Sustainable Growth Advisers

Tucker Brown is a portfolio manager and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. He serves as a portfolio manager of the SGA International Growth portfolio. In addition, he is a principal of the firm and a member of its investment committee.

Prior to joining SGA in 2006, Mr. Brown was a Vice President in the Equity Research Department of Goldman Sachs, where he served as a member of the firm’s U.S. packaged food research team. Previously, he worked in the Investment Banking Division of Goldman Sachs, focused on M&A and corporate finance advisory for clients in retail and technology sectors. Mr. Brown began his career as a fund accountant and custody manager at Brown Brothers Harriman & Co.

Mr. Brown earned a B.A. in Economics from Bucknell University and an M.B.A. from The Wharton School. He began working in the investment industry in 1995.

Hrishikesh (HK) Gupta 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 2014, Mr. Gupta served as a senior analyst at MDR Capital Management from 2011 to 2013 and as associate managing director at Iridian Asset Management from 2009 to 2010. During this period, he had primary research responsibilities for the technology, telecommunications, industrials, commodity, and refinery sectors. In 2008, he was as an investment banking associate at Bank of America Merrill Lynch, advising clients on private placements and mergers and acquisitions.

Prior to beginning his career in the investment industry, Mr. Gupta was a product and program manager at Amazon.com. As part of Amazon’s strategic executive division, he led the launch of their Japanese and German merchant platforms.

Mr. Gupta earned a B.Tech. in computer science from the Indian Institute of Technology in Bombay, and an M.S. in computer science from the University of California, San Diego. He also holds an M.B.A. with a specialization in corporate finance from the Stern School of Business at New York University. Mr. Gupta joined the investment industry in 2009.

Alexandra Lee is a portfolio manager and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. She serves as a portfolio manager of the SGA International Growth portfolio. In addition, she is a principal of the firm and a member of its investment committee.

Prior to joining SGA in 2004, Dr. Lee was an associate director and equity analyst at Bear Stearns, where she was responsible for coverage of large-cap biotechnology companies and served as a member of the firm’s global healthcare research team.

Previously, she worked as an equity research analyst at J.P. Morgan in the life sciences technology group, and as a management consultant at the Boston Consulting Group. Prior to her investment career, she was a medical doctor at Yonsei University in Seoul, Korea.

Dr. Lee earned an M.D. from Yonsei University in Korea and an M.B.A. from Harvard Business School. She began working in the investment industry in 2000.

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.

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.