基本資料

投資策略

該基金的投資目標是尋求透過主要投資於持有環球股票的投資組合，於市場週期內（通常為 3 年）達致超過基準指數（摩根士丹利所有國家世界指數（總回報，扣除稅項，美元））（MSCI All-Country World Index (ACWI) (Total Return, Net of Tax, USD)）3-5%的目標平均回報（扣除費 用前），並聚焦於「新世代網絡連接」（定義見下文）所涉及或從中產生利益的公司。

基金經理人

• Creedon Timothy
• 資歷 4年(2020-04-08 至今)

• Timothy Creedon, CFA, Managing Director, joined Neuberger Berman Investment Advisers LLC in 2005 and is Director of Research for the Global Equity Research Department and a Portfolio Manager on the Neuberger Berman Focus Fund and the Neuberger Berman Research Opportunity Portfolio. Prior to his appointment as Director of Research, Tim served as an equity analyst covering Consumer Staples companies for the department. Previously, he spent three years working as a sell-side research associate at Lehman Brothers, also covering consumer stocks, and two years working in the Private Equity group at Lehman Brothers, where he was responsible for analyzing and executing investments in early stage telecom/media companies. Tim began his career at Merrill Lynch, where he spent two years working in Investment Banking, covering the telecommunications industry. He is a CFA charterholder and graduated magna cum laude from Georgetown University’s School of Foreign Service with a concentration in International Economics.

• Ramanan Hariharan
• 資歷 4年(2020-04-08 至今)

• 2019 – Present Neuberger Berman
  2014 – 2018 Valarc Holdings, Managing Partner, Global Equities
  2007 — 2014 Eminence Capital, Portfolio Manager, International Equities
  2004 — 2007 Basso Capital, Managing Director and Portfolio Manager
  2002 – 2004 Advent International, Senior Associate, Private Equity
  2000 - 2002 Lehman Brothers, Analyst, Private Equity Knox College, BA (Mathematics and Economics)
  21 Years of Industry Experience

• Boon Yan Taw (YT)
• 資歷 4年(2020-04-08 至今)

• Yan Taw (YT) Boon 
  Managing Director, Director of Research (Asia), Co-Portfolio Manager
   
  2013 – Present Neuberger Berman, Hong Kong
  2011 – 2013 Credit Suisse, Hong Kong
  2010 – 2010 Huawei, China
  2006 – 2009 Broadcom, UK
  2004 – 2006 Cadence, UK
  2003 – 2004 ARM, UK University of Edinburgh, MSc
  University of Southampton, BEng 
  17 Years of Industry Experience

基金費用

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