Fund Inception | 11/01/1995 |
Name of Issuer | Manning & Napier |
Fund Advisor(s) | Manning & Napier Advisors, LLC |
Sub-Advisor(s) | -- |
Fund Managers for EXHAX
Marc Bushallow
Portfolio Manager since 04/07/2015
Marc Bushallow is the Managing Director of Fixed Income at Manning & Napier. Prior to becoming Managing Director, Marc was a Senior Analyst in the Fixed Income Group, concentrating on analysis of below investment-grade corporate bonds. He also spent some time at the firm as an Assistant performing quantitative and macroeconomic research. Today, Marc works on economic overviews and the top-down positioning of the firm's fixed income portfolios. He oversees the firm's high-yield, nontraditional, and core fixed income strategies, and is also a member of the firm's Investment Policy Group. Marc joined Manning & Napier in 1999 and left to pursue a master's degree in 2002, returning to the firm in 2008. Before returning to Manning & Napier, Marc spent four years at Barclays Capital, gaining sell-side experience requiring the evaluation and recommendation of high-yield credit, including both cash and derivative products. He acquired and applied detailed understanding of new issue syndication, trading, bond structure and covenants, etc. During that time, Marc and his team were two-time runners-up in the Institutional Investor All-Europe Fixed-Income Research Team poll for High-Yield Consumer Products. Marc earned his BA in Economics from the State University of New York at Geneseo and his MSc in Economics from the London School of Economics & Political Science. He is also a CFA charterholder.
Jay Welles
Portfolio Manager since 01/30/2023
Jay Welles is the Head of Core Equities and a member of the firm's Core Team, which is the portfolio management team responsible for voting on stock recommendations for our bottom-up, global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. Jay is also a member of the firm's Executive Committee and Investment Policy Group, which is responsible for establishing appropriate asset allocation guidelines based on a variety of prevailing inputs, including both top-down macroeconomic data and bottom-up industry and security analysis. Jay has been with Manning & Napier since 2000. He began his career in research in 2001 working as a Research Assistant in our Global Strategies Group. In 2004, Jay moved to the Technology Group working as a Junior Analyst and most recently as Managing Director. He has more than 15 years of experience conducting bottom-up, company-specific research within the Technology sector. Jay earned his BS in Business Administration from Alfred University. He is also a CFA charterholder.
Elizabeth Mallette
Portfolio Manager since 04/01/2023
Joined the MANNING & NAPIER FUND, INC. in 2006. Analyst since 2013. Member of the Real Estate Series Research Team since 2013. Previous positions held in last five years: Research Assistant, 2008, Research Associate, 2009, Senior Associate, 2010 – 2013.
John Mitchell
Portfolio Manager since 01/31/2024
John Mitchell is the Managing Director of the Services Group at Manning & Napier and a member of the firm’s Core Team. As a member of the firm's Core Team, John is part of the portfolio management team responsible for voting on stock recommendations for our bottom-up global equity, U.S. equity, non-U.S. equity, and multi-asset class investment strategies. As the leader of the Services Group, John performs bottom-up research on companies within the financial services, business services, and utilities industries. Prior to the Services Group, John researched investments as a member of the Technology and the Capital Goods investment research teams.
John has been with Manning & Napier since 2001. He earned a BS in Finance and a BA in Political Science from Syracuse University and earned an MBA from the Simon Business School at the University of Rochester. John is a CFA® charterholder and member of the CFA Society of Rochester.