Together, Calvert and its portfolio managers research, analyze and select investments for inclusion in Calvert's investment options.
Calvert Asset Management Company, Inc. (CAMCO)
As investment advisor to the Calvert family of funds, CAMCO oversees more than $14.5 billion
in assets covering a broad range of equity, fixed-income, balanced, and asset allocation funds. CAMCO's Equities Department is responsible for evaluating and supervising the firm's equity sub-advisors—premier firms that have been carefully chosen for their expertise in their areas of specialization. CAMCO's Equities Department also oversees all of Calvert's equity and asset allocation funds.
James R. McGlynn, CFA (BBA Finance) manages several of Calvert's equity portfolios. Prior to joining Calvert, he was the lead portfolio manager for Summit Everest Fund since its inception in 1999. He has 30 years of experience in large-cap value equity analysis and fund management, including nine years at Summit Investment Partners and eight years at Tom Johnson Investment Management.
Natalie Trunow is Senior Vice President and Chief Investment Officer of Equities and is responsible for leading, managing, proactively evaluating and monitoring the investment performance and risk/reward characteristics of Calvert's sub-advised equity, balanced, and asset allocation products. She also leads the firm in in-house equity management, new product development and implementation. Ms. Trunow has more than 20 years of experience in global financial markets. Prior to joining Calvert in 2008, Ms. Trunow was a Section Head and a Portfolio Manager in the global markets group at General Motors Asset Management in New York where she developed and managed successful in-house investment strategies in global alternatives and domestic small cap as well as alpha-generating, style-balanced funds of funds of institutional money managers. Earlier in her career, Ms. Trunow consulted with the New York law firm of Owen & Davis and Price Waterhouse in New York. Natalie graduated cum laude with a B.S. in Economics from NYU and holds an MBA in Finance from NYU Stern School of Business
Atlanta Capital Management Company, LLC
Atlanta Capital Management applies a High-Quality-Growth-Plus process to large-cap investing. Established in 1969, Atlanta Capital combines top-down macroeconomic analysis with bottom-up fundamental analysis to identify high-quality growth companies with a long-term record of superior earnings. Atlanta Capital examines long-term economic, demographic, and political trends to identify high-quality companies in growth-oriented areas. Top-down research into sectors benefiting from heightened demand, improved pricing power or higher productivity is complemented by bottom-up, company-specific research.
Richard B. England (BS, MBA, CFA) has 20 years of equity analysis and fund management experience. After previously working for Aetna Equity Investors, he was a Portfolio Manager at Putnam Investments in Boston before moving to Atlanta Capital in 2004. He has an MBA from the University of Pennsylvania's Wharton School of Business and a BS in business administration from the University of Florida.
Bridgeway Capital Management, Inc.
Established in 1993, Bridgeway Capital Management is a recognized industry leader in quantitative, small- and large-cap portfolio management. Bridgeway uses a highly disciplined process based on proprietary stock selection models, striving to produce portfolios with high expected returns and limited downside risk.
John N.R. Montgomery (MBA) is the founder and President of Bridgeway Capital Management, Inc. He leads a 10-person investment and trading team and oversees the firm's disciplined, quantitative strategy for Calvert Large Cap Growth Fund and Calvert New Vision Small Cap Fund. He holds bachelor degrees in engineering and philosophy.
Channing Capital Management, LLC
Specializing in mid- and small-cap value investing, Channing Capital Management employs a fundamental, bottom-up, research-driven analysis process to identify undervalued stocks of well-managed companies with attractive price-appreciation potential. Chicago-based Channing seeks to purchase stocks of companies with long-term growth potential that are selling at a significant discount relative to their fair market or intrinsic value.
Eric T. McKissack (CFA) is a Founding Principal and serves as Channing's CEO, and is the lead Portfolio Manager for Calvert Mid Cap Value Fund. He has over 20 years of investment experience, including 16 years at Ariel Capital Management where he served as Vice Chairman and managed the mid-cap Ariel Appreciation Fund. He also spent five years as a research analyst at First Chicago Investment Advisors. He received a BS from Massachusetts Institute of Technology and attended the graduate business program at UC Berkeley.
Wendell E. Mackey (CFA) is a Founding Principal and Director of Investments for Channing, and is the lead Portfolio Manager for Calvert Small Cap Value Fund. He was formerly Senior Managing Director of Valenzuela Capital Partners, LLC, where he shared responsibility for managing the firm's assets, research staff, and firm operations overall. With over 15 years' industry experience, he holds a BBA from Howard University and an MM from The J.L. Kellogg Graduate School of Management, Northwestern University.
F&C Management Limited
F&C is a wholly owned subsidiary of F&C Asset Management plc, which was incorporated in London with the launch of the world's first investment trust. F&C is a highly respected European SRI manager with a longheld commitment to the field. F&C Management Limited's investment philosophy combines socially and environmentally positive themes with fundamental financial analysis. It also employs an investment process that seeks to uncover information or form conclusions that are not generally known to the wider marketplace.
