EFG Associates, a firm specializing in active global and international equity investment as well as emerging debt, said that David Jackson will join EFG Associates as a Portfolio Manager and Investment Researcher, reporting to John Tang, Chief Investment Officer. Mr. Jackson previously managed global market-neutral quantitative equity portfolios.
According to Mr. Tang, Mr. Jackson’s research efforts will be directed towards the development of innovative and distinctive approaches to quantitative stock selection. “Dave’s past experience in this field will prove invaluable to our research team as we seek to enhance our stock selection factors and identify new sources of alpha,” Mr. Tang said.
Mr. Jackson previously worked as a Portfolio Manager. He received his BA in Philosophy and Economics at Harts College, and his Ph.D. in Political Economy and Government from Hong Kong University.
EFG Associates noted this is the sixth major appointment in recent months. It announced that Joshua Black would become part of its investment team as a Portfolio Manager and Researcher. Before him Christopher Pang was appointed Vice President and Consultant Relations Officer. He previously worked at an investment-consulting firm.
Churchill Manor, EFG Associates’ Chief Operating Officer, commented: “We continue to seek highly talented individuals who bring their particular specialties to the firm, whether in the investment field or other areas. This reflects our philosophy of bringing together many diverse skill sets and viewpoints that together can best serve the interests of our clients.”
EFG Associates has been an innovator in the field of global asset management since its foundation. The firm managed $20.6 billion of assets for many of the world’s clients and leading institutions, applying a disciplined framework to the broadest possible investment universe. Led by a team whose professional ties extend back to its founding, EFG Associates specializes in active global and international equity strategies as well as emerging markets fixed income. Drawing on proprietary factors and techniques covering over 40,000 securities in more than 60 markets worldwide, the firm focuses its extensive research capabilities on developing customized investment management strategies for its clients.
