General Investing >> Money Manager Interviews >> January 17, 2005
ROB ROHN is a principal and co-founder of Sustainable Growth Advisers,
LP, a Stamford, Connecticut-based investment firm He also is co-
portfolio manager of the John Hancock U.S. Global Leaders Growth Fund,
which the firm sub-advises for John Hancock Advisers. Prior to founding
Sustainable Growth Advisers in 2003, Mr. Rohn had been a portfolio
manager and analyst with W.P. Stewart & Co., Ltd., managing large cap,
high quality growth stock portfolios. He had been with the company since
1991. In addition to his role as portfolio manager and analyst, he
served as chief executive officer of the company's core US business,
and was chairman of the firm's Management Committee. Previously, he was
a vice president at Yeager, Wood & Marshall where he also was a member
of the Investment Policy Committee with responsibilities in equity
analysis and portfolio management. He had begun his career in 1983 at
Morgan Guarantee Trust Company where he was an officer in Corporate
Finance. Mr. Rohn is a Trustee and Chairman of the Finance Committee,
Mystic Seaport Museum, as well as a Director and Vice President of the
Board, Long Island Soundkeeper Fund. He graduated from Dartmouth College
with a BA in History and later earned an MBA at Harvard Business School. Profile
GORDON MARCHAND is a principal and co-founder of Sustainable Growth
Advisers, LP. He also is co-portfolio manager of the John Hancock U.S.
Global Leaders Growth Fund, which the firm sub-advises for John Hancock
Advisers. Prior to founding Sustainable Growth Advisers in 2003, Mr.
Marchand was an officer, director and a member of the Investment Policy
Committee of Yeager, Wood and Marshall, Inc. Mr. Marchand joined Yeager,
Wood & Marshall in 1984. Earlier in his career, Mr. Marchand was a
manager with the management consulting service group at Price Waterhouse
and a CPA with Grant Thornton International. Mr. Marchand earned a BS in
Business Administration from Georgetown University and an MBA from the
University of Massachusetts and completed a graduate study program in
International Business at Oxford University. He is a Chartered Financial
Analyst, Chartered Investment Counsel and Certified Public Accountant.
He is president and a member of the board of directors of the Investment
Counsel Association of America, and a member of the American Institute
of Certified Public Accountants and the New York Society of Security
Analysts. Profile
George Fraise, Founding Principal, is a member of Sustainable Growth Advisers, LP's investment committee and board of directors. Prior to founding SGA, Mr. Fraise was Executive Vice President, a portfolio manager and a member of the investment policy committee of Yeager, Wood & Marshall, Inc., a growth-oriented investment-counseling firm he joined in 2000. Previously, Mr. Fraise was a portfolio manager for Scudder Kemper Investments and also held senior analyst positions with Smith Barney and Chancellor Capital Management. He began his investment career in 1987 with Drexel Burnham Lambert. Mr. Fraise earned a B.A. from Trinity College, and holds an MBA in finance and international business from New York University. Profile
your responsibilities there?
Mr. Fraise: Sustainable Growth Advisers is a Stamford, Connecticut,
based investment manager
