Vanguard Variable Annuity - Small Company Growth Portfolio
Management

Vanguard Quantitative Equity Group

Firm Description

Launched in 1975, The Vanguard Group, Malvern, Pennsylvania, is among the world's largest equity and fixed income managers. As chief investment officer and managing director, Mortimer J. Buckley oversees Vanguard's Equity Index, Quantitative Equity, and Fixed Income Groups. John Ameriks, Ph.D., Principal of and head of Vanguard's Quantitative Equity Group, is responsible for all active equity funds managed by the Investment Management Group. The Quantitative Equity Group manages Vanguard active equity mutual funds using a quantitative investment approach. The group has advised Vanguard Variable Annuity Small Company Growth Portfolio since 2008.

Investment Manager Biographies

James P. Stetler, Principal

  • Portfolio manager.
  • Advised the portfolio since 2008.
  • Worked in investment management since 1996.
  • B.S., Susquehanna University.
  • M.B.A., Saint Joseph’s University.

Binbin Guo, Principal, Head of Equity Research and Portfolio Strategies

  • Portfolio manager.
  • Advised the portfolio since 2016.
  • Worked in investment management since 1998.
  • B.S. and M.S., Tsinghua University.
  • Ph.D. and M.Phil., Yale University.

ArrowMark Partners

Firm Description

Founded in 2007, ArrowMark Partners, Denver, Colorado, is a diversified investment management firm that applies its specialized experience and in-depth fundamental research across a range of investment strategies designed to meet client needs. The firm has advised Vanguard Variable Annuity Small Company Growth Portfolio since 2016.

Investment Manager Biographies

Chad Meade

  • Portfolio manager.
  • Advised the portfolio since 2016.
  • Worked in investment management since 1998.
  • B.S., Virginia Tech.

Brian Schaub, CFA

  • Portfolio manager.
  • Advised the portfolio since 2016.
  • Worked in investment management since 2000.
  • B.A., Williams College.

Glossary