基本資料

投資策略

本基金旨在通過投資於美國小型公司的股權和股權相關證券，在三年至五年期內扣除費用後提供超過 Russell 2000 Lagged (Net TR) index 的資本增值。

基金經理人

• Wald Joanna
• 資歷 1年(2022-11-01 至今)

• Joanna Wald is the Head of Research for US Small and Mid Cap Team at Schroders Investment Management and is based in New York. Prior to her appointment of Head of Research in May 2019, Joanna was a senior analyst on the team covering consumer stocks.
  
   
  
  Before joining Schroders, Joanna was with Ballast Capital Management (2010-2012) as an analyst focusing on the consumer sector. Ballast offered a long/short US equity product. Prior to Ballast she was with Ramius Capital (2008 - 2010) as a consumer analyst also working on a US equity long/short portfolio. The Ramius team left that firm to form Ballast.
  
  For the period 2006-2008 she was with Trivium Capital Management as a Senior Analyst for a long/short equity fund focusing on consumer stocks. She began her investment career with Century Capital Management (2001-2003), a long-only investment firm. She was an analyst with responsibility for health care and other business services industries.
  
   Joanna has also held positions with Liberty Mutual Insurance (1999-2000) as a financial analyst and Ernst & Young (1998-1999) as an actuarial analyst.
  
   
  Education
  BA in Mathematics, Boston University
  MBA, University of Pennsylvania

• Kaynor Robert
• 資歷 6年(2018-01-08 至今)

• Rob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Direct

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