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Advisor Information for TEMUX

Fund Inception04/20/1994
Name of IssuerMorgan Stanley
Fund Advisor(s)Consulting Group Advisory Services LLC
Sub-Advisor(s)Van Eck Associates Corporation
Lazard Asset Management LLC
ClearBridge Investment Management Limited
O'Shaughnessy Asset Management, LLC

Fund Managers for TEMUX

Rohit Chopra
Portfolio Manager since 06/05/2009
Rohit Chopra is a Portfolio Manager/Analyst on the Emerging Markets Equity team, focusing on consumer and telecommunications research and analysis. He began working in the investment field in 1996. Prior to joining the Firm in 1999, Rohit was with Financial Resources Group, Deutsche Bank and Morgan Stanley. He has a BS in Finance and Information Systems from New York University and also studied at the London School of Economics and Political Science. Rohit has been accepted as a Young Global Leader (YGL) in 2016 by the World Economic Forum, which engages the top political, business.
James Donald
Portfolio Manager since 06/05/2009
James Donald is a Managing Director and Head of Emerging Markets and Portfolio Manager/Analyst on the Emerging Markets Equity team. He is also a member of the International Equity Select with Emerging Markets team. Since joining Lazard in 1996, James has been instrumental in developing and coordinating the emerging markets activities at Lazard. He began working in the investment field in 1983. Prior to joining Lazard, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario. James is a CFA® charterholder.
Monika Shrestha
Portfolio Manager since 01/01/2015
Monika Shrestha is a Portfolio Manager/Analyst on the Emerging Markets Equity team, responsible for research coverage of companies in the financials sector. She began working in the investment field in 1997. Prior to joining Lazard in 2003, Monika was a principal at Waterview Advisors and a Corporate Finance Analyst with Salomon Smith Barney. She has an MBA from Harvard Business School, a BSE in Computer Science and Engineering and a BS in Economics (with a concentration in Finance) from the University of Pennsylvania.
Angus Shillington
Portfolio Manager since 07/20/2016
Mr. Shillington joined VanEck in 2009. He serves as Deputy Portfolio Manager for VanEck’s Emerging Markets Equity Strategy. With extensive experience in Asia and broad emerging markets equity, his current responsibilities include company and macroeconomic research relating to these regions, with a particular emphasis on Asia. Prior to joining VanEck, Mr. Shillington was Head of International Equity for ABN AMRO in New York with, among other things, oversight for equity sales and trading. Prior to moving to New York in 2001 to become Managing Director and head of Asian equity and derivatives distribution in the U.S. at BNP Paribas, he held senior management positions as a Director at both Paribas in Los Angeles and, internationally, at UBS Securities in Hong Kong, and in private client management at Hill Samuel/BLW in Edinburgh, Scotland. In his roles in both research and portfolio management, Mr. Shillington has developed a specialized focus on many Asian markets, a region in which he continues to be deeply involved.
Ganesh Ramachandran
Portfolio Manager since 01/01/2020
Ganesh Ramachandran is a Managing Director and Portfolio Manager/Analyst specializing in emerging markets currency and debt. Ganesh has been a member of the Emerging Income management team since early 2001. He began working in the investment field in 1997 when he joined the Firm. Ganesh has his MBA from the University of Rochester, Simon School of Business and a BS in Chemical Engineering from the Indian Institute of Technology at Madras.
Divya Mathur
Portfolio Manager since 03/19/2021
Divya is a co-manager of our Global Emerging Markets strategy, with responsibility for technology sector research. He joined Martin Currie in 2010 from SWIP. As sector analyst, he was responsible for stocks across the technology and utilities sectors in emerging markets. Earlier, Divya spent over a decade at Henderson Global Investors in London, before managing GEM and dedicated Indian equity portfolios for eight years. Divya has an MSc in investment analysis from the University of Stirling and a BSc (Hons) in Computer Science and Accounting from the University of Manchester.
Alastair Reynolds
Portfolio Manager since 03/19/2021
Alastair has been investing in equities for almost 30 years. He joined Martin Currie in 2010, when Martin Currie expanded its commitment to the Emerging Market asset class. In addition to managing investment portfolios and conducting investment research, Alastair is also responsible for the overall management of our Emerging Markets team. During his career, Alastair has managed a broad range of emerging market equity strategies, including frontier markets and small caps. Prior to Joining Martin Currie, Alastair worked at Scottish Widows Investment Partnership, Edinburgh Fund Managers and Scottish Amicable Investment Management. He is an associate of the UK Society of Investment Professionals (ASIP), the predecessor of the CFA Society of the UK.
