基本資料

投資策略

透過主要投資於北美洲微型企業公司，以期提供長期資本增值。

基金經理人

• Brachle Jon
• 資歷 7年(2017-05-31 至今)

• Percella Daniel
• 資歷 10年(2014-04-30 至今)

• Daniel J. Percella, CFA, Managing Director, and Portfolio Manager, joined JPMorgan in 2008. Prior to that, Daniel Percella was executive director and analyst and co-portfolio manager on the Small Cap Active Core Team. Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup.  Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute.  He is also a CFA charterholder.

• San Jose Don
• 資歷 15年(2008-11-18 至今)

• Don San Jose, CFA, Managing Director, has been an analyst with the U.S. small cap equity group since 2004 and a portfolio manager since 2007. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder.

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