Management |
Domicile | Ireland | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 18/12/2014 | ![](/includes/images/clear.gif) | Fund Advisor(s) | Neuberger Berman Asset Management Ireland Limited |
|
|
Fund Manager | Ray Carroll | Manager Start Date | 11/01/2017 |
Education | Dalhousie University, M.S. | Dalhousie University, B.S. | University of Florida, phd |
|
|
![](/includes/images/clear.gif) |
Biography |
Ray Carroll, PhD, CFA, Managing Director, joined the firm in 2017 as Chief Investment Officer for the Breton Hill quantitative investing team, following the acquisition of Neuberger Berman Canada ULC (formally known as Breton Hill Capital (BHC)). Ray was a co-founder and the Chief Executive Officer of BHC, responsible for fund performance, investment decisions and risk management. Previously, Ray was the Chief Investment Officer for the Mosaic division of Diversified Global Asset Management (DGAM), an alternative investment firm that was subsequently sold to The Carlyle Group. Ray started his career as Senior Manager at RBC Royal Bank and Vice President at RBC Capital Markets. Ray holds a PhD in Mathematics from the University of Florida in the field of Inverse Problems and both a MSc and BSc in Mathematics from Dalhousie University. Ray has been awarded the Chartered Financial Analyst designation. |
|
Fund Manager | Simon Griffiths | Manager Start Date | 11/01/2017 |
Education | University of Guelph, MSc | University of Western Ontario, BSc |
|
|
![](/includes/images/clear.gif) |
Biography |
Simon Griffiths, CFA, Managing Director, joined the firm as Neuberger Berman Canada’s Head of Quantitative Research & Development in 2017 following the acquisition of Neuberger Berman Canada ULC (formally known as Breton Hill Capital (BHC)). Simon was a co-founder and Managing Partner of BHC, where he was a member of the Management Committee. Previously, Simon co-founded the direct trading business at Diversified Global Asset Management (DGAM), an alternative investment firm that was subsequently acquired by The Carlyle Group, where he was a portfolio manager and was responsible for all research. Prior to DGAM, Simon was responsible for quantitative investment research and software development at Northwater Capital Management, an alternative investment firm. Simon is a former co-chair of the Education and Research Committee for AIMA Canada. He received a MSc in Applied Statistics from University of Guelph and a BSc from University of Western Ontario, now known as Western University. Simon has been awarded the Chartered Financial Analyst designation. |
|
Fund Manager | Jonathan Bailey, | Manager Start Date | 11/01/2017 |
Education | Harvard Business School, MBA | Harvard Kennedy School of Government, M.P.P. | University of Oxford, MA |
|
|
![](/includes/images/clear.gif) |
Biography |
Jonathan Bailey, CFA, Managing Director, is the Global Head of Environmental, Social and Governance (ESG) & Impact Investing at Neuberger Berman. Jonathan joined the firm in 2017 and has overall responsibility for the consideration of financially material ESG factors in investment processes firm-wide. He also has overall responsibility for the firm’s approach to impact investing across asset classes. He leads the firm’s ESG Investing team and works with portfolio managers and analysts across the firm's equities, fixed income and private investment portfolios. The team enhance existing strategies and launch new sustainable and impact investing strategies. Jonathan chairs the firm's ESG Committee, and is a member of both the firm's Governance and Proxy Voting Committee and its Partnership Committee. Jonathan spent the bulk of his prior career at McKinsey & Co where he was an Associate Partner working with asset owners and asset managers on investment strategy and ESG investing topics. Jonathan has also worked for Generation Investment Management, the sustainable investment firm co-founded by former Vice President Al Gore, and as a governance advisor for former British Prime Minister Tony Blair. Jonathan holds an MBA (with high distinction) from Harvard Business School, an MPP from the Harvard Kennedy School of Government, and an MA (Oxon) from the University of Oxford. He has been awarded the Chartered Financial Analyst designation. Jonathan is Chair of the Board of Instiglio, a developing market social impact bond advisory non-profit. |