基本資料

投資策略

投資於環球股票及債券市場，並專注於業務將受惠於或現時與人工智能發展有關的公司，以達致長期收益及資本增值。 業務將受惠於或現時與人工智能發展有關的公司是指這些公司提供的產品、流程或服務能夠提供或受惠於 2 人工智能及／或人工智能的進 步和改進，其中可能包括但不限於電腦系統理論與開發，以執行通常需要人類智慧的任務。這些任務包括視覺感知、語音辨識、決策及語 言翻譯。

基金經理人

• Chen James
• 資歷 0年(2025-03-28 至今)

• Mr. Chen is a portfolio manager, a senior research analyst and a director with Allianz Global Investors, which he joined in 2006. He is a member of the Global Technology team and is responsible for analyzing mid- to large-capitalization semiconductor and semiconductor-equipment companies. Mr. Chen also assists the team in the management of several technology-specific portfolios. He has 27 years of investment industry experience. Mr. Chen previously worked at Primarius Capital, where he was a senior analyst and co-portfolio manager of several long/short portfolios. Before that, he worked at Engemann Asset Management as a technology analyst and portfolio manager of growth-oriented mid- to large-cap portfolios. Earlier in his career, Mr. Chen was a senior consultant with Deloitte & Touche, as well as a loan officer with Wells Fargo Bank. He has a B.S. in mechanical engineering, an M.B.A. in finance and accounting, and an M.S.B.A. in investments from the University of Southern California. Mr. Chen is a CFA charterholder.

• Jue Stephen
• 資歷 0年(2025-03-28 至今)

• Mr. Jue is a portfolio manager, a senior research analyst and a director with Allianz Global Investors, which he re-joined in 2017 after previously working with the firm from 2005 to 2014. He is a member of the Global Technology team and focuses on hardware, networking and software companies. Mr. Jue also assists the team in the management of several technology-specific portfolios. He has 20 years of investment industry experience. Mr. Jue previously worked at Rainier Investment Management and RBC Capital Markets. Before that, he worked in various marketing, finance and accounting roles with a division of Gillette; he was also a CPA with KPMG. Mr. Jue has a B.S. in business administration from Northeastern University and an M.B.A. from the University of Chicago Booth School of Business.

• Turner Ethan
• 資歷 2年(2023-03-15 至今)

• Ethan Turner is a portfolio manager, income and growth at Voya Investment Management. Prior to joining Voya, he was an analyst and vice president at Allianz Global Investors, where he held research responsibilities for the income and growth strategies team and was previously a trading assistant. Prior to that, Ethan was a lead analyst covering the financial sector at Relational Investors and a financial analyst at Sunstone Hotel Investors. Ethan earned a BS from San Diego State University and an MBA from the Anderson School of Management at the University of California, Los Angeles. He is a CFA® Charterholder.

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