David Donora joined Threadneedle Investments in 2008 as a fund manager specialising in commodities, after more than 25 years in commodity and derivative-based roles at several financial institutions in London and New York.
He launched the Threadneedle Enhanced Commodities Fund, which he now manages, a year ago. The fund has raised over $340 million and has gained over 39% in US-dollar terms net of fees since inception. It is benchmarked against the DJUBS Total Return -- an index of commodities futures -- and has outperformed the index by 8%. The fund's investors are largely sophisticated institutions, many...