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756.260
+7.560
+1.01%
23/12 - 關閉. USD 貨幣
- 晨星評級:
- 總資產: 265.69M
New Capital US Growth Fund USD Inst Acc
756.260
+7.560
+1.01%
0P0000V6X9綜觀
你可在本頁找到深入的New Capital US Growth Fund USD Inst Acc公司檔案，包括0P0000V6X9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。
投資策略
子基金的投資目標是提供資本增值。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Michael D. Clulow | Portfolio Manager | 2010 | now |
| 自傳 | Mike joined EFGAM in 2016 as a Senior Portfolio Manager with a sector focus on health care stocks, including pharmaceutical, medical device and health care service names. He has been an investment analyst since 1995 and previously covered this area for all Mazama Capital Management strategies for 13 years. Prior to Mazama, he was a Senior Analyst covering health care technology and pharmaceutical outsourcing stocks at UBS. Previously, he worked as a Healthcare Analyst at CIBC World Markets. Mike started his career as Corporate Lending Officer at PNC Bank. Mike holds an MBA Hons in Finance and Economics from New York University's Leonard N. Stern School of Business and a BSc in Finance from Miami University of Ohio. He received the Chartered Financial Analyst (CFA) designation in 2002. | ||
| Joel Rubenstein | Portfolio Manager | 2010 | now |
| 自傳 | Joel Rubenstein is a portfolio manager on the small cap growth team at Voya Investment Management. Prior to joining Voya, he was a senior portfolio manager at EFG Asset Management, a portfolio manager on the small cap growth team at Mazama Capital Management and a research analyst at Banc of America Securities. Joel earned an MBA from the Anderson School of Management and a BA in economics from the University of California Los Angeles. | ||
| Chelsea Wiater | - | 2010 | now |
| 自傳 | Chelsea joined EFGAM in 2016 and is a Portfolio Manager specializing in the research and analysis of consumer discretionary, consumer staples, and communication services stocks. Chelsea has held the roles of Senior Research Analyst and Research Analyst while at EFGAM. She started in the industry in 2009 with the investment team at Mazama Capital Management, where she held various roles including Research Analyst and Head Equities Trader, working closely with Mazama's PM’s and conducting research across several industry groups including industrials and consumer discretionary. Chelsea holds a MS in Finance from Portland State University where she was elected to the Phi Kappa Phi Honour Society, and a BSc in Business Administration & Marketing with an additional major in Spanish from Trinity University. | ||
| Timothy P. Butler | Equity Analyst | 2010 | 2023 |
| 自傳 | Tim joined EFGAM in 2016 as a Senior Portfolio Manager with sector focuses on financial services, financial technology, industrials and materials. He is a 26-year industry veteran who covered the aforementioned sectors for 13 years whilst at Mazama Capital Management. His previous role was at Pacific Crest Securities, where he was a Senior Research Analyst specialising in financial technology stocks. Prior to this, he worked at Stifel Financial as a Research Analyst focused on specialty finance companies. Before entering the securities industry, Tim was employed by a publicly traded Specialty Finance company where he handled investor relations, financial analysis and strategic planning. Tim holds an MBA from the University of Texas, graduating cum laude, and BA in Business Administration from Wichita State University, where he graduated summa cum laude and was elected to the Beta Gamma Sigma Honour Society. | ||
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