News

2017
January - Adam Feldman and David Lerner have been appointed as principals of Northern Cross.

2016
December - David Lerner is promoted to Senior Analyst.

January - David Lerner, CFA joins Northern Cross as an analyst supporting the research efforts of the portfolio management team.

2015
December - Adam Feldman is promoted to Senior Analyst.

2014
March - Adam Feldman, CFA joins Northern Cross as an analyst supporting the research efforts of the portfolio management team.

January - Ted Wendell announced his retirement from Northern Cross at the end of 2014.

2013
December - Scott Babka, Director of Research, has been appointed a principal at Northern Cross.

2012
November - Northern Cross is awarded two subadvisory mandates from Wilmington Trust to manage an allocation of the Wilmington Multi-Manager International Fund and an allocation of the Wilmington International Equity Fund Select, LP.

August - Northern Cross is awarded a mandate from a State University's retirement plan and endowment.

July - Hai Gao, CFA joins Northern Cross as a Senior Analyst reporting to Scott Babka who was recently promoted to Director of Research.

February - Northern Cross is awarded a sub-advisory mandate from Northern Trust to manage an allocation of the Northern Multi-Manager International Equity Fund.

January - Northern Cross is awarded a mandate from a Fortune 100 company's pension plan.

2011
December - The Northern Cross team is nominated for International Manager of the year by Morningstar for their management of the Harbor International Fund. This is the fourth time in six years the team has been nominated for this award.

October - Northern Cross is awarded a mandate from a Fortune 100 company's pension plan.

June - Northern Cross is awarded a subadvisory mandate from M Funds to manage the M International Equity Fund as an investment option in their variable life and annuity policies.

February - Northern Cross is awarded a subadvisory mandate from AXA Equitable Life Insurance to manage an allocation of the EQ/International Value PLUS portfolio.

2010
October - Morningstar Article - Fund Times:
Two-Time FMOY Winner Hakan Castegren Dies

Harbor International remains in excellent hands.

Northern Cross, LLC mourns the loss of our respected colleague, Hakan Castegren, who passed away on October 2 at the age of 75. During a career that spanned five decades, Hakan was a leader in the investment management industry and will be remembered as a pioneer in international equity investing. The partners at Northern Cross, LLC, who have worked with Hakan for up to 25 years on the Harbor International Fund and other international equity portfolios, will miss our friend, mentor and colleague. Hakan's legacy of disciplined, long-term investing will live on through the Northern Cross team.

February - Scott Babka joins Northern Cross, LLC from Morgan Stanley in London. Scott will be an analyst supporting the research efforts of the portfolio management team.

2009
December - The Northern Cross team is nominated for International Manager of the year by Morningstar for their management of the Harbor International Fund. This is the third time in four years the team has been nominated for this award.

October - Northern Cross, LLC is awarded an international equity mandate from a corporate pension plan.

August - Michael Fechter joins Northern Cross, LLC as Director of Client Relations.

February - Northern Cross, LLC is appointed as co-subadvisor on the Harbor International Fund.

2008
October - Northern Cross, LLC is awarded a Europe focused mandate from a non-US government retirement program.

June - Northern Cross, LLC is awarded a subadvisory mandate for two State Farm mutual funds.

April - Northern Cross, LLC is awarded a mandate from a US endowment.

2007
December - Northern Cross wins the Morningstar International Manager of the year award for their management of the Harbor International Fund.

September - Northern Cross, LLC is appointed to manage a concentrated sleeve of the Litman/Gregory Master Select International Fund.