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Portfolio Managers

Our independent portfolio management teams take a global perspective and believe that high conviction active management can deliver the most value for investors.

Krishna Memani, Chief Investment Officer, Portfolio Manager

Teams

  • All Portfolio Managers
  • Equity Teams
    • Emerging Markets Equity Team
    • Global Equity Team
    • Growth Equity Team
    • Main Street Equity Team
    • Value Equity Team
  • Fixed Income Teams
    • Cash Strategies Team
    • Global Debt Team
    • High Yield Corporate Debt Team
    • Investment Grade Debt Team
    • Multi-Sector Fixed Income Team
    • Rochester Municipals Team
  • Alternative Teams
    • Alternative Strategies Team
    • Global Infrastructure Securities Team
    • Real Estate Team
    • SteelPath Team
  • Global Multi-Asset Group
All Portfolio Managers
All Portfolio Managers
Emerging Markets Equity Team
Global Equity Team
Growth Equity Team
Main Street Equity Team
Value Equity Team
All Portfolio Managers
Cash Strategies Team
Global Debt Team
High Yield Corporate Debt Team
Investment Grade Debt Team
Multi-Sector Fixed Income Team
Rochester Municipals Team
All Portfolio Managers
Alternative Strategies Team
Global Infrastructure Securities Team
Real Estate Team
SteelPath Team
All Portfolio Managers
Global Multi-Asset Group

Team Philosophy

We believe exceptional companies driven by structural growth trends can generate long-term alpha, regardless of their sector or geographical location. Such companies are scarce and have significant and sustainable competitive advantages.

We believe that alternative strategies can help a portfolio achieve greater diversification and manage volatility and risk across different market environments; and that by employing a variety of approaches, whether fundamental or quantitative/technical, along with thoughtful portfolio construction, alternative strategies have the potential to deliver alpha with attractive risk adjusted performance and low sensitivity to broad markets.

In our effort to generate long-term alpha, we seek to invest in companies that have massive advantages and are driven by secular growth trends of Mass Affluence, New Technology, Restructuring and Aging which we refer to as 'MANTRA.' ®

The team believes long-term outperformance can be generated by seeking companies with the potential for an acceleration of return on invested capital not yet anticipated by the market.

We believe that strong, long-term, risk-adjusted returns may come from investing in companies that exhibit high quality growth characteristics such as: financial strength and stability, proven management and sustainable competitive advantages.

Our team strategy combines fundamental and quantitative analysis as we seek increased alpha generation. We seek companies with sustainable competitive advantages and/or superior execution to create long-term value for shareholders.

Our active management of currency, interest rates and credit may lead to higher income, potential alpha and the benefits of diversification. Analysis of global macroeconomic factors is critical in allocating among the varied types of debt in each portfolio.

We believe a credit-centric and ‘bottom-up’ approach is the best discipline to identify undervalued securities in the senior loan market.

Our team combines a ‘top down,’ or global macroeconomic analysis of the fixed income markets with a ‘bottom up,’ or security-by-security research to select individual holdings.

We believe consistent outperformance can be achieved by employing bottom-up fundamental credit analysis, exploiting opportunities across the credit spectrum, and mitigating idiosyncratic credit risk.

Our team employs extensive credit research based on maturity management with a focus on liquidity, seeking to invest in short-term, high quality, dollar-denominated debt instruments to generate current income, while also aiming to preserve capital.

Our team champions the Rochester Way, our time-tested, value-oriented, research-intensive and security-specific approach designed to generate long-term total returns derived primarily from tax-advantaged income.

MORE

We believe that active management provides an opportunity to exploit imbalances of the commodities markets. Focusing on idiosyncratic risk gives us the best opportunity to potentially deliver returns above the benchmark regardless of the overriding systematic risk of the market. We also believe trade structuring and position agility, as well as understanding the complex, fundamental relationships between physical and futures markets can also help to build alpha drivers to long bias benchmark strategies.

Our team seeks to generate attractive total returns while offering diversification and potential protection against rising inflation by investing in a broad range of REITs across the U.S. commercial property market.

We believe that a private-equity approach focused on companies within the energy value chain and those that stand to benefit from them, combined with fundamental bottom-up analysis, has the potential to lead to compelling long term performance and income.

