BO MEUNIER, CFA
Senior Managing Director, Partner, and Equity Portfolio Manager
Bo is an equity portfolio manager on the Emerging Markets Team at Wellington Management. She currently manages China-focused regional portfolios and provides research to her team on China and the real-estate industry. Bo works in Wellington's Hong Kong office. Bo received her MBA from Babson College (Olin, 1998), where she graduated with honors and was awarded a Babson Fellowship.
She earned her BS, with high honors, in scientific English at the Harbin Institute of Technology, China (1992). In addition, she holds the Chartered Financial Analyst designation.
Portfolio Manager of the Emerging Markets Strategy
John is the portfolio manager of the Emerging Markets strategy at RWC Partners. He also serves as a member of the investment committee for the RWC Emerging and Frontier Markets strategies. He has 28 years of experience in international investment management and commodity, and debt and equity research analysis. John previously held the position of Senior Managing Director, Director of Investments at Everest Capital where he worked since 1996.
He holds a BS in Management from Norwich University and an MBA from the Boston University Graduate School of Management.
Pleiad Investment Advisors
Partner, Founding Member, and Co-CIO
Kenneth Lee is a Partner, Founding Member and Co-CIO at Pleiad Investment Advisors. Previously, Mr. Lee worked at SFM HK Management Limited, the Hong Kong-based subsidiary of Soros Fund Management LLC. Prior to joining Soros, Mr. Lee was a Partner and Founding Member at Sequoia Capital Global Equities managing the Asia investments for the fund. He joined Sequoia Capital from Tiger Asia Management where he was a participating partner and Director co-leading all investments in Greater China.
Mr. Lee holds a Bachelor of Arts degree in Jurisprudence (magna cum laude) from Amherst College and a Master of Business Administration from Harvard Business School.
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Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss.
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Any return expectations provided are not intended as, and must not be regarded as, a representation, warranty or predication that the investment will achieve any particular rate of return over any particular time-period or those investors will not incur losses.
Standard deviation is a measure of the dispersion of a set of data from its mean.
The S&P 500 Index is capitalization-weighted index of 500 stocks. The S&P 500 Index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The FTSE NAREIT Composite Index (NAREIT) includes only those companies that meet minimum size, liquidity and free float criteria as set forth by FTSE and is meant as a broad representation of publicly traded REIT securities in the U.S. Relevant real estate activities are defined as the ownership, disposure, and development of income-producing real estate. See www.ftse.com/Indices for more information.
The MSCI ACWI (All Country World Index) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. The MSCI ACWI consists of 45 country indices comprising 24 developed and 21 emerging market country indices. The developed market country indices included are: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Greece, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom and the United States. The emerging market country indices included are: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Morocco, Peru, Philippines, Poland, Russia, South Africa, Taiwan, Thailand, and Turkey. See www.msci.com for more information.
The Dow Jones Industrial Average (DJIA), Dow Jones Industrial Average (DJIA), or simply the Dow is a stock market index that measures the stock performance of 30 large companies listed on stock exchanges in the United States.