基本資料

投資策略

本子基金以表現勝過洲際交易所美銀美國高收益受限指數（「基準」）的回報為目標。該子基金屬主動管理。挑選基準是因為其代表子基金的投資領域，因此其為適當的表現比較指標。該子基金大部分的債券投資參與不一定會參考基準，或擁有衍生自基準的比重。投資經理可運用其酌情權投資於並不包含在基準內的債券，從而利用特定的投資機遇。因此，預期該子基金的表現將適度偏離基準。

基金經理人

• Spielman Adam
• 資歷 6年(2019-04-01 至今)

• Adam Spielman is a senior managing director and head of leveraged credit on the fixed income team at PPM. In this role, he oversees the bank loan and high yield teams and is responsible for investment and allocation decisions for several of the firm’s fixed income strategies, including high yield core and floating rate income which are managed on behalf of investors globally. Prior to his current role, he was head of fixed income research and managed a team of individuals focused on corporate credit and structured security analysis. Prior to joining PPM in 2001, Adam worked in the investment group at a Chicago-based software company. Previously, he was an investment banker at Lehman Brothers, and started his career at Peterson Consulting. Adam earned a master’s degree in accounting and finance from the University of Chicago and a bachelor’s degree in economics from Indiana University.

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