F. Halsey Morris, CFA, Senior Managing Director, Partner, and Global Industry Analyst at Wellington Management. He has worked in investment management for Wellington Management since 2008, has managed assets since 2011, and has co-managed the Fund since its inception in 2019. Education: B.A., Dartmouth College; M.B.A., The Wharton School of the University of Pennsylvania.

Anna E Lundén, CFA Senior Managing Director, Partner, and Equity Portfolio Manager Anna is a portfolio manager on the Global/International Perspectives Team. She manages equity assets on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. She works in our London office. Before joining Wellington Management in 2017, Anna was head of Investments at Montanaro Asset Management, a boutique specializing in European small- and mid-cap equities (2013 – 2016). Before that, she managed Pan-European small- and mid-cap funds at PineBridge Investments, formerly AIG Investments (2003 – 2012). Prior to this, she worked in specialist equity sales at Beeson Gregory (2000 – 2002) and later Jefferies International (2002 – 2003). She started her career in the pharmaceutical industry as a product manager at AstraZeneca (1996 – 2000). Anna earned her MSc in business administration from Jönköping International Business School. She holds the Chartered Financial Analyst designation and is a member of the CFA Society UK.