基本資料

投資策略

本基金擬透過重點投資於投資經理確定為估值偏低的美國中小市值公司股本證券組成的多元化投資組合，以實現其市值投資目標。就此等目的而言，「中小市值公司」指初始投資時市值介乎羅素2500 指數（Russell 2500™ Index）最小公司和市值50 億美元或羅素2500 指數最大公司（以較大者爲準）之間的公司。正常情況下，預計本基金最少80%的淨資產會投資於此類證券。

基金經理人

• Singhvi Shri
• 資歷 8年(2014-07-21 至今)

• Shri Singhvi 
  Portfolio Manager—US Small and Mid-Cap Value Equities 
  Shri Singhvi is a Director of research of AB’s small and mid-cap value equities since 2014, with responsibility for overseeing coverage of companies for the small-cap and small/mid-cap value services. Shri Singhvi is a Portfolio Manager for US Small and Mid-Cap Value Equities, with research coverage that includes financial companies.From 2008 until his recent promotion, Mr. Singhvi was a senior research analyst on AB’s small/mid-cap value team, responsible for coverage of financial and technology companies. 
  Prior to joining the portfolio-management team in July 2014, he was a senior research analyst on the Small and Mid-Cap Value team, responsible for covering financial and technology companies. Before joining the firm in 2008, Singhvi was an engagement manager for McKinsey & Company, where he consulted on strategy for technology, media and telecom companies and investment due diligences for hedge funds and private equity clients. Prior to that, he spent more than five years in Silicon Valley working as a senior R&D engineer at Applied Materials and as a software solutions architect at i2 Technologies. Mr. Singhvi began his investment career in 2005. Singhvi holds a BTech in chemical engineering from the Indian Institute of Technology, Bombay; an MS in chemical engineering from Purdue University; and an MBA from the University of Chicago. Location: New York

• MacGregor James
• 資歷 12年(2010-03-15 至今)

• Chief Investment Officer—Small and Mid-Cap Value Equities
  James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York

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