Having broadened and deepened its fixed income capabilities significantly over many years, AllianzGI is now taking the natural next step in the evolution of its fixed income offering by bringing its capabilities into an integrated, global structure.
Steven J. Berexa is Global CIO Equity with Allianz Global Investors and a member of its Investment Executive Committee.
In addition to his responsibilities as Global CIO Equity, Steve continues to manage money as a portfolio manager of the Disciplined Equity and Global Fundamental strategies and lead manager of the Global Insights/Intellectual Capital strategy.
Since joining the firm in 1997, Steve’s roles have included Global Head of Research and head of the US Technology team. He has managed several Lipper Award-winning European- domiciled funds and has 28 years of investment-industry experience.
Before joining the firm, Steve worked at Prudential in a private placement unit, with responsibilities for the subordinated debt of renewable energy projects, as well as credit and LBOs. He was also a technology analyst at Chancellor/ LGT Asset Management..
Steve has a B.S.E.E. in electrical engineering and computer science from Duke University, where he was awarded the Angier B. Duke scholarship, and an M.B.A. from Duke University’s Fuqua School of Business. He is a CFA charterholder.
As our business has grown more complex and global we have come to expect more from our research teams. We require our analysts to work closely with portfolio managers to understand better how research can contribute to each strategy.
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