瑞銀(盧森堡)美國中型股票基金P(0P00000AY4)

盧森堡

從投資組合中新增/移除新增至觀察名單

3,830.780 -69.630 -1.79%

07/01 - 關閉. USD 貨幣

種類: 基金

市場: 盧森堡

發行者: UBS Fund Management (Luxembourg) S.A.

國際證券識別碼(ISIN): LU0049842262

資產類別: 股票

晨星評級:
總資產: 215.77M

0P00000AY4綜觀

你可在本頁找到深入的瑞銀(盧森堡)美國中型股票基金P公司檔案，包括0P00000AY4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

215.77M

費用

1.90%

基金成立

1995年1月20日

投資策略

本基金主要投資於美國本土或主要在美國活動的小型及中型公司，包括美國股票市場總市值中最後四分之一的有小市值公司，以提高回報。

聯絡資訊

地址 5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg

電話 +352 4 36 16 11

傳真 +352 4 36 16 1555

網絡 www.credit-suisse.com

主要管理層

名稱	主旨	成立於	直至
Katie Thompson	-	2024	now
John Strommen	-	2022	now
Peter J. Bye	-	2016	now
自傳	Peter Bye is a portfolio manager on the strategy. He has industry experience dating back to 1992 and has been with UBS since 2012. He is based in New York
Alia Aziz	Equity Analyst	2022	2024
自傳	Alia Aziz is an Investment Analyst on the US Large and mid-cap Growth Equity strategies as well as on the Digital Transformation Equity strategy, a Global Growth Equity strategy. Her coverage includes primarily the consumer sectors. Alia joined UBS in September 2020. She was previously Director of Global Strategy at Selina, a global hospitality and coworking company. She was the founding analyst at Spyglass Capital Management, a concentrated U.S. mid-cap long-only growth fund that launched in 2015. She has also been at AllianceBernstein, where she was a senior research analyst on the Emerging Markets Growth and International Large-Cap Growth team. Alia started her career as the sole analyst at Edgewood Management, a concentrated U.S. large-cap long-only growth fund.
Hajro Kadribeg	-	2021	2022
Eric Garfunkel	-	2021	2022
Alexis Freyeisen	-	2019	2021
Albert Tsuei	-	2016	2021
自傳	Albert Tsuei is the Lead Portfolio Manager for the strategy and a Senior Investment Analyst on the US Large Cap Growth Equity portfolio team covering the information technology sector. Prior to joining UBS Asset Management in 2002, Albert worked at IBM Research, Cisco Systems, CS First Boston and Morgan Stanley and Sun Microsystems. At Morgan Stanley, Albert performed fundamental equity research of the server hardware industry. At Cisco and Sun Microsystems, Albert held strategic management roles. He has published a paper in the Journal of Applied Corporate Finance on value creation in the computer industry. Albert has completed the Series 7 and 63 exams. Albert graduated from Cornell University with an AB in Computer Science and Mathematics. Additionally, he holds a MBA from the Kellogg School of Management at Northwestern University.
Grant Bughman	Client Portfolio Manager	2016	2019
自傳	Mr. Bughman joined Vontobel Asset Management in February 2019 as a Client Portfolio Manager where he is responsible for communicating the firm's philosophy, process, performance, portfolio positioning and risk management. Mr. Bughman joins Vontobel from UBS Asset Management (2005-2019) where he was Lead Client Portfolio Manager for active equities in the Americas, responsible for coverage of emerging market and U.S. growth equity strategies. He served as the primary media spokesperson for active equities, with market insights regularly featured on Bloomberg TV, CNBC, The Wall Street Journal and Financial Times. From 2000 to 2005, he held positions at SunAmerica Asset Management and AXA Advisors. He received a B.B.A. in Finance from James Madison University. In addition, Mr. Bughman holds the following FINRA License(s): Series 7 and Series 66.
Hywel Franklin	-	2015	2016

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