| Fund Inception | 03/31/2009 |
| Name of Issuer | BNY Mellon |
| Fund Advisor(s) | BNY Mellon Investment Adviser, Inc |
| Sub-Advisor(s) | Newton Investment Management North America, LLC |
Fund Managers for DBMAX
Karen Miki Behr
Portfolio Manager since 09/22/2021
Miki is a member of Newton’s equity opportunities team. In her current role, she is a portfolio manager on the growth funds.
Miki joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Miki was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Previously, she was a research analyst with a focus on healthcare. Over her 14 years at the firm, she covered the consumer staples, consumer discretionary and healthcare sectors across EM, EAFE and the US.
Prior to joining BNY Mellon, Miki worked at Leerink Swann & Co., a healthcare investment bank, advising venture capital and private equity firms as well as pharmaceutical, biotech and medical-device companies on strategic growth opportunities.
Monty Kori
Portfolio Manager since 02/11/2025
Monty is lead portfolio manager for the US Small, SMID and Mid Cap Growth Equity strategies. He is also responsible for managing the US Manufacturing Fund and Global Dynamic Change strategy.
Before joining Newton, Monty was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY group companies).
Prior to joining BNY, Monty was a sector portfolio manager at Fidelity Management & Research Company. He also served as a research analyst over his ten-year career at Fidelity. Previously, he was an associate at Stone Point Capital and an investment banking analyst at Morgan Stanley in New York.
Monty has a BS in Electrical Engineering from Johns Hopkins University and an MBA from the Kellogg School of Management at Northwestern University.
