Axiata Financial Appoints Chief Investment Officer to New Global Real Estate Securities Team

Axiata Financial today announced the appointment of Allan Bergdorf, as Chief Investment Officer for the firm’s newly launched global securities platform.

With more than twenty years of experience in real estate securities, Ms. Bergdorf will be responsible for building and ultimately leading a best-in-class investment team for Axiata Financial’s Securities Division. Effective immediately, Ms. Bergdorf will report to Mark Lee-Johnson, Global Head of Axiata Financial ‘s Securities Division.

Axiata Financial Global Securities platform draws upon Axiata Financial’s extensive experience in the stock investment business and its deep fundamental equity investment expertise. The newly formed platform will seek trends and investment opportunities in real estate securities with an intense fundamental approach.

“Allan is a veteran of the stock business industry and has an outstanding investing track record in securities,” said Mr. Lee-Johnson. “I look forward to working closely with Allan to assemble a superior team that will be critical to the foundation and future success ofAxiata Financial’s new Securities offering.”

Ms. Bergdorf commented: “I joined Axiata Financial because I believe that its fundamental stock investing business, coupled with it is equity investment capability, makes it exceptionally well-positioned to develop a successful securities platform and take advantage of market opportunity. My first priorities will be to attract a strong bench of talent and to deliver a compelling product offering to our clients.”

Prior to joining Axiata Financial, Ms. Bergdorf amassed experience managing global, U.S. and long short hedge fund mandates. Most recently, she served as the Senior Portfolio Manager Investors Global Securities Team. Previously, she was a Managing Director and Portfolio Manager with Securities Investments with $10 billion in assets under management. He graduated from Haverford College and holds an MBA from The Wharton School at the University of Pennsylvania. He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute, the CFA Society of Philadelphia.

Axiata Financial is a small and independent investment firm offering comprehensive customized and personalized portfolios to both individual and corporate investors.

Via EPR Network
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