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MEET THE MANAGERS
Keith Bush, is a Senior Associate – Russian and Eurasian Studies at the Center for Strategic and International Studies in Washington, D.C. Prior to 1994, Mr. Bush was the Director of Radio Free Europe’s Radio Liberty Research area. Mr. Bush has published more than 1,000 analyses on developments in the former Soviet Union. Robert M. DeMichele, Chairman. Mr. DeMichele worked for Vick Chemical Company, a leading consumer marketing firm, for six years before joining Warburg, Paribas, Becker in 1973. At Becker, an international investment banking firm, Mr. DeMichele held several positions, the most recent managing A.G. Becker's Funds Evaluation and Consulting Group of both the east and west coasts. Mr. DeMichele joined Lexington Management Corporation as chief executive officer in 1981 and became chairman in 1983. In addition to his role as Chairman of Lexington Management Corporation, he is president and chief executive officer of Lexington Global Asset Managers. He assumed the additional role of MSR's chairman in 1986. Mr. DeMichele has worked with Mr. Peluso since 1984, when the first MSR portfolio was established. Together, he and Mr. Peluso share responsibility in overseeing the application of MSR's stock selectivity process in structuring clients' equity portfolios. Mr. DeMichele is a graduate of Union College, with a B.A. degree
in Economics and an M.B.A. in Finance from Cornell University's
Johnson Graduate School of Business. Roseann G. McCarthy, Assistant Vice President/Fixed Income Ms. McCarthy is responsible for the management of the Lexington Money Market Trust and the Lexington GNMA Income Fund. She also manages the cash for all the Open End Funds. She has 7 years investment experience and has been with Lexington since 1990. Ms. McCarthy has a B.A. from Hofstra University and an M.B.A. from Seton Hall University. Timothy Daniel McCarthy, is a member of the portfolio management team that manages the Lexington Troika Dialog Russia Fund. Mr. McCarthy has a BS degree in Economics from the State University of New York at Oneonta and a Masters in Business Administration from the State University of New York at Binghamton. He joined Troika Dialog, Moscow in July, 1998. Prior to May, 1998 he was an Executive Director with Alfa Asset Management, Moscow. From January, 1995 to March, 1997 he was co-founder and director of Capital Regent Securities, a Moscow based investment and advisory firm. From June, 1990 to December, 1994 he was a consultant and senior consultant with Deloite & Touche Management Consulting in New York. Frank A. Peluso, President and Chief Executive Officer of MSR Advisors. Mr. Peluso began his investment career in 1962 by applying his background in mathematical physics to the stock market. He developed a proprietary model that used the principles of mathematical physics to describe the cyclicality of stock price movements. This model ranked stocks in the S&P 500 according to their potential for superior performance. Mr. Peluso established the predecessor firm to MSR Advisors to sell his stock selection report to institutional clients. In 1984, Mr. Peluso with Lexington Management Corporation formed MSR Advisors to develop this proprietary technique into an asset management offering. At MSR, Mr. Peluso establishes investment policy and oversees all investment decisions for MSR's technical style of management.Mr. Peluso is a graduate of Princeton University with an AB degree, Magna Cum Laude, in Physics and a recipient of the Woodrow Wilson Fellowship, at Columbia University and the Putnam Fellowship, Mathematical Physics, at Princeton University. Richard T. Saler, Senior Vice President. Director of International Equity Investment Strategy. Mr. Saler is Director of International Equity Investment Strategy and is responsible for international investment analysis and portfolio management at Lexington. He has 12 years investment experience. Mr. Saler has focused on international markets since first joining Lexington in 1986. Mr. Saler has been the lead international portfolio manager at Lexington since 1992. Prior to Lexington, Mr. Saler was a specialist's assistant on the American Stock Exchange. Mr. Saler is a graduate of New York University with a B.S. Degree in Marketing and an M.B.A. in Finance from New York University's Graduate School of Business Administration. Philip A. Schwartz, C.F.A., Vice President. Mr. Schwartz is responsible for international investment analysis and portfolio management, and has 11 years investment experience. He is also co-portfolio manager for the International and Global Funds. Mr. Schwartz is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. Prior to joining Lexington in 1993, Mr. Schwartz was Vice President of European Research Sales with Cheuvreux De Virieu in Paris and New York, serving the institutional market. Prior to Cheuvreux, he