Julianne D. McHugh
Senior Portfolio Manager
- 15 Years with the firm
- 27 Years of industry experience
Julianne is a senior portfolio manager responsible for the suite of Emerging Markets strategies at Mellon including Emerging Markets Small Cap, Emerging Markets Value, Emerging Markets Core, Emerging Markets Focused, and the Emerging Markets Multi-factor Equity fund. She has been a lead portfolio manager on the Emerging Markets Research fund since its inception in February 2014 and has been integral in establishing risk-aware processes to drive consistent performance.
In addition to her role as portfolio manager on the Emerging Markets suite of funds, Julianne is also a portfolio manager on the Global Growth and Global Research funds and a senior contributor on the Global Thematic funds. She designs and incorporates a fundamentally-based quantitative overlay to the portfolio construction process to enhance returns while minimizing risk.
Prior to joining the firm in 2004, Julianne was an equity analyst at State Street Research & Management where she focused on the Financial and Retail sectors. Previously, she served as a research analyst at Dalbar Inc. where she covered the financial industry. Julianne has been in the investment industry since 1992.
Julianne received a BS with a concentration in finance from Lehigh University and an MBA with a financial management track from MIT Sloan School of Management.
Experience listed may include partial year periods.