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透過主要投資於台灣公司,以期提供長期資本增值。資產至少67%投資於在台灣註冊成立或在台灣從事其大部分經濟活動之公司之股票。子基金可能投資於小型公司及可能不時集中於有限數目之行業。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
James Yeh | - | 2023 | now |
Connie Shen | - | 2023 | now |
Bruce Gai | - | 2020 | 2023 |
Joelian Tseng | - | 2018 | 2023 |
自傳 | Joelian Tseng, executive director, is a country specialist for Taiwan equities and a member of the Greater China Team within the Emerging Markets and Asia Pacific (EMAP) Equities Team. Joelian joined JPM in 2018, after two years at CL Securities Taiwan and four years at Deutsche Securities Asia, where she headed Taiwan Equity Research at both firms. Joelian had also previously worked at Nan Shan Life Insurance from 1998 to 2011 where she served as Head of Equity Investment for the last five years. She began her career in 1997 with Yamaichi Securities as an analyst, covering semiconductor, electronic components and construction industries. Joelian obtained a M.A. in Economics in addition to a B.A. in Economics and a B.A. in German from Hunter College in the City University of New York. | ||
Renee Lin | - | 2018 | 2019 |
Howard Wang | Managing Director | 2017 | 2018 |
自傳 | Howard Wang, Managing Director, is a country specialist for Greater China equities and head of the Greater China team within the Emerging Markets and Asia Pacific (EMAP) Equities team. Based in Hong Kong, he leads the Greater China-dedicated investment teams in Hong Kong, Shanghai and Taipei. He joined the firm in 2005 after eight years at Goldman Sachs, where he was managing director and head of the Taiwan office and prior to that, a member of both Goldman's equities principal strategies and private equity teams in Hong Kong. He began his career with Lazard Frères in 1995 as a financial analyst in mergers & acquisitions in New York. Howard obtained a B.A. summa cum laude in economics from Yale University. | ||
James Yeh | - | 2017 | 2018 |
Kevin Chan | Vice President | 2009 | 2009 |
自傳 | Kevin Chan,vice president, is an investment manager and Taiwan machinery specialist with the Pacific Regional Group. Based in Taipei, he joined the firm in 1997 as an analyst and was appointed as an investment manager in 2000. Prior to joining the firm, Kevin spent one year each with IC Source, Acer Inc. and the Core Pacific Securities as an analyst. Kevin obtained a B.A. in business administration from National Chengchi University in Taiwan. | ||
Peter Tang | Vice President, Portfolio Manager, Specialist | 2001 | 2009 |
自傳 | vice president, is an investment manager and Taiwan country specialist with the Pacific Regional Group in Hong Kong. Peter joined the firm in 1995 as an investment manager in Taiwan, specialising in Taiwan equities. He transferred to Hong Kong in June 2001. Prior to joining the firm, he was an auditor with both Deloitte & Touche and Coopers & Lybrand. His career started at Ting Kong Securities in 1987 where he was a securities analyst. | ||
Jack Pan | - | 2001 | 2002 |
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