基本資料

投資策略

美國價值型基金以盡量提高總回報為目標。基金將不少於70%

的總資產投資於在美國註冊或從事大部份經濟活動的公司的

股本證券。基金側重於投資顧問認為估價偏低而具有內在投

資價值的公司。

基金經理人

• Tapia Franco
• 資歷 3年(2019-11-15 至今)

• Franco F. Tapia is a Managing Director of BlackRock, Inc. since 2016. Prior to that, Mr. Tapia is a Senior Equity Research Analyst and Portfolio Manager at Pzena Investment Management from 2006 to 2016. He earned a B.A. in Economics with honors from Harvard University, and an M.B.A. from the Wharton School of the University of Pennsylvania where he was named a Palmer Scholar. Mr. Tapia holds the Chartered Financial Analyst designation.

• Zhao David
• 資歷 3年(2019-11-15 至今)

• Managing Director of BlackRock, Inc. since 2016; Global Equity Senior Research Analyst and Principal at Pzena Investment Management from 2006 to 2016.

• DeSpirito Tony
• 資歷 3年(2019-11-15 至今)

• Mr. DeSpirito has been a Managing Director of BlackRock, Inc. since 2014. Prior to joining BlackRock in August 2014, for the last 18 years Tony had been with Pzena Investment Management where he was Managing Principal, Portfolio Manager and a member of the firm’s Executive Committee. Prior to joining Pzena Investment Management in 1996, Mr. DeSpirito was an Associate in the Corporate Department at the Boston based law firm of Ropes & Gray LLP. At Ropes & Gray, he advised clients in the direct television, financial services, fitness, packaging films, retail, software, and wire and cable industries. Mr. DeSpirito earned a B.S. summa cum laude from the Wharton School of the University of Pennsylvania in 1990 and a J.D. magna cum laude from Harvard Law School in 1993.
  
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