The Promethos team believes in creating a collaborative environment that values diversity of ideas. Our team and investment process strive to limit bias and group think and encourage constant learning to evolve with the changing environment we live in. We set out to build a company that reflects our core values and the values of our clients, especially Respect, Diversity, Intellectual Curiosity & Rigor, Objectivity and Humility. Our company tagline of "Valuing your Values" guides our everyday actions.
Ivka's global investment expertise is enhanced by her experience living and working around the world and her ability to communicate effectively in English, French, German, Spanish and Czech. She earned a B.A. degree in biology from Harvard University, a Master's degree from the Fletcher School of Law and Diplomacy, and an M.B.A from INSEAD. Ivka currently serves on the boards of the Boston Economics Club, United Planet, and American Boronite Corporation.
1Citywire, USA, 20 Top Female Portfolio Managers in the U.S. August 31, 2018. Citywire chose women who had top-quartile absolute
returns in their discipline and the highest levels of risk-adjusted returns over the past three years.
Morningstar Ratings TM The Morningstar absolute and percentile ranks are based on average annual total return relative to all funds in the same Morningstar category, which includes both mutual funds and ETFs, and do not include the effect of sales charges. Absolute ranks are assigned in descending order for each fund in the category, with 1 being the top performing fund. Funds with the same performance figure are assigned the same absolute rank. The Morningstar 5 Star Rating is for the 3-year period ended December 31, 2018 in the International Fund
Category which consists of 644 mutual funds.
U.S. Lipper Fund Awards are granted annually to the fund in each Lipper classification that achieves the highest score for Consistent Return,
a measure of its historical risk-adjusted returns, relative to peers, and honor funds that have excelled in providing consistently strong riskadjusted performance relative to their peers.All investing involves risk and international investing has its owns set of unique risks. These are more described in more detail in Promethos
Capital's Form ADV Part 2A which may be obtained by calling Promethos Capital at 617 784 9250 and is available on the United States Securities and Exchange Commission’s) website at www.adviserinfo.sec.gov.
Joe earned a B.A. degree in Economics from Bates College and a Master's degree in Finance from Bentley University, McCallum School of Business.
He earned both a Bachelor in International Business and a Master in International Finance from the Toulouse Business School in France. Jonathan speaks three languages, French, Spanish and English, and completed one year of study abroad at the University of Valencia in Spain as an undergraduate. He also has a Master of Science in Finance degree from Brandeis University.
Ash is a graduate of Grinnell College with a BA in Economics and Mathematics. He is also a graduate of the Fletcher School of Law and Diplomacy at Tufts University with a Master of International Business. His thesis at Fletcher was on Sustainable Equity Funds and the Relationship of Quality Factor to Fund Performance.
Prior to founding DSF Advisors, Wilfredo worked at AshmoreAVENIDA (AA), formerly Avenida Capital, for eight years, where he last served as CFO/COO. AA is real estate fund manager managing over $300 million in investments in Latin America. Wilfredo was mainly responsible for financial reporting, tax and regulatory compliance, valuation, managing external vendors including auditors, fund operations, investor relations, deal structuring, fund formation and international tax planning. Additionally, Wilfredo helped lead the M&A transaction and led the full integration process with the Ashmore Group, a London based public investment manager who acquired a majority stake in Avenida Capital.
Previously, Wilfredo was an Audit Manager at PricewaterhouseCoopers (PwC) for eight years. Wilfredo provided assurance and advisory services to top private equity & hedge funds, fund managers and other industries including foundations.
Prior to PwC, Wilfredo held accounting positions at IBM and Moody’s Investors Service.
Wilfredo earned a BBA degree in accounting from Baruch College.
In his role at Vigilant, Michael has experience in the developing, testing, and monitoring of Compliance Programs for Broker Dealers, Investment Advisers, Registered Investment Companies, ETFs, and Private Equity Funds. He also has experience with regulatory filings, including Form ADV, Form BD and state registrations. Prior to joining Vigilant, Michael was the Supervisory Principal of an International Equities Trading Desk and his duties included overseeing all equity trading in US, European and Latin American markets. Additionally, Michael was responsible for developing a testing program for the firm’s controls as well as drafting numerous policies and procedures.
His background includes working with regulators, drafting responses to inquiries and managing both FINRA and SEC examinations. Michael has liaised with regulators and business stakeholders in order to navigate through large scale exams, complex inquiries and enforcement actions.
Prior to becoming a Compliance Officer, Michael was a Regulatory Examiner at FINRA. He conducted
comprehensive examinations of FINRA member firms covering adherence to SEC, FINRA and Exchange Rules, supervisory systems, policies and procedures and sales practices. Michael also holds a number of FINRA licenses including Series 24 (Securities Principal), Series 7 (General Securities Representative), Series 57 (Securities Trader) and Series 63 (Uniform Securities Agent State Law).
Michael earned a Master’s degree in Jurisprudence with a concentration in Financial Services Compliance from Seton Hall Law School. He also holds a Bachelor’s degree in Economics from Rutgers University. Michael is also a veteran of the U.S. Marine Corps.