Investment Advisors
ArrowMark Colorado Holdings, LLC (ArrowMark Partners) ClearBridge Investments, LLC (ClearBridge)
Stephens Investment Management Group, LLC (SIMG) Wellington Management Company LLP (Wellington Management) The Vanguard Group, Inc. (Vanguard)
Portfolio Managers
Chad Meade, Partner and Portfolio Manager of ArrowMark Partners. He has co-managed a portion of the Fund since 2014.
Brian Schaub, CFA, Partner and Portfolio Manager of ArrowMark Partners. He has co-managed a portion of the Fund since 2014.
Brian Angerame, Portfolio Manager at ClearBridge. He has co-managed a portion of the Fund since 2017.
Aram Green, Portfolio Manager at ClearBridge. He has co-managed a portion of the Fund since 2017.
Matthew Lilling, CFA, Portfolio Manager at ClearBridge. He has co-managed a portion of the Fund since 2020.
Jeffrey Bailin, CFA, Portfolio Manager at ClearBridge. He has co-managed a portion of the Fund since 2023.
Ryan E. Crane, CFA, Chief Investment Officer of SIMG. He has managed a portion of the Fund since 2013.
Daniel J. Fitzpatrick, CFA, Senior Managing Director and Equity Portfolio Manager at Wellington Management. He has managed a portion of the Fund since 2014.
Cesar Orosco, CFA, Ph.D., Head of Alpha Equity Investments at Vanguard. He has managed a portion of the Fund since 2021.