基本資料

投資策略

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。

基金經理人

• Lee Steven
• 資歷 7年(2017-12-19 至今)

• 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.

• Bao Susan
• 資歷 18年(2007-07-05 至今)

• Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation.

基金費用

聯絡資訊