美盛凱利美國積極成長基金優類股美元累積型

基本資料

投資策略

本基金尋求賺取長期資本增值。

本基金將其資產淨值至少70%投資於美國受監管市場上市或買賣的美國公司之普通股，而副投資經理相信該 等公司正經歷或有潛力經歷其盈利及╱或現金流量增長超過標準普爾500指數的成分公司的平均盈利及╱或現金增長 率。本基金可投資於具備長期盈利增長及／或現金流量前景的小型、中型及大型公司的證券，而對公司規模無特定 目標權重。

基金經理人

• Bauman Evan
• 資歷 14年(2007-04-20 至今)

• Evan co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies. He has 24 years of investment industry experience, all with the firm and its predecessors.
  
  Evan joined the organization in 1996 as an intern before graduating with a BS in Mathematics from Duke University.

• Freeman Richard
• 資歷 14年(2007-04-20 至今)

• Richie co-manages the Aggressive Growth, Multi Cap Growth and All Cap Growth strategies and various Energy MLP Closed-End Funds. He is a member of the ClearBridge Investments Management Committee. He has been fascinated by the stock market since 1966, when at the age of 13 he would sit in a local brokerage firm after school and watch the ticker. Richie has 44 years of investment industry experience.
  
  In 1983 Richie joined Shearson American Express, a predecessor organization, as co-manager of an aggressive growth mutual fund. He became a portfolio manager for ClearBridge Multi Cap Growth portfolios in 1991. His prior positions include vice president for trusts and investments at Chemical Bank and vice president of research at Drexel Burnham Lambert.
  
  Richie received his BS in Accounting from Brooklyn College, and his MBA in Finance from New York University's Leonard N. Stern School of Business. Richie is a New York baseball enthusiast and enjoys playing golf in his spare time.

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