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Natixis Funds Trust Iv Aew Global Focused Real Estate Fund Class N (NRFNX)
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03/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.92M
Natixis Funds Trust IV AEW Real Estate Fund Class
11.690
-0.050
-0.43%
- Overview
- Profile
- Historical Data
- Holdings
NRFNX Overview
On this page you'll find an in-depth profile of Natixis Funds Trust Iv Aew Global Focused Real Estate Fund Class N. Learn about the key management, total assets, investment strategy and contact information of NRFNX among other information.
Investment Strategy
The investment seeks to provide investors with above-average income and long-term growth of capital. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities, including common stocks and preferred stocks, of real estate investment trusts ("REITs") and/or real estate-related companies. It primarily invests in equity REITs, which own or lease real estate and derive their income primarily from rental income.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter Ho | - | 2023 | Now |
| Biography | Peter Ho is a Portfolio Manager on AEW’s Asia Pacific real estate securities team. Based in our Singapore office, he focuses on analyzing the listed real estate companies and real estate markets in the Asia Pacific region. Prior to joining AEW, Mr. Ho worked at Deutsche Asset Management (RREEF) in Sydney, Australia as its lead analyst and assistant Portfolio Manager on Australian stocks. Prior to joining RREEF in 2005, he held positions with UBS and JP Morgan. Mr. Ho holds Bachelor’s Degrees from the University of Technology in Sydney and the University of Humberside in Hull, England, and has a graduate diploma in Applied Finance from the Financial Services Institute of Australasia. | ||
| An Chen | - | 2023 | Now |
| Biography | An Chen is a Portfolio Manager on AEW’s Asia Pacific real estate securities team. Based in our Singapore office, Ms. Chen focuses on analyzing the listed real estate companies and real estate markets in the Asia Pacific region. Prior to joining AEW in 2010, Ms. Chen worked at Prudential Asset Management in both Singapore and Hong Kong, where she served as a portfolio manager and equity analyst for the Asia Pacific ex Japan Real Estate and as an equity analyst for the Utilities sectors. She holds a Bachelor’s Degree from King’s College in London and a CFA charterholder. Ms. Chen is fluent in Mandarin. | ||
| Robert Oosterkamp | Lead Portfolio Manager | 2019 | Now |
| Biography | Mr. Oosterkamp is a Director of the firm and serves as Portfolio Manager for Europe and is the Chair of the Global Securities Allocation Committee. He is responsible for the construction of the European component of AEW’s global property securities portfolios and the European mandates. Mr. Oosterkamp, who is based in AEW’s affiliate office in London, joined AEW in 2005 from Kempen Capital Management, where he was a Senior Portfolio Manager for European real estate securities. Mr. Oosterkamp also has held positions with SFS, a pension fund in the Netherlands, and ING Bank. He has 21 years of investment management and analysis experience and is a graduate of the H.E.A.O. Business School in the Netherlands (B.A.) and the University of Amsterdam (M.B.A.) | ||
| Gina Szymanski | Director | 2017 | Now |
| Biography | Ms. Szymanski is a Director of the firm and a Portfolio Manager in the firm’s Real Estate Securities Group for diversified strategies in the U.S. and North America. She is also a member of the Global Securities Allocation Committee. Prior to joining AEW, Ms. Szymanski worked at Putnam Investments for over 15 years where she most recently held the title of Senior Analyst. In this role, she managed the REIT sleeve of Putnam's Research Fund and was a member of the Global Equity Research team where she was focused on stock selection and modeling for the REIT sector, Banks, Insurance and Diversified Financials. Ms. Szymanski has held roles as a Portfolio Member of the Small & Mid Cap Value team focused on Financials, Consumer and Industrials as well as a Portfolio Member of the Quantitative Equity Research team. Prior to joining Putnam Investments, Ms. Szymanski held risk management and forensic accounting roles at CIBC World Markets and Matson, Driscoll & Damico Ltd, respectively. Ms. Szymanski earned an Honors Bachelor of Mathematics in Economics and Business Administration from the University of Waterloo and a Master of Science in Finance from Carnegie Mellon University. She is a CFA charterholder, a member of the CFA Institute and the CFA Society Boston. | ||
| Milton Low | Co-Portfolio Manager | 2019 | 2023 |
