Emerging Markets Innovators
The investment team uses a bottom up fundamental investment approach and seeks to invest in exceptional companies over a three-to five-year time horizon. Rather than sector and/or geographic allocation, our stock selection is guided by structural growth themes which provide a framework for understanding what we believe will be driving forces of equity growth. While these themes are unchanging, the sub-themes and industries are constantly evolving.
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Heidi Heikenfeld, CFA
Heidi Heikenfeld is a portfolio manager of the small and mid-cap focused Emerging Markets Innovators strategy. From 2002 to 2012, she was a senior analyst on the Global Multi Cap Growth strategy, where she worked as a small and mid-cap specialist with a particular focus on identifying transformational growth opportunities in the Consumer, Healthcare and Technology sectors. Prior to that, Ms. Heikenfeld was a bond analyst for two years at the Firm.
Justin Leverenz, CFA
Justin Leverenz, CFA serves as director of Emerging Market Equities and is a portfolio manager of the Emerging Markets strategy and Emerging Markets Innovators strategy. Mr. Leverenz joined the Firm in 2004 as a senior analyst, supporting the Global Equity strategy. He has managed the Emerging Markets Equity strategy since 2007.