IFSL Marlborough US Multi-Cap Inc P Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Marlborough Investment Management Ltd. |
| Phone | - |
| Website | - |
| Address | PO Box 1852 Lichfield, Staffordshire WS13 8XU Lichfield WS13 8XU United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | Yes |
| Inception date | 31/12/2012 |
Managers
| Fund manager | Brad Weafer |
| Manager start date | 01/07/2016 |
| Biography | Brad’s career encompasses roles as Chief Investment Officer at Boston Financial Management and as an investment manager and equity research analyst. He is a Chartered Financial Analyst and has a degree in economics from the University of Vermont and a master’s degree in business from Babson College. Brad is Co-Manager of the Marlborough US Multi-Cap Income Fund. |
| Fund manager | Timothy Farina |
| Manager start date | 01/10/2020 |
| Biography | As an Equity Analyst on the research team, Tim is responsible for the coverage of existing investments and generating new ideas. He is also a member of the Investment Policy Committee that forms the asset allocation and investment direction for the firm.Tim joined Boston Financial Management in 2008, working in corporate finance and operations. He then spent several years as a member of the client service group before transitioning to his current role in equity research. Prior to joining Boston Financial Management, he worked at BNY Mellon in both the client service and private equity divisions.Tim earned his Bacholer of Science degree in Business Administration from Boston University’s School of Management with a concentration in Finance. |
| Fund manager | Timothy Robinson |
| Manager start date | 01/10/2020 |
| Biography | As a Research Analyst, Tim is responsible for covering existing investments and generating new ideas.Before joining Boston Financial Management in 2016, Tim was with Susquehanna Financial Group covering industrials. Prior to Susquehanna, Tim was an Analyst and Forensic Accountant, conducting short-biased equity research across a wide variety of sectors with Off Wall Street Consulting and Voyant Advisors, LLC. Tim has also held operations roles at DB HedgeWorks, LLC and State Street Corporation.Tim is a graduate of Tufts University with an undergraduate degree in Economics, and has received a professional certificate in accounting from the University of California, San Diego extension school. |
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