SGA U.S. Large Cap Growth SMA

Kishore Rao is a portfolio manager and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a principal and member of the firm’s investment committee.

Prior to joining SGA in 2004, Mr. Rao was a member of the investment team at the venture capital firm Trident Capital, where he managed a portfolio of software, technology, and business service companies from 2001 to 2004. In 1998, he founded and served as general manager of the StreetEvents.com division of CCBN before it was sold to Thomson Reuters.

From 1996 to 1997, Mr. Rao was an equity analyst covering health care, software, and information services at Tiger Management. Prior to that, he was an equity analyst at Wellington Management with primary research responsibilities for the semiconductor equipment industry.

Mr. Rao earned a B.S. in industrial management from Carnegie Mellon University and an M.B.A. from Harvard Business School. He began working in the investment industry in 1997.

Gordon Marchand is a co-founding principal, portfolio manager, and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a member of the firm’s investment committee, advisory board, and executive committee.

Prior to co-founding SGA in 2003, Mr. Marchand was an executive officer and a member of the investment policy committee and board of directors at Yeager, Wood & Marshall, Inc. since 1984. He also served as the firm’s chief operating officer and chief financial officer.

Mr. Marchand was instrumental in the launch of the John Hancock U.S. Global Leaders Growth Fund in 1995, and has continuously served on its portfolio management team. As a research analyst, he is a generalist having covered companies across multiple industries and global geographies, including financial services, healthcare, retail, consumer products, oil services, and technology.

Mr. Marchand began his career as a management consultant with Price Waterhouse. He is a Chartered Financial Analyst® (CFA®) charterholder, Chartered Investment Counselor (CIC), and Certified Public Accountant (CPA). He is past chairman, president, and member of the governing board of the Investment Adviser Association (IAA), which represents the interests of the investment management community.

Mr. Marchand holds a B.S. from Georgetown University, an M.B.A. from the University of Massachusetts, and has completed graduate study in international business at Oxford University. He began working in the investment industry in 1982.

Rob Rohn is a co-founding principal, portfolio manager, and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a member of the firm’s investment committee, advisory board, and executive committee.

Prior to co-founding SGA in 2003, Mr. Rohn was a principal and portfolio manager at W.P Stewart & Co, Ltd., where he managed high-quality growth stock portfolios. During his 13-year tenure at W.P. Stewart, he followed the global retail, consumer product, healthcare, and technology industries, managed $1 billion of assets, helped launch an international portfolio, served as chief executive officer of the firm’s core U.S. investment business, and was chairman of its management committee.

From 1988 through 1991, Mr. Rohn was a vice president with Yeager, Wood & Marshall, Inc., where he was a member of the investment policy committee with responsibilities in equity analysis and portfolio management. He began his career in 1983 at JP Morgan in credit research and corporate finance.

Mr. Rohn earned a B.A., cum laude, from Dartmouth College and an M.B.A from Harvard Business School. He has served on several non-profit boards. He began working in the investment industry in 1983.