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主要投資於世界各地之股票,以期盡量提高長期資本增值。子基金之總資產(不包括現金及現金等價物)至少67%將投資於股票及股票相關證券。此等證券之發行人可位於任何國家,包括新興市場。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
John Baker | Vice President | 2017 | now |
自傳 | John Baker has been employed by JPMIM or its affiliates (or one of their predecessors) since 1994, as an assistant on the UK retail funds desk, now integrated into the European Equity Group. John obtained a BA from University College Cork, Ireland. He is an Associate of the Institute of Investment Management & Research. | ||
Nicholas Horne | - | 2017 | now |
自傳 | Nicholas Horne, executive director, is a portfolio manager and head or research in the J.P. Morgan Asset Management European Equity Group. An employee since 2006, he did his investment banking internship at the M & A Group at Trenwith Securities. Before that, he did an internship in private wealth management at Smith Barney. Nick holds a BSM in Finance and International Relations from Tulane University, and an MSc in Politics of the World Economy from the London School of Economics. Nick is a CFA charterholder. | ||
Zenah Shuhaiber | Portfolio Manager | 2012 | now |
自傳 | Zenah Shuhaiber, executive director, is a portfolio manager in the Global Equities Team based in London, with portfolio and research responsibilities for style-based strategies. An employee since 2005, she previously served an internship at JPMorgan Private Bank in 2004. She obtained a MA in Economics and Management at Oxford University. Zenah is a CFA charterholder. | ||
Sandeep Bhargava | Managing Director | 2001 | now |
自傳 | Sandeep Bhargava, managing director, is portfolio manager responsible for style strategies including Global Dynamic Fund within the Global Equities Team in London. An employee since 1997, Sandeep previously was a product manager for Indian asset management in Asia. Prior to joining the firm, Sandeep managed Asian funds at Barclays Global Investors. Sandeep began his career as a Finance Lecturer at University of York, combined with consulting at World Bank in Washington and ICICI in India. Sandeep holds a BA Economics from Cambridge University and a DPhil Economics from Oxford University. | ||
Howard Williams | Managing Director | 2001 | 2013 |
自傳 | Howard Williams, managing director, is head of the Global Equities Team, based in London, responsible for all multi-market investment in J.P. Morgan Asset Management. An employee since 1994, he was previously employed at Shell Pensions in London as senior portfolio manager and head of UK equities. Prior to this, he spent three years managing global invested offshore pension funds in Bermuda for Shell Trust. Howard also spent five years at Kleinwort Benson Investment Management as a portfolio manager specializing in UK equities. His career started with three years at James Capel &Co. |
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