基本資料

投資策略

本基金主要投資於多元化的投資組合，由預期將表現出優質成長特徵的美國小型和中型股成長型公司之股權證券組成，包括：普通股和其他形式的股權投資（例如：可轉換為普通股之證券）。

基金經理人

• Jones James
• 資歷 4年(2020-09-30 至今)

• Jim Jones, CFA, partner, is a portfolio manager on William Blair’s Mid Cap Growth and Small-Mid Cap Growth strategies. Previously, he was a research analyst focused on U.S. small-cap industrials companies for the U.S. Growth Equity team beginning in 2010 and also served as the team’s co-director of research from 2017 to 2019. Before joining William Blair in 2010, Jim was an investment analyst at Federated Investors. Prior to that, he was a research analyst at Credit Suisse and an associate at Ashton Partners. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.S. in accounting from Miami University and an M.B.A. from the University of North Carolina.

• Crowe Daniel
• 資歷 21年(2004-03-17 至今)

• Dan Crowe, CFA, partner, is a portfolio manager on William Blair’s Small-Mid Cap Growth and Small-Mid Cap Core strategies. Previously, he was a portfolio manager on the firm’s Mid Cap Growth strategy, an associate portfolio manager on the firm’s Small Cap Growth strategy, and a research analyst, where he focused on all sectors across the U.S. small-cap space. Before joining William Blair as a generalist research analyst in May 2011, Dan was a portfolio manager at Pyramis Global Advisors and a portfolio manager and analyst at The Boston Company/Founders Asset Management. He began his career as a generalist analyst at Marsico Capital Management. Dan is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in mechanical engineering from the University of Illinois at Urbana-Champaign.

基金費用

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