Industry Leaders

Our Team

We believe that building a business for the long term requires a continuity of staff and a shared culture. 

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Karthik Annaamalai

Research Analyst

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Daniel L. Babkes

Principal and Portfolio Manager

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Rakesh Bordia

Principal and Portfolio Manager

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Caroline Cai, CFA

Managing Principal, Chief Executive Officer, and Portfolio Manager

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Andrew Chung, CFA

Principal and Senior Research Analyst

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Jason Doctor, CFA

Principal and Portfolio Manager

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Allison Fisch

Managing Principal, President, and Portfolio Manager

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John J. Flynn

Principal and Portfolio Manager

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Evan D. Fox, CFA

Principal and Portfolio Manager

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Sara Fung, CFA

Senior Research Analyst

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John P. Goetz

Managing Principal, Co-Chief Investment Officer and Portfolio Manager

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Eric Hagemann, CFA

Principal and Senior Research Analyst

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Mark Heron, CFA

Portfolio Manager and Head of Leveraged Loans/High Yield Credit

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TVR Murti

Principal and Portfolio Manager

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Takashi Okumura

Principal and Portfolio Manager

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Lawrence Paustian, CFA

Senior Research Analyst

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Richard S. Pzena

Principal, Chairman, Co-Chief Investment Officer, and Portfolio Manager

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Nicolas Raele

Senior Research Analyst

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Matthew J. Ring

Principal, Director of Research and Portfolio Manager

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John Rogers

Senior Research Analyst

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Rachel Segal

Principal and Head of ESG

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Brett Sharoni

Principal and Senior Research Analyst

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Sabah Shaikh

Senior Research Analyst

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Elena Shirokikh

Research Analyst

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Benjamin S. Silver, CFA

Principal and Portfolio Manager

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Clarke Smith

Principal and Senior Research Analyst

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Akhil Subramanian

Principal and Portfolio Manager

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Miklos C. Vasarhelyi

Principal and Portfolio Manager

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Yinan Zhao, CFA

Principal and Senior Research Analyst