基本資料

投資策略

本公司之目標乃為投資人提供一個投資於專業管理並且力求分散投資風險之一系列基金之機會，務求令投資人獲得最佳報酬。



本基金之投資目標，乃透過主要投資於全球各地公司發行之證券，尋求以美元計算之長期資本增值。在一般市況下，本基金之投資目標將透過主要投資於老字號企業及新興公司之股本證券而達致。投資程序著重由下而上之選股程序，在個別公司之基礎上尋求具吸引力之投資。在選擇所投資之證券時，投資顧問通常投資於其認為具有持續競爭優勢、業務能見度高於平均、擁有以高回報率部署資本能力、資產負債結構強健以及風險／報酬率具吸引力之獨特性公司。為提升報酬及／或作為投資策略的一部分，本基金可（根據附錄 A 所載明之投資權力及限制）為投資或有效管理投資組合（包括避險）目的，而利用在證券交易所買賣以及店頭市場買賣之選擇權、期貨和其他衍生性商品。

基金經理人

• Norton Alexander
• 資歷 11年(2013-01-31 至今)

• Alexander Norton is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2000 and has been with financial industry since 1995. Prior to joining the firm, Alex was an associate in equity derivative sales and later an associate in equity research at Donaldson, Lufkin & Jenrette. Previously, he was a bond broker with Cantor Fitzgerald. Alex received a B.A. in history from the University of Pennsylvania and an M.B.A. in finance from Columbia Business School.

• Yeung Jason
• 資歷 11年(2013-01-31 至今)

• Jason Yeung is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has been with financial industry since 1997. Jason joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Jason was a senior research analyst at Ramius Capital Group. Previously, he was an equity research associate at Deutsche Bank. Jason received a B.A., Phi Beta Kappa, in international relations from Johns Hopkins University and an M. Phil. in international relations from the University of Cambridge. He holds the Chartered Financial Analyst designation.

• Nash Armistead
• 資歷 11年(2013-01-31 至今)

• Armistead Nash is an investor for the Counterpoint Global team. He joined Morgan Stanley in 2002 and has has been with financial industry since 2000. Armistead joined the team in 2004 as an investor. Previously, he was a member of the U.S. Research Group, working closely with the Counterpoint Global team. Prior to joining the firm, Armistead was an associate in investment product development at BlackRock Financial Management. Previously, he was a research analyst in high-yield research at KEA Capital. Armistead received a B.A. in history from the University of Virginia and an M.B.A. from the University of Virginia's Darden School of Business Administration.

基金費用

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