基本資料

投資策略

本子基金之投資目標係透過投資發行於美國或主要已開發國際債券市場之高收益債券 及債權相關證券為主之多元化投資組合，以獲取即期收益及資本成長。

基金經理人

• Rosenthal Steven
• 資歷 9年(2014-04-14 至今)

• Steven Rosenthal, CFA, is an executive director and portfolio manager with NCRAM. He is the portfolio manager of NCRAM's European high yield strategy having managed it since its 2012 inception. He also supervises NCRAM's activities in the leveraged loan market. From 2010 to 2016 he was the co-portfolio manager of the long/short strategy. He had been the assistant portfolio manager of the long/short strategy during 2009. In 2005 he spearheaded the firm's establishment of a dedicated distressed capability and was the primary analyst following the distressed universe through 2009. Prior to that, he had been an analyst in the high yield group at NCRAM for various industries including gaming, lodging, leisure, metals and mining, homebuilding and building products and wireline telecommunications since 2000. He is a CFA charterholder, a member of the CFA Institute, and a member of the New York Society of Security Analysts.

• Leung Derek
• 資歷 9年(2014-04-14 至今)

• Mr. Leung, Executive Director and Portfolio Manager, joined Nomura Corporate Research and Asset Management Inc. in 2003 and has been a portfolio manager for NCRAM’s high yield total return portfolios since 2019. He is a CFA charterholder. Mr. Leung received his B.A. in Economics from Yale University in May 2003.

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