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3.383
+0.003
+0.10%
- Morningstar Rating:
- Total Assets: 19.67M
MLC MKBS-Altrinsic Global Equities Trust
3.383
+0.003
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
Mlc Mkbs - Altrinsic Global Eq Trust Overview
On this page you'll find an in-depth profile of Mlc Mkbs - Altrinsic Global Eq Trust. Learn about the key management, total assets, investment strategy and contact information of LP68167580 among other information.
Investment Strategy
The fund is a high conviction portfolio of the investment team's best investment ideas is constructed from the bottom-up on a stock-by-stock basis. Region, industry, and market capitalisation exposures are an outcome of this company-specific approach. The fund typically invests in 60-100 stocks. The fund's exposure to international assets is not hedged to the Australian dollar. However, if the fund becomes overweight in a currency due to stock selection, Altrinsic may enter into currency hedging contracts to reduce that currency exposure.
Contact Information
Address
PO Box 200
North Sydney,NSW 2059
Australia
North Sydney,NSW 2059
Australia
Phone
+61 03 8634 4721
Fax
+61 02 9964 3334
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| River He | Associate Analyst | 2023 | Now |
| Biography | River He, CFA, is an associate analyst at Altrinsic Global Advisors. He has over seven years of research experience in emerging markets. Prior to joining Altrinsic in 2023, Mr. He was an analyst at Cartica Management. Previously he held various equity research positions at Fidelity International in China and Hong Kong. He received a Bachelor of Business Administration in Accounting from Northeastern University in China and an MBA from the Fuqua School of Business at Duke University. Mr. He holds the Chartered Financial Analyst designation. | ||
| Robert Silgardo | Analyst | 2021 | Now |
| Biography | Robert Silgardo, CFA, is an analyst at Altrinsic Global Advisors with a primary focus on the technology sector. He also has over 20 years of research experience in emerging markets. Prior to joining Altrinsic in 2021, Mr. Silgardo was an analyst at Westwood International Advisors. Previously he was an analyst at RBC Global Asset Management. He received a Bachelor of Applied Science in Chemical Engineering from the University of Waterloo. Mr. Silgardo holds the Chartered Financial Analyst designation. | ||
| Elijah Crago | Associate Analyst | 2021 | Now |
| Biography | Elijah Crago, CFA, is an associate analyst at Altrinsic Global Advisors. Prior to joining Altrinsic in 2021, Mr. Crago was a senior research associate at Bernstein. He received a BS in Finance and Accounting from Syracuse University. Mr. Crago holds the Chartered Financial Analyst designation. | ||
| Alice Popescu | Portfolio Manager/Analyst | 2021 | Now |
| Biography | Alice Popescu, CFA, CMT, is a portfolio manager/analyst at Altrinsic Global Advisors with a primary focus on the consumer sector and focus on emerging markets. Prior to joining Altrinsic in 2021, Ms. Popescu was a portfolio manager at Westwood International Advisors. Previously, she was an associate portfolio manager at AGF Investments. Ms. Popescu received a BS in Finance and International Business from the Stern Business School of New York University. She holds the Chartered Financial Analyst and the Chartered Market Technician designations. | ||
| Rich McCormick | - | 2019 | Now |
| Biography | Mr. McCormick is a principal and portfolio manager/analyst at Altrinsic Global Advisors with primary focus on the financials sector. Prior to joining Altrinsic in 2009, Mr. McCormick was a research analyst at Blackmont Capital Inc. Previously, he was manager of global risk management at Scotia Bank. Mr. McCormick received a BCom from St. Mary’s University and an MBA from Dalhousie University. He holds the Chartered Financial Analyst designation. | ||
| Helena Sessions | Principal, Analyst | 2014 | Now |
| Biography | Helena Sessions, CFA, is a principal and analyst at Altrinsic Global Advisors with a primary focus on the industrials, materials, and utilities sectors. Prior to joining Altrinsic in 2014, Ms. Sessions was a senior research associate at Tradewinds Global Investors. Previously, she was a financial analyst for Banc of America Securities. Ms. Sessions received a BS in Operations Research and Industrial Engineering from Cornell University, School of Engineering. She holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. | ||
| Geoffrey MacPhail | Principal, Analyst | 2013 | Now |
| Biography | Geoffrey MacPhail, CFA, is a principal and analyst at Altrinsic Global Advisors with a primary focus on the communication services and industrials sectors. Prior to joining Altrinsic in 2013, Mr. MacPhail was an associate at Red Sky Capital Management Ltd. He received a BCom (Honors) from Queens University School of Business. Mr. MacPhail holds the Chartered Financial Analyst designation. | ||
| John DeVita | Principal, Portfolio Manager/Analyst | 2012 | Now |
| Biography | John DeVita, CFA, CPA, is a principal and portfolio manager/analyst at Altrinsic Global Advisors with primary focus on the consumer sector. He also serves as the Director of Research and leads the research team's ESG efforts. Prior to joining Altrinsic in 2000, Mr. DeVita began his investment career with Société Générale Asset Management. His diverse background includes extensive experience in international securities analysis, trading, and operations in the equity, fixed income, and foreign currency markets. | ||
| Sachin Shah | Analyst | 2012 | Now |
| Biography | Sachin Shah is an analyst at Altrinsic Global Advisors with a primary focus on the energy and materials sectors. He also plays a leadership role in the research team's ESG efforts. Mr. Shah began his career when he joined Altrinsic in 2007. He received a BS in Biomedical Engineering and Economics from Columbia University. Mr. Shah is a CFA Level III Candidate. | ||
| Andrew Waight | Principal, Analyst | 2012 | Now |
| Biography | Andrew Waight, CFA, is a principal and analyst at Altrinsic Global Advisors with a primary focus on the health care sector. Prior to joining Altrinsic in 2004, Mr. Waight was a portfolio manager with CI Investments for the Global Health Sciences Fund. Previously, he managed assets for BPI Mutual Funds and Mutual Asset Management. Mr. Waight received an honors BSc in Genetics, an MSc in Biochemistry, and an MBA from the University of Western Ontario. He holds the Chartered Financial Analyst designation. | ||
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