Harvey Fram, CFA
Founder and Portfolio Manager
Harvey was the Lead Portfolio Manager for the Core Equity Team of Madison Square Investors, a subsidiary of New York Life, for 13 years. He took over management of the Large-Cap Enhanced strategy in 2000 while developing the Mid- and Small-Cap Core offerings. He managed those products as well as a Large-Cap Core 130/30 strategy.
Prior to joining New York Life, Harvey was a quantitative equity research analyst at ITG, a leading technology based equity brokerage firm. Prior to that, he was a portfolio manager for international equity derivatives at the Palladin Group, a hedge fund. Harvey earned his MBA from the Wharton School at the University of Pennsylvania. He also earned degrees in Electrical Engineering from the University of the Witwatersrand and in Computer Science from the University of Cape Town in South Africa.
Phillip Fine, Series 65
Chief Operating Officer
Phillip brings 10+ years of corporate financial management and consulting expertise to Constantia, as well as broad industry experience in electric power utilities and transportation services.
A fluent Russian speaker, Phillip was vice president of a venture capital fund, finance director, and strategy consultant in Kazakhstan, Ukraine, and Russia. Upon returning to the U.S., Phillip traded emerging markets eurobonds and depositary receipts at a specialist brokerage firm. Prior to earning his MBA from the Wharton School at the University of Pennsylvania, he earned Dean's List honors at Cornell University where he majored in Operations Research and Industrial Engineering.
• Portfolio Management/Research – 20+ Years of combined experience
• In excess of $4 billion under management, 4-star Morningstar rated
• US Large-Cap, Mid-cap, Small-cap (16 yrs.) and 130/30 (8+yrs.)
• 130/30 Funds: Lead portfolio manager ranked 13th percentile (3 year Morningstar), 6th percentile (3 year Lipper) as of Feb. 2013. Net annualized outperformance since Constantia launch: Large-Cap 1.38%, Small-Cap 3.66%