基本資料

投資策略

中線而言，提升資產價值。

本子基金把其最少三分之二的資產投資於參考小型企業指數（羅素2000、富時美國小型企業指數、標準普爾小型企業600指數、摩根史坦利美國小型企業1750指數、羅素小型企業（未設限）指數）所涵蓋，及／或市值低於有關指數內最大市值公司（於每個財務年度初記錄），並在美國設立註冊辦事處或進行其大部份業務活動的企業的股份或其他類似證券，以及這類資產的金融衍生性工具。

本子基金亦可把其餘部份的資產（即最多三分之一的資產）投資於任何其他可轉讓有價證券、貨幣市場工具、金融衍生性工具或現金，只要子基金於任何類別的債務證券的投資不超過其資產的15%，以及最高10%的資產投資於UCITS或UCI。

基金經理人

• Fay Christian
• 資歷 1年(2023-07-01 至今)

• Chris Fay joined BNP Paribas Asset Management in 2013 from Pioneer Investment Management in Boston where he was a portfolio manager and analyst covering the global health care sector. Prior to that, he was an institutional healthcare consultant with Leerink Swann & Co. and Kendall Strategies Inc. Earlier in his career he was employed by The Massachusetts Department of Public Health as the Chief of Administration and Finance. 
  
  Chris earned his B.A. from the George Washington University. He received a M.S. in Biology from Loyola University of Chicago, a Masters in Public Health from Boston University and an M.B.A. from the Carroll School of Management, Boston College.

• Dailey Geoffry
• 資歷 11年(2013-07-31 至今)

• Geoff manages the team’s investments in the energy and financials sectors. Geoff has spent his investment career as an analyst and portfolio manager covering multiple sectors and market caps. Previously, Geoff was an Associate Portfolio Manager with Pioneer Investments . Earlier in his career, he worked in the equity research department of Eaton Vance, with a specific focus on financials and energy. A member of the CFA Institute and the Boston Security Analysts Society, Inc., Geoff is a CFA charterholder. He earned his B.A. from Wesleyan University and hi s M.B.A. from the Yale School of Management.

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