Sophie Horsfall joined F&C in 2001 and is a Director in their Global Equities Group. She is lead manager for the flagship Stewardship International Fund, a global European sustainability fund. Prior to joining F&C, Ms. Horsfall oversaw global and EAFE portfolios at Kleinwort Benson. She has a B.A. from Durham University and is a member of the U.K. Society of Investment Professionals.
Terry Coles is an Assistant Director in F&C's Global Equities Group. He joined F&C in 2006 after working as a Junior Fund Manager with Morgan Stanley Private Wealth Management, and he has nearly 10 years of experience in fund management. He holds a B.S. in International Business from Western Carolina University.
KBC Asset Management International Ltd.
KBC Asset Management International is a leading Dublin-based SRI firm whose principals have expertise in the fast-growing, nascent alternative energy sector, a long history of socially responsible investing, and a strong reputation in multi-cap global investing. KBC has one of the longest track records of any manager in alternative energy assets. The firm uses a combination of quantitative and fundamental investment processes to evaluate potential investments. Top-down views on industries, sectors, or regions act as risk controls, while a fair-value target model may be used to help determine the purchase or sale of a stock.
Jens Peers (CFA) is the lead Portfolio Manager of Calvert Global Alternative Energy Fund and Calvert Global Water Fund. Mr. Peers joined KBC Bank in 1998 and KBC Asset Management International in 2003. He holds a Licentiate (equivalent to a master's degree) in Applied Economics from the University of Antwerp in Belgium.
Treasa Ni Chonghaile is a secondary Portfolio Manager for the Calvert Global Alternative Energy Fund. She joined KBC in 1999. Ms. Ni Chonghaile earned a Bachelor of Science degree in Finance, Computing, and Enterprise from Dublin City University in Ireland. She also holds the Investment Management Certificate from the U.K. Society of Investment Professionals.
Martin Currie Investment Management, Ltd.
James Fairweather, Chief Investment Officer and Head of Global Team is the ultimate decision maker for Martin Currie’s international and global strategies. He will be the lead portfolio manager for the Fund. Mr. Fairweather was appointed Chief Investment Officer in 1997, having been deputy CIO for Martin Currie since 1994. He is responsible for the company’s investment strategy and the management of its global products. Mr. Fairweather is also a main board director and a member of Martin Currie's executive management committee. He joined Martin Currie in 1984 and has been a constant member of its global equities team since arrival. Mr. Fairweather previously worked in eurobond sales with Kleinwort Benson, and as an institutional sales and economics assistant with Montague Loebl Stanley & Co. Mr. Fairweather has 29 years of investment experience.
David Sheasby, Director, Global and International Products joined Martin Currie in 2004 as a director in the global team. He is lead portfolio manager for the EAFE ADR strategy, co-manager of global portfolios, and supports James Fairweather in managing the global ex-US portfolios. Before coming to Martin Currie, Mr. Sheasby worked for Aegon Asset Management (formerly Scottish Equitable) for 18 years. Beginning in 2002, he was a senior portfolio manager for global equities and developed and directed Aegon’s global strategy. During his time with Aegon, Mr. Sheasby headed their global equity, emerging markets and European teams. He was also a European portfolio manager from 1987-1994, having joined the company two years previously. Mr. Sheasby has 23 years of investment experience.
Christine Montgomery, Director, International Products Ms. Montgomery has 20 years’ experience in global equity markets. She joined Martin Currie from Edinburgh Partners, where she was an investment partner, responsible for managing segregated institutional accounts totalling US$742 million. Before this, Ms. Montgomery was global equities fund manager at Franklin Templeton Investments, where she managed over US$3 billion on segregated institutional portfolios. Ms. Montgomery started her career at Aegon Asset Management. During her twelve years with Aegon, her roles included head of equities and deputy CIO. Ms. Montgomery has experience managing SRI portfolios.
New Amsterdam Partners LLC
Founded in 1986 and 100 percent employee-owned, New Amsterdam Partners applies a growth-at a-reasonable price investment strategy and a proprietary, dynamic valuation model. The manager combines rigorous quantitative and fundamental analyses in a highly transparent and disciplined investment process that seeks to capitalize on security mispricings in the market. Initial eligibility screens include completeness of accounting data, trading liquidity, and expected return analysis.
Michelle Clayman (BA/MA, MBA, CFA) is the founder, Managing Partner and Chief Investment Officer of New Amsterdam. She holds a BA/MA from Oxford University and an MBA from Stanford University.
