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Fund Managers

Calvert funds are managed by experienced firms with established track records in their investment styles.

Calvert Asset Management Company, Inc. (CAMCO)

CAMCO is the Investment Advisor to the Calvert family of funds, overseeing over $12.5 billion billion in assets in a broad range of equity, fixed-income, balanced and asset allocation funds. CAMCO's Equities Department oversees the firm's nine world-class equity sub-advisors who provide expertise in their areas of specialization and offer investors a broad spectrum of investment styles and objectives. CAMCO directly manages a full family of fixed-income portfolios for individual and institutional accounts. CAMCO's investment team employs a relative-value strategy, seeking to uncover investment opportunities often overlooked by Wall Street.

Greg Habeeb (MS Mathematics, New York University Courant Institute of Mathematical Science; BS Mathematics, Massachusetts Institute of Technology) manages CAMCO's corporate bond portfolios and has over 19 years of experience as an analyst, trader and portfolio manager. Mr. Habeeb was a member of the Society of Actuaries from 1985 to 1998.

Thomas Dailey (BS Finance and Administration/Management) manages several of Calvert's award-winning fixed-income portfolios and oversees the implementation of CAMCO's money market investment strategy. He has over ten years of experience in the securities industry.

Acadian Asset Management, Inc.

Founded in 1986, Acadian Asset Management, Inc. is a subsidiary of Old Mutual, plc with primary offices in Boston and Singapore. A pioneer in quantitative approaches to international investing, Acadian's investment process initially evaluates a broad universe of stocks (20,000), applies bottom-up multi-factor analysis at both the country/sector and individual stock levels, and employs disciplined portfolio construction that focuses on objectivity, diversification, and risk control.

Raymond F. Mui (BA, MBA) is Senior Vice President and Portfolio Manager for Acadian Asset Management, Inc. Mr. Mui joined Acadian in 1991 and specializes in developing strategies for the developed and emerging equity markets. Prior to joining Acadian, he was a member of the senior technical staff at Hughes Aircraft. Mr. Mui holds degrees from the University of Michigan and California State University, and an MBA from Boston University.

Brian K. Wolahan (BA, MS, CFA) is Acadian's Senior Vice President and Co-Director of Research. Mr. Wolahan is responsible for developing and applying quantitative techniques to the evaluation of markets and securities. Prior to joining Acadian in 1990, he worked for Bank of New England and Mars Inc. He attended Lehigh University and Massachusetts Institute of Technology, and is a member of the Boston Security Analysts Society.

Atlanta Capital Management Co.

CSIF Equity Portfolio is managed by Atlanta Capital Management Co., which employs a team approach led by Managing Partner Richard B. England. Mr. England has 20 years of equity analysis and fund management experience. After previously working for Aetna Equity Investors, he was a Portfolio Manager at Putnam Investments in Boston before moving to Atlanta Capital in 2004. He has an MBA from the University of Pennsylvania's Wharton School of Business and a B.S. in business administration from the University of Florida.

Bridgeway Capital Management, Inc.

John Montgomery (MBA) is the founder and managing partner of Bridgeway Capital Management, Inc. He leads a 10-person investment and trading team and oversees the firm's disciplined, quantitative strategy for Calvert Large Cap Growth Fund and Calvert New Vision Small Cap Fund, in addition to 11 Bridgeway portfolios. He holds bachelor degrees in engineering and philosophy.

Channing Capital Management, Inc.

Eric T. McKissack, CFA, co-founded Channing Capital Management, LLC, and serves as CIO and lead Portfolio Manager of Calvert Mid Cap Value Fund. Eric has over 20 years of investment experience, including 16 years at Ariel Capital Management where he served as Vice Chairman and managed the mid-cap Ariel Appreciation Fund. He also spent five years as a research analyst at First Chicago Investment Advisors. He received a BS from Massachusetts Institute of Technology and attended the graduate business program at UC Berkeley.

Wendell E. Mackey, CFA, is a Principal and Director of Investments for Channing Capital and lead Portfolio Manager of Calvert Small Cap Value Fund. He was formerly Senior Managing Director of Valenzuela Capital Partners, LLC, where he shared responsibility for managing the firm's assets, research staff, and firm operations overall. With over 15 years' industry experience, he holds a BBA from Howard University and an MM from The J.L. Kellogg Graduate School of Management, Northwestern University.

F&C Management Ltd.

Sophie Horsfall, CFA, joined F&C in 2001 and is a Director in their Global Equities Group. She is lead manager for the flagship Stewardship International Fund, a global European sustainability fund. Prior to joining F&C, Ms. Horsfall oversaw global and EAFE portfolios at Kleinwort Benson. She has a B.A. from Durham University and is a member of the U.K. Society of Investment Professionals.

Terry Coles is an Assistant Director in F&C's Global Equities Group. He joined F&C in 2006 after working as a Junior Fund Manager with Morgan Stanley Private Wealth Management, and he has nearly 10 years of experience in fund management. He holds a B.S. in International Business from Western Carolina University.

KBC Asset Management International, Ltd.

Jens Peers, CFA, is the lead manager of Calvert Global Alternative Energy Fund. Mr. Peers joined KBC Bank in 1998 and KBC Asset Management International in 2003. He holds a Licentiate (equivalent to a master's degree) in Applied Economics from the University of Antwerp in Belgium.

Treasa Ni Chonghaile is the secondary manager of the Fund. She joined KBC in 1999. Ms. Ni Chonghaile earned a Bachelor of Science degree in Finance, Computing, and Enterprise from Dublin City University in Ireland. She also holds the Investment Management Certificate from the U.K. Society of Investment Professionals.

New Amsterdam Partners LLC

Michelle Clayman, CFA (BA/MA, Oxford University; MBA, Stanford University) is the founder, Managing Partner and Chief Investment Officer of New Amsterdam Partners LLC, an investment firm with $5 billion in assets under management.

SSgA Funds Management, Inc. 

Ric Thomas is a Principal of SSgA Funds Management and lead portfolio manager of the CSIF Enhanced Equity Portfolio. Ric has over 13 years of investment management experience, specializing in quantitative analysis and computer portfolio modeling. He has previously held positions at Putnam Investments and the Federal Reserve Bank of Kansas City. He holds a Chartered Financial Analyst designation, a Master's degree in economics from the University of Colorado, and an MBA from the University of Chicago.

John O'Connell is responsible for the management of North American strategies. John focuses on managing both large-cap and small-cap strategies as well as providing research on SSgA's stock-ranking models.

World Asset Management , Inc.

Kenneth A. Schluchter III, Director, Domestic Investments, is responsible for World Asset Management's domestic equity product line, and is co-manager of the Munder Index 500 Fund as well as a number of other domestic index disciplines. He also ensures that all World Asset Management funds comply with established investment policies and objectives. In addition, he helps design and implement World Asset's portfolio analytical and reporting systems. Before joining World Asset Management in 1995, Ken was a systems developer and data analyst for Compuware, and a business analyst for Central Transport. Ken received a B.S. and an M.B.A. from the University of Michigan.

Kevin K. Yousif, CFA, Senior Portfolio Manager, is a member of the Domestic Investment Management Team at World Asset and is responsible for the day-to-day management of investment accounts. He is a member of the teams that manage the Munder Index 500, S&P MidCap Index, and S&P SmallCap Index equity mutual funds. Kevin joined World Asset Management as a Portfolio Analyst in 2000. He began his career in 1996 with Olde Discount Stockbrokers as a registered representative and then joined Comerica Bank in 1997 as an investment bank analyst. Kevin has a B.S. in finance from Wayne State University and an M.B.A. from the University of Detroit Mercy. He has earned the Chartered Financial Analyst® designation, and is a member of the CFA Society of Detroit and the CFA Institute. Kevin currently sits on the board of directors of the CFA Society of Detroit.