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本附属基金最少将70%的资产投资于涉及或与人工智能发展有关的公司(例如销售╱溢利主要来自将受惠于或现时与人工智能发展有关业务的公司)的股票。本附属基金可将少于30%的资产投资于上文所述以外的股票。本附属基金最多可将100%的资产投资于新兴市场。本附属基金可为有效率投资组合管理(包括对冲)而投资于金融衍生工具。本附属基金不会为投资目的而广泛投资于金融衍生工具。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
James Chen | Portfolio Manager | 2017 | now |
背景介紹 | Mr. Chen is a portfolio manager, a senior research analyst and a director with Allianz Global Investors, which he joined in 2006. He is a member of the Global Technology team and is responsible for analyzing mid- to large-capitalization semiconductor and semiconductor-equipment companies. Mr. Chen also assists the team in the management of several technology-specific portfolios. He has 27 years of investment industry experience. Mr. Chen previously worked at Primarius Capital, where he was a senior analyst and co-portfolio manager of several long/short portfolios. Before that, he worked at Engemann Asset Management as a technology analyst and portfolio manager of growth-oriented mid- to large-cap portfolios. Earlier in his career, Mr. Chen was a senior consultant with Deloitte & Touche, as well as a loan officer with Wells Fargo Bank. He has a B.S. in mechanical engineering, an M.B.A. in finance and accounting, and an M.S.B.A. in investments from the University of Southern California. Mr. Chen is a CFA charterholder. | ||
Sebastian Thomas | - | 2017 | now |
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