Andrew Mathewson
Portfolio Manager since 03/19/2021
Andrew is a co-manager of our Global Emerging Markets strategy. He has had responsibility for researching stocks in the consumer and healthcare sectors since the formation of the Global Emerging Markets team in 2010. Prior to this, he worked in Martin Currie’s Asia and Global Emerging Markets team, as an investment manager for the Global Emerging Markets product with a research focus on EMEA markets. He joined Martin Currie in 2005 from the Scottish Investment Trust, where he was an investment manager for UK equities. Andrew is a CFA® Charterholder. He has a BSc (Hons) in Economics from the University of St Andrews.
Paul Desoisa
Portfolio Manager since 03/19/2021
Paul is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the industrial, financial and utilities sectors. Paul joined Martin Currie in 2013 researching technology, media and telecoms stocks in the Global team, before progressing into a portfolio management role in the North America team. He joined the Global Emerging Markets team as a portfolio manager in 2017. Before Martin Currie, Paul worked as a trainee actuary for Punter Southall.. Paul is a CFA® Charterholder and has a BSc (Hons) in Mathematics and Statistics from the University of York.
Colin Dishington
Portfolio Manager since 03/19/2021
Colin is a co-manager of our Global Emerging Markets strategy, with responsibility for researching stocks in the communication services sector. Before re-joining Martin Currie in 2018, he worked as a research analyst at Matthews Asia, an Asia-only investment specialist. Before this, Colin worked at Martin Currie from 2010-2012, initially as Assistant Research Analyst, working on global financials stocks, before progressing to Assistant Portfolio Manager in our Japan team. Colin is a Chartered Accountant (CA), beginning his professional career at Chiene & Tait Chartered Accountants. He was then at Lloyds Banking Group before he first joined Martin Currie. He is a CFA® charterholder and has an MA in Economics from the University of Glasgow.
Paul Sloane
Portfolio Manager since 12/31/2021
Paul is a co-manager of our Global Emerging Markets strategy and has responsibility for researching financials stocks. Paul first joined Martin Currie in 2003, leading our global financials research and comanaging our Global Financials Absolute Return Fund from 2006 to 2011 and Global Alpha strategy from 2013. Paul left the firm in 2017 and re-joined in 2018 as part of the Global Emerging Markets team. Prior to his time at Martin Currie he was at Deutsche Bank, where he was responsible for specialist sales in the pan-European insurance sector. He started his career in 1993 as a Trainee Chartered Accountant at Standard Life before moving into an investment analyst role at Standard Life Investments in 1997. Paul is a Chartered Accountant (CA) and an associate of the UK Society of Investment Professionals (ASIP). Paul has a PGDip in Investment Analysis from the University of Stirling and a BA (Hons) Accounting from the University of Ulster.
Aimee Truesdale
Portfolio Manager since 12/31/2022
Aimee Truesdale is a co-manager of our Global Emerging Markets strategy and has responsibility for researching stocks in the healthcare sector. Aimee joined Martin Currie in 2021. Before that, she was an assistant fund manager and equities analyst at Jupiter Asset Management, where she managed and conducted research on the firm’s Indian equities strategy. Part of her role involved collaborating with Jupiter’s stewardship team to oversee environmental, social and governance (ESG)issues at investee companies. Prior to this, she worked in the global equities and Asia equities teams at Waverton Investment Management. Before joining the investment management industry, Aimee was a nuclear physicist at AWE,a U.K. Ministry of Defence research facility.Aimee is a CFACharterholderand has a B.Sc. in physics with honours from the University of Edinburgh.CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
Ola El-Shawarby
Portfolio Manager since 12/31/2023
Ms. El-Shawarby joined VanEck in 2017 as Senior Analyst for VanEck’s Emerging Markets Equity Strategy, with a specialized focus in the EMEA (Europe, Middle East, and Africa) regions of emerging markets. Prior to joining VanEck, Ms. El-Shawarby was Director and Investment Analyst at Caravel Management, LLC, where she was responsible for identifying and analyzing investment ideas and economic and political evaluations of growth and risk for Middle East, North Africa, and Emerging Europe equities and companies. Her previous experience included working as a Private Equity Summer Fellow at Kaust Investment Management Company helping to set the private equity investment strategy for the King Abdullah University of Science and Technology Endowment. Prior to this, Ms. El-Shawarby held several roles at EFG-Hermes Asset Management, including Analyst, Vice President, and Portfolio Manager. Ms. El-Shawarby is a CFA Charterholder and member of the CFA Society, Egypt. She received an MBA from Harvard Business School. She earned a BA in Business Administration (Summa Cum Laude) with a concentration in Finance from The American University in Cairo and a BS in Political Science with a minor in Economics from Cairo University.
