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Aviva Investors - Global Convertibles Fund Ia GBP Inc(0P00009DPA)
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233.878
-0.560
-0.24%
- 晨星評級:
- 總資產: 42.96M
Aviva Investors - Global Convertibles Fund Ia GBP
233.878
-0.560
-0.24%
0P00009DPA綜觀
你可在本頁找到深入的Aviva Investors - Global Convertibles Fund Ia GBP Inc公司檔案，包括0P00009DPA的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
投資策略
本基金之目標系藉由投資全球發行人所發行之可轉換債券與可轉換優先股以獲得資本增值或收益。本子基金至少三分之二之總資產（排除流動性資產）將投資於全球發行人所發行之可轉換債券。至多百分之十之總資產（排除流動性資產）可投資於股份或其他參與權。
聯絡資訊
地址
PO Box 1375
Grand Duchy of Luxembourg, L-1013 Luxembou
United Kingdom
Grand Duchy of Luxembourg, L-1013 Luxembou
United Kingdom
電話
(352) 40 28 20 261
傳真
(352) 49 23 69
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Brendan Ryan | Partner | 2023 | now |
| 自傳 | Brendan Ryan, CFA, is a Partner of Beaumont Capital Management, a position held since January 2020. Brendan helps lead the firm’s investment activities with a focus on fundamental analysis. He contributes to ongoing market research, product enhancement and development, as well as thought leadership. Additionally, as a Partner of the firm, Brendan assists in overseeing all business, finance, and distribution activities of BCM. He serves on the BCM investment committee and is additionally responsible for assisting with trading of the BCM strategies and operational support. Prior to that, he worked in Beaumont Financial Partners, LLC’s wealth management division, where he focused primarily on fundamental equity research from 2012 to 2018. He worked for Brown Brothers Harriman & Co. after receiving his B.A. in Economics from Boston College. Mr. Ryan’s primary role is Portfolio Manager for the firm's strategies, with a focus on fundamental analysis. He serves on the firm's investment committee and is additionally responsible for assisting with trading of the BCM strategies, operational support and special projects as needed. He currently holds the Series 65 securities license and is a CFA® Charterholder. | ||
| Shawn Mato | Senior Vice President, Senior Portfolio Manager | 2016 | now |
| 自傳 | Shawn manages Aviva's Global Convertibles Absolute Return strategy and Global Convertibles Long Only strategy. Prior to his Senior Portfolio Manager position at Aviva Investors, Shawn worked at Westwood. Shawn has co-managed the long only Global Convertible Bond strategy since 2004 and the absolute return Global Convertible Securities strategy since its inception in 2009. Before that, he was an equity analyst at Aviva Investors. Prior to 2002, he was a Research Associate at Dresdner Kleinwort Wasserstein, a Financial Consultant at Deloitte and Touché LLP, and held a variety of roles at Nomura Securities. Shawn earned a BSc in Business Administration from the University of New Hampshire and an MBA in Finance with Honors from Fordham University. He is a CFA Charterholder and CAIA Charterholder. He is also a member of the CFA Institute, the Boston Security Analysts Society and Chartered Alternative Investment Analyst Association. | ||
| David Clott | Senior Vice President, Senior Portfolio Manager | 2016 | 2023 |
| 自傳 | David serves as a Senior Portfolio Manager and leads the firm’s Global Convertible Securities team. Prior to joining Westwood, David spent 15 years managing both the long only and absolute return global convertible securities strategies at Aviva Investors and co-founded their convertible funds in April 2002. Before this he was a Portfolio Manager and Equity Analyst at HSB Group for one year, and an Equity Analyst and later a Convertible Securities Analyst at Phoenix Investment Partners for seven years. David earned a BSc in Business Administration and Finance from Bryant University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
| Schrameck Nicolas | - | 2015 | 2016 |
| Justin Craib-Cox | - | 2010 | 2016 |
| 自傳 | Justin joined RWC Partners as a senior member of the Convertible Bonds team and co-manager of the RWC Sustainable Convertible Fund in March 2018. He brings extensive industry experience via Investment Management, Trading & Execution, Equity & Credit Research, and Corporate Development. Prior to joining RWC, Justin worked as Senior Fund Manager to the Global Convertible Bond Portfolio, with peak AUM of USD +2.5bn, at Aviva Investments. Justin was responsible for global allocation, security analysis and selection, trading and execution and generation of risk-adjusted returns. Prior to Aviva Investments, he was deputy fund manager/analyst for global convertible bonds at M&G Investments, working alongside the lead manager for a EUR +1bn portfolio. Justin is a CFA Charterholder, graduated from the University of Virginia where he gained a degree in English and History and earned a Masters in Finance from London Business School. | ||
| Shawn Mato | Senior Vice President, Senior Portfolio Manager | 2002 | 2014 |
| 自傳 | Shawn manages Aviva's Global Convertibles Absolute Return strategy and Global Convertibles Long Only strategy. Prior to his Senior Portfolio Manager position at Aviva Investors, Shawn worked at Westwood. Shawn has co-managed the long only Global Convertible Bond strategy since 2004 and the absolute return Global Convertible Securities strategy since its inception in 2009. Before that, he was an equity analyst at Aviva Investors. Prior to 2002, he was a Research Associate at Dresdner Kleinwort Wasserstein, a Financial Consultant at Deloitte and Touché LLP, and held a variety of roles at Nomura Securities. Shawn earned a BSc in Business Administration from the University of New Hampshire and an MBA in Finance with Honors from Fordham University. He is a CFA Charterholder and CAIA Charterholder. He is also a member of the CFA Institute, the Boston Security Analysts Society and Chartered Alternative Investment Analyst Association. | ||
| David Clott | Senior Vice President, Senior Portfolio Manager | 2002 | 2014 |
| 自傳 | David serves as a Senior Portfolio Manager and leads the firm’s Global Convertible Securities team. Prior to joining Westwood, David spent 15 years managing both the long only and absolute return global convertible securities strategies at Aviva Investors and co-founded their convertible funds in April 2002. Before this he was a Portfolio Manager and Equity Analyst at HSB Group for one year, and an Equity Analyst and later a Convertible Securities Analyst at Phoenix Investment Partners for seven years. David earned a BSc in Business Administration and Finance from Bryant University. He is a member of the CFA Institute and the Boston Security Analysts Society. | ||
| Tom Wills | Senior Analyst | 2002 | 2010 |
| 自傳 | Tom is a portfolio manager of the Global Convertible Bond strategy. He joined Morgan Stanley in 2010 and has 16 years of investment experience. Prior to joining the firm, he was a senior fund manager of global convertibles at Aviva Investors. Tom received a B.Comm in finance from the University of Toronto, and an M.B.A. from Oxford University. Tom is also a Canadian Chartered Accountant and a Chartered Financial Analyst. | ||
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