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New Capital US Future Leaders Fund USD Inst Acc (0P0001EC77)

爱尔兰

从投资组合添加/删除添加至投资组合

199.780 +3.880 +1.98%

21/11 - 闭盘. USD 货币

类型: 基金

市场: 爱尔兰

发行商: New Capital UCITS Fund PLC

ISIN: IE00BF2SJ654

资产类别: 股票

晨星评级:
总资产: 117.3M

0P0001EC77概述

本页面提供New Capital US Future Leaders Fund USD Inst Acc的详细介绍，帮助您了解0P0001EC77的高管、总资产、投资策略和联系方式等信息。

种类

美國中型股票

总资产

117.3M

费用

0.96%

开始日期

2018年8月8日

联络信息

地址 116 Park Street
London,Greater London W1K 6AP
United Kingdom

电话 +44 20 7491 9111

网址 www.efgam.com

高管

名称	标题	任期	至
Michael D. Clulow	Portfolio Manager	2018	now
背景介紹	Mike joined EFGAM in 2016 as a Senior Portfolio Manager with a sector focus on health care stocks, including pharmaceutical, medical device and health care service names. He has been an investment analyst since 1995 and previously covered this area for all Mazama Capital Management strategies for 13 years. Prior to Mazama, he was a Senior Analyst covering health care technology and pharmaceutical outsourcing stocks at UBS. Previously, he worked as a Healthcare Analyst at CIBC World Markets. Mike started his career as Corporate Lending Officer at PNC Bank. Mike holds an MBA Hons in Finance and Economics from New York University's Leonard N. Stern School of Business and a BSc in Finance from Miami University of Ohio. He received the Chartered Financial Analyst (CFA) designation in 2002.
Joel Rubenstein	Senior Portfolio Manager	2018	now
背景介紹	Joel joined EFGAM in 2016 as a Senior Portfolio Manager with a sector focus on the broad technology universe. Prior to this Joel spent 12 years at Mazama Capital Management where he held various roles within the investment team, most recently managing EFGAM’s New Capital US Growth Funds and running US equity mandates for institutional clients. Before being promoted to Portfolio Manager in 2007, he was a Senior Research Analyst specialising primarily in the technology sector and certain consumer and industrial companies across all strategies. Prior to joining Mazama, he was a Senior Equity Research Associate in the technology group at Bank of America Securities and a Senior Research Analyst at Analysis Group, a leading provider of economic and business strategy consulting services. Joel holds an MBA in Finance and a BA in Economics from UCLA.
Chelsea Wiater	-	2018	now
背景介紹	Chelsea joined EFGAM in 2016 and is a Portfolio Manager specializing in the research and analysis of consumer discretionary, consumer staples, and communication services stocks. Chelsea has held the roles of Senior Research Analyst and Research Analyst while at EFGAM. She started in the industry in 2009 with the investment team at Mazama Capital Management, where she held various roles including Research Analyst and Head Equities Trader, working closely with Mazama's PM’s and conducting research across several industry groups including industrials and consumer discretionary. Chelsea holds a MS in Finance from Portland State University where she was elected to the Phi Kappa Phi Honour Society, and a BSc in Business Administration & Marketing with an additional major in Spanish from Trinity University.
Timothy P. Butler	Equity Analyst	2018	2023
背景介紹	Tim joined EFGAM in 2016 as a Senior Portfolio Manager with sector focuses on financial services, financial technology, industrials and materials. He is a 26-year industry veteran who covered the aforementioned sectors for 13 years whilst at Mazama Capital Management. His previous role was at Pacific Crest Securities, where he was a Senior Research Analyst specialising in financial technology stocks. Prior to this, he worked at Stifel Financial as a Research Analyst focused on specialty finance companies. Before entering the securities industry, Tim was employed by a publicly traded Specialty Finance company where he handled investor relations, financial analysis and strategic planning. Tim holds an MBA from the University of Texas, graduating cum laude, and BA in Business Administration from Wichita State University, where he graduated summa cum laude and was elected to the Beta Gamma Sigma Honour Society.

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近期报价

	名称	价格	涨跌额	涨跌幅
	New Capital US Fu.	199.780	+3.880	+1.98%