Fund Inception | 01/12/1987 |
Name of Issuer | New York Life Investment Management LLC |
Fund Advisor(s) | New York Life Investment Management LLC |
Sub-Advisor(s) | Wellington Management Company LLP |
Fund Managers for MOPIX
Peter Carpi
Portfolio Manager since 03/05/2021
Mr. Carpi is a Managing Director and Portfolio Manager and joined Wellington in 2005. Mr. Carpi has been in the investment management industry since 2000. He earned his MBA from Stanford University (2005) and his BSE in electrical engineering from the University of Pennsylvania (Moore, 2000). Additionally, Mr. Carpi holds the Chartered Financial Analyst designation
David DuBard
Portfolio Manager since 02/28/2023
David is a portfolio manager in Global Equity Portfolio Management on the Emerging Companies Team. He manages equity assets on the behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. He currently manages the Emerging Companies and Micro Cap approaches. He works in our Boston office.
Prior to joining Wellington Management in 1992, David worked in the research department at Morgan Keegan and Company (1988 – 1989) analyzing energy, bank, and airline equities.
David earned his MBA, with a concentration in finance, from the University of Pennsylvania (Wharton, 1992) and his BA in economics and business administration from Rhodes College (1988). Additionally, he holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.