Fund Inception | 06/17/2013 |
Name of Issuer | New York Life Investment Management LLC |
Fund Advisor(s) | New York Life Investment Management LLC |
Sub-Advisor(s) | Winslow Capital Management, LLC |
Fund Managers for MLRSX
Justin Kelly
Portfolio Manager since 10/28/2005
As Chief Investment Officer, Justin Kelly ensures the Winslow
Capital growth equity process is fully executed by all Portfolio
Managers and Analysts. Further, he sets the macroeconomic
framework and investment roadmaps for all of Winslow
Capital’s products. On the U.S. Large Cap Growth Strategies,
he is responsible for portfolio construction and operates as
a Portfolio Manager. Justin is a member of Winslow Capital’s
Executive Committee and Management Committee.
Justin joined Winslow Capital in 1999 as Managing Director
responsible for research and portfolio management. Prior
to that, he was co-head of the technology research team at
Investment Advisers, Inc. in Minneapolis. He also served as an
Investment Banker in New York City for Prudential Securities
and Salomon Brothers.
Patrick Burton
Portfolio Manager since 03/31/2013
Pat Burton is a Portfolio Manager for the suite of U.S. Large
Cap Growth Strategies with responsibilities in portfolio
construction and stock selection. He also serves as a senior
Information Technology sector specialist and leverages his
expertise in analyzing both potential technology investments
and trends within the ever-changing technology landscape. Pat
is a member of Winslow Capital’s Executive Committee and
Management Committee.
Pat joined Winslow Capital in 2010 as a Managing Director/
Analyst responsible for the Technology sector. Prior to that,
he was Senior Equity Research Analyst for Thrivent Asset
Management in Minneapolis. He also served as a Managing
Director for Citigroup Investments.
Peter Dlugosch
Portfolio Manager since 02/28/2022
Peter Dlugosch is a Portfolio Manager for the U.S. Large Cap
Growth Strategy. His primary role is risk management. He
leverages his extensive quantitative, trading and analytical
experience to help manage portfolio and stock risk and assist
with new idea generation. He works closely with the Team to
optimize position sizes through his holistic understanding
of the entire portfolio in context of the overall market and is
actively involved in position sizing, macro updates, new idea
generation and risk management.
Peter joined Winslow Capital in 2013 as an equity trader. Prior to
that he was an executive director, Institutional Equity Sales &
Trading at UBS Investment Bank in Boston.
Steve Hamill
Portfolio Manager since 02/28/2023
Steve Hamill is a Portfolio Manager for the suite of U.S. Large
Cap Growth Strategies, with responsibilities in portfolio
construction and stock selection. He also serves as a
senior Healthcare sector specialist analyzing new medical
discoveries, consumption trends and political shifts to help
identify investment opportunities. Further, Steve analyzes
U.S. government policy changes that may impact the broader
economy or markets for the entire Investment Team.
Steve joined Winslow Capital in 2006 as Managing Director/
Analyst responsible for the Healthcare sector. Prior to that, he
was a Senior Analyst at Piper Jaffray and RBC Capital Markets
providing research on the medical device industry. He also
served as a Manager at Arthur Andersen.