Senior portfolio management professional with deep experience of different U.S. equity asset classes and sectors. Demonstrated success in generating significant investment outperformance for clients through many varied market cycles over the last 20 years. For example, the Delaware Small-Cap Core Fund, which I co-manage, has been ranked by Bloomberg Markets magazine one of the top 10 small-cap mutual funds in the United States.Specialties: Small-cap, Smid-cap and Large-cap U.S. equity portfolio management; Healthcare sector investment analysis; Environmental Social and Governance (ESG) Investing; Socially Responsible Investing (SRI); portfolio risk analysis; global asset allocation; investment presentations; investment sales, marketing and client service support.
Listed skills include Portfolio Management, Equity Research, Fundamental Analysis, Asset Management, and 11 others.