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務求實現由高水平現有收入及資本增值所組成之整體回報。 子基金將其至少三分之二的總資產投資於美國發行人之企業債務證券(即由主要辦事處位於美利 堅合眾國(「美國」)或在美國從事主要經濟活動之公司發行之證券)。該等債券具有固定、浮 動或可變息率,且低於投資級別,如未獲評級,則為副投資顧問認為相當於投資級別之評級)。 該等低於投資級別之證券(評級低於穆迪 Baa 級或低於標準普爾 BBB 級之證券)包括銀行貸款 (受「投資限制」一章第 I.(2)節載列之 10%限制所規限。子基金以不超過其總資產之 20%投資於 具有優先權之可轉換證券、可轉換債券、具有期權之債券及美國政府發行債券。預期子基金投資 組合之平均信貸質素相當於或高於 B 級。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Chris Lee | Analyst, Portfolio Manager | 2020 | now |
自傳 | Lee joined Sutter Advisors, LLC in September 2002 as an analyst covering the food and beverage, and financial services sectors and currently serves as a portfolio manager. He initially joined Wells Fargo in 2001 as an analyst in the Wells Fargo Structured Finance Group and prior to joining the firm, Lee worked as an operations manager in the food and beverage industry. | ||
Michael J. Schueller | Portfolio Manager | 2020 | now |
自傳 | Mike Schueller is a portfolio manager and research analyst for the Wells Fargo Asset Management (WFAM) Multi Sector Fixed Income – Plus team. Mike joined Wells WFAM as a senior investment research analyst from Strong Capital Management where he held a similar position. He rejoined Strong in 2000, having left the firm to start a trust department for Community Bank & Trust in Sheboygan, WI. Mike first joined Strong in 1998 as associate counsel in the legal department. For the three years previous to this, he practiced law with Reinhart, Boerner, Van Deuren, Norris & Rieselbach, S.C. in Milwaukee, WI, specializing in corporate reorganizations, mergers and acquisitions. He earned a bachelor’s degree in economics from the University of Minnesota and a law degree from the University of Wisconsin, Madison. Mike has earned the right to use the CFA designation. | ||
Niklas Nordenfelt | co-Portfolio Manager | 2008 | 2020 |
自傳 | Niklas Nordenfelt is managing director, senior portfolio manager and co-head for the Wells Fargo Asset Management (WFAM) U.S. High Yield Fixed Income team. Niklas joined the team in February 2003 as investment strategist. He began his investment career in 1991 and has managed portfolios ranging from quantitative-based and tactical asset allocation strategies to credit driven portfolios. Previous to joining the firm, Niklas was at Barclays Global Investors (BGI) from 1996-2002 where he was a principal. At BGI, he worked on their international and emerging markets equity strategies after having managed their asset allocation products. Prior to this, Niklas was a quantitative analyst at Fidelity and a portfolio manager and group leader at Mellon Capital Management. He earned a bachelor’s degree in economics from the University of California, Berkeley, and has earned the right to use the CFA designation. | ||
Philip Susser | Portfolio Manager | 2008 | 2020 |
自傳 | Philip Susser is managing director, senior portfolio manager and co-head for the Wells Fargo Asset Management (WFAM) U.S. High Yield Fixed team. Phil joined the U.S. High Yield Fixed Income team as a senior research analyst in 2001. He has extensive research experience in the cable/satellite, gaming, hotels, restaurants, printing/publishing, telecom, REIT, lodging and distressed sectors. Phil’s investment experience began in 1995 spending three years as a securities lawyer at Cahill Gordon and Shearman & Sterling representing underwriters and issuers of high yield debt. Later, Phil evaluated venture investment opportunities for MediaOne Ventures before joining Deutsche Bank as a research analyst. He graduated summa cum laude from the University of Pennsylvania with a bachelor’s degree in economics, graduated cum laude with a law degree from the University of Michigan Law School, and was a Benjamin Franklin Scholar. |
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