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Schroders Adds Fixed Income Global Multi-Sector Talent

06/04/2015

New York — Schroder Investment Management North America Inc. announces that an experienced US-based team has joined the firm’s Fixed Income Global Multi-Sector team. 

David Gottlieb, Vincent Messina and Whitney Tindale1 joined from Third Wave Asset Management, a firm they collectively founded in 2014. The team, based in New York, will manage a specialized strategy focused on relative value opportunities (primarily in US rates markets) and will be part of the Global Macro group, led by Bob Jolly. Mr. Gottlieb, Mr. Messina and Mr. Tindale each have more than 20 years of investment management experience, and collectively, they have 50 years of hedge fund experience employing relative value rates strategies.

Schroders has also added to the Fixed Income Global-Multi-Sector team in London, with the appointment of Paul Grainger as Senior Portfolio Manager and Mads Nielsen as Quantitative Strategist. Paul and Mads will both join in June, reporting to Bob Jolly.

Bob Jolly Head of Global Macro at Schroders said:

“Expanding the depth of talent within Schroders’ Global Macro team is about diversifying our sources of alpha. Hiring people with different skills and approaches is a way of increasing the consistency of returns for our clients. We welcome David, Vince, Whitney, Paul, and Mads to the team.”

Karl Dasher, CEO of Schroders, North America, and Co-Head of Fixed Income, said:

“Bond market dynamics are evolving, and hiring people with the proven ability to analyze, assess and predict what this evolution means is a clear competitive advantage. We are very pleased to bring people of this caliber onto our team.”

Schroders’ Fixed Income Global Multi-Sector team is responsible for managing UK, Euro and Global Aggregate strategies, as well as Global Sovereign, Absolute Return and Unconstrained strategies.Consisting of 14 investment professionals, we employ a team-based approach which balances a judgmental framework with quantitative insights provided by our suite of systematic decision support tools.

Schroders’ Global Fixed Income AUM has grown from $44 billion in 2009 to $114.5 billion as of March 31, 2015. The firm continues to invest in talent and infrastructure to support ongoing growth in this strategically important asset class.

 

1 Biographies for David, Vincent and Whitney are below:

David Gottlieb has more than 25 years of fixed income product experience. Prior to Third Wave Asset Management, David spent 11 years at EMF, where he was co-manager of the EMF Fixed Income Fund portfolio and responsible for managing EMF’s day-to-day business operations. He has a B.S. in Economics from the Wharton School of the University of Pennsylvania.

Vincent Messina has more than 25 years of buy-side experience. Prior to Third Wave Asset Management, he spent 14 years at EMF, where he served in various management roles including Chief Operating Officer, Chief Risk Officer, and Chief Technology Officer. He has a B.S. in Computer Science & Engineering and an MBA in Business & Finance from UCLA.

Whitney Tindale has more than 25 years of management experience. Prior to Third Wave Asset Management, he spent 14 years at EMF, where he served in various management roles including Chief Financial Officer and Chief Compliance Officer. He is a graduate of the University of Toronto, where he received a Bachelor of Commerce degree.

About Schroder Investment Management North America Inc.

Schroder Investment Management North America Inc. is an indirect wholly-owned subsidiary of Schroders plc (SDR.L), a global asset management company with approximately $474.3 billion under management as of March 31, 2015. Schroder’s clients include major financial institutions including banks and insurance companies, as well as local and public authorities, public and private pension funds, endowments and foundations, intermediaries and advisors, as well as high net worth individuals and retail investors. The firm has built one of the largest networks of offices of any dedicated asset management company with more than 400 portfolio managers and analysts covering the world's investment markets, offering a comprehensive range of products and services.

Schroder Investment Management North America Inc. is an investment advisor registered with the Securities and Exchange Commission. It provides asset management products and services to clients in the U.S. and Canada including Schroder Capital Funds (Delaware), Schroder Series Trust and Schroder Global Series Trust, investment companies registered with the SEC (the "Schroders Funds").

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