We believe a combination of quantitative and qualitative analysis is an effective approach to constructing diversified, globally allocated portfolios that are positioned to take advantage of prevailing market inefficiencies and conditions.

The portfolio managers seek exposure to listed infrastructure companies that own and operate physical infrastructure assets, and do not typically invest in infrastructure support or servicing companies. The team believes that infrastructure is an under-researched area of global equity markets and knowledge asymmetries exist. The strategy’s investment process is driven by rigorous proprietary fundamental research employed by an experienced and well-resourced investment team. The team utilizes financial models to screen the universe based on a variety of fundamental inputs and believes that portfolios based on these alpha signals, combined with disciplined risk management, can help deliver attractive risk adjusted returns over time.

Risk Managment

Our team limits exposure to individual companies, industries and sectors, seeking to limit volatility through company quality and diversification. MORE

We conduct rigorous fundamental research to identify individual companies with asymmetrical risk/return opportunities. MORE

At the portfolio level, our experienced investment personnel closely monitor the strategy's positioning, and the active risk resulting from our security selection process and sector allocations. We evaluate factor and style exposure, as well as the ownership and liquidity profile of each security in the portfolio. MORE

Our team proactively manages risk by constructing diversified portfolios across sectors, industry groups and securities. We manage, monitor and limit sector weights relative to specified benchmarks and security position sizes within each portfolio. MORE

Our team closely monitors position size and sector weights; we have limits on active security weights against the benchmark for each strategy we manage. MORE

Risk is managed at the portfolio, strategy and security levels to identify diversified sources of alpha. We mainly focus on currency, interest rates and credit. Positions are sized and monitored according to established limits. MORE

We focus primarily on senior loans in an effort to maintain product integrity and limit duration risk. MORE

The team manages risk at both a strategy and individual security level to help ensure that, when combined, they act as the ballast in an investor’s overall portfolio. MORE

Risk is managed at the portfolio, strategy and security levels to identify diversified sources of alpha. We seek to identify primary and secondary risks of each investment. Diversification of sectors can potentially reduce volatility. MORE

The team manages risk by administering duration limits, limiting portfolio weighted average maturity and conducting thorough credit analysis on individual securities. MORE

The Rochester team has created diverse portfolios designed to mitigate the types of risks that municipal bond investors may encounter. MORE

The Commodities team manages risk on multiple levels, including individual commodity sector levels and overall fund level. MORE

The Real Estate team monitors and manages risk at the security, sector and strategy levels. MORE

The Global Multi-Asset Group monitors and manages risk on an ongoing basis, both at the asset class and portfolio levels. MORE

We emphasize capital preservation by avoiding companies that may cut distributions. We seek to build diversified portfolios comprised of energy and energy related companies with attractive risk-adjusted total return potential. MORE

The Alternative Strategies team evaluates risk on multiple levels, applying numerous risk analysis methods on an ongoing basis in addition to assessing risk impacts of a position prior to making investment decisions. MORE

Risk is monitored by quantitative risk system and managed at many levels – stock, sector, country, and style factors. We seek to diversify the portfolio across the global listed infrastructure market and adhere to an established risk framework, including constraints imposed by position limits versus a benchmark. MORE

