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

美國基金

從投資組合中新增/移除新增至觀察名單

46.930 -0.510 -1.08%

27/12 - 關閉. USD 貨幣

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: 823.7K

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

823.7K

費用

0.71%

基金成立

2011年6月30日

聯絡資訊

地址 Suite 210
Larkspur,CA 94939
United States

電話 415-635-0220

網絡 www.jspartners.com

主要管理層

名稱	主旨	成立於	直至
Ian Ferry	CIO, Portfolio Manager	2019	now
自傳	Ian is a founding member of Jackson Square Partners, serving as a portfolio manager and analyst since its inception in May 2014. He was promoted to CIO in 2023. He has been a part of the team for over a decade. Prior to founding Jackson Square, he was a portfolio manager of the Delaware Investments Focus Growth Equity team from November 2011 to April 2014. 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. Ian began his career with Houlihan Lokey in 2004 as a financial analyst. He earned a bachelor’s degree in finance from Tulane University. Ian also earned an MBA, with a concentration in management, from The Wharton School of the University of Pennsylvania in 2010. In his free time, he enjoys cycling, reading biographies, running trails, and engaging in non-profits with an education focus.
Christopher J. Bonavico	Portfolio Manager	2011	now
自傳	Chris is a founding member of Jackson Square Partners serving as a portfolio manager and analyst since its inception in May 2014. His tenure with the team spans almost three decades.
Kenneth F. Broad	Portfolio Manager	2011	now
自傳	Ken is a founding member of Jackson Square Partners and has served as a portfolio manager and analyst since its inception in May 2014. He was promoted to co-chair in 2023. He has spent more than 20 years with the team. Previously, he was a portfolio manager of the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. Prior to 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. He is also a CFA charterholder. Outside of work, Ken is an External Advisory Board member for the Center for Freedom and Western Civilization (CFWC) at Colgate and a member of the board of Councilors for USC's Center for the Political Future (CPF). He is passionate about books, libraries, cinema, and philosophy.

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