Michael Stack, CFA
Mr. Stack is Lead Portfolio Manager of the Scout
International Equity Strategy, including the Carillon Scout International Fund, and the
Scout International Equity ADR Strategy. He has been a member of the investment
team since joining the firm in 2006. Prior to joining the firm, he managed the
European Equities Fund at Overseas Asset Management (OAM), an off-shore
investment firm based in Grand Cayman. Mr. Stack’s experience includes
assisting in the management of European equity portfolios for U.S. Trust
Company of New York in New York and London. Before U.S. Trust, he worked as a
research analyst for a domestic brokerage house in Slovakia. In addition, he
worked in the fixed income operations of Lehman Brothers. He has 24 years of
financial industry experience. Mr. Stack earned his MBA with a concentration in
Finance and International Business from Columbia Business School in New York
and his Bachelor of Commerce degree from University College Dublin. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA
Institute.
Angel Lupercio
Mr. Lupercio is Co-Portfolio Manager of the Scout
International Equity Strategy, including the Carillon Scout International Fund, and the
Scout International Equity ADR Strategy. Prior to joining the firm in 2007, Mr.
Lupercio was a senior associate analyst for A.G. Edwards & Sons with
previous experience as an analyst with Bear Stearns. He has 17 years of financial
industry experience. He earned his MBA with a concentration in Finance from the
Olin School of Business at Washington University and his Bachelor of Science
degree in Business Administration from Rockhurst University. He is a member of
the CFA® Society Kansas City.
Michael Cumming, CFA
Mr. Cumming is Senior Investment Analyst, providing
fundamental company research on the Scout International Equity investment team.
Prior to joining the firm in 2011, he worked as an analyst at TradeLink
Securities, managing the firm’s Asian investments. He has 19 years of financial
industry experience. Mr. Cumming earned his MBA with a concentration in Finance
from Goizueta Business School at Emory University and Bachelor of Arts degrees
in Business Administration and Economics from Hastings College. He is a CFA® charterholder and a member of the CFA Society Kansas City, as well as the CFA
Institute.
Tayyib Shah, CFA
Mr. Shah is Senior Investment Analyst, providing fundamental company research on the Scout International Equity
investment team. Prior to joining
the firm in 2012, he served as the international tech and telecomm sector
manager for Teacher Retirement System of Texas. He has 22 years of financial
industry experience in the U.S. and Asia. Mr. Shah earned his MBA with a
concentration in Finance from the University of Karachi and a Bachelor in
Business Administration degree, also from the University of Karachi. He is a
CFA® charterholder and a member of the CFA Society Kansas City as well as the CFA
Institute.
This material is provided for informational purposes only and contains no investment advice or recommendations to buy, sell or hold any specific securities. You should not interpret the statements in this material as investment, tax, legal, or financial planning advice. All investments involve risk, including the possible loss of principal. Past performance does not guarantee or indicate future results. There is no assurance the investment strategy will meet its investment objective. Graphs or other illustrations, if included, are provided for illustrative purposes only and not intended as a recommendation to buy or sell securities displaying similar characteristics. Scout Investments, and its fixed income division Reams Asset Management, is a wholly owned subsidiary of Carillon Tower Advisers, which in turn is a wholly owned subsidiary of Raymond James Financial, Inc. Neither Scout Investments, its affiliates, directors, officers, employees nor agents accept any liability for any loss or damage arising out of your use of all or any part of this material. Additional information is available at www.scoutinv.com or www.reamsasset.com.