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Stephen is a managing director and portfolio manager at Manulife Investment Management working on the Global Quality Value strategy and team. Previously, Stephen was a portfolio manager at Hermes Global Equities, where he provided fundamental research and portfolio management with a focus on the global financial services sector. Before that, he worked at Fidelity Management & Research as an equity analyst covering the insurance and food & beverage industries. Prior to that, he was a private equity analyst at HabourVest Partners and a technology investment banking analyst at Robertson Stephens & Company.
Education: Harvard University, BA in Economics, 1995; University of Chicago Booth School of Business, MBA in Accounting, Strategy and Finance, 2004
Joined Company: 2015
Began Career: 1996
1 This Fund has been capped to all new purchases as of January 25, 2016.
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