基本資料

投資策略

此基金前稱鄧普頓美國小型公司基金，基金透過投資於市值在二十億美元以下的世界各地公司證券，謀取長線資本增值。

基金經理人

• Waddell Heather
• 資歷 1年(2021-01-01 至今)

• Heather Waddell, Executive Vice President, joined the Templeton organization in 1996. Ms. Waddell is a research analyst and lead portfolio manager on a number of institutional separate account relationships and sub-advised portfolios.
  
  Ms. Waddell has research responsibility for the global small capitalization industrials and communication services sectors.
  
  Ms. Waddell earned an M.B.A. from the Columbia University Graduate School of Business in New York and a B.A. in economics from the University of California, Santa Cruz. She is a Chartered Financial Analyst (CFA) charterholder and an active member of the Columbia University and the University of California Alumni associations, and the South Florida Society of Financial Analysts.

• Tuttle David
• 資歷 7年(2015-07-31 至今)

• David Tuttle is a vice president, and portfolio manager for the Templeton Global Equity Group. Mr. Tuttle holds a bachelor of commerce degree (with distinction) from the University of Toronto. He is a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP), and a member of the Toronto Society of Financial Analysts.

• Hodes Harlan
• 資歷 15年(2007-09-29 至今)

• HARLAN B. HODES, CPA
  Executive Vice President
  Portfolio Manager, Research Analyst
  Harlan B. Hodes is an executive vice president for the Templeton Global Equity Group. Mr. Hodes manages the US retail Templeton Global Smaller Companies Fund and small-cap institutional portfolios, including Templeton International Smaller Companies Fund and TIF Foreign Smaller Companies Fund. In addition, he has global research responsibilities for small-cap and Asian consumer goods and small-cap cyclicals.

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