基本資料

投資策略

本永續子基金專注投資於歐元區市場高於平均收益率之歐洲股票，目標為藉此使投入資本價值得以永續成長。本子基金最低將以三分之二以上之資金投資於歐元區市場高於平均收益率之歐洲股票。

基金經理人

• Davis Robert
• 資歷 5年(2018-06-01 至今)

• Investment Officer
  Institutional Portfolio Manager
  As an Institutional Portfolio Manager, participates in the research process and strategy discussions. Assesses portfolio risk, customizes portfolios to client objectives and guidelines, and manages daily cash flows. Communicates investment policy, strategy, and positioning.
  Joined MFS in 2012
  Previous experience includes 2 years as Director, North American Business Development at Numeric Investors, LLC; 
  1 year as Vice President, Business Development and Consultant Relations at Rampart Investments; 
  2 years as Investment Director, Non-US Equities at Pyramis Global Advisors; 
  4 years as Head of Equity Product Strategy & Institutional Portfolio Manager at State Street Research & Management Company; 
  6 years as Relationship Manager at Wellington Management Company; 
  7 years as Officer at The United States Army.
  Affiliations include Boston Security Analysts Society, Inc., CFA Institute.
  Babson College, MBA, summa cum laude
  Cornell University, BS, distinguished military graduate

• Simar Nicolas
• 資歷 24年(1999-04-08 至今)

• Nicolas Simar, Portfolio Manager, is Head of the Value team in the Equity investments department and is responsible for the value strategies. He started his career at the Banque Bruxelles Lambert Asset Management in 1996 (NN Investment Partners) as an investment manager of fixed-income.

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