Daniel Nitiutomo
Portfolio Manager since 05/07/2026
Daniel Nitiutomo is a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Prior to joining OSAM, Daniel held Business Analyst and Developer positions at Deutsche Bank, as well as internships at J.P. Morgan and Google. Daniel attended Columbia University and holds a B.S. in Operations Research. He is a CFA charterholder.
Claire Noel
Portfolio Manager since 05/07/2026
Claire Noel is a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). She is responsible for conducting quantitative research, devising investment strategy, incorporating ESG considerations, and overseeing portfolio rebalancing. Prior to joining the firm, Claire was a Partner at AJO Partners, an institutional investment manager based in Philadelphia, PA. At AJO, she served as a senior member of the portfolio management and quantitative research teams responsible for building diversified, value-oriented portfolios of U.S. and international equities. In addition, she co-led the firm’s incorporation of ESG principles into the investment process. Prior to that, Claire was an Analyst and Principal at Turner Investments, an investment manager based in Berwyn, PA. At Turner, she served as lead analyst for the Quantitative Income Fund among other responsibilities. Claire holds a B.A. in Engineering Sciences from Dartmouth College and a M.S. in Computer and Information Science from the University of Pennsylvania. She is also a CFA charterholder.
Ehren Stanhope
Portfolio Manager since 05/07/2026
Ehren Stanhope, CFA®, Chief Investment Strategist, Portfolio Manager Ehren Stanhope is a Principal, Chief Investment Strategist, Portfolio Manager, and Co-Head of the Investment Team at O’Shaughnessy Asset Management (OSAM). Ehren has deep expertise in OSAM’s investment philosophy, portfolio construction, and implementation, which enables him to represent the investment process to key clients throughout the United States and Canada. He is responsible for positioning the firm’s investment capabilities within the context of client needs and the current market environment. Ehren has authored several whitepapers including Dimensions of Return and Microcaps—Factor Spreads, Structural Biases, and the Institutional Imperative. Prior to joining OSAM, Ehren worked at Western Asset Management Co (WAMCO), where he was a member of the Analytics team in the Client Service/Marketing group. In that role, he specialized in relationships with insurance clients handling inquiries related to portfolio performance, structure, and strategy. Ehren holds a B.S. in Management from Tulane University with concentrations in Finance and Legal Studies, and a M.B.A. from the Yale School of Management with a focus in Asset Management. He is a CFA charterholder and member of the CFA Society New York.
Scott Bartone
Portfolio Manager since 05/07/2026
Scott Bartone. CFA®, Chief Product Officer, Portfolio Manager Scott Bartone is the Chief Product Officer, a Portfolio Manager, and Co-Head of the Investment Team at O’Shaughnessy Asset Management (OSAM). Scott is involved in the day-to-day portfolio management activities and heads the trade support staff focused on delivering the firm’s strategies to clients. Prior to joining OSAM, Scott worked at Bear Stearns and Co. in New York where he was responsible for providing operational and trade support for broker staff and third-party money managers utilized by Bear Stearns’ Private Client Service team. Scott has a B.A. from the State University of New York at Albany and an M.B.A from Cornell University. He is also a CFA charter holder.
Joseph Giroux
Portfolio Manager since 05/07/2026
Joseph Giroux, Managing Director, Portfolio Manager Joe is responsible for developing, managing, and improving OSAM’s quantitative equity factor strategies. Prior to joining OSAM, Joe was a Global Equity Portfolio Manager at Franklin Templeton Investment Solutions, and predecessor firms Batterymarch/QS Investors over the past 11 years, where he was the lead Portfolio Manager on multiple funds, including the Franklin Global Equity Fund, Franklin Global Systematic Fund, Franklin Global Dividend Fund, Franklin Global Responsible Fund, and Franklin Global Market Neutral fund, achieving Morningstar Ratings of 4 and 5 Stars, and winning 12 Lipper Awards. Joe has over 30 years of quantitative investing experience and worked previously at Invesco; Standish, Ayer & Wood; The Boston Company; Evergreen Investments and Wells Capital. Joe holds a B.S. in Computer Science and M.S. in Information Technology from the New England Institute of Technology.