Years at Capital: 19

Years in profession: 21

Based in San Francisco

Aline Avzaradel is an equity portfolio manager at Capitals Express Investments. As an equity analyst, she covers U.S. insurance companies. Earlier in her career at Capital, her coverage included the apparel industry, nonalcoholic beverages and packaged food companies. Prior to joining Capital, Aline was an investment banking analyst with Morgan Stanley in New York. She holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics and mathematics from Barnard College graduating summa cum laude and Phi Beta Kappa.

Years at Capital: 29

Years in profession: 29

Based in London

Alfonso Barroso is an equity portfolio manager at Capitals Express Investments. Earlier in his career, as an equity investment analyst at Capital, Alfonso covered retail companies in Europe and Latin America, European real-estate and REITs, and European internet and telecommunication services. Alfonso began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree with honours in economics and Hispanic studies from Harvard University.

Years at Capital: 27

Years in profession: 31

Based in Los Angeles

Grant L. Cambridge is an equity portfolio manager at Capitals Express Investments. Earlier in his career, as an equity investment analyst at Capital, he covered insurance, airlines, air freight, home builders, asset managers and software companies, as well as small- and midcap companies. Prior to joining Capital, he worked for BTM Capital, a subsidiary of the Bank of Tokyo-Mitsubishi in Boston. He holds an MBA from Harvard Business School, a master's degree from Suffolk University and a bachelor's degree from Bentley College.

Years at Capital: 18

Years in profession: 27

Based in San Francisco

Charles E. Ellwein is an equity portfolio manager at Capitals Express Investments. As an equity investment analyst, he covers U.S. commercial & professional services and Canada as a generalist. Earlier in his career at Capital, he also covered U.S. Exchanges and global telecom equipment. Prior to joining Capital, he was a managing member at Farallon Capital Management in San Francisco responsible for investments in the technology and media sectors. He holds an MBA with honours from Stanford Graduate School of Business and a bachelor’s degree with honours in electrical engineering from Brown University.

Years at Capital: 32

Years in profession: 36

Based in Los Angeles

David A. Hoag is a fixed income portfolio manager at Capitals Express Investments. He also serves on the Fixed Income Management Committee. Earlier in his career, as a fixed income investment analyst at Capital, he covered municipal bonds. Prior to joining Capital, David worked as a municipal bond analyst for Van Kampen Merritt Investment Advisory Corp. in Lisle, Illinois. He holds an MBA in finance from the University of Chicago Booth School of Business and a bachelor's degree in economics and business from Wheaton College, Illinois.

Years at Capital: 23

Years in profession: 26

Based in Hong Kong

Winnie Kwan is an equity portfolio manager at Capitals Express Investments. Earlier in her career, as an equity investment analyst at Capital, she covered global exchanges, Asian utilities and small-cap companies. Prior to joining Capital, Winnie worked with Morgan Stanley in London, Hong Kong and Singapore. She holds both master's and bachelor's degrees in economics from Trinity College at the University of Cambridge. She also holds the Chartered Financial Analyst® designation.

Years at Capital: 42

Years in profession: 42

Based in Los Angeles

James B. Lovelace is an equity portfolio manager at Capitals Express Investments. Earlier in his career, as an equity investment analyst at Capital, Jim covered beverages & tobacco, restaurants & lodging, household products and personal care companies. Jim began his career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree with honours in philosophy from Swarthmore College. He also holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts.

Years at Capital: 20

Years in profession: 31

Based in Los Angeles

Fergus N. MacDonald is a fixed income portfolio manager at Capitals Express Investments. He also serves on the Fixed Income Management Committee. Earlier in his career at Capital, he was a fixed income investment analyst covering mortgage-backed securities. Prior to joining Capital, he was a vice president at Goldman Sachs & Co. and an associate in the derivative products group at Morgan Stanley. Before that, Fergus was a consultant and actuary at Hewitt Bacon & Woodrow in London. He holds a graduate degree in applied mathematics and theoretical physics from Cambridge University and a bachelor's degree with first-class honours in mathematics from the Imperial College of Science Technology and Medicine.

Years at Capital: 18

Years in profession: 26

Based in London

Caroline Randall is a portfolio manager at Capitals Express Investments. She also serves on the Capitals Express Investments Management Committee. Earlier in her career at Capital, as an equity investment analyst, she covered European utilities and transportation companies. Prior to joining Capital, she was head of European utilities research at J.P. Morgan. Before that, she was an analyst with Schroder Securities and an associate in investment banking at Deutsche Bank. She holds both a master’s and bachelor’s degree in economics from the University of Cambridge.

Years at Capital: 28

Years in profession: 31

Based in San Francisco

William L. Robbins is an equity portfolio manager at Capitals Express Investments. He also serves on the Portfolio Solutions Committee. Earlier in his career, as an equity investment analyst at Capital, Will covered small-capitalization companies, REITs and U.S. banks. Prior to joining Capital, he was a part of the investment team at Tiger Management Corp. in New York and a financial analyst with Morgan Stanley. Will holds an MBA from Harvard Business School and a bachelor’s degree from Harvard College, graduating magna cum laude. Will is based in San Francisco.

Years at Capital: 34

Years in profession: 36

Based in Hong Kong

Steven T. Watson is an equity portfolio manager at Capitals Express Investments. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. Before joining Capital, Steve was a buy-side research analyst for Sanford C. Bernstein & Co. in New York. He holds an MBA in finance from New York University Graduate School of Business Administration, a master's degree in French studies from New York University Institute of French Studies and a bachelor's degree in French from the University of Massachusetts graduating cum laude. He also studied Mandarin Chinese at Wuhan University and the Shanghai Foreign Language Institute in China.

Years at Capital: 26

Years in profession: 38

Based in London

Philip Winston is an equity portfolio manager at Capitals Express Investments. Earlier in his career, in addition to being a portfolio manager, Philip was an equity investment analyst at Capital covering U.K. property and paper & packaging companies, as well as European property and media companies. Before joining Capital, he was a director and U.K. equity fund manager at BZW Investment Management in London. Prior to that, he worked at Orion Royal Bank in London and New York. He holds a PhD and a master's degree in history from Cambridge University.