摩根基金 - 美國策略升級基金 - JPM美國策略升級(美元) - I股 (累計)
782.11美元1.66(0.21%)
2026/01/16更新
直接投資於美國公司所發行之股票，以取得對美國公司之曝險部位，並使用衍生性商品，以期提供長期資本增值。至少67%之資產(無論係直接或透過衍生性商品)將投資於設立註冊地於美國、或於美國從事其主要部分經濟活動之公司股票。基金通常將持有占淨資產約130%之多頭部位，並透過衍生性商品取得占淨資產約30%之空頭部位，但視市場條件而定，可能會偏離上述目標。
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Tim Woodhouse, executive director, is a portfolio manager in the International Equity Group , based in New York. An employee since 2008, he was previously a research analyst in the European Equity Research Team, in London, working in the TMT sector. Tim obtained a BSc (Hons) in Economics from the University of York. Tim is a CFA charterholder.
Mr. Stern, an Executive Director and a CFA charterholder, is a research analyst and portfolio manager on the U.S. Structured Equity Team. Mr. Stern is a generalist analyst whose coverage spans various industries including financial and healthcare. An employee since 2008, Mr. Stern has been a research analyst since 2011
Steven G. Lee, Managing Director, is a portfolio manager on the US Disciplined Equity Team and the lead portfolio manager for the Research 130/30 and Disciplined Equity strategies since February 2017. Additionally, he has been the lead portfolio manager for the Research Market Neutral and Research Long/Short strategies since January 2014. Prior to joining the firm in 2004, he was a research analyst covering the global chemicals sector at Sanford Bernstein Investment Research and Management. He previously held positions as a management consultant with Booz-Allen&Hamilton and as an engineer with Ford Motor Company. Steven graduated with a dual degree from the Management and Technology Program at the University of Pennsylvania with a B.S. in economics from the Wharton School of Business, majoring in finance, and a B.S. in engineering from the School of Engineering and Applied Science, majoring in economics. He also holds an M.S. in mechanical engineering from the Massachusetts Institute of Technology and an M.B.A. in finance from the University of Michigan.
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