基本資料

投資策略

本基金主要投資於市值不足三十五億美元、居籍為美國或主要在美國活動的股票和其他股本證券，以提高回報。

基金經理人

• Thompson Katie
• 資歷 0年(2024-06-30 至今)

• Wabnik David
• 資歷 11年(2013-09-01 至今)

• David Wabnik is responsible for overseeing and managing the US Small Cap Growth Equity portfolios at UBS Asset Management. David has been a portfolio manager with the firm since 1995. He served as a small cap portfolio manager/senior research analyst with Value Line Asset Management for four years prior to joining the firm. He also served as a tax accountant at Morgan Stanley.

• Kim Samuel
• 資歷 11年(2013-09-01 至今)

• Samuel Kim is responsible for managing the US Small Cap Growth Equity portfolios while also providing generalist research coverage. Samuel Kim joined the firm in 2003. Prior to joining the firm, he held portfolio management/analyst responsibilities in the small and micro cap arenas with Blackrock Financial Management for five years. Before his work at Blackrock, he served as a small cap growth analyst at Merrill Lynch Asset Management

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