics from Harvard University.