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主要投資於在美國建立總部或經營主要業務的上市公司,旨在提供以美元計算的長期資本增值。基金亦可將部分比重投資於在美洲大陸其他國家建立總部或經營業務的公司。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Raffaele Zingone | Managing Director | 2013 | now |
自傳 | Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University. | ||
Garrett Fish | Executive Director | 2003 | 2013 |
自傳 | Garrett Fish, executive director, is a portfolio manager in the U.S. Equity Group. An employee who worked with Jardine Fleming from 1994 to 1997 and joined the current organization in 2002, Garrett is the portfolio manager of the Luxembourg-domiciled JPM America Large Cap Fund and the UK-based JPMF American Investment Trust. From 1997 through 2001, he was with Merrill Lynch Investment Managers in London as a U.S. equity fund manager. Garrett has also worked with Aetna Capital Management, where he served as an account manager. Garrett holds a B.A. in Japanese history from Bates College and is also a CFA charterholder. | ||
David Atkison | - | 2000 | 2003 |
Victor Lee | Vice President | 1999 | 2000 |
自傳 | Victor Lee, managing director, is a regional specialist for Asia Pacific inc-Japan equities with the Emerging Markets and Asia Pacific (EMAP) Equities Team in Hong Kong. He joined the Firm as a research analyst in the Global Equities Team (previously known as the Global Portfolios Group) in 1997 and was responsible for North America research. He was then transferred to the team as a regional investment manager in 1999 and since then specializes in Asia Pacific equities, including Japan. He obtained an M. Engineering Degree from Oxford University in 1997 and is also a CFA charterholder, as well as an ordinary member of The Hong Kong Securities Institute (HKSI). | ||
David Atkinson | - | 1998 | 1999 |
自傳 | David Atkinson is a senior portfolio manager in the Global Portfolios Group, responsible for retail mandates based in London. An employee since 1995, David was previously based in Tokyo with responsibility for Kokusai mandates and before this in Hong Kong with responsibility for the portfolios of Hong Kong and Japanese institutional clients. Prior to this, David spent two years at Invesco Asset Management Limited where he was responsible for North American equities, which included segregated accounts and UK pension funds. Before Invesco, David spent six years with Henderson Administration where he managed the Henderson Global Technology Exempt Trust, he initially joined the company as an Investment Assistant to the International Director. David holds a BA in Business Studies from the University of North Staffordshire. |
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