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The investment objective of the fund is to seek to provide current income and capital appreciation.
Name | Title | Since | Until |
---|---|---|---|
Susi Budiman | Portfolio Manager | 2015 | Now |
Biography | Prior to joining NWQ in 2006, Ms. Budiman was Portfolio Manager for China Life Insurance Company, Ltd. in Taiwan. Prior to the fixed income portfolio management position, Ms. Budiman was a currency exchange sales associate at Fleet National Bank in Singapore covering Asian , Euro, UK and other major currencies. Ms. Budiman graduated from the University of British Columbia with a Bachelor of Commerce degree in Finance. | ||
Thomas J. Ray | Portfolio Manager | 2015 | Now |
Biography | Thomas J. Ray, CFA, is Managing Director of Nuveen Asset Management, LLC. Mr. Ray was the Co-Head of Fixed Income and Portfolio Manager/Analyst of NWQ Investment Management Company, LLC from 2017 to January 2022. From 2015 to 2017, Mr. Ray was a Managing Director of NWQ as well as the Head of Fixed Income and Portfolio Manager/Analyst. Prior to joining NWQ in 2015, Mr. Ray worked as a private investor. | ||
Michael J. Carne | Senior Vice President | 2013 | 2015 |
Biography | Mr. Carne, has served as Senior Vice President for Westwood Management since January 2018. Prior to that, Mr. Carne served as Founder and Principal Owner of Horner Street Capital Management, LLC, from 2015 to 2017. From 2002 to 2015, he was a Managing Director and Head of Income Strategies at NWQ Investment Management. Mr. Carne graduated from the University of Massachusetts with a B.B.A. degree in Finance and received his M.B.A. from Harvard University. He earned the designation of Chartered Financial Analyst in 1989. |
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