• Products

    World Bond Fund Monthly Positioning & Outlook

    View Now >

  • Insights

    Human-Centric Investing Podcast

    Listen to Latest Episode >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Human-Centric Investing

    Learn More >

Jack Lee, CFA

Portfolio Manager at Schroders


 

Background

Jack Lee, CFA, is the Head of China A-Share Research at Schroders and is the portfolio manager to Hartford Schroders China A Fund. He joined Schroders in 2012.

Prior to joining Schroders, Jack was the Head of Global Investment at Huatai-Pinebridge Fund Management from 2009 to 2012, where he was responsible for QFII & QDII investments. Prior to that, he was a Portfolio Manager at Abu Dhabi Investment Authority from 2007 to 2009, which involved management of Hong Kong, China and China A-share QFII portfolios. Earlier, Jack was a Central Dealer and Senior Investment Analyst at AIG Global Investment Corp (Asia) (from 1999 to 2004), before transferring over to AIG-Huatai Fund Management as an Investment Manager (from 2004 to 2007). Jack’s investment career began in 1998 at Tai Fook Securities.

Jack received his BA in Business Administration (Accounting) from Chinese University of Hong Kong and is a CFA Charterholder.

Experience

Professional experience since 1998

Schroders
2012-present

Huatai-Pinebridge Fund Management
2009-2012

Abu Dhabi Investment Authority
2007-2009

AIG-Huatai Fund Management
2004-2007

AIG Global Investment Corp (Asia)
1999-2004

Tai Fook Securities
1998-1999

Education

BA, Chinese University of Hong Kong

 

216418

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value