Value Short Duration

Lisa Hornby is Head of the US Multi-Sector Fixed Income team. She joined Schroders in 2010 as a portfolio manager on the US Multi-Sector Fixed Income team where she focused primarily on short, core and core plus multi-sector strategies. In 2014, she expanded her portfolio management responsibilities to include long duration and tax-aware mandates and has been responsible for managing the entire spectrum of US multi-sector strategies ever since. In 2020, she was promoted to head of the team. Prior to joining Schroders, Lisa was an analyst at Barclays Capital. She is a frequent contributor to various financial publications, including the Wall Street Journal, the Financial Times and Investor's Business Daily, and is also a recurring guest on Bloomberg Television. Lisa is based in New York.

Qualifications: CFA Charterholder; Series 3; BA in Economics with Honors from Rutgers University.

Neil Sutherland is a generalist fund manager on the US Multi-Sector Fixed Income team. In this role, Neil has portfolio management responsibilities for the entire spectrum of US Multi-Sector strategies ranging from tax-exempt to tax-aware and from short to long duration. Neil joined Schroders in 2013 following the acquisition of STW, where he had worked since 2008 as a Principal and Fund Manager. Prior to that, he was a Senior Fixed Income Manager at AXA Investment Managers from 2001 to 2008. Neil is based in New York.

Qualifications: CFA Charterholder; MA in Politics and Economics from University of Dublin, Trinity College.

Julio Bonilla is a generalist fund manager on the US Multi-Sector Fixed Income team. In this role, Julio has portfolio management responsibilities for the entire spectrum of US Multi-Sector strategies ranging from tax-exempt to tax-aware and from short to long duration. Julio joined Schroders in 2013 following the acquisition of STW, where he had worked since 2010 as a Principal and Fund Manager. Prior to that, Julio was a Senior Fund Manager at Wells Capital Management from 2000 to 2010. Julio is based in New York.

Qualifications: CFA Charterholder; MBA in Finance from Pepperdine University; BA in Political Science from University of San Diego.

Ryan Mostafa is a Fund Manager on the US Multi-Sector Fixed Income team and a US Investment Grade corporate specialist. Ryan joined Schroders in 2005 and is based in New York. Prior to Schroders, he was a Portfolio Analytics Analyst and Risk Management Analyst with BlackRock from 2004. Investment career commenced in 2002 upon joining JP Morgan Chase as a Credit Derivatives Analyst and P&L Analyst.

Eric Lau is a generalist fund manager on the US Multi-Sector Fixed Income team. In this role, Eric has portfolio management responsibilities for the entire spectrum of US Multi-Sector strategies ranging from tax-exempt to tax-aware and from short to long duration. Eric joined Schroders in 2013 following the acquisition of STW, where he had worked since 2009 as a Fund Manager Assistant. Prior to that, Eric was a Research Associate at Stanford University in the department of Structural Biology from 1997 to 2001. Eric is based in New York.

Qualifications: CFA Charterholder; BS in Biochemistry from University of California Santa Cruz.

David May is a portfolio manager and a municipal specialist on the US Multi-Sector Fixed Income team. As a municipal specialist, David is primarily focused on assessing the relative attractiveness of the tax-exempt and taxable municipal sectors as well as helping to determine the industry allocation and security selection for municipal bonds across all of the US multi-sector strategies. David joined Schroders in 2019 as a Portfolio Manager. Prior to that, David was a Portfolio Manager at Wasmer Schroeder from 2018 to 2019. He was a Portfolio Manager at Strategic Partners Investment Advisors from 2010-2018. David is based in New York.

Qualifications: BSc Business Administration Champlain College.

Rick Rezek is a fund manager and a US investment grade corporate specialist on the US Multi-Sector Fixed Income team. As a corporate specialist, Rick is primarily focused on assessing the relative attractiveness of the corporate sector as well as helping to determine the industry allocation and security selection for corporate bonds across all of the US multi-sector strategies. Rick joined Schroders in 2013 following the acquisition of STW, where he had worked since 2002 as a Principal and Fund Manager. Prior to that, Rick was a Vice President and Fund Manager at Loomis, Sayles & Company, L.P., from 1996 to 2002. Rick is based in New York.

Qualifications: CFA Charterholder; MBA in Finance from DePaul University; BS in Business specializing in Economics from St. John’s University.

Jeffrey Connor is a portfolio manager on the US Multi-Sector Fixed Income team and also the team’s risk strategist and resident actuary. Jeff’s portfolio management responsibilities cover the entire spectrum of US Multi-Sector strategies ranging from tax-exempt to tax-aware and from short to long duration. In his risk strategist capacity, he conducts quantitative analyses through building customized models and tools that are used to evaluate liability streams as well as broad market and sector trends. Jeff joined the US Multi-Sector Fixed Income team in late 2014. He started working at Schroders Hong Kong in 2012 as a Product Manager for the Commodities Multi-Manager group before relocating to New York in early 2014 in the same capacity. Prior to that, Jeff was a Co-Portfolio Manager / Director of Research at Atticus Emerging Markets Fund from 2003 to 2008. Jeff is based in New York.

Qualifications: FIAA, CFA Charterholder; CERA; LLB from University of NSW, Australia; BSc in Computer Science from University of NSW, Australia.