基本資料

投資策略

포트폴리오의 투자목적은 주로 미국 발행인의 주식 증권에 투자함으로써 장기적인 자본 성장을 추구하는 것입니다.

基金經理人

• Thapar Vinay
• 資歷 5年(2018-04-11 至今)

• 於2011年9月加入聯博，目前擔任副總裁暨研究分析師，負責全球成長型醫療類股。在此之前，Vinay曾於American Century Investments 擔任資深投資分析師，負責兩檔國內基金之全球醫療類股研究工作，時間長達三年半。在此之前，Vinay曾於貝爾斯登旗下之生技股票研究團隊，擔任副總監一職。Vinay擁有美國紐約大學之生物學學士學位，以及特許財務分析師資格。任職地點：紐約。

• Caruso Frank
• 資歷 11年(2012-03-31 至今)

• Frank Caruso is a Senior Vice President and Chief Investment Officer at AB. He has been Team Leader of U.S. Growth and Team Leader of U.S. Growth & Income. From 1995 to 2004, he served as a Growth & Income portfolio manager. Mr. Caruso joined the firm in 1993, where he had been director of Equities. Previously, he was a managing director and senior member at Shearson Lehman Advisors, as well as CIO for Shearson Lehman Asset Management's Directions and Capital Management businesses. Mr. Caruso was also formerly the lead portfolio manager for Shearson's family of growth.

• Fogarty John
• 資歷 11年(2012-03-31 至今)

• John Fogarty is a Senior Vice President and Portfolio Manager for U.S. Growth Equities at AB, a position he has held since 2009. He rejoined the firm in 2006 as a fundamental research analyst covering consumer-discretionary stocks in the U.S., having previously spent nearly three years as a hedge fund manager at Dialectic Capital Management and Varden Partners. Mr. Fogarty began his career at AB in 1988, performing quantitative research, and joined the US Large Cap Growth team as a generalist and quantitative analyst in 1995. He became a portfolio manager in 1997. Mr. Fogarty holds a B.A. in history from Columbia University and is a CFA charterholder.

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