International Small Cap: Fertile Ground for Active Managers – Harbor Capital – 2.25.21

Overview:
Title: International Small Cap: Fertile Ground for Active Managers
Date: Thursday, February 25, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. Join Harbor Capital Advisors, Inc. and Cedar Street Asset Management LLC in a session designed to help you make informed decisions about how to treat international small cap allocations in client portfolios. They will attempt to answer important questions such as:

  • Are investors under allocated to the asset class?
  • What benefits are there in maintaining an international allocation?
  • Where does international small cap fit in a portfolio in 2021 and beyond?
  • Is value poised for a comeback?
  • What challenges and catalysts are ahead for active management?

Speakers:
Sonya Morris, CFA Sonya Morris, CFA Managing Director Harbor Capital Advisors, Inc.

Sonya Morris is a managing director at Harbor Capital Advisors, Inc. She is a member of the Investment & Portfolio Management team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor, Sonya was a senior consultant at Morningstar Investment Management, where she managed fund-of-fund portfolios and chaired the team’s fixed-income manager selection committee. She earned a B.A. in Finance and a B.A. in English from the University of Illinois at Urbana-Champaign and an M.A. in English from Northwestern University. Sonya is a CFA® charterholder.
Jonathan Brodsky Jonathan Brodsky Founder & Principal Cedar Street Asset Management LLC

Prior to founding Cedar Street Asset Management LLC, Jonathan established the non-US investment practice at Advisory Research, Inc., (“ARI”) a Chicago-based asset management firm, with the two founders of ARI. During Jonathan’s tenure at ARI, the non-U.S. investment practice grew into a multi-strategy, multi-billion dollar AUM business across a range of investment vehicles. Jonathan also has experience in the field of Socially Responsible Investing (“SRI”). While at ARI, Jonathan served as a sub-advisor and a portfolio manager for Calvert Investment, Inc.’s International Opportunities Fund. Calvert Investment, Inc. is a leader in SRI investing. Prior to joining ARI, Jonathan worked for the U.S. Securities and Exchanges Commission’s Office of International Affairs, focusing on cross-border regulatory, corporate governance, and enforcement matters. Prior to the SEC, Jonathan was an investment banker in corporate finance for JPMorgan Securities, Inc. Jonathan also worked for Ogilvy & Mather in Beijing, China. Jonathan received a J.D. and M.B.A (Kellogg) from Northwestern University and a B.A. in Political Science and an M.A. in International Affairs (Maxwell School) from Syracuse University. As an undergraduate, Jonathan studied at Fu Jen University in Taipei, Taiwan. Jonathan is a frequent guest on CNBC, CNBC Asia, Fox Business, CCTV, and contributor to a range of business related publications.
Waldemar Mozes Waldemar Mozes Director of Investments, Partner & Portfolio Manager Cedar Street Asset Management LLC

Prior to joining Cedar Street Asset Management LLC, Waldemar developed and implemented the international investment capability at TAMRO Capital Partners LLC, an Alexandria, VA-based investment advisor specializing in small cap strategies for institutional investors. TAMRO was founded after its MBO from ABN AMRO in 2007. Waldemar launched TAMRO’s International Small Cap strategy in April 2013. He also served as sub-advisor for the Aston/TAMRO International Small Cap mutual fund. Prior to launching the international strategy, he was Director of Research and Equity Analyst for TAMRO’s domestic strategies covering Industrials, Energy, Technology, and Materials. While in this role, AUM grew from $700 million to $2.6 billion. ​Waldemar studied Economics (BA) at Boston College and Finance and Entrepreneurship (MBA) at the UC Berkeley Haas School of Business and was awarded a Venture Capital Fellowship and a Certificate in Entrepreneurship from the Haas Lester Center for Entrepreneurship.
James Wilson, CFA James Wilson, CFA Strategy Director Harbor Capital Advisors, Inc.

James Wilson is a strategy director at Harbor Capital. He is part of the Investment Specialist Team that provides insights on financial markets and serves as a product specialist for Harbor’s investment strategies. Prior to joining Harbor, James was an Operations and Performance Analyst at Advisor Investments, where he evaluated and synthesized investment information for clients. He earned a B.S. in Financial Management from Clemson University. James is a CFA® charterholder, a member of the CFA® Institute and the CFA® Society Boston, Inc.