基本資料

投資策略

目標 透過資本增長隨時間增加閣下的投資價值。在正常市場狀況下，本基金通常將至少80%但始終不低於三分之二的資產投資於美國中小市值公司的股本證券。在購買時，此等公司具有在羅素2500指數範圍內的市值（或最高50億美元，以較高者為準）。本基金的投資可包括REIT。本基金可對任何貨幣作出投資參與。

基金經理人

• Turenchalk Erik
• 資歷 5年(2020-01-01 至今)

• To be provided.

• MacGregor James
• 資歷 15年(2010-03-15 至今)

• Chief Investment Officer—Small and Mid-Cap Value Equities
  James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York

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