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銘柄 | タイトル | 以来 | まで |
---|---|---|---|
Mark B. Zagata | Portfolio Manager | 2020 | now |
伝記 | https://www.bostontrustwalden.com/people/mark-zagata-cfa/ | ||
Richard Q. Williams | Portfolio Manager | 2017 | now |
伝記 | https://www.bostontrustwalden.com/people/richard-q-williams-cfa/ | ||
Stephen J. Amyouny | Portfolio Manager | 2007 | now |
伝記 | https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/ | ||
Belinda Cavazos | Portfolio Manager | 2017 | 2020 |
伝記 | Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. |
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