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Raymond Anello, CFA

Main Street Equity Team

28 YRS 7 YRS

Industry Oppenheimer

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James Ayer, CFA

Global Equity Team

27 YRS 3 YRS

Industry Oppenheimer

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Hemant Baijal

Global Debt Team

30 YRS 5 YRS

Industry Oppenheimer

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Rajeev Bhaman, CFA

Global Equity Team

26 YRS 20 YRS

Industry Oppenheimer

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Michelle Borré, CFA

Alternative Strategies Team

21 YRS 13 YRS

Industry Oppenheimer

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Joy Budzinski

Main Street Equity Team

25 YRS 7 YRS

Industry Oppenheimer

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Henry Burgers, CFA

Real Estate Team

16 YRS 8 YRS

Industry Sub-Adviser Firm

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Michael Camarella, CFA

Rochester Municipals Team

18 YRS 13 YRS

Industry Oppenheimer

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Stuart Cartner

SteelPath Team

28 YRS 9 YRS

Industry Oppenheimer

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Scott Cottier, CFA

Rochester Municipals Team

21 YRS 13 YRS

Industry Oppenheimer

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Alessio de Longis, CFA

Global Multi-Asset Group

12 YRS 12 YRS

Industry Oppenheimer

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Mark DeMitry, CFA

Rochester Municipals Team

18 YRS 15 YRS

Industry Oppenheimer

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Randall Dishmon

Global Equity Team

17 YRS 15 YRS

Industry Oppenheimer

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Robert Dunphy, CFA

Global Equity Team

15 YRS 11 YRS

Industry Oppenheimer

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George R. Evans, CFA

Global Equity Team

29 YRS 25 YRS

Industry Oppenheimer

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Anthony Felton, CFA

Global Infrastructure Securities Team

17 YRS 12 YRS

Industry Sub-Adviser Firm

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Brad Frishberg, CFA

Global Infrastructure Securities Team

27 YRS 6 YRS

Industry Sub-Adviser Firm

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Manind Govil, CFA

Main Street Equity Team

23 YRS 7 YRS

Industry Oppenheimer

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Mark Hamilton

Global Multi-Asset Group

22 YRS 3 YRS

Industry Oppenheimer

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Heidi Heikenfeld, CFA

Emerging Markets Equity Team

16 YRS 16 YRS

Industry Oppenheimer

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Eric Hewitt

Value Equity Team

17 YRS 3 YRS

Industry Oppenheimer

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Joseph Higgins

Growth Equity Team

33 YRS 12 YRS

Industry Oppenheimer

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Frank Jennings, Ph.D.

