Chief Investment Officer, Global And International Value Equity
Formerly known as Delaware Investments, I led this Macquarie-owned subsidiary’s team of investment professionals engaged in implementing a successful bottom-up, active portfolio management strategy in international equity.➤ Among my contributions was the development and implementation of a system of performance evaluation metrics aimed at enhancing analysts’ personal accountability and team cohesion.➤ I also designed and oversaw the internal research management system used by team members for maintaining and monitoring financial models, valuation targets and Buy/Sell/Hold recommendations.✮ Achieved superior multi- year benchmark-relative absolute and risk-adjusted performance overseeing multi-billion dollar actively managed assets.