was affiliated with Olde and Co. and Kidder, Peabody as a stockbroker. Mr. Schwartz earned his B.A. and M.A. degrees from Boston University. Marin J. Strmecki, Ph.D., is the Director of Programs for the Smith Richardson Foundation. Prior to 1994, Dr. Strmecki served as a Legislative Assistant to U.S. Senator Orrin Hatch. Prior to 1993, Dr. Strmecki served as a Special Assistant for Public Policy on the Policy Planning Staff of the U.S. Office of the Secretary, Department of Defense. Prior to 1992, Dr. Strmecki served as a Professional Staff Member of the Foreign Relations Committee of the U.S. Senate. Dr. Strmecki also served as a Foreign Policy Consultant to former U.S. President Richard M. Nixon from 1990 to 1994. Pavel Teplukhin, is a member of the portfolio management team that manages the Lexington Troika Dialog Russia Fund. He is the President of TDAM, sub-adviser to the Fund. Dr. Teplukhin received a diploma in Economics and a Doctorate in Economic Analysis and Statistics from Moscow State University. He also received a Master of Science in Economics / Macroeconomics from the London School of Economics. From 1993 to 1996, Dr. Teplukhin was Economic Advisor to the First Deputy Prime Minister at the Ministry of Finance of the Russian Federation. James A. Vail, C.F.A., Vice President. Mr. Vail manages the Lexington Goldfund and the Lexington Silver Fund. Mr. Vail is a Vice President of LMC and is responsible for precious metals analysis and portfolio management at LMC. He is a Chartered Financial Analyst, member of the New York Society of Security Analysts and has 25 years investment experience. Prior to joining Lexington in 1991, Mr. Vail held investment research positions with Chemical Bank, Oppenheimer & Co., Robert Fleming Inc. and most recently Beacon Trust Company where he was Senior Investment Analyst. Mr. Vail is a graduate of St. Peter's College with a B.S. and holds an M.B.A. in Finance from Seton Hall University. Alfredo Viegas is Co-Manager of Lexington Worldwide Emerging Markets Fund, and Chief Executive Officer and Senior Portfolio Manager of Stratos. In 1995, Mr. Viegas established VZB Partners LLC ("VZB"), an emerging markets investment manager. He has been Senior Portfolio Manager and Partner of VZB since its inception. Mr. Viegas is responsible for corporate analysis and bottom-up research and has concentrated on analyzing equity opportunities not only in emerging markets but also in newly developing or frontier markets where quality of publicly available information is scarce and direct research is imperative. Prior to VZB, Mr. Viegas was Vice President and Latin America Equity Strategist for emerging markets with Salomon Brothers from 1993 to 1995. From 1991 to 1993, Mr. Viegas was a research analyst with Morgan Stanley. Mr. Viegas is a graduate of Wesleyan University with a B.A. in Classics in Medieval History. Ruben Vardanian, is a member of the portfolio management team that manages the Lexington Troika Dialog Russia Fund. Mr. Vardanian is Chairman of the the Board of Troika Dialog Asset Management. He is Vice Chairman of the Board of Directors of the Depository Clearing Company. He is a member of the expert council of the Federal Securities Commission of Russia and a Director of the Russian Trading System (RTS). He is also Chairman of the Board of Directors of the Russian Capital markets self-regulatory organization (NAUFOR). Mr. Vardanian received a Masters Degree with Distinction from the Finance Department of Moscow State University. He received post-graduate training with Banca CRT in Italy and with Emerging Markets Division of Merrill Lynch in New York. Alan H. Wapnick, Senior Vice President Director of Domestic Equity Strategy. Mr. Wapnick is Director of Domestic Equity Strategy and is responsible for portfolio management of value equity and co-portfolio management of global investments. In addition, he is responsible for equity analysis and has 28 years investment experience. Prior to joining Lexington in 1986, Mr. Wapnick was an equity analyst with Merrill Lynch, J. & W. Seligman, Dean Witter and, most recently Union Carbide Corporation. Mr. Wapnick is a graduate of Dartmouth College and received a Master's Degree in Business Administration from Columbia University. Mohammed Zaidi is Co-Manager of Lexington Worldwide Emerging Markets Fund, and Portfolio Manager at Stratos. Mr. Zaidi is responsible for fundamental corporate analysis with a particular focus on Asian and Middle Eastern Markets as well as the Risk Control Officer. Mr. Zaidi has been a Portfolio Manager at VZB since 1997. Mr. Zaidi was Chief Financial Officer and Partner at Paradigm Software, Inc. from 1992 to 1995. Mr. Zaidi is a graduate of The University of Pennsylvania with a B.S. in Economics from the Warton School. Mr. Zaidi also holds an M.B.A. in Finance from MIT Sloan School of Management.
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