Global Equity Team

37 YRS 20 YRS

Industry Oppenheimer

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Rezo Kanovich

Global Equity Team

16 YRS 11 YRS

Industry Oppenheimer

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Chris Kelly, CFA

Global Debt Team

20 YRS 1 YR

Industry Oppenheimer

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Kristin Ketner

Main Street Equity Team

28 YRS 7 YRS

Industry Oppenheimer

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Michael Kotlarz

Growth Equity Team

21 YRS 8 YRS

Industry Oppenheimer

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Magnus Krantz

Main Street Equity Team

25 YRS 7 YRS

Industry Oppenheimer

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Paul Larson

Main Street Equity Team

19 YRS 3 YRS

Industry Oppenheimer

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John Paul Lech

Emerging Markets Equity Team

12 YRS 7 YRS

Industry Oppenheimer

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Dokyoung Lee, CFA

Global Multi-Asset Group

22 YRS 2 YRS

Industry Oppenheimer

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Justin Leverenz, CFA

Emerging Markets Equity Team

23 YRS 12 YRS

Industry Oppenheimer

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Michael Levine, CFA

Value Equity Team

28 YRS 22 YRS

Industry Oppenheimer

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Shanquan Li

Global Equity Team

27 YRS 20 YRS

Industry Oppenheimer

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Justin Livengood, CFA

Growth Equity Team

19 YRS 10 YRS

Industry Oppenheimer

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David Lukkes, CFA

High Yield Corporate Debt Team

20 YRS 22 YRS

Industry Oppenheimer

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Michael A. Mata

Multi-Sector Fixed Income Team

28 YRS 2 YRS

Industry Oppenheimer

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Neil M. McCarthy

Growth Equity Team

28 YRS 12 YRS

Industry Oppenheimer

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Krishna Memani

Investment Grade Debt Team

29 YRS 7 YRS

Industry Oppenheimer

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Elizabeth Mossow, CFA

Rochester Municipals Team

15 YRS 9 YRS

Industry Oppenheimer

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Jonathon Ong, CFA

Global Infrastructure Securities Team

23 YRS 8 YRS

Industry Sub-Adviser Firm

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Christopher Proctor, CFA

Cash Strategies Team

26 YRS 7 YRS

Industry Oppenheimer

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Charlie Pulire, CFA

Rochester Municipals Team

11 YRS 10 YRS

Industry Oppenheimer

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Benjamin Ram

Main Street Equity Team

18 YRS 7 YRS

Industry Oppenheimer

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Ben Rockmuller, CFA

Global Multi-Asset Group

13 YRS 13 YRS

Industry Oppenheimer

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Ash Shah, CFA, CPA

Growth Equity Team

20 YRS 10 YRS

Industry Oppenheimer

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Laton Spahr, CFA

Value Equity Team

16 YRS 3 YRS

Industry Oppenheimer

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Peter Strzalkowski, CFA

Investment Grade Debt Team

23 YRS 8 YRS

Industry Oppenheimer

Bw raman vardharaj headshot2

Raman Vardharaj, CFA

Main Street Equity Team

17 YRS 7 YRS

Industry Oppenheimer

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Brian Watson, CFA

SteelPath Team

20 YRS 6 YRS

Industry Oppenheimer

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Adam Weiner

Main Street Equity Team

20 YRS 7 YRS

Industry Oppenheimer

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Joseph Welsh, CFA

High Yield Corporate Debt Team

24 YRS 21 YRS

Industry Oppenheimer

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David Wharmby, CFA

Real Estate Team

26 YRS 19 YRS

Industry Sub-Adviser Firm

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Adam S. Wilde, CFA

Cash Strategies Team

14 YRS 14 YRS

Industry Oppenheimer

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Troy Willis, CFA, J.D.

Rochester Municipals Team

18 YRS 14 YRS

Industry Oppenheimer

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Caleb Wong

Alternative Strategies Team

28 YRS 20 YRS

Industry Oppenheimer

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Ronald Zibelli Jr., CFA

Growth Equity Team

34 YRS 10 YRS

Industry Oppenheimer

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Matthew Ziehl, CFA

Main Street Equity Team

26 YRS 7 YRS

Industry Oppenheimer

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Ruta Ziverte

Multi-Sector Fixed Income Team

16 YRS 1 YR

Industry Oppenheimer

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Hemant Baijal

Global Debt Team

30 YRS 5 YRS

Industry Oppenheimer

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Stuart Cartner

SteelPath Team

28 YRS 9 YRS

Industry Oppenheimer

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Brad Frishberg, CFA

Global Infrastructure Securities Team

27 YRS 6 YRS

Industry Sub-Adviser Firm

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Mark Hamilton

Global Multi-Asset Group

22 YRS 3 YRS

Industry Oppenheimer

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Justin Leverenz, CFA

Emerging Markets Equity Team

23 YRS 12 YRS

Industry Oppenheimer

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Michael A. Mata

Multi-Sector Fixed Income Team

28 YRS 2 YRS

Industry Oppenheimer

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Neil M. McCarthy

Growth Equity Team

28 YRS 12 YRS

Industry Oppenheimer

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Krishna Memani

Investment Grade Debt Team

29 YRS 7 YRS

Industry Oppenheimer

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Christopher Proctor, CFA

Cash Strategies Team

26 YRS 7 YRS

Industry Oppenheimer

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David Wharmby, CFA

Real Estate Team

26 YRS 19 YRS

Industry Sub-Adviser Firm

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Rajeev Bhaman, CFA

Global Equity Team

26 YRS 20 YRS

Industry Oppenheimer

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Henry Burgers, CFA

Real Estate Team

16 YRS 8 YRS

Industry Sub-Adviser Firm

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Scott Cottier, CFA

Rochester Municipals Team

21 YRS 13 YRS

Industry Oppenheimer

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Chris Kelly, CFA

Global Debt Team

20 YRS 1 YR

Industry Oppenheimer

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Peter Strzalkowski, CFA

Investment Grade Debt Team

23 YRS 8 YRS

Industry Oppenheimer

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Brian Watson, CFA

SteelPath Team

20 YRS 6 YRS

Industry Oppenheimer

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Adam S. Wilde, CFA

Cash Strategies Team

14 YRS 14 YRS

Industry Oppenheimer

Bw ronald zibelli jr headshot2

Ronald Zibelli Jr., CFA

Growth Equity Team

34 YRS 10 YRS

Industry Oppenheimer

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Ruta Ziverte

Multi-Sector Fixed Income Team

16 YRS 1 YR

Industry Oppenheimer

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Michelle Borré, CFA

Alternative Strategies Team

21 YRS 13 YRS

Industry Oppenheimer

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Anthony Felton, CFA

Global Infrastructure Securities Team

17 YRS 12 YRS

Industry Sub-Adviser Firm

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Frank Jennings, Ph.D.

