駿利亨德森資產管理基金-駿利亨德森策略Alpha基金I2歐元避險

基本資料

投資策略

主要投資於任何規模的發行的普通股票，以尋求長期資本成長。本基金主要投資於美國。

基金經理人

• Summers Andy
• 資歷 7年(2014-07-25 至今)

• Mr. Summers joined Janus as a research analyst in February 2008. He began his investment career in 1998 as an equity analyst at INVESCO Funds and promoted to Assistant Portfolio Manager and finally Co-Portfolio Manager before founding Silvergate Capital Management, LLC in August 2004. Prior to joining INVESCO, Mr. Summers worked as an analyst assistant for Denver Investment Advisors.

• Kozlowski Daniel
• 資歷 7年(2014-03-31 至今)

• Dan Kozlowski is the Founder, Managing Member and CIO of Plaisance Capital, LLC. Prior re-establishing Plaisance Capital LLC in September 2017, Dan worked for Janus Capital, serving as the Executive Vice President and Portfolio Manager of the $4B Janus Contrarian Fund and the Nikko Global Opportunistic Equity Account from 2012 through August 2017. Dan managed the Plaisance Fund LP in conjunction with the Contrarian Fund throughout his tenure at Janus according to the same value-based investment philosophy. Dan chose to leave Janus Capital following its merger with Henderson PLC.
  Dan founded Plaisance Capital LLC in late 2008, with the Plaisance Fund launching in early 2009 under his leadership. Dan managed the Plaisance Fund independently from early 2009 until he (for the second time) and the Fund joined Janus Capital in July 2011.
  In his first tenure with Janus Capital, Dan served as a Portfolio Manager and Executive Vice President of the Janus Long Short Fund, a $1.3B hedged equity fund from 2006 through early 2008. Prior to his portfolio management roles, Dan served as an equity analyst for the Janus Contrarian Fund from 2000-2006 covering insurance, banking, specialty finance, retail and media industries. Dan also served as research analyst focused on Asian markets for the Janus Worldwide Fund and Janus Overseas Fund concurrent with his role on the Contrarian Value team. Prior to joining Janus Capital, Dan served as a research analyst/intern for Ariel Capital focused on small and mid-cap value portfolios. Before his public equity investment career, Dan worked for Arthur Andersen LLP and founded, managed and sold an apparel business start-up.
  Mr. Kozlowski holds a BBA and graduated cum laude from the University of Miami. He also studied at Sophia University’s School of Comparative Culture in Tokyo, Japan. Dan earned his MBA from the University of Chicago Booth School of Business in 2000 with concentrations in Finance and Accounting. He holds the Chartered Financial Analyst designation and has 19 years of financial industry experience. Dan is originally from Valparaiso, Indiana.

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