Emerging Markets SMID Cap Fund

James is an experienced Emerging Markets portfolio manager with a strong history of alpha generation and top quartile fund performance. Most recently James was the Director & Senior Portfolio Manager of the EM SMID Cap fund at APG Asset Management since 2016, where he managed a ~$1B portfolio, one of the largest EM SMID cap funds in the world. APG is the largest pension fund manager in the Netherlands and a global leader in ESG investing. From 2013 to 2016, James was the Lead Portfolio Manager at Kayne Anderson Rudnick’s EM Small Cap fund (ticker VIESX), a Morningstar 5-Star rated fund that was awarded 2015’s “Best Fund Product for High Net Worth Clients” by Private Asset Management. Previously James was Senior Analyst at Westwood Global Investments from 2005-2013. 

James is a CFA charterholder. He is also the founder of the global non-profit, Young Investors Society (www.yis.org). James has an undergraduate degree in Finance from Brigham Young University and is fluent in Portuguese and proficient in Spanish and has lived in Brazil and Hong Kong. 

 Dana Witkin is responsible for the business management of Ethos Investment Management. Prior to joining, she founded Witkin Consultants LLC, a boutique practice that assisted with the launch process of hedge funds well as message development. Dana was the COO & CCO at Red Cedar Management, LP from 2016-2020. From 2011-2015, she was a Managing Director and Head of Investor Relations at Glade Brook Capital Management LP. Prior to that she was Managing Director and Head of Investor Relations at Icahn Capital LP from 2006-2011. Previously, she worked at Quantitative Financial Strategies, Blackstone Alternative Asset Management and Arden Asset Management. Dana earned a B.S. in Finance from West Virginia University.

 Benjamin is a senior research analyst for Ethos Investment Management. Benjamin was a founding member at Rondure Global Advisors, an emerging markets mutual fund.  From 2013-2016 Benjamin was with Wastach Global Investors as an analyst.   

Benjamin has a B.S. in Business Management with an emphasis in Finance from Brigham Young University and an M.B.A. from Duke University. 

  Tim Zhang is a generalist research analyst for Ethos Investment Management. His prior buy-side experience includes internships at Dupont Capital Management, BOCCOM Schroders Fund Management, and an equity research analyst at ICBC Asset Management (2017-2018). Prior to that he was an auditor at Price Waterhouse Coopers (2014-2017). 

Tim graduated with First Class honors from the Hong Kong Polytechnic University in 2014 where he studied Accounting and Mathematics. He obtained an MBA from Columbia Business School in 2020. He is a CFA charterholder& CPA. He is fluent in Cantonese, Mandarin and English.