| Biography | Mr. Low serves as Portfolio Manager with responsibility for the construction of the Asia Pacific component of AEW’s global property securities portfolios. He also serves as a member of the Global Securities Allocation Committee. Previously, Mr. Low was a Portfolio Manager for Asian property securities at LIM Advisors, Ltd. in Hong Kong, where he co-managed an Asian Property Long/Short Fund and a JREIT fund. With 18 years of investment management experience in the Asian equities market, he has also held positions at Prudential Asset Management, most recently as a Portfolio Manager focused on Asia Pacific equities. Mr. Low holds a Bachelor of Business degree from the Royal Melbourne Institute of Technology in Australia and a CFA charterholder. He is also fluent in Mandarin. | ||
| J. Hall Jones | Director | 2006 | 2020 |
| Biography | Mr. Jones is a Director of the firm and a Portfolio Manager in the firm’s Real Estate Securities Group for diversified and income Strategies in the U.S. and North America. He is also a member of the Global Securities Allocation Committee. Mr. Jones joined AEW in 1999 from his position as a Real Estate Equity Analyst at First Union Capital Markets where he was responsible for preparing various financial analyses and earnings projections on real estate companies. Prior to that, he was a Registration Examiner for the Securities Division of the State Corporation Commission (Virginia) where he was responsible for examining broker-dealer, investment advisor and agent/representative registration applications. Mr. Jones is a member of the International Council of Shopping Centers and the National Association of Real Estate Investment Trusts. Mr. Jones has earned a Masters in Real Estate from Georgetown University, as well as a Master of Business Administration from the College of William and Mary, and a Bachelor of Business Administration from James Madison University. He is a CFA charterholder, a member of the CFA Institute and the CFA Society Boston. | ||
| Matthew A. Troxell | Managing Director | 2000 | 2019 |
| Biography | Matthew A. Troxell, CFA, is a Managing Director of AEW and oversees AEW’s securities teams in North America, Europe and Asia. With over 28 years of securities and portfolio management experience, Mr. Troxell serves as the Senior Portfolio Manager responsible for all of AEW’s U.S. and North American real estate equity securities portfolios and also chairs the Global Securities Allocation Committee for all of AEW’s global real estate equity securities portfolios. He is also a member of the firm's Management Committee and Risk Management Committee. Prior to joining AEW as the first member of our securities group in 1994, Mr. Troxell was a Vice President and Assistant to the President of Landmark Land Company where he managed investments, conducted capital markets activities, and performed analyses for a variety of financial and real estate subsidiaries. From 1980 to 1984 he was an Equity Securities Analyst at A.G. Becker Paribas. Mr. Troxell is a graduate of Tufts University (B.A.) and a holder of the Chartered Financial Analyst designation. | ||
| John A. Garofalo | - | 2014 | 2017 |
| Biography | Mr. Garofalo is joining AEW from his previous position as Portfolio Manager/Chief Investment Officer with Merestone Capital Management. Mr. Garofalo has over 16 years of securities experience, including, most recently, six years as a portfolio manager for a real estate securities fund. Prior to that, he served as an Associate at Wachovia Capital Markets, where his responsibilities included financial modeling and the evaluation of REIT/REOC mergers and acquisitions. He is a graduate of Tufts University (B.A.) and the University of Virginia (M.B.A.), and he holds the Chartered Financial Analyst designation. | ||
| Roman Ranocha | Director | 2006 | 2016 |
| Biography | Mr. Ranocha is a Director of AEW and has joined the firm as co-assistant portfolio manager since 2000. Prior to that, he served as associate director of research and portfolio manager with Alliance Capital Management. Prior to joining Alliance, he worked as a real estate securities analyst for Liquidity Financial Group. Mr. Ranocha holds the Chartered Financial Analyst designation. | ||
| Jeffrey P. Caira | Portfolio Manager, Senior Analyst | 2003 | 2014 |
| Biography | Caira joined AEW's REIT group in August 2003 from his position as portfolio manager/senior analyst with Pioneer Investment Management, Inc., where he managed a real estate securities mutual fund and was responsible for conducting financial analyses on real estate companies. Prior to that, he served as a Senior Equity Research Analyst at RBC Dain Rauscher, Inc. covering the real estate sector with a focus on equity REITs. | ||
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