Since inception in 1997, the AXA Rosenberg Value Equity Long/Short Fund sports a three-year average annual return of 8.8%. With a 17% return as of Nov. 30, this fundamentals-based fund employs a balance of long and short positions that is backed by a expert team of researchers. Kathryn Mohan McDonald joined AXA Rosenberg in 1999 as a senior product strategist. |