10 unchanged sentences
Large-Cap Equity Growth Strategy from 2001 to 2016, and a Vice President from 2001 to 2021.
−Removed: Dardis (49), Chief Financial Officer and Treasurer since 2021, Head of Finance in 2021 and Head of Corporate Strategy from 2016 to 2021, and a Vice President from 2010.
−Removed: August (61), Chief Executive Officer of Oak Hill Advisors, L.P.
−Removed: (“OHA”), a Director and Vice President since 2021.
+Added: Dardis (50), Chief Financial Officer and Treasurer since 2021, Head of Finance in 2021, Head of Corporate Strategy from 2016 to 2021, and a Vice President since 2010.
+Added: August (62), Chief Executive Officer of OHA, a Director and Vice President since 2021.
He co-founded the predecessor investment firm to OHA in 1987 and took responsibility for the firm’s credit and distressed investment activities in 1990.
−Removed: Higginbotham (55), Head of Global Distribution since 2019 and interim Chief Operating Officer since 2021, Head of Global Investment Management Services from 2018 to 2019, Head of Global Investment Services from 2012 to 2018, and a Vice President since 2012.
+Added: Arif Husain (51), Head of Global Fixed Income since 2024 and Chief Investment Officer since 2023, Head of International Fixed Income from 2022 to 2023, Portfolio Manager for the Dynamic Global Bond Fund from 2015 to 2023 and Global Government Bond High Quality Strategy from 2019 to 2023, and a Vice President since 2013.
Jackson (61), Head of T.
1 unchanged sentence
Johnson (51), Chief Operating Officer since 2022, and a Vice President since 2022.
−Removed: McCormick (62), Head of Fixed Income since 2019 and chief investment officer since 2022, Head of U.S.
−Removed: Taxable Bond from 2013 to 2018, and a Vice President since 2008.
+Added: Prior to joining T.
+Added: Rowe Price, she was Fannie Mae's Executive Vice President and Chief Operating Officer from 2018 to 2022, and its Chief Risk Officer, from 2015 to 2018.
Josh Nelson (46), Head of U.S.
5 unchanged sentences
Sebastien Page (47), Head of Global Multi-Asset and a Vice President since 2015 and Chief Investment Officer since 2022.
+Added: Sawyer (56 ), Head of Global Distribution since 2024, Head of U.S.
+Added: Intermediaries and Retirement Plan Services from 2022 to 2023, Head of Individual Investors and Retirement Plan Services from 2019 to 2021, Head of Human Resources from 2018 to 2019, and a Vice President since 2012.
Justin Thomson ( 56 ), Head of International Equity since 2021, Chief Investment Officer since 2017 , Co-Head of Global Equity in 2021, and a Vice President since 2001.
−Removed: Veiel (51), Head of Global Equity and chief investment officer since 2022.
−Removed: Co-Head of Global Equity from 2018 to 2021, Head of U.S.
+Added: Veiel (52), Head of Global Investments and Chief Investment Officer since 2024.
+Added: Head of Global Equity and Chief Investment Officer From 2022 to 2023, Co-Head of Global Equity from 2018 to 2021, Head of U.S.
Equity from 2016 to 2021, Director of Equity Research North America from 2014 to 2015, and a Vice President since 2006.
1 unchanged sentence
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.