Nathaniel Paull (CFA), Partner & Senior Portfolio Manager, received a BS in Business Administration magna cum laude from the University of Hartford in 1984 and an MBA from New York University in 1988. From 1987 to 1995, he worked as an Equity Portfolio Manager and Derivative Securities Analyst at Brown Brothers Harriman & Co. From 1984 to 1986, he worked as a Financial Analyst for United Technologies Corporation. Mr. Paull has been a conference speaker and has been quoted in a variety of publications. Mr. Paull is a CFA Charterholder and a member of the CFA Institute.
Summit Investment Partners, Inc.
Summit Investment Partners, a UNIFI Company, manages nearly $10 billion in assets with specialties in the commercial mortgage, real estate, private equity, index, and fixed income areas. Summit takes a different view of the investment landscape, preferring to identify areas of opportunity and develop innovative approaches to capitalize on those prospects.
Thornburg Investment Management
Bill Fries, CFA, Managing Director and Co-Portfolio Manager is currently responsible for Thornburg International Equity Strategy and the Thornburg Domestic Equity Strategy. Mr. Fries joined Thornburg in 1995 as managing director and founding portfolio manager of the Thornburg Value Fund and subsequent Domestic Equity Strategy. In 1998, he also founded the Thornburg International Value Fund and subsequent International Equity Strategy. Furthermore, he developed the three bucket approach, which has been used in these strategies at Thornburg since inception. His responsibilities include portfolio management and analysis of companies as well as evaluation of existing positions and overall equity strategy performance. Mr. Fries began his career as a securities analyst and bank investment officer. His investment management experience includes an extended tenure as vice president of equities at USAA Investment Management Company. Mr. Fries has 39 years of investment experience.
Wendy Trevisani, Managing Director and Co-Portfolio Manager manages the Thornburg International Equity and ADR Strategies. Her responsibilities include portfolio management and analysis of companies as well as evaluation of existing positions and overall equity fund performance. Ms. Trevisani joined Thornburg as an associate portfolio manager in 1999, and was named managing director in 2003. She was promoted to co-portfolio manager in 2006. Prior to joining Thornburg, Ms. Trevisani began her investment career as an institutional sales and trading representative for Salomon Smith Barney in both New York City and London. Ms. Trevisani received an MBA with a concentration in Finance from Columbia University and graduated Cum Laude with a BA degree in International Relations from Bucknell University. While at Columbia, Ms. Trevisani interned with Bill Fries at Thornburg. Ms. Trevisani has 13 years of investment experience.
Lei “Rocky” Wang, CFA, Managing Director and Co-Portfolio Manager, manages the Thornburg International Equity Strategy. His primary responsibilities at Thornburg include portfolio management and analyzing companies. He is also responsible for evaluating existing positions and overall portfolio performance. Mr. Wang joined Thornburg in 2004 as an associate portfolio manager and in 2006 was promoted to co-portfolio manager for the International Equity Strategy and was also elected managing director. Prior to joining Thornburg, Mr. Wang served as an associate for Deutsche Bank as well as Enso Capital Management. He has also worked as a bank supervision manager at China’s central bank. Mr. Wang holds a BA and an MA from East China Normal University and an MBA from New York University. While at NYU, Mr. Wang interned with Bill Fries at Thornburg. Mr. Wang has 9 years of investment experience.
World Asset Management, Inc.
World Asset Management, an indirect wholly-owned subsidiary of Comerica Incorporated, has been a leader in indexing for more than 20 years. The firm provides clients with complete domestic and international market exposure through the use of indexed portfolios. World Asset oversees the Calvert Social Index Fund, which seeks to match the performance of the Calvert Social Index®, a broad-based, rigorously constructed benchmark for measuring the performance of large, U.S.-based socially responsible companies.
Kevin K. Yousif (CFA) serves as Director, Domestic Investments at World Asset and is responsible for the day-to-day management of investment accounts. He is a member of the teams that manage the Munder Index 500, S&P MidCap Index, and S&P SmallCap Index equity mutual funds. Mr. Yousif joined World Asset as a Portfolio Analyst in 2000. He began his career in 1996 with Olde Discount Stockbrokers as a registered representative and then joined Comerica Bank in 1997 as an investment bank analyst. He has a B.S. in finance from Wayne State University and an M.B.A. from the University of Detroit Mercy. He has earned the Chartered Financial Analyst® designation, and is a member of the CFA Society of Detroit and the CFA Institute. Mr. Yousif currently sits on the board of directors of the CFA Society of Detroit.
Eric R. Lessnau
Mr. Lessnau is a member of the Domestic Investment Management Team, providing analytical and trading support for the domestic equity funds. He began his career with Comerica Bank in 2000 as an Investment Bank Analyst in Institutional Trust. In 2003 he moved to Comerica Securities Institutional Sales where he was a Senior Analyst in Institutional Sales Operations. Mr. Lessnau joined World Asset in January 2008. He holds a B.S. in corporate finance from Central Michigan University and an M.S.F. from Walsh College.
