MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide capital growth over the medium to long term. To achieve this, the fund invests in a diverse range of assets including UK and overseas shares, fixed interest and index linked bonds issued by companies and governments, collective investment schemes, cash and similar assets.

Fund Managers

Mark Baribeau

Mark Baribeau, CFA, is a managing director, Head of Global Equity, and Global Equity portfolio manager. Mark joined Jennison in April 2011 with 25 years of investment management experience. He was previously with Loomis Sayles for over 21 years, where he was lead portfolio manager for the Global Equity Opportunities strategy since 2005. In addition, he managed large-cap growth portfolios from 1992 to 2010, serving as lead manager from 1999 to 2010. Prior to his tenure at Loomis, he was an economist at John Hancock Financial Services. Mark earned a B.A. in economics from the University of Vermont and an M.A. from the University of Maryland. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society and the National Association of Business Economists.

Thomas Davis

Thomas Davis, is a managing director and Global Equity portfolio manager. He joined Jennison in April 2011 with 17 years of investment management experience. He was previously with Loomis Sayles for 11 years, most recently as a co-portfolio manager of global equity portfolios. Tom began his tenure at Loomis as a research analyst covering domestic insurance companies, securities brokers, exchanges, asset managers, and government-sponsored enterprises, and as a portfolio manager for a financial sector strategy. Prior to Loomis, he was a global equity research analyst at Putnam Investments covering insurance companies, Asian property developers, and REITs. Tom earned a B.A. degree in economics from Dartmouth College and an M.B.A. from Duke University.

Ben Inker

Ben joined GMO in 1992 following the completion of his B.A. in Economics from Yale University. During his tenure at GMO, Ben has been both an analyst and portfolio manager for a range of quantitative equity and asset-allocation strategies. Ben is the lead manager at GMO and is a Chartered Financial Analyst.