Portfolio Management

Fund manager head shot

Martin C. Schulz

Managing Director, International Equity

    • Industry Experience: 24 years
    • Managed Fund Since: 2017
    • B.A., Cornell University
    • M.B.A., George Washington University
    • J.D., George Washington University
    • M.S.S., U.S. Army War College

Martin leads the firm's International Equity team responsible for the international core, international growth, and emerging market strategies. He has specific research coverage responsibility for Europe, formulates all investment strategy, and maintains final authority over all investment decisions.  Martin's industry experience extends to 1995 and includes positions in equity research and portfolio management. Prior to joining the firm in 1998, he was a portfolio manager with National City Corporation. Martin is fluent in German and conversant in French and has traveled to more than 90 countries. He earned a Bachelor of Arts degree in international relations from Cornell University, graduating magna cum laude. He received an M.B.A. in international business, a J.D. from George Washington University, and a Master of Strategic Studies from the U.S. Army War College. A paratrooper, Martin was honored as a General MacArthur Junior Officer Leadership Award winner and retired from the U.S. Army Reserve as a colonel after serving more than 30 years in special operations.

Fund manager head shot

Calvin Y. Zhang

Portfolio Manager, Senior Analyst

    • Industry Experience: 15 years
    • Managed Fund Since: 2017
    • B.A., South China University of Technology
    • M.B.A., University of Rochester

Calvin is a portfolio manager and senior research analyst on the International Equity team responsible for research and analysis on all Asian securities. He is the co-manager of the emerging markets strategy. Prior to joining the firm in 2008, he was an analyst and portfolio manager with Driehaus Capital Management, where he covered China, Taiwan, and Korea and helped manage its International Select Portfolio Fund. Previously, he served as an advisory client representative for IBM and as a diplomat in the Foreign Affairs Office of Guangdong, China. Calvin holds a Bachelor of Arts degree in English and computer science from the South China University of Technology and an M.B.A. from the University of Rochester.

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