Global Equity Team

37 YRS 20 YRS

Industry Oppenheimer

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Michael Kotlarz

Growth Equity Team

21 YRS 8 YRS

Industry Oppenheimer

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Jonathon Ong, CFA

Global Infrastructure Securities Team

23 YRS 8 YRS

Industry Sub-Adviser Firm

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Troy Willis, CFA, J.D.

Rochester Municipals Team

18 YRS 14 YRS

Industry Oppenheimer

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Mark DeMitry, CFA

Rochester Municipals Team

18 YRS 15 YRS

Industry Oppenheimer

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Randall Dishmon

Global Equity Team

17 YRS 15 YRS

Industry Oppenheimer

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Joseph Higgins

Growth Equity Team

33 YRS 12 YRS

Industry Oppenheimer

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Ben Rockmuller, CFA

Global Multi-Asset Group

13 YRS 13 YRS

Industry Oppenheimer

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Michael Camarella, CFA

Rochester Municipals Team

18 YRS 13 YRS

Industry Oppenheimer

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Dokyoung Lee, CFA

Global Multi-Asset Group

22 YRS 2 YRS

Industry Oppenheimer

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Shanquan Li

Global Equity Team

27 YRS 20 YRS

Industry Oppenheimer

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Justin Livengood, CFA

Growth Equity Team

19 YRS 10 YRS

Industry Oppenheimer

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George R. Evans, CFA

Global Equity Team

29 YRS 25 YRS

Industry Oppenheimer

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Charlie Pulire, CFA

Rochester Municipals Team

11 YRS 10 YRS

Industry Oppenheimer

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Ash Shah, CFA, CPA

Growth Equity Team

20 YRS 10 YRS

Industry Oppenheimer

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Caleb Wong

Alternative Strategies Team

28 YRS 20 YRS

Industry Oppenheimer

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Rezo Kanovich

Global Equity Team

16 YRS 11 YRS

Industry Oppenheimer

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Elizabeth Mossow, CFA

Rochester Municipals Team

15 YRS 9 YRS

Industry Oppenheimer

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Alessio de Longis, CFA

Global Multi-Asset Group

12 YRS 12 YRS

Industry Oppenheimer

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James Ayer, CFA

Global Equity Team

27 YRS 3 YRS

Industry Oppenheimer

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Robert Dunphy, CFA

Global Equity Team

15 YRS 11 YRS

Industry Oppenheimer

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Heidi Heikenfeld, CFA

Emerging Markets Equity Team

16 YRS 16 YRS

Industry Oppenheimer

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John Paul Lech

Emerging Markets Equity Team

12 YRS 7 YRS

Industry Oppenheimer

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Raymond Anello, CFA

Main Street Equity Team

28 YRS 7 YRS

Industry Oppenheimer

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Joy Budzinski

Main Street Equity Team

25 YRS 7 YRS

Industry Oppenheimer

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Manind Govil, CFA

Main Street Equity Team

23 YRS 7 YRS

Industry Oppenheimer

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Eric Hewitt

Value Equity Team

17 YRS 3 YRS

Industry Oppenheimer

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Kristin Ketner

Main Street Equity Team

28 YRS 7 YRS

Industry Oppenheimer

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Magnus Krantz

Main Street Equity Team

25 YRS 7 YRS

Industry Oppenheimer

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Paul Larson

Main Street Equity Team

19 YRS 3 YRS

Industry Oppenheimer

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Michael Levine, CFA

Value Equity Team

28 YRS 22 YRS

Industry Oppenheimer

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David Lukkes, CFA

High Yield Corporate Debt Team

20 YRS 22 YRS

Industry Oppenheimer

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Benjamin Ram

Main Street Equity Team

18 YRS 7 YRS

Industry Oppenheimer

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Laton Spahr, CFA

Value Equity Team

16 YRS 3 YRS

Industry Oppenheimer

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Raman Vardharaj, CFA

Main Street Equity Team

17 YRS 7 YRS

Industry Oppenheimer

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Adam Weiner

Main Street Equity Team

20 YRS 7 YRS

Industry Oppenheimer

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Joseph Welsh, CFA

High Yield Corporate Debt Team

24 YRS 21 YRS

Industry Oppenheimer

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Matthew Ziehl, CFA

Main Street Equity Team

26 YRS 7 YRS

Industry Oppenheimer

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