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透过主要投资于拉丁美洲企业,以期提供长期资本增值。资产至少67%投资于在拉丁美洲国家注册成立或在拉丁美洲国家从事其大部分经济活动之公司之股票。子基金可将净资产最多20%投资于辅助流动资产及将资产最多20%投资于信贷机构存款、金融市场票据及货币市场基金,以管理现金认购及赎回以及经常性及特殊付款。如就应对极端不利市况而言属合理,子基金可暂时将其净资产最多100%投资于辅助流动资产作防守目的。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Rachel Rodrigues | - | 2021 | now |
Luis Carrillo | Head | 2003 | now |
背景介紹 | Luis Carrillo, managing director, is a regional portfolio manager and the head of the Latin America Group, with a specialisation in Mexico, within the Emerging Markets and Asia Pacific Equities Team. He joined the firm in 1998 and is based in New York. Previously he was with several consulting firms where he offered strategic and financial advice concerning Latin America and Asia. Luis holds a B.S. degree in engineering and a graduate degree in industrial engineering from the Universidad Anahuac in Mexico. He holds an M.B.A. in finance from the Wharton School of the University of Pennsylvania. | ||
Sophie Bosch de Hood | Vice President, Specialist | 2012 | 2021 |
背景介紹 | Sophie Bosch de Hood, executive director, is a regional portfolio manager for Latin America portfolios, with a specialisation in Brazil, within the Emerging Markets and Asia Pacific Equities Team based in New York. Sophie joined the firm in 1999 in the client side and in 2001 transitioned to work in research covering consumer and industrial companies in Latin America and EMEA. Sophie holds a B.A. in Business Management from the Wharton School and a B.S. in International Relations from the College of Arts and Science at the University of Pennsylvania. She speaks Spanish, English and Portuguese fluently. | ||
Luke Richdale | Director | 2000 | 2005 |
背景介紹 | Mr. Richdale joined Flemings in 1993 as a graduate trainee and transferred to RF Holdings (Bahrain) in September 1994 as a Manager focusing on Middle East capital markets. Mr. Richdale joined the Emerging Europe and Middle East team of Fleming Investment Management in London in June 1997 as an Investment Manager covering Mediterranean markets, and subsequently became manager of the FFF Middle Eastern Fund on its launch in May 1998. Appointed Assistant Director in March 1999 and Director in April 2000. | ||
Richard Schmidt | CIO (Chief Investment Officer) | 2000 | 2003 |
背景介紹 | Mr. Richard Schmidt, is a Portfolio Manager of Harding Loevner’s portion of the Fund. Mr. Schmidt, Portfolio Manager, Analyst and Partner, has worked with Harding Loevner since 2011. Previous to his current position, Mr. Schmidt was Chief Investment Officer with Oranda Capital Management from 2007 to 2011. Mr. Schmidt also worked for JP Morgan Asset Management, Jardine Fleming Investment Management, Jardine Fleming Securities, BT Brokerage and Winfull, Laing & Cruickshank in various analytic roles. Mr. Schmidt received his BS in Foreign Services from Georgetown University in 1986. |
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