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Heidi Heikenfeld, CFA

Portfolio Manager

  • B.S. from Susquehanna University
  • M.B.A. from Oxford University

Heidi Heikenfeld is a portfolio manager of the small and mid-cap focused Emerging Markets Innovators strategy. From 2002 to 2012, she was a senior analyst on the Global Multi Cap Growth strategy, where she worked as a small and mid-cap specialist with a particular focus on identifying transformational growth opportunities in the Consumer, Healthcare and Technology sectors. Prior to that, Ms. Heikenfeld was a bond analyst for two years at the Firm.

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  • B.S. from Susquehanna University
  • M.B.A. from Oxford University
  • 18 YRS


  • 18 YRS


Managed Strategies


Name Strategy Inception Date Composite Inception Date Q4 2018 YTD 2018 1 Yr 3 Yr 5 Yr Life
Emerging Markets Innovators 06/30/2014 08/31/2014 -11.08 -22.24 -22.24 3.27 -1.49
Annualized Composite Returns (%) net of fees as of 12/31/2018
Upcoming Events

Update: Emerging Markets Innovators

Replay will be available until 4/27/19.

April 17, 2019 | 4 PM - 5 PM ET

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