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通過將本基金至少三分之二的資產,投資於 1)在美國設有註冊辦事處的小型公司;及/或 2)在美國進行大部分業務活動的小型公司;及/或 3)其大部份資產來自在美國設有註冊辦事處的小型公司的控股公司 所發行的股票及股票相關證券,以獲得長期總回報.
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Chris Colarik | Head of US Small Cap | 2023 | now |
自傳 | Christopher Colarik is a Senior Investment Director responsible for US Small and Smid Cap strategies. Chris joins abrdn after having spent over two decades at Glenmede Investment Management as a portfolio manager on the Small Cap Equity strategy. Prior to joining Glenmede in 1997, he was at Brandywine Asset Management, now Brandywine Global. Chris earned a BS in Economics from the University of Delaware. He is a member of the CFA Institute and the CFA Society of Philadelphia. | ||
Tim Skiendzielewski | Investment Director | 2012 | 2023 |
自傳 | Tim Skiendzielewski is an Investment Director on the North American Equity team at abrdn and a portfolio manager for the US Equity Small Cap Core Strategy since 2012. Tim is responsible for US research coverage of software, IT services, and healthcare IT companies. Tim joined Aberdeen in 2012 from Morgan Stanley. Previously, Tim worked for both Promontory Financial Group and Navigant Consulting. Tim graduated with a BS in Finance from Georgetown University and earned an MBA from the University of Chicago. He is a CFA charterholder. | ||
Ralph Bassett | Head of North American Equities | 2011 | 2022 |
自傳 | Ralph Bassett is Head of North American Equities at abrdn and also is a member of the abrdn Board of Directors. Ralph oversees the region’s research effort in addition to portfolio construction for several of the team’s flagship strategies, including the Small Cap strategy since its inception in 2008. Ralph joined Aberdeen Asset Management in 2006 upon the relocation of the Equity team from London to Philadelphia. Ralph earned a BS in Business, Finance (Hons) from Villanova University. He is a CFA charterholder. | ||
Jason Kotik | SR Investment Director | 2011 | 2022 |
自傳 | Jason Kotik, CFA, is Managing Director and Portfolio Manager. Mr. Kotik is responsible for U.S. Small and Smid Cap business for Rockefeller Asset Management. Prior to joining Rockefeller in June 2022, Mr. Kotik served as Lead Portfolio Manager for Aberdeen Standard Investments Small Cap Core strategy. Prior to joining Aberdeen, Mr. Kotik was an Equity Research Analyst at Allied Investment Advisors and began his career at T. Rowe Price. Mr. Kotik received a B.S, in Business from the University of Delaware and a M.A. in Business from John’s Hopkins University and is a Chartered Financial Analyst® charterholder. |
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