The portfolio manager has a fundamental stock selection process that uses structural tailwinds to narrow the opportunity set. Macroeconomic analysis informs portfolio construction, helping to prioritize the watch list and impacts the allocation to growth and value. Active portfolio management integrates thematic stock selection and macro analysis to help manage risks with a focus on limiting the downside.
James Ayer, CFA
James Ayer, CFA serves as portfolio manager of the International Equity strategy. He rejoined the Firm in February 2013, having previously worked on the Global Equity team, focusing on the Asia Pacific region, commodities and smaller cap companies. Mr. Ayer was also a portfolio manager, general partner and member of the Executive Management Committee at Tiedemann Investment Group where he founded the Tiedemann/Ayer Asian Fund.