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Schroder US Mid Cap Fund A Accumulation GBP(0P00000J6K)

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2.48 +0.06    +2.31%
22/11 - 關閉. GBP 貨幣
種類:  基金
市場:  英國
發行者:  Schroder Unit Trusts Limited
國際證券識別碼(ISIN):  GB0030347271 
資產類別:  股票
  • 晨星評級:
  • 總資產: 165.45M
Schroder US Mid Cap Fund Acc 2.48 +0.06 +2.31%

0P00000J6K綜觀

 
你可在本頁找到深入的Schroder US Mid Cap Fund A Accumulation GBP公司檔案,包括0P00000J6K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

US Mid-Cap Equity

總資產

165.45M

費用

基金成立

2005年4月27日

聯絡資訊

地址 1 London Wall Place
London, EC2Y 5AU
United Kingdom
電話 0800 182 2399

主要管理層

名稱 主旨 成立於 直至
Robert Kaynor Co-Portfolio Manager 2018 now
自傳 Rob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Direct
Jenny B. Jones Executive Vice President 2005 2019
自傳 Jenny Jones is the Head of US Small and SMID Cap Equities at Schroders, which involves managing the US Small and SMID Cap Equities portfolios and leading the investment team. She joined Schroders in 2002 and is based in New York. Jenny joined Schroders in 2002 as Head of US Small Cap Equity and since joining, has built a strong team of six analysts who are solely dedicated to the Small and Smid Cap Strategies. She was the Manager of Morgan Stanley Special Value Fund at Morgan Stanley Investment Management from 1996 to 2002, which involved managing the Morgan Stanley Special Value Fund and later the Small & Mid Cap Strategy from inception. She was the Head of the Small Cap Value Department at Oppenheimer Capital, L.P from 1990 to 1996. She was a Portfolio Manager at Mutual of America Life Insurance Co from 1983 to 1990, it was in this role where Jenny was first given the opportunity to manage small cap assets and she remains focused on this area today. Qualifications: MBA from New York University; BA (Honors) from Yale University.
Grant Cowley Senior Portfolio Manager 2004 2005
自傳 Grant's investment career commenced in 1989 when he joined Perpetual Investment Management as a research assistant, before becoming a US Equity fund manager responsible for both small and large cap investments. He took the Perpetual American Smaller Companies Fund from A to AA Fund Research rating. He joined Schroders in 2001 as a senior fund manager responsible for large cap US equity mandates and Head of US Research. He is a member of the Investment Research Panel and International Proxy Committee.
Adrian Cronje Vice President 2002 2004
自傳 Adrian Cronje, Ph.D., CFA is Balentine’s Chief Executive Officer and Chief Investment Officer. He is also a founding partner of Balentine, Chair of the Investment Strategy Team, and a member of the Management Committee. A CFA® Charterholder, Adrian is an active member of the CFA Institute, contributing frequently on a regional, national, and international level. Adrian’s presentation, “Revisiting the Winners’ Game,” at the CFA Institute’s Asset Allocation for Private Clients conference, was chosen by the CFA Institute to be included in its prestigious publication Conference Proceedings Quarterly. Adrian has been a member of Vistage 151 since 2009 and frequently addresses Vistage audiences across the country. Additionally, Adrian is a charter member of TiE Atlanta, an organization dedicated to fostering entrepreneurship with a focus on giving back to the community. In 2010, the Atlanta Business Chronicle named Adrian one of Atlanta’s “Top 40 under 40,” an honor designating the region’s up-and-coming leaders.
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