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Jackson Square SMID-Cap Growth CIT Fund (Class M)(0P0000VFCL)

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44.970 -0.010    -0.02%
28/06 - 延遲資料. USD 貨幣 ( 免責聲明 )
種類:  基金
市場:  美國
發行者:  SEI Trust Company
資產類別:  股票
  • 晨星評級:
  • 總資產: 49M
Macquarie SMID Cap Growth Collective Investment Tr 44.970 -0.010 -0.02%

0P0000VFCL綜觀

 
你可在本頁找到深入的Jackson Square SMID-Cap Growth CIT Fund (Class M)公司檔案,包括0P0000VFCL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。
類別

Mid-Cap Growth

總資產

49M

費用

0.70%

基金成立

2011年6月30日

聯絡資訊

地址 Suite A3-200
San Francisco,CA 94129
United States
電話 415-635-0220

主要管理層

名稱 主旨 成立於 直至
Ian Ferry CIO, Portfolio Manager 2019 now
自傳 Ian D. Ferry became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was an equity research analyst with Fidelity from August 2010 to October 2011. Before that, he completed an internship as an analyst with Carlson Capital in summer 2009. Previously, he worked with HarbourVest Partners from 2005 to 2008 in its private equity group, where he analyzed and completed growth equity investments and leveraged buyouts for the firm. Ferry began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ferry also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010.
Christopher J. Bonavico Portfolio Manager 2011 now
自傳 Christopher J. Bonavico, portfolio manager and analyst, joined JSP in April 2014. Previously, he was a vice president, senior portfolio manager and analyst at Delaware, and was a senior portfolio manager on its Focus Growth Equity team (2005 to 2014). Prior to that, he was a principal and portfolio manager at Transamerica Investment Management (1993 to 2005).
Kenneth F. Broad Portfolio Manager 2011 now
自傳 Kenneth F. Broad, CFA, MBA Portfolio Manager, Research Analyst Kenneth F. Broad became a member of Jackson Square, at its inception in May 2014, as a portfolio manager and research analyst. Prior to joining Jackson Square, he was a portfolio manager and equity analyst on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. The Focus Growth Equity team managed large-cap growth, smid-cap growth, all-cap growth and global growth portfolios. Prior to joining Delaware Investments, he was a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 2000, he was a portfolio manager with The Franklin Templeton Group and was a consultant in the business valuation and merger and acquisition group at KPMG Peat Marwick. He received an MBA from the University of California at Los Angeles and his bachelor’s degree in economics from Colgate University.
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