基本資料

投資策略

미국에 설립되어 있거나, 그곳에서 주된 경제 활동을 하는 회사(특히 투자자문회사가 성장 또는 가치 투자 특성을 갖는다고 판단하는 회사)의 주식에 투자함으로써 자본이익 달성을 추구합니다.

基金經理人

• Wolfe Joseph
• 資歷 6年(2017-03-29 至今)

• Joseph Wolfe, CFA, CQF, FRM, has been a Director at BlackRock within the Fundamental Active Equity Portfolio Management Group since 2012. Prior to joining BlackRock in 2012, Mr. Wolfe was the head of Quantitative Active Research at Northern Trust in Chicago where he directed quantitative research across the active equity teams, developed ETF strategies for FlexShares and co-managed several active mutual funds. Prior to joining Northern Trust in 2005, Joseph was a senior quantitative analyst with the State Teachers Retirement System of Ohio. Joseph received a B.S. degree from Slippery Rock University and holds advanced degrees in economics from Ohio State University and Kent State University. He is a CFA charterholder and a Certified Financial Risk Manager. He is a member of the Boston Security Analysts Society, Chicago Quantitative Alliance and Global Association of Risk Professionals. He holds a Series 3 license.

• Burnside Todd
• 資歷 6年(2017-03-29 至今)

• Todd Burnside, Director, is a member of the Fundamental Active Equity division of BlackRock’s Active Equities Group. Mr. Burnside is a portfolio manager on the US Income & Value Team. Previously, he had responsibility for fundamental research coverage of US large cap equities, with a focus on the Consumer Discretionary, Financials and Telecommunications sectors. Mr. Burnside joined BlackRock in 2008. Previously, he was an analyst with Morgan Stanley Investment Management from 2003 to 2008, where he was responsible for covering US large cap industrials and consumer stocks. Prior to that, he was a software equity analyst with Prudential Securities from 1999 to 2001. He began his career as an analyst with Nasdaq-Amex in 1997. Mr. Burnside earned a BS degree in Finance from Penn State University in 1997 and an MBA degree in Finance from New York University in 2003.

基金費用

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