基本資料

投資策略

主要投資於美國小型股，以提高其中期資產價值。子基金將其資產至少 75%投資於由市值低於羅素 2000 指數（美國小型股市場指數，由羅素 3000 指數中包含的 大約 2,000 隻最小證券組成）最大市值成份股（於每個財政年度開始時作出評估），且在美國設立註冊辦事處或 進行其大部份業務活動的企業所發行的股票及／或等同於股票的證券〔例如參與權，即指紅利權及／或認購權等 股本工具（可能因企業行動導致）〕。

基金經理人

• Fay Christian
• 資歷 2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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