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3.83
-0.02
-0.51%
- 晨星評級:
- 總資產: 27.53M
Threadneedle US Equity Income Fund L Income GBP
3.83
-0.02
-0.51%
0P00017VK9綜觀
你可在本頁找到深入的CT US Equity Income Fund L Income GBP公司檔案，包括0P00017VK9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。
聯絡資訊
地址
London EC4N 6AG
Zurich,London 8002
Switzerland
Zurich,London 8002
Switzerland
電話
+41 44 208 37 37
傳真
+41 44 208 35 00
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Benedikt Blomberg | - | 2020 | now |
| 自傳 | Benedikt Blomberg is a portfolio analyst on the U.S. Equities Team at Columbia Threadneedle Investments. Prior to his current role, Mr. Blomberg was a senior analyst for centralized fundamental research, responsible for analyzing stocks in the defense and auto sectors. Mr. Blomberg joined one of the Columbia Threadneedle Investments legacy firms in 2005. Previously, Mr. Blomberg was a quantitative programmer and trader for Fort Orange Capital Management. Mr. Blomberg began his career as an analyst with Paradigm Capital Management. He has been a member of the investment community since 1996. Mr. Blomberg received a B.S. from the University of Muenster, in Germany, and an M.S. from Union College. He is a member of the Boston Security Analysts Society and the CFA Institute. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Nadia Grant | Portfolio Manager | 2016 | 2020 |
| 自傳 | Nadia Grant joined the company in 2014 as a portfolio manager within the US Equities team and became Head of US Equities, EMEA in July 2017. She manages the Threadneedle American Fund as well as a number of institutional portfolios. Nadia also contributes to the team’s macroeconomic and thematic research. Prior to joining the company, she worked for 13 years at JP Morgan Asset Management. She worked as a portfolio manager in various teams, managing European, American and Global strategies. Nadia has a Master’s degree from Reims Business School (Neoma) and also holds the Chartered Financial Analyst designation. | ||
| Diane L. Sobin | Senior Equity Portfolio Manager, Managing Director | 2016 | 2017 |
| 自傳 | Ms. Sobin is a Managing Director and member of Tradition’s Investment Committee. As a portfolio manager, she leads the Environmental, Social, Governance and Female Focus strategies for the firm. Ms. Sobin has over three decades of investment management experience including seventeen years with Columbia Threadneedle Investments (a division of Ameriprise Financial) in both New York and London, where she was Senior Portfolio Manager, Executive Director and head of U.S. Equities. She was recognized as one of the top 100 Women in Finance in Europe in 2014 by European Financial News. Ms. Sobin has lead managed core equity, mid and small cap equities and dividend growth funds at Columbia Threadneedle, Zurich Scudder, JP Morgan (formerly Chase Manhattan) and Oppenheimer Funds. She holds a Chartered Financial Analyst designation and is a member of the CFA Society of New York. Ms. Sobin graduated from Pace University with a Bachelor of Business Administration in Finance. | ||
| Marcus Chandler | Analyst | 2011 | 2011 |
| 自傳 | Marcus Chandler, Vice President, UK equity portfolio manager focusing on income funds. Prior to joining Credit Suisse, Marcus spent a year working with Graham Ashby at the London based asset management firm Sarasin Chiswell as a UK portfolio manager and co-manager on Sarasin Chiswell's International Equity Income Fund. He also spent two years in the London office of HgCapital, a pan-European private equity firm, focusing mainly on buyout investments in the healthcare sector, and two years as an analyst with Merrill Lynch Investment Managers (now BlackRock). Marcus holds a BA (Hons) in Physics and Philosophy and MSt in Philosophy from Oxford University. He is also a CFA charterholder. | ||
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