Global Equity

Strategy Focus (as of 9/30/2017)

Our Global Equity Strategy is a concentrated portfolio of our best ideas across developed and emerging markets. It is invested in at least five sectors at all times and can have a maximum 20% absolute overweight relative to the MSCI All Country World Index.

Portfolio Management

Matthew benkendorf rgb 1280x720px

Matthew Benkendorf

Chief Investment Officer

20 years of investment experience

18 years with Vontobel


Mr. Benkendorf joined Vontobel Asset Management, Inc., in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy. In 2008 Mr. Benkendorf continued to grow in his portfolio management role becoming lead portfolio manager of European Equity and deputy portfolio manager of Global Equity and in 2010 became deputy portfolio manager of the Vontobel U.S. Equity Strategy ultimately becoming lead portfolio manager in 2012. As a co-architect of Vontobel’s quality growth philosophy and style and proven success in managing Vontobel’s strategies he was named Chief Investment Officer in March 2016. Mr. Benkendorf received a Bachelor of Science in Business Administration (BSBA) in finance from the University of Denver.

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Ramiz chelat

Ramiz Chelat, CFA

Deputy Portfolio Manager

18 years of investment experience

10 years with Vontobel


Mr. Chelat joined Vontobel Asset Management, Inc., in July 2007 as a senior research analyst and was promoted to deputy portfolio manager on the firm’s Global Equity Strategy in June 2016. In additional to his portfolio management responsibilities, Mr. Chelat maintains his research responsibilities focusing on the consumer discretionary, consumer staples and information technology sectors. Prior to joining Vontobel, from 2004 to 2007, he was head of consumer and media research at Macquarie Hong Kong, and an analyst at Macquarie Australia, from 2000 to 2004. Prior to that, he was a financial analyst at Optus, from 1999 to 2000. Mr. Chelat began his financial career in 1997 at Ernst & Young where he was a senior accountant until 1999. He received a Bachelor of Commerce in accounting and finance from Macquarie University. In addition Mr. Chelat is a member of the Institute of Chartered Accountants of Australia as a qualified chartered accountant. Ramiz Chelat is a CFA® charterholder.

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Mr. Benkendorf joined Vontobel Asset Management, Inc., in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy. In 2008 Mr. Benkendorf continued to grow in his portfolio management role becoming lead portfolio manager of European Equity and deputy portfolio manager of Global Equity and in 2010 became deputy portfolio manager of the Vontobel U.S. Equity Strategy ultimately becoming lead portfolio manager in 2012. As a co-architect of Vontobel’s quality growth philosophy and style and proven success in managing Vontobel’s strategies he was named Chief Investment Officer in March 2016. Mr. Benkendorf received a Bachelor of Science in Business Administration (BSBA) in finance from the University of Denver.

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Mr. Chelat joined Vontobel Asset Management, Inc., in July 2007 as a senior research analyst and was promoted to deputy portfolio manager on the firm’s Global Equity Strategy in June 2016. In additional to his portfolio management responsibilities, Mr. Chelat maintains his research responsibilities focusing on the consumer discretionary, consumer staples and information technology sectors. Prior to joining Vontobel, from 2004 to 2007, he was head of consumer and media research at Macquarie Hong Kong, and an analyst at Macquarie Australia, from 2000 to 2004. Prior to that, he was a financial analyst at Optus, from 1999 to 2000. Mr. Chelat began his financial career in 1997 at Ernst & Young where he was a senior accountant until 1999. He received a Bachelor of Commerce in accounting and finance from Macquarie University. In addition Mr. Chelat is a member of the Institute of Chartered Accountants of Australia as a qualified chartered accountant. Ramiz Chelat is a CFA® charterholder.

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