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该基金的目标是达致长期资本增值。该基金寻求透过主要投资(至少为该基金资产净值的70%)于在欧洲各国(但不包括英国)的小型公司的上市股票 及股票相关证券,以达致其目标。就该基金而言,小型公司是指市值少于摩根士丹利资本国际欧洲(英国除外)小型股指数(净总回报)(Msci Europe Ex Uk Small Cap Index (Net Total Return))内最大市值的公司。
名称 | 标题 | 任期 | 至 |
---|---|---|---|
Michael Oliveros | - | 2023 | now |
背景介紹 | Michael Oliveros joined M&G in June 2011 as an analyst and since 2013 has worked as a manager and deputy manager of various equity strategies, including the Pan European Select Smaller Companies strategy and the Global Select strategy. Michael previously worked at Credit Suisse for six years, three of these as the market strategist and head of custom solutions in the HOLT group. Prior to Credit Suisse, he worked as an investment banking associate at Valuemetrics Advisors and as a management consultant at SCA Consulting. Michael graduated from the University of Illinois at Urbana-Champaign in 1998 with a BS in finance, minoring in technology and management. He is a CFA charterholder. | ||
James Matthews | Managing Director, Founder | 2020 | now |
背景介紹 | James Matthews is a qualified trader on Eurex, OMLX and the International Securities Exchange (ISE) of New York. He joined Spear, Leeds & Kellogg in September 1995 and worked on the London International Financial Futures Exchange. In 1997 he went with Nordic Options Ltd which demerged from Spear, Leeds & Kellogg where he became the senior equity options trader.In June 2000 James Matthews left Nordic and founded 2K Trading Ltd where he has been the Managing Director of the firm and actively participated in and managed the trading activities | ||
Erik Esselink | Member | 2018 | 2023 |
背景介紹 | Erik Esselink is a Portfolio Manager for Invesco global core equity strategies. Mr. Esselink joined Invesco in 2007 and specializes in the research and management of European equities.Prior to joining Invesco, Mr. Esselink was an institutional equities pan-European specialist with Morgan Stanley. His career started in 1997 with ING Barings in Amsterdam as a member of the institutional equity team for three years, specializing in Dutch equities.Mr. Esselink graduated from the Rotterdam School of Economics (HES) where he studied commercial economics. | ||
Oliver Collin | Analyst | 2018 | 2019 |
背景介紹 | Oliver joined Invesco in July 2014 as an analyst within Invesco’s European Equities team. His career started in September 2000 with ING Barings, initially within their graduate programme, before becoming a member of their Institutional Equity Sales team, specialising in Pan European mid-cap equities. In January 2006 he joined Berenberg Bank where he specialised in French mid-cap institutional equity sales. In November 2010 he joined Exane BNP Paribas where he latterly led their Pan European Mid Cap Sales team after becoming a Partner in the firm in November 2011. Oliver holds a BSc (Honours) in Economics & Politics from the London School of Economics. |
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