Commodities Strategy II

Portfolio Managers

Kevin Baum, CFA, CAIA | Portfolio Manager, Head of Commodities Team

Kevin is head of the Commodities Team and serves as lead portfolio manager and trader. He has held the position since May 1999 and joined the firm in 1993. Prior to that, Kevin held positions in security analysis and trading for the Fixed Income Team. Kevin also worked for two years at Edward Jones. He received his B.B.A. in Finance from Texas Tech University, has earned CAIA designation, is a CFA charterholder and member of the CFA Institute.

Robert Baker, CFA | Portfolio Manager – Commodities

Robert is a portfolio manager responsible for research and analysis of the commodities market. Since joining the firm in 1993, he has worked in the Accounting and Technology teams before becoming a commodity analyst for the Fixed Income Team. Robert received his B.S. in Business Administration from the University of Colorado, and is a CFA charterholder and member of CFA Institute.



Trader

Amy Sullivan | Trader – Commodities

Amy is a trader responsible for the Commodities Team's trading function. Since joining the firm in 1998, her roles have included assistant vice president of the Finance Department, head of the New Product Team and head of the Alternative Product Team where she had been instrumental in the development of the Team's recent product additions – Commodities Strategy II and the Commodities Opportunities strategy. Amy received her B.S. in Finance from Fort Lewis College.



Client Portfolio Manager

John Corcoran | Client Portfolio Manager – Commodities

John works with the Commodities team articulating their investment policy, strategy and performance to existing and prospective clients. Prior to joining the firm in 2011, John was a Portfolio Manager and Senior Equity Analyst with Noble Partners’ Long/Short Fund where he focused on Commodities, Energy, Precious Metals and other sectors. Prior to joining Noble Partners, John was a portfolio manager for  Brevan Howard Asset Management, a multi-strategy hedge fund. In addition, he has held senior investment management positions at Fortis Investments, Harbor Capital Management, CIBC World Markets and Stephens Inc. Before transitioning to investment management, John practiced law at Gibson, Dunn & Crutcher, where he specialized in complex business litigation for Fortune 500 clients. He holds an MBA from the Wharton School of Business at the University of Pennsylvania , a JD from Boston University, and an AB from Harvard College.




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