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本基金的基本投資目標,是提供長線資本增長。基金主要投資美國多個行業的上市公司。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Rayman Bovell | Portfolio Manager | 2015 | now |
自傳 | Rayman Bovell, CFA. He is responsible for managing the Wealth Portfolio Management Team in New York and Toronto and joined HSBC Global Asset Management (USA) Inc. in 2008 after having worked in the industry since 2001. Mr. Bovell’s current role includes asset allocation, portfolio management and research responsibilities across broad equity and fixed income asset classes covered by the Wealth Portfolio Management team. | ||
Gordon Rohloff | Portfolio Manager | 2014 | now |
Thomas D. Stevens | Senior Portfolio Manager | 2011 | 2015 |
自傳 | Mr. Stevens, CFA, is Chairman ,SPM and Principal, co-founded Los Angeles Capital since 2002. He is responsible for setting the firm’s strategic goals and is also an integral member of the firm’s Portfolio Management team. Prior to co-founding the firm, he was a senior managing director and principal at Wilshire Associates. He joined Wilshire in 1980. In 1986, he assumed responsibility for Wilshire Asset Managemen. Prior to joining Wilshire, he worked for the National Bank of Detroit as a portfolio manager and was primarily responsible for major pension fund client relationships. | ||
Management Team | - | 1998 | 2011 |
自傳 | Team Managed | ||
Andrea Resnick | - | 1